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Portfolio (Quarterly) Guide ↗

Adams Wealth Management

· CIK 0001803084
13F Portfolio $455M AUM 145 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 67 Added 52 Reduced 40 Exited
Page 3 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EMR EMERSON ELEC CO Industrials 4,622.0 $606K 0.13% +232.0 +5.3% $131.02 +15.0%
42 PM PHILIP MORRIS INTL INC Consumer Defensive 3,413.0 $564K 0.12% +123.0 +3.7% $165.34 +7.9%
43 IBM INTERNATIONAL BUSINESS MACHS Technology 2,302.0 $558K 0.12% +632.0 +37.8% $242.39 +2.8%
44 CSCO CISCO SYS INC Technology 7,015.0 $544K 0.12% +1K +16.9% $77.59 +54.1%
45 FORTINET INC 6,546.0 $535K 0.12% +1K +23.1% $81.72
46 KO COCA COLA CO Consumer Defensive 6,682.0 $508K 0.11% +508.0 +8.2% $76.05 +4.4%
47 ENB ENBRIDGE INC Energy 9,240.0 $500K 0.11% +800.0 +9.5% $54.14 +0.8%
48 T AT&T INC Communication Services 17,043.0 $494K 0.11% +1K +6.5% $28.99 -24.1%
49 JNK SPDR SERIES TRUST 4,993.0 $478K 0.10% +335.0 +7.2% $95.72 +0.7%
50 DUK DUKE ENERGY CORP NEW Utilities 3,559.0 $466K 0.10% +582.0 +19.6% $130.94 -5.4%
51 SPTM SPDR SERIES TRUST 5,730.0 $453K 0.10% +1K +22.8% $79.06 +15.0%
52 USHY ISHARES TR 12,046.0 $444K 0.10% +3K +39.7% $36.84 +0.5%
53 VZ VERIZON COMMUNICATIONS INC Communication Services 8,820.0 $443K 0.10% +496.0 +6.0% $50.20 -9.6%
54 IDU ISHARES TR 3,720.0 $432K 0.10% +194.0 +5.5% $116.11 -3.1%
55 ALL ALLSTATE CORP Financial Services 2,081.0 $431K 0.10% +421.0 +25.4% $207.34 +6.7%
56 AVGO BROADCOM INC Technology 1,333.0 $413K 0.09% +199.0 +17.6% $309.51 +32.9%
57 WMT WALMART INC Consumer Defensive 3,262.0 $405K 0.09% +119.0 +3.8% $124.28 -5.7%
58 CVX CHEVRON CORPORATION Energy 1,674.0 $346K 0.08% +48.0 +3.0% $206.90 -16.1%
59 HST HOST HOTELS & RESORTS INC Real Estate 16,826.0 $322K 0.07% +2K +13.9% $19.16 +30.5%
60 IVZ INVESCO LTD Financial Services 13,272.0 $322K 0.07% +2K +18.1% $24.29 +15.9%
Page 3 of 4  ·  67 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
Technology 37.8%
Consumer Cyclical 13.3%
Energy 12.4%
Financial Services 12.3%
Communication Services 6.9%
Industrials 5.6%
Consumer Defensive 5.1%
Healthcare 3.5%
Real Estate 1.6%
Utilities 1.5%