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CIK: 0002013339
Total reported value
$578.7M
$578.7M
202 檔
11.4%
During the Q1 2025 filing period, Abel Hall, LLC (CIK: 0002013339) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $578.7M across 202 reported positions.
In Q1 2025, Abel Hall, LLC displayed an active expansion posture, initiating 28 new positions and adding to 8 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 202 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 19.44% | -0.40% | +6.88% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 5.75% | -0.26% | +0.52% | |
| 3 | DUHP | Dimensional US High Profi Et | ETF-Other | 5.35% | -0.16% | +3.36% | |
| 4 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 4.92% | -0.18% | +9.99% | |
| 5 | DFAU | Dimensional US Core Equity M | ETF-Other | 4.28% | -0.18% | -0.01% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.75% | -0.02% | — | |
| 7 | DISV | Dimensional International Sm | ETF-Other | 2.46% | -0.15% | +1.66% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.45% | -0.21% | +10.81% | |
| 9 | DIHP | Dimensional International Hi | ETF-Other | 1.76% | -0.03% | +1.15% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.63% | +0.18% | -14.63% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.60% | -0.12% | -13.91% | |
| 12 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 1.45% | -0.04% | -16.81% | |
| 13 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.38% | -0.08% | -24.15% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.36% | — | +15.21% | |
| 15 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.36% | — | +6.51% | |
| 16 | DFAT | Dimensional US Target Value | ETF-Other | 1.11% | -0.04% | — | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.00% | -0.45% | +13.07% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.99% | -0.04% | — | |
| 19 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.96% | — | +6.55% | |
| 20 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.89% | +0.01% | +7.02% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.88% | -0.08% | +28.98% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.87% | +0.36% | +63.26% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.83% | +0.02% | -12.19% | |
| 24 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.73% | -0.02% | +10.90% | |
| 25 | DFAI | Dimensional International Co | ETF-Other | 0.70% | -0.06% | -1.02% | |
| 26 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.60% | -0.06% | -8.00% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | +0.13% | -19.40% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.55% | +0.07% | -20.97% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.51% | +0.11% | +12.49% | |
| 30 | WFC | Wells Fargo & Co | Stock-Financials | 0.48% | -0.10% | -1.67% | |
| 31 | SHEL | Shell Plc-adr | Stock-Energy | 0.48% | -0.19% | +124.06% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | +0.27% | -8.44% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.44% | — | -23.22% | |
| 34 | ETN | Eaton Corporation plc | Stock-Industrials | 0.44% | +0.01% | +2.22% | |
| 35 | VICI | Vici Properties Inc | Stock-Real Estate | 0.44% | -0.02% | +6.83% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.43% | -0.24% | +59.93% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.42% | -0.13% | +9.36% | |
| 38 | ARE | Alexandria Real Estate Equit | Stock-Real Estate | 0.41% | -0.02% | +0.94% | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.41% | +0.02% | +22.33% | |
| 40 | SO | Southern Co/the | Stock-Utilities | 0.41% | -0.05% | +7.88% | |
| 41 | CCI | Crown Castle Inc | Stock-Real Estate | 0.40% | -0.03% | +1.83% | |
| 42 | HSBC | Hsbc Holdings Plc-spons Adr | Stock-Financials | 0.40% | -0.02% | +21.40% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.37% | +0.17% | +13.78% | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.36% | -0.01% | -8.78% | |
| 45 | ASML | ASML Holding N.V. | Stock-Tech | 0.34% | +0.12% | +40.20% | |
| 46 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 0.34% | -0.04% | +13.80% | |
| 47 | MPLX | Mplx LP | Stock-Energy | 0.32% | -0.02% | — | |
| 48 | SILA | Sila Realty Trust Inc | Stock-Other | 0.32% | -0.05% | EXIT | |
| 49 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.32% | -0.07% | +24.31% | |
| 50 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.31% | -0.05% | +12.75% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SHEL | Shell Plc-adr | +0.3% | +124.06% | Add |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +28.98% | Add |
| 3 | JNJ | Johnson & Johnson | +0.3% | NEW | New buy |
| 4 | O | Realty Income CORP | +0.2% | NEW | New buy |
| 5 | BSX | Boston Scientific CORP | +0.2% | NEW | New buy |
| 6 | LIN | Linde plc | +0.2% | NEW | New buy |
| 7 | SONY | Sony Group CORP - Sp Adr | +0.2% | NEW | New buy |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | +63.26% | Add |
| 9 | TJX | Tjx Companies Inc | +0.2% | NEW | New buy |
| 10 | PEP | Pepsico Inc | +0.2% | NEW | New buy |
| 11 | FISV | Fiserv Inc | +0.2% | NEW | New buy |
| 12 | ABT | Abbott Laboratories | +0.2% | NEW | New buy |
| 13 | DUK | Duke Energy CORP | +0.2% | NEW | New buy |
| 14 | RTX | Rtx CORP | +0.2% | NEW | New buy |
| 15 | KLAC | Kla CORP | +0.2% | NEW | New buy |
| 16 | UL | Unilever PLC | +0.2% | NEW | New buy |
| 17 | LYB | LyondellBasell Industries N.V. | +0.2% | NEW | New buy |
| 18 | PGR | Progressive CORP | +0.2% | NEW | New buy |
| 19 | ADI | Analog Devices Inc | +0.2% | NEW | New buy |
| 20 | BP | Bp Plc-spons Adr | +0.2% | NEW | New buy |
| 21 | XOM | Exxon Mobil CORP | +0.2% | +13.07% | Add |
| 22 | PANW | Palo Alto Networks Inc | +0.2% | NEW | New buy |
| 23 | MTN | Vail Resorts Inc | +0.2% | NEW | New buy |
| 24 | UBER | Uber Technologies Inc | +0.2% | NEW | New buy |
| 25 | IEMG | Ishares Core Msci Emerging | +0.1% | NEW | New buy |
| 26 | CORT | Corcept Therapeutics Inc | +0.1% | NEW | New buy |
| 27 | WELL | Welltower Inc | +0.1% | NEW | New buy |
| 28 | INTU | Intuit Inc | +0.1% | NEW | New buy |
| 29 | MCO | Moody's CORP | +0.1% | NEW | New buy |
| 30 | AMGN | Amgen Inc | +0.1% | NEW | New buy |
| 31 | CADE | Cadence Bank | +0.1% | NEW | New buy |
| 32 | ADSK | Autodesk Inc | +0.1% | NEW | New buy |
| 33 | DFIC | Dimensional International Co | +0.1% | +0.52% | Add |
| 34 | DISV | Dimensional International Sm | +0.1% | +1.66% | Add |
| 35 | WLY | Wiley (john) & Sons-class A | -0.2% | EXIT | Sold out |
| 36 | TGT | Target CORP | -0.2% | EXIT | Sold out |
| 37 | UGI | Ugi CORP | -0.2% | EXIT | Sold out |
| 38 | FIX | Comfort Systems USA Inc | -0.2% | EXIT | Sold out |
| 39 | NOW | Servicenow Inc | -0.2% | EXIT | Sold out |
| 40 | SNY | Sanofi-adr | -0.2% | -59.53% | Trim |
| 41 | LNC | Lincoln National CORP | -0.2% | EXIT | Sold out |
| 42 | TSLA | Tesla Inc | -0.2% | +12.49% | Add |
| 43 | GOOG | Alphabet Inc-cl C | -0.3% | -23.22% | Trim |
| 44 | DFGP | Dimensional Glbl Core Pl Fix | -0.4% | -16.81% | Trim |
| 45 | AVGO | Broadcom Inc | -0.5% | -20.97% | Trim |
| 46 | DFAU | Dimensional US Core Equity M | -0.5% | -0.01% | Trim |
| 47 | DFCF | Dimensional Core Fixed Inc | -0.5% | -24.15% | Trim |
| 48 | MSFT | Microsoft CORP | -0.6% | -14.63% | Trim |
| 49 | DFAC | Dimensional US Core Equity 2 | -0.7% | +6.88% | Add |
| 50 | NVDA | Nvidia CORP | -0.8% | -13.91% | Trim |
According to official SEC Form 13F filings, Abel Hall, LLC reported a total U.S. public equity portfolio value of $578.7M across 202 disclosed positions in Q1 2025.
During Q1 2025, Abel Hall, LLC's top holdings by market value included DFAC (19.4%)、DFIC (5.8%)、DUHP (5.3%). The largest single position, DFAC, represented 19.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFIC, DUHP) accounted for 11.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
JNJ
市值: $443.4K
Top Position Liquidated / Trimmed
LNC
前期市值: $363.5K
In Q1 2025, Abel Hall, LLC made 50 total portfolio adjustments, initiating 28 new buys, adding to 8 positions, trimming 8 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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