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CIK: 0002013339
Total reported value
$555.6M
$555.6M
955 檔
18.7%
The Q2 2026 SEC filing reveals that Abel Hall, LLC held a total portfolio value of $555.6M, covering 955 public equity positions.
In Q2 2026, Abel Hall, LLC displayed an active expansion posture, initiating 60 new positions and adding to 61 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, NVDA, DFIC) accounted for 18.7% of total reported equity market value during Q2 2026.
Showing top 200 holdings (of 955 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 8.78% | +0.42% | +3.19% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.42% | +0.58% | +2.49% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 2.36% | +0.11% | +5.84% | |
| 4 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 2.25% | -2.25% | EXIT | |
| 5 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.12% | -2.12% | EXIT | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.94% | +0.71% | -2.47% | |
| 7 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.56% | +0.09% | -3.15% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.43% | +0.81% | +40.05% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.25% | +0.13% | +7.63% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.21% | +0.08% | +41.21% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.11% | +0.07% | +5.43% | |
| 12 | DISV | Dimensional International Sm | ETF-Other | 1.00% | +0.11% | +4.73% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 0.86% | -0.12% | +9.82% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.78% | -0.09% | +0.07% | |
| 15 | MU | Micron Technology Inc | Stock-Tech | 0.76% | -0.04% | +4.94% | |
| 16 | DIHP | Dimensional International Hi | ETF-Other | 0.70% | +0.03% | +11.08% | |
| 17 | ASML | ASML Holding N.V. | Stock-Tech | 0.66% | -0.05% | +0.05% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 0.59% | -0.59% | EXIT | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | +0.05% | +42.62% | |
| 20 | BE | Bloom Energy Corp- A | Stock-Industrials | 0.57% | -0.23% | -14.68% | |
| 21 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.57% | +0.03% | +4.32% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.57% | +0.27% | +28.93% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.55% | +0.01% | +88.65% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.54% | +0.05% | +36.19% | |
| 25 | AMD | Advanced Micro Devices | Stock-Tech | 0.52% | +0.04% | +5.79% | |
| 26 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 0.49% | +0.03% | +12.17% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.45% | +0.09% | -1.49% | |
| 28 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.42% | +0.02% | +1.81% | |
| 29 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.42% | +0.02% | -1.48% | |
| 30 | DFAT | Dimensional US Target Value | ETF-Other | 0.41% | -0.01% | -1.24% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | +0.05% | -9.03% | |
| 32 | LRCX | Lam Research CORP | Stock-Tech | 0.40% | -0.09% | +1.02% | |
| 33 | KLAC | Kla CORP | Stock-Tech | 0.40% | -0.15% | +900.39% | |
| 34 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.40% | -0.09% | +0.68% | |
| 35 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.39% | — | +32.10% | |
| 36 | AMAT | Applied Materials Inc | Stock-Tech | 0.38% | -0.11% | +1.40% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.38% | +0.04% | +15.39% | |
| 38 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.36% | -0.07% | +0.51% | |
| 39 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.35% | +0.02% | -1.49% | |
| 40 | O | Realty Income CORP | Stock-Real Estate | 0.34% | -0.04% | -2.00% | |
| 41 | HSBC | Hsbc Holdings Plc-spons Adr | Stock-Financials | 0.33% | +0.04% | +0.39% | |
| 42 | CAT | Caterpillar Inc | Stock-Industrials | 0.32% | -0.07% | +1.10% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.32% | +0.03% | +121.10% | |
| 44 | INTC | Intel CORP | Stock-Tech | 0.31% | -0.03% | +12.64% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.29% | -0.08% | -10.51% | |
| 46 | NGG | National Grid Plc-sp Adr | Stock-Utilities | 0.29% | -0.11% | +0.17% | |
| 47 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.28% | — | +6.58% | |
| 48 | TTMI | Ttm Technologies | Stock-Tech | 0.28% | -0.16% | +1.44% | |
| 49 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | Stock-Other | 0.24% | -0.03% | — | |
| 50 | ETN | Eaton Corporation plc | Stock-Industrials | 0.24% | +0.01% | +6.29% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +0.5% | +4.94% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | +41.21% | Add |
| 3 | AMD | Advanced Micro Devices | +0.3% | +5.79% | Add |
| 4 | LLY | Eli Lilly & Co | +0.3% | +88.65% | Add |
| 5 | BE | Bloom Energy Corp- A | +0.2% | -14.68% | Trim |
| 6 | INTC | Intel CORP | +0.2% | +12.64% | Add |
| 7 | MSFT | Microsoft CORP | +0.2% | +40.05% | Add |
| 8 | ABBV | Abbvie Inc | +0.2% | +121.10% | Add |
| 9 | BHF | Brighthouse Financial Inc | +0.2% | NEW | New buy |
| 10 | LRCX | Lam Research CORP | +0.2% | +1.02% | Add |
| 11 | KLAC | Kla CORP | +0.2% | +900.39% | Add |
| 12 | AMAT | Applied Materials Inc | +0.2% | +1.40% | Add |
| 13 | INN | Summit Hotel Properties Inc | +0.2% | NEW | New buy |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | +42.62% | Add |
| 15 | CLX | Clorox Company | +0.1% | NEW | New buy |
| 16 | ASML | ASML Holding N.V. | +0.1% | +0.05% | Add |
| 17 | SNDK | Sandisk CORP | +0.1% | -6.81% | Trim |
| 18 | CRDO | Credo Technology Group Holding Ltd | +0.1% | -1.88% | Trim |
| 19 | GH | Guardant Health Inc | +0.1% | +74.91% | Add |
| 20 | PANW | Palo Alto Networks Inc | +0.1% | NEW | New buy |
| 21 | TSLA | Tesla Inc | +0.1% | +36.19% | Add |
| 22 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | +216.07% | Add |
| 23 | HMC | Honda Motor Co Ltd-spons Adr | +0.1% | NEW | New buy |
| 24 | TTMI | Ttm Technologies | +0.1% | +1.44% | Add |
| 25 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | NEW | New buy |
| 26 | PAYX | Paychex Inc | +0.1% | NEW | New buy |
| 27 | NATH | Nathan's Famous Inc | +0.1% | NEW | New buy |
| 28 | AMH | American Homes 4 Rent- A | +0.1% | NEW | New buy |
| 29 | STRL | Sterling Infrastructure Inc | +0.1% | -0.69% | Trim |
| 30 | PK | Park Hotels & Resorts Inc | +0.1% | +104.58% | Add |
| 31 | GE | General Electric | +0.1% | +61.73% | Add |
| 32 | INGR | Ingredion Inc | +0.1% | NEW | New buy |
| 33 | ABT | Abbott Laboratories | +0.1% | NEW | New buy |
| 34 | NZF | Nuveen Municipal Credit Inc | +0.1% | NEW | New buy |
| 35 | MMSI | Merit Medical Systems Inc | +0.1% | NEW | New buy |
| 36 | AVUS | Avantis U.s. Equity ETF | +0.1% | +32.10% | Add |
| 37 | WDC | Western Digital CORP | +0.1% | +0.36% | Add |
| 38 | UNH | Unitedhealth Group Inc | +0.1% | +26.27% | Add |
| 39 | RLJ | Rlj Lodging Trust | +0.1% | +41.34% | Add |
| 40 | MXL | Maxlinear Inc | +0.1% | NEW | New buy |
| 41 | VICR | Vicor CORP | +0.1% | NEW | New buy |
| 42 | ARGX | Argenx Se - Adr | +0.1% | NEW | New buy |
| 43 | UCTT | Ultra Clean Holdings Inc | +0.1% | NEW | New buy |
| 44 | CVLT | Commvault Systems Inc | +0.1% | NEW | New buy |
| 45 | AEHR | Aehr Test Systems | +0.1% | NEW | New buy |
| 46 | MTH | Meritage Homes CORP | +0.1% | NEW | New buy |
| 47 | ALKS | Alkermes plc | +0.1% | NEW | New buy |
| 48 | AVGO | Broadcom Inc | +0.1% | +9.82% | Add |
| 49 | STX | Seagate Technology Holdings plc | +0.1% | -11.03% | Trim |
| 50 | EOS | Eaton Vance Enh Eqt Inc Ii | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, Abel Hall, LLC reported a total U.S. public equity portfolio value of $555.6M across 955 disclosed positions in Q2 2026.
During Q2 2026, Abel Hall, LLC's top holdings by market value included DFAC (8.8%)、NVDA (2.4%)、DFIC (2.4%). The largest single position, DFAC, represented 8.8% 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.
Top New Position Initiated
BHF
市值: $974.7K
Top Position Liquidated / Trimmed
TM
前期市值: $1.0M
In Q2 2026, Abel Hall, LLC made 200 total portfolio adjustments, initiating 60 new buys, adding to 61 positions, trimming 36 holdings, and fully liquidating 43 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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