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CIK: 0002013339
Total reported value
$578.7M
$578.7M
714 檔
15.1%
During the Q4 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 714 reported positions.
In Q4 2025, Abel Hall, LLC displayed an active expansion posture, initiating 13 new positions and adding to 34 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 714 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 9.79% | -0.40% | +2.36% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.90% | -0.12% | +115.66% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 2.77% | -0.26% | -0.14% | |
| 4 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.51% | -0.16% | -0.02% | |
| 5 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 2.45% | -0.18% | +4.02% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.39% | +0.18% | +118.21% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.17% | -0.21% | +90.76% | |
| 8 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.98% | -0.18% | -1.49% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.52% | — | +120.29% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.30% | -0.02% | +0.27% | |
| 11 | DISV | Dimensional International Sm | ETF-Other | 1.22% | -0.15% | -0.28% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.05% | +0.07% | +98.87% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.99% | +0.02% | +96.32% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.89% | +0.11% | +111.60% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.87% | — | +131.37% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 0.85% | -0.45% | +42.68% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.85% | +0.13% | +110.99% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.79% | +0.36% | +31.85% | |
| 19 | DIHP | Dimensional International Hi | ETF-Other | 0.79% | -0.03% | -0.42% | |
| 20 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.61% | — | -1.28% | |
| 21 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 0.58% | -0.04% | +3.25% | |
| 22 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.50% | -0.08% | +0.11% | |
| 23 | DFAT | Dimensional US Target Value | ETF-Other | 0.49% | -0.04% | -1.52% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.49% | -0.04% | +231.81% | |
| 25 | ASML | ASML Holding N.V. | Stock-Tech | 0.44% | +0.12% | +163.74% | |
| 26 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.44% | — | -3.86% | |
| 27 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.44% | +0.01% | -4.30% | |
| 28 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.44% | -0.04% | -1.36% | |
| 29 | WFC | Wells Fargo & Co | Stock-Financials | 0.43% | -0.10% | +52.47% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.41% | -0.14% | +195.08% | |
| 31 | HSBC | Hsbc Holdings Plc-spons Adr | Stock-Financials | 0.41% | -0.02% | +88.24% | |
| 32 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.40% | -0.07% | +153.75% | |
| 33 | O | Realty Income CORP | Stock-Real Estate | 0.39% | -0.08% | +75.87% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.37% | -0.08% | +10.33% | |
| 35 | SHEL | Shell Plc-adr | Stock-Energy | 0.37% | -0.19% | +50.44% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.36% | -0.12% | +234.16% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.34% | +0.27% | +63.77% | |
| 38 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.34% | +0.08% | -0.18% | |
| 39 | AXP | American Express Co | Stock-Financials | 0.33% | -0.02% | +108.67% | |
| 40 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | Stock-Other | 0.33% | -0.05% | — | |
| 41 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.33% | -0.02% | +6.62% | |
| 42 | BAC | Bank Of America CORP | Stock-Financials | 0.32% | — | +158.83% | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.30% | +0.08% | +27.02% | |
| 44 | DFAI | Dimensional International Co | ETF-Other | 0.30% | -0.06% | -5.73% | |
| 45 | NGG | National Grid Plc-sp Adr | Stock-Utilities | 0.29% | -0.07% | +359.52% | |
| 46 | CRDO | Credo Technology Group Holding Ltd | Stock-Tech | 0.28% | +0.12% | +202.70% | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.28% | -0.24% | +9.27% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.28% | -0.13% | +102.98% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.28% | +0.04% | +152.65% | |
| 50 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 0.27% | -0.04% | +65.30% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.6% | +115.66% | Add |
| 2 | AMZN | Amazon.com Inc | +0.4% | +120.29% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.4% | +131.37% | Add |
| 4 | MSFT | Microsoft CORP | +0.4% | +118.21% | Add |
| 5 | AAPL | Apple Inc | +0.3% | +90.76% | Add |
| 6 | MA | Mastercard Inc - A | +0.2% | +231.81% | Add |
| 7 | WMT | Walmart Inc | +0.2% | +195.08% | Add |
| 8 | JNJ | Johnson & Johnson | +0.2% | +234.16% | Add |
| 9 | NGG | National Grid Plc-sp Adr | +0.2% | +359.52% | Add |
| 10 | AVGO | Broadcom Inc | +0.2% | +98.87% | Add |
| 11 | ASML | ASML Holding N.V. | +0.2% | +163.74% | Add |
| 12 | TSLA | Tesla Inc | +0.2% | +111.60% | Add |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | +110.99% | Add |
| 14 | NVS | Novartis Ag-sponsored Adr | +0.2% | +153.75% | Add |
| 15 | MU | Micron Technology Inc | +0.1% | +133.27% | Add |
| 16 | BAC | Bank Of America CORP | +0.1% | +158.83% | Add |
| 17 | CRDO | Credo Technology Group Holding Ltd | +0.1% | +202.70% | Add |
| 18 | CSCO | Cisco Systems Inc | +0.1% | +199.32% | Add |
| 19 | MS | Morgan Stanley | +0.1% | +191.44% | Add |
| 20 | GS | Goldman Sachs Group Inc | +0.1% | +236.59% | Add |
| 21 | AXP | American Express Co | +0.1% | +108.67% | Add |
| 22 | AMD | Advanced Micro Devices | +0.1% | +128.59% | Add |
| 23 | LLY | Eli Lilly & Co | +0.1% | +63.77% | Add |
| 24 | FN | Fabrinet | +0.1% | +110.64% | Add |
| 25 | MUFG | Mitsubishi Ufj Finl-spon Adr | +0.1% | +169.30% | Add |
| 26 | HSBC | Hsbc Holdings Plc-spons Adr | +0.1% | +88.24% | Add |
| 27 | HD | Home Depot Inc | +0.1% | +152.65% | Add |
| 28 | META | Meta Platforms Inc-class A | 0% | +96.32% | Add |
| 29 | WFC | Wells Fargo & Co | — | +52.47% | Add |
| 30 | GOOGL | Alphabet Inc-cl A | 0% | +31.85% | Add |
| 31 | O | Realty Income CORP | 0% | +75.87% | Add |
| 32 | XOM | Exxon Mobil CORP | -0.1% | +42.68% | Add |
| 33 | DFSV | Dimensional US Small Cap Val | -1.5% | +4.02% | Add |
| 34 | DFAC | Dimensional US Core Equity 2 | -6.3% | +2.36% | Add |
| 35 | BTI | British American Tob-sp Adr | — | NEW | New buy |
| 36 | TTE | TotalEnergies SE | — | NEW | New buy |
| 37 | WHR | Whirlpool CORP | — | EXIT | Sold out |
| 38 | PLD | Prologis Inc | — | NEW | New buy |
| 39 | BBIO | Bridgebio Pharma Inc | — | NEW | New buy |
| 40 | OKE | Oneok Inc | — | EXIT | Sold out |
| 41 | ADP | Automatic Data Processing | — | NEW | New buy |
| 42 | TXNM | Txnm Energy Inc | — | NEW | New buy |
| 43 | DY | Dycom Industries Inc | — | NEW | New buy |
| 44 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 45 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 46 | TTEN | Totalenergies Se -spon Adr | — | EXIT | Sold out |
| 47 | C | Citigroup Inc | — | NEW | New buy |
| 48 | RNAGBP | Avidity Biosciences Inc | — | NEW | New buy |
| 49 | VRTX | Vertex Pharmaceuticals Inc | — | NEW | New buy |
| 50 | APH | Amphenol Corp-cl A | — | NEW | New buy |
According to official SEC Form 13F filings, Abel Hall, LLC reported a total U.S. public equity portfolio value of $578.7M across 714 disclosed positions in Q4 2025.
During Q4 2025, Abel Hall, LLC's top holdings by market value included DFAC (9.8%)、NVDA (2.9%)、DFIC (2.8%). The largest single position, DFAC, represented 9.8% 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, NVDA, DFIC) accounted for 15.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
BTI
市值: $1.1M
Top Position Liquidated / Trimmed
WHR
前期市值: $946.7K
In Q4 2025, Abel Hall, LLC made 50 total portfolio adjustments, initiating 13 new buys, adding to 34 positions, trimming 0 holdings, and fully liquidating 3 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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Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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