1y return+22.8%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $149 against $157 in the S&P 500.2
Abel Hall, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Dimensional Etf TrustCUSIP 25434V708 | $50.8M | 8.8% | +3.2% |
| NVDANvidia Corporation | $14.0M | 2.4% | +2.5% |
| DFICDimensional Etf Trust | $13.7M | 2.4% | +5.8% |
| Dimensional Etf TrustCUSIP 25434V815 | $13.0M | 2.3% | +3.3% |
| Dimensional Etf TrustCUSIP 25434V831 | $12.3M | 2.1% | |
| AAPLApple Inc | $11.2M | 1.9% | −2.5% |
| DFAUDimensional Etf Trust | $9.0M | 1.6% | −3.2% |
| MSFTMicrosoft Corp | $8.3M | 1.4% | +40.1% |
| AMZNAmazon Com Inc | $7.3M | 1.3% | +7.6% |
| GOOGLAlphabet Inc | $7.0M | 1.2% | +41.2% |
| SPYState Str Spdr S&p 500 Etf T | $6.4M | 1.1% | +5.4% |
| DISVDimensional Etf Trust | $5.8M | 1.0% | +4.7% |
| AVGOBroadcom Inc | $5.0M | 0.9% | +9.8% |
| GOOGAlphabet Inc | $4.5M | 0.8% | |
| MUMicron Technology Inc | $4.4M | 0.8% | +4.9% |
| DIHPDimensional Etf Trust | $4.0M | 0.7% | +11.1% |
| Asml Hldg NvCUSIP N07059210 | $3.8M | 0.7% | |
| Exxon Mobil CorpCUSIP 30231G102 | $3.4M | 0.6% | −13.9% |
| JPMJpmorgan Chase & Co | $3.3M | 0.6% | +42.6% |
| BEBloom Energy Corp | $3.3M | 0.6% | −14.7% |
| DFEMDimensional Etf Trust | $3.3M | 0.6% | +4.3% |
| METAMeta Platforms Inc | $3.3M | 0.6% | +28.9% |
| LLYEli Lilly & Co | $3.2M | 0.6% | +88.6% |
| TSLATesla Inc | $3.1M | 0.5% | +36.2% |
| AMDAdvanced Micro Devices Inc | $3.0M | 0.5% | +5.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LRCXLam Research Corp | June 30, 2025 | +345.2% | $2.3M |
| AMDAdvanced Micro Devices Inc | June 30, 2025 | +309.4% | $3.0M |
| NVDANvidia Corporation | December 31, 2023 | +304.0% | $14.0M |
| BEBloom Energy Corp | September 30, 2025 | +257.9% | $3.3M |
| AVGOBroadcom Inc | December 31, 2023 | +238.4% | $5.0M |
| AMATApplied Matls Inc | December 31, 2025 | +181.3% | $2.2M |
| Asml Hldg NvCUSIP N07059210 | December 31, 2023 | +162.8% | $3.8M |
| GOOGLAlphabet Inc | December 31, 2023 | +155.8% | $7.0M |
| GOOGAlphabet Inc | December 31, 2023 | +150.7% | $4.5M |
| LLYEli Lilly & Co | December 31, 2023 | +105.8% | $3.2M |
Sold off last quarter
- TMToyota Motor Corp was $1.0M
- APAApa Corporation was $1.0M
- TAt&t Inc was $808K
- Honeywell Intl IncCUSIP 438516106 was $677K
- Brookfield Renewable EnergyCUSIP G16258108 was $653K
- ULUnilever PLC was $634K
- PRPermian Resources Corp was $585K
- HPHelmerich & Payne Inc was $570K
- KTOSKratos Defense & Sec Solutio was $553K
- ADSKAutodesk Inc was $542K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.4% | +14.8% |
| March 31, 2026 | −0.2% | −4.6% |
| December 31, 2025 | +2.2% | +2.4% |
| September 30, 2025 | +7.1% | +7.8% |
| June 30, 2025 | +7.8% | +10.5% |
| March 31, 2025 | −2.1% | −4.6% |
| December 31, 2024 | −1.0% | +2.1% |
| September 30, 2024 | +5.4% | +5.4% |
| June 30, 2024 | +1.5% | +4.0% |
| March 31, 2024 | +8.3% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Abel Hall, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2013339&type=13F-HR&dateb=&owner=include&count=40CIK 2013339
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2013339/000201333926000003/Filed July 24, 2026 · accession 0002013339-26-000003