Abel-Hall

AI_NATIVE detailed information: This accession holds the following tickers:[
  "OCGN",
  "INSM",
  "FRGE",
  "NTR",
  "BEP",
  "MPLX",
  "ABT",
  "ABBV",
  "RVT",
  "GOOGL",
  "RIG",
  "AXP",
  null,
  "ASML",
  "T",
  null,
  null,
  "AWP",
  "AVGO",
  null,
  "AIT",
  "SAN",
  "BSX",
  null,
  "UTF",
  "CCI",
  null,
  null,
  null,
  "DUK",
  "QSI",
  "GILD",
  "HD",
  "AZN",
  null,
  null,
  "MCD",
  null,
  "INTU",
  null,
  null,
  "BEN",
  "ETW",
  "UNP",
  "QCOM",
  "GNW",
  null,
  "ISRG",
  "BTO",
  "HSBC",
  "IVVD",
  "META",
  "LYEL",
  "MKTW",
  "MRSN",
  "NML",
  "OVID",
  "SES",
  "TRUE",
  null,
  "LIN",
  "OPK",
  null,
  "SILA",
  "MA",
  "APA",
  "MSFT",
  "MFG",
  "MUFG",
  "MS",
  "TMUS",
  "EPR",
  "NVS",
  "AMP",
  "KLAC",
  "ORCL",
  null,
  "PANW",
  "PEP",
  "PGR",
  "IEMG",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "ENB",
  "OGN",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "NMR",
  "JPC",
  "AMGN",
  "MSTR",
  "RELX",
  "O",
  "RIO",
  "SHEL",
  "RTX",
  "SAP",
  "BP",
  "RSG",
  "IBM",
  "SMFG",
  "TM",
  "TJX",
  "UBER",
  "UL",
  "NEM",
  "TVGN",
  "HL",
  "LYRA",
  "RENB",
  null,
  "BTG",
  null,
  null,
  null,
  null,
  "EME",
  "LYG",
  "TTE",
  "PTON",
  "SNY",
  "GSK",
  null,
  "PR",
  "CHPT",
  null,
  "VRTX",
  "MLI",
  "ARE",
  "MTN",
  "ADSK",
  "SFM",
  "SONY",
  "FI",
  "DOV",
  "AJG",
  "VLY",
  "ES",
  "GIFI",
  "KREF",
  "NVO",
  "AMZN",
  null,
  "URG",
  "V",
  "VICI",
  "WMT",
  "WES",
  "WFC",
  "WELL",
  "WMB",
  "ADC",
  null,
  "CNQ",
  "LUMN",
  "SO",
  "OPEN",
  "CRM",
  "LYB",
  "HALO",
  "AUR",
  "BAC",
  "BBVA",
  "BRK-B",
  "BCX",
  "BMY",
  "BORR.OL",
  "CADE",
  "CVNA",
  "CHGG",
  "CVX",
  "CB",
  "CSCO",
  "CME",
  "KO",
  "CDE",
  "CHRS",
  "CMCSA",
  "COP",
  "CORT",
  "COST",
  "DK",
  null,
  "DFAC",
  "ADI",
  "MCO",
  "EPD",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 202
Total Value: 165684917
Accession Number: 0002013339-25-000002
Form Type: 13F-HR
CIK: abel-hall
Manager Name: Abel-Hall

Data Enrichment

87% identified

175 identified27 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

202 positions • $165.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 11

Sort by:

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:2.7K

Value:$1.5M

% of Portfolio:0.9% ($1.5M/$165.7M)

Alphabet Inc.

GOOGL|02079K305

Shares:9.3K

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$165.7M)

Meta Platforms, Inc.

META|30303M102

Shares:2.4K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$165.7M)

25434V658

Shares:46.3K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$165.7M)

25434V203

Shares:36.9K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$165.7M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:16.3K

Value:$995.5K

% of Portfolio:0.6% ($995.5K/$165.7M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:3.9K

Value:$952.6K

% of Portfolio:0.6% ($952.6K/$165.7M)

Broadcom Inc.

AVGO|11135F101

Shares:5.4K

Value:$905.4K

% of Portfolio:0.5% ($905.4K/$165.7M)

Tesla, Inc.

TSLA|88160R101

Shares:3.2K

Value:$838.1K

% of Portfolio:0.5% ($838.1K/$165.7M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:11.1K

Value:$799.4K

% of Portfolio:0.5% ($799.4K/$165.7M)

Shell plc

SHEL|780259305

Shares:10.8K

Value:$791.6K

% of Portfolio:0.5% ($791.6K/$165.7M)

ELI LILLY & Co

LLY|532457108

Shares:890

Value:$734.8K

% of Portfolio:0.4% ($734.8K/$165.7M)

Alphabet Inc.

GOOG|02079K107

Shares:4.7K

Value:$732.6K

% of Portfolio:0.4% ($732.6K/$165.7M)

Eaton Corp plc

ETN|G29183103

Shares:2.7K

Value:$724.9K

% of Portfolio:0.4% ($724.9K/$165.7M)

VICI PROPERTIES INC.

VICI|925652109

Shares:22.2K

Value:$723.4K

% of Portfolio:0.4% ($723.4K/$165.7M)

Merck & Co., Inc.

MRK|58933Y105

Shares:8.0K

Value:$719.8K

% of Portfolio:0.4% ($719.8K/$165.7M)

CHEVRON CORP

CVX|166764100

Shares:4.1K

Value:$691.9K

% of Portfolio:0.4% ($691.9K/$165.7M)

ALEXANDRIA REAL ESTATE EQUITIES, INC.

ARE|015271109

Shares:7.4K

Value:$685.6K

% of Portfolio:0.4% ($685.6K/$165.7M)

COCA COLA CO

KO|191216100

Shares:9.5K

Value:$681.6K

% of Portfolio:0.4% ($681.6K/$165.7M)

SOUTHERN CO

SO|842587107

Shares:7.4K

Value:$680.8K

% of Portfolio:0.4% ($680.8K/$165.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	2.7K	QoQ +28.98% (+615) YoY +40.14% (+784)	All Managers (Combined)	$1.5M	0.9% ($1.5M/$165.7M)	QoQ +51.54% (+$495.8K) YoY +77.48% (+$636.4K)
Alphabet Inc.(GOOGLcusip02079K305)	9.3K	QoQ +63.26% (+3.6K) YoY +72.83% (+3.9K)	All Managers (Combined)	$1.4M	0.9% ($1.4M/$165.7M)	QoQ +33.36% (+$360.6K) YoY +77.07% (+$627.3K)
Meta Platforms, Inc.(METAcusip30303M102)	2.4K	QoQ -12.18% (-331) YoY -1.07% (-26)	All Managers (Combined)	$1.4M	0.8% ($1.4M/$165.7M)	QoQ -13.55% (-$215.6K) YoY +17.41% (-$203.9K)
(cusip25434V658)✕	46.3K	QoQ +10.89% (+4.5K) YoY +42.68% (+13.8K)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$165.7M)	QoQ +14.02% (+$149.4K) YoY +46.76% (+$387.0K)
(cusip25434V203)✕	36.9K	QoQ -1.02% (-382) YoY -7.15% (-2.8K)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$165.7M)	QoQ +5.85% (-$63.8K) YoY -4.05% (-$48.7K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	16.3K	QoQ -8.00% (-1.4K) YoY +65.76% (+6.5K)	All Managers (Combined)	$995.5K	0.6% ($995.5K/$165.7M)	QoQ -0.79% (-$8.0K) YoY +86.42% (+$461.5K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	3.9K	QoQ -19.40% (-935) YoY +10.68% (+375)	All Managers (Combined)	$952.6K	0.6% ($952.6K/$165.7M)	QoQ -17.53% (-$202.5K) YoY +35.54% (+$249.8K)
Broadcom Inc.(AVGOcusip11135F101)	5.4K	QoQ -20.97% (-1.4K) YoY +719.24% (+4.7K)	All Managers (Combined)	$905.4K	0.5% ($905.4K/$165.7M)	QoQ -42.92% (-$681.0K) YoY +3.57% (+$31.2K)
Tesla, Inc.(TSLAcusip88160R101)	3.2K	QoQ +12.48% (-359) YoY +50.48% (+1.1K)	All Managers (Combined)	$838.1K	0.5% ($838.1K/$165.7M)	QoQ -27.81% (-$322.9K) YoY +121.85% (+$460.4K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	11.1K	QoQ -1.66% (-189) YoY +3.05% (+330)	All Managers (Combined)	$799.4K	0.5% ($799.4K/$165.7M)	QoQ +0.50% (-$4.0K) YoY +27.64% (+$173.1K)
Shell plc(SHELcusip780259305)	10.8K	QoQ +124.06% (+6.0K) YoY +138.66% (+6.3K)	All Managers (Combined)	$791.6K	0.5% ($791.6K/$165.7M)	QoQ +162.08% (+$489.5K) YoY +160.87% (+$488.1K)
ELI LILLY & Co(LLYcusip532457108)	890	QoQ -8.43% (-82) YoY -10.37% (-103)	All Managers (Combined)	$734.8K	0.4% ($734.8K/$165.7M)	QoQ -2.04% (-$15.3K) YoY -4.83% (-$37.4K)
Alphabet Inc.(GOOGcusip02079K107)	4.7K	QoQ -23.21% (-1.4K) YoY -5.76% (-287)	All Managers (Combined)	$732.6K	0.4% ($732.6K/$165.7M)	QoQ -37.01% (-$430.5K) YoY -3.31% (-$25.1K)
Eaton Corp plc(ETNcusipG29183103)	2.7K	QoQ +2.22% (-58) YoY +4.62% (-118)	All Managers (Combined)	$724.9K	0.4% ($724.9K/$165.7M)	QoQ -16.27% (-$140.9K) YoY -9.03% (-$72.0K)
VICI PROPERTIES INC.(VICIcusip925652109)	22.2K	QoQ +6.82% (+1.4K) YoY NEW(+22.2K)	All Managers (Combined)	$723.4K	0.4% ($723.4K/$165.7M)	QoQ +19.29% (+$117.0K) YoY NEW(+$723.4K)
Merck & Co., Inc.(MRKcusip58933Y105)	8.0K	QoQ +59.93% (+3.0K) YoY +57.26% (+2.9K)	All Managers (Combined)	$719.8K	0.4% ($719.8K/$165.7M)	QoQ +44.30% (+$221.0K) YoY +6.98% (+$47.0K)
CHEVRON CORP(CVXcusip166764100)	4.1K	QoQ +9.36% (+354) YoY +5.61% (+220)	All Managers (Combined)	$691.9K	0.4% ($691.9K/$165.7M)	QoQ +26.31% (+$144.1K) YoY +12.01% (+$74.2K)
ALEXANDRIA REAL ESTATE EQUITIES, INC.(AREcusip015271109)	7.4K	QoQ +0.93% (-69) YoY NEW(+7.4K)	All Managers (Combined)	$685.6K	0.4% ($685.6K/$165.7M)	QoQ -4.27% (-$30.6K) YoY NEW(+$685.6K)
COCA COLA CO(KOcusip191216100)	9.5K	QoQ +22.32% (+1.7K) YoY +24.87% (+1.9K)	All Managers (Combined)	$681.6K	0.4% ($681.6K/$165.7M)	QoQ +40.71% (+$197.2K) YoY +46.18% (+$215.3K)
SOUTHERN CO(SOcusip842587107)	7.4K	QoQ +7.88% (+541) YoY +12.26% (+809)	All Managers (Combined)	$680.8K	0.4% ($680.8K/$165.7M)	QoQ +20.50% (+$115.8K) YoY +43.90% (+$207.7K)