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Portfolio (Quarterly) Guide ↗

ADAMS NATURAL RESOURCES FUND, INC.

· CIK 0000216851
13F Portfolio $763M AUM 51 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 51 New
Page 3 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IP International Paper Company Consumer Cyclical 40,900.0 $1.6M 0.20% NEW $38.10 +7.8%
42 Amcor plc 34,880.0 $1.5M 0.20% NEW $43.35
43 DOW Dow, Inc. Basic Materials 52,945.0 $1.4M 0.19% NEW $27.36 +16.0%
44 PKG Packaging Corporation of America Consumer Cyclical 5,300.0 $1.3M 0.17% NEW $238.28 +6.1%
45 BALL Ball Corporation Consumer Cyclical 16,300.0 $1.0M 0.13% NEW $62.40 +0.4%
46 ALB Albemarle Corporation Basic Materials 7,200.0 $972K 0.13% NEW $135.03 -0.6%
47 AVY Avery Dennison Corporation Industrials 5,400.0 $877K 0.12% NEW $162.35 +12.8%
48 LYB LyondellBasell Industries N.V. Basic Materials 15,600.0 $821K 0.11% NEW $52.65 +25.5%
49 MOS Mosaic Company Basic Materials 21,201.0 $449K 0.06% NEW $21.19 +4.9%
50 EOSE Eos Energy Enterprises, Inc. Industrials 62,600.0 $368K 0.05% NEW $5.88 -36.4%
51 CHRD Chord Energy Corporation Energy 225.0 $26K 0.00% NEW $114.30 +29.3%
Page 3 of 3  ·  51 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Energy 76.9%
Basic Materials 22.2%
Consumer Cyclical 0.7%
Industrials 0.2%