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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 7 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NOG NORTHERN OIL & GAS INC Energy 23,409.0 $684K 0.15% NEW $29.23 -16.4%
122 ISCV ISHARES TR 9,817.0 $682K 0.14% -87.0 -0.9% $69.51 +5.3%
123 HON HONEYWELL INTL INC Industrials 2,996.0 $677K 0.14% +473.0 +18.8% $226.03 -5.7%
124 PNC PNC FINL SVCS GROUP INC Financial Services 3,236.0 $673K 0.14% +1K +69.3% $208.07 +2.3%
125 VZ VERIZON COMMUNICATIONS INC Communication Services 13,386.0 $672K 0.14% -9K -40.2% $50.20 -7.6%
126 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 1,271.0 $665K 0.14% +561.0 +79.0% $523.47 +0.0%
127 ES EVERSOURCE ENERGY Utilities 9,546.0 $661K 0.14% -2K -19.0% $69.28 -3.0%
128 ITW ILLINOIS TOOL WKS INC Industrials 2,533.0 $659K 0.14% +536.0 +26.8% $260.29 -4.8%
129 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,474.0 $658K 0.14% +114.0 +8.4% $446.54 -2.1%
130 BEP BROOKFIELD RENEWABLE ENERGY Utilities 20,000.0 $653K 0.14% $32.64 +5.3%
131 GLW CORNING INC Technology 4,789.0 $651K 0.14% +663.0 +16.1% $135.97 +41.1%
132 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 29,967.0 $649K 0.14% -6K -16.4% $21.66 +1.8%
133 STRL STERLING INFRASTRUCTURE INC Industrials 1,593.0 $649K 0.14% NEW $407.27 +108.4%
134 BTI BRITISH AMERN TOB PLC Consumer Defensive 10,848.0 $634K 0.14% -8K -42.1% $58.47 +13.5%
135 UNILEVER PLC 11,127.0 $634K 0.14% +6K +108.3% $56.97
136 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 34,099.0 $632K 0.14% +781.0 +2.3% $18.52 -10.3%
137 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 83,600.0 $630K 0.13% +14K +19.4% $7.54 +2.0%
138 MOD MODINE MFG CO Consumer Cyclical 2,876.0 $623K 0.13% +798.0 +38.4% $216.71 +25.2%
139 COF CAPITAL ONE FINL CORP Financial Services 3,395.0 $619K 0.13% +832.0 +32.5% $182.42 +2.6%
140 EME EMCOR GROUP INC Industrials 833.0 $615K 0.13% +6.0 +0.7% $738.44 +23.7%
Page 7 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%