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Portfolio (Quarterly) Guide ↗

Abel Hall, LLC

· CIK 0002013339
13F Portfolio $469.5B AUM 811 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 280 New 289 Added 164 Reduced 183 Exited
Page 4 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 KLAC KLA CORP Technology 760.0 $1.1M 0.24% +23.0 +3.1% $1472.15 +22.6%
62 ETN EATON CORP PLC Industrials 3,052.0 $1.1M 0.23% +145.0 +5.0% $357.63 +11.7%
63 BX BLACKSTONE INC Financial Services 9,257.0 $1.1M 0.23% +7K +273.6% $114.99 +1.8%
64 SATS ECHOSTAR CORP Technology 8,976.0 $1.1M 0.22% +1K +13.2% $117.07 +17.2%
65 PLTR PALANTIR TECHNOLOGIES INC Technology 7,162.0 $1.0M 0.22% +1K +17.6% $146.28 -8.4%
66 WES WESTERN MIDSTREAM PARTNERS L Energy 25,188.0 $1.0M 0.22% +15K +147.2% $41.17 +11.8%
67 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 40,000.0 $1.0M 0.22% +18K +81.8% $25.88 +3.1%
68 NXT NEXTPOWER INC Technology 8,548.0 $1.0M 0.22% +2K +23.5% $120.55 +19.7%
69 ADP AUTOMATIC DATA PROCESSING IN Industrials 5,062.0 $1.0M 0.22% +2K +73.2% $203.18 +9.7%
70 TM TOYOTA MOTOR CORP Consumer Cyclical 4,985.0 $1.0M 0.22% +3K +121.1% $206.07 -7.5%
71 AMAT APPLIED MATLS INC Technology 3,001.0 $1.0M 0.22% +673.0 +28.9% $341.79 +21.0%
72 APA APA CORPORATION Energy 23,704.0 $1.0M 0.21% -10K -29.5% $42.44 -5.4%
73 KO COCA COLA CO Consumer Defensive 13,169.0 $1.0M 0.21% +5K +53.2% $76.05 +6.3%
74 AMD ADVANCED MICRO DEVICES INC Technology 4,851.0 $987K 0.21% +654.0 +15.6% $203.43 +106.9%
75 PFFA ETFIS SER TR I 47,519.0 $967K 0.21% $20.36 +5.7%
76 CDE COEUR MNG INC Basic Materials 51,445.0 $966K 0.21% +13K +32.8% $18.77 -6.8%
77 KIM KIMCO REALTY CORP Real Estate 42,602.0 $957K 0.20% +21K +92.8% $22.47 +2.4%
78 JEPQ J P MORGAN EXCHANGE TRADED F 17,100.0 $949K 0.20% $55.52 +7.5%
79 PEP PEPSICO INC Consumer Defensive 6,112.0 $949K 0.20% +2K +47.1% $155.29 -4.0%
80 TJX TJX COS INC NEW Consumer Cyclical 5,909.0 $944K 0.20% -222.0 -3.6% $159.70 -7.7%
Page 4 of 41  ·  811 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 22.7%
Financial Services 17.7%
Healthcare 10.7%
Industrials 10.3%
Energy 9.5%
Real Estate 6.8%
Consumer Cyclical 6.8%
Communication Services 5.3%
Consumer Defensive 4.2%
Basic Materials 3.4%