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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 9 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DOW DOW HLDGS INC Basic Materials 13,162.0 $548K 0.12% +343.0 +2.7% $41.65 -7.0%
162 CARG CARGURUS INC Consumer Cyclical 16,002.0 $545K 0.12% +7K +82.2% $34.05 -15.8%
163 MO ALTRIA GROUP INC Consumer Defensive 8,255.0 $545K 0.12% -619.0 -7.0% $65.99 +10.8%
164 PSMT PRICESMART INC Consumer Defensive 3,613.0 $544K 0.12% +1K +40.8% $150.50 +5.8%
165 ADSK AUTODESK INC Technology 2,266.0 $542K 0.12% -120.0 -5.0% $239.40 +1.7%
166 AMLP ALPS ETF TR 10,200.0 $537K 0.11% $52.64 +3.5%
167 GE GE AEROSPACE Industrials 1,884.0 $535K 0.11% +16.0 +0.9% $283.77 -0.8%
168 PSX PHILLIPS 66 Energy 2,934.0 $535K 0.11% -413.0 -12.3% $182.18 -3.3%
169 HL HECLA MINING COMPANY Basic Materials 28,677.0 $534K 0.11% -3K -10.7% $18.63 -5.3%
170 PM PHILIP MORRIS INTL INC Consumer Defensive 3,200.0 $529K 0.11% +1K +57.3% $165.34 +14.7%
171 CCI CROWN CASTLE INC Real Estate 6,457.0 $525K 0.11% +207.0 +3.3% $81.31 +10.6%
172 MDT MEDTRONIC PLC Healthcare 6,010.0 $521K 0.11% NEW $86.65 -12.1%
173 FNDE SCHWAB STRATEGIC TR 13,547.0 $518K 0.11% -399.0 -2.9% $38.26 +5.5%
174 KRG KITE REALTY GROUP TRUST Real Estate 21,104.0 $518K 0.11% +7K +51.0% $24.55 +5.6%
175 ROST ROSS STORES INC Consumer Cyclical 2,389.0 $518K 0.11% +515.0 +27.5% $216.63 -1.8%
176 MOOG INC 1,766.0 $517K 0.11% +287.0 +19.4% $292.64
177 RYN RAYONIER INC Real Estate 25,029.0 $516K 0.11% NEW $20.62 -3.9%
178 PLD PROLOGIS INC. Real Estate 3,904.0 $516K 0.11% -3K -41.3% $132.19 +6.3%
179 TMUS T-MOBILE US INC Communication Services 2,457.0 $516K 0.11% NEW $210.03 -11.8%
180 TROW PRICE T ROWE GROUP INC Financial Services 5,690.0 $513K 0.11% +1K +29.4% $90.14 +13.2%
Page 9 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%