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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 8 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 UNH UNITEDHEALTH GROUP INC Healthcare 2,269.0 $614K 0.13% -2K -42.3% $270.58 +45.6%
142 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 8,848.0 $614K 0.13% NEW $69.37 +17.2%
143 WTS WATTS WATER TECHNOLOGIES INC Industrials 2,072.0 $601K 0.13% +18.0 +0.9% $290.29 +2.2%
144 EQIX EQUINIX INC Real Estate 613.0 $601K 0.13% +250.0 +68.9% $980.24 +8.1%
145 PWR QUANTA SVCS INC Industrials 1,085.0 $596K 0.13% +292.0 +36.8% $549.02 +40.2%
146 EPR EPR PPTYS Real Estate 11,835.0 $591K 0.13% +847.0 +7.7% $49.96 +14.8%
147 NEE NEXTERA ENERGY INC Utilities 6,356.0 $590K 0.13% +3K +121.6% $92.88 +0.5%
148 HQH ABRDN HEALTHCARE INVESTORS Financial Services 33,000.0 $587K 0.12% $17.79 +10.7%
149 PR PERMIAN RESOURCES CORP Energy 27,454.0 $585K 0.12% -18K -40.1% $21.32 -2.3%
150 MS MORGAN STANLEY Financial Services 3,537.0 $582K 0.12% -2K -37.8% $164.55 +17.0%
151 BCX BLACKROCK RES & COMMODITIES Financial Services 48,000.0 $578K 0.12% $12.05 +0.0%
152 FORM FORMFACTOR INC Technology 5,897.0 $572K 0.12% +728.0 +14.1% $96.99 +30.2%
153 USA LIBERTY ALL STAR EQUITY FD Financial Services 103,000.0 $572K 0.12% $5.55 +2.9%
154 MPLX MPLX LP Energy 10,000.0 $571K 0.12% $57.07 -4.0%
155 HP HELMERICH & PAYNE INC Energy 15,819.0 $570K 0.12% +1K +10.0% $36.03 +9.6%
156 RVMD REVOLUTION MEDICINES INC Healthcare 5,842.0 $568K 0.12% +334.0 +6.1% $97.25 +49.8%
157 RIG TRANSOCEAN LTD Energy 84,585.0 $561K 0.12% +9K +11.5% $6.63 +6.2%
158 C CITIGROUP INC Financial Services 4,885.0 $554K 0.12% -869.0 -15.1% $113.41 +7.9%
159 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 7,836.0 $553K 0.12% +922.0 +13.3% $70.51 -26.1%
160 IONQ IONQ INC Technology 19,066.0 $550K 0.12% +2K +10.5% $28.83 +80.2%
Page 8 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%