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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 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 PCOR PROCORE TECHNOLOGIES INC Technology 3,426 $251K 0.05% SOLD
22 GVA GRANITE CONSTR INC Industrials 2,157 $250K 0.05% SOLD
23 AOM ISHARES TR 4,968 $237K 0.05% SOLD
24 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 8,907 $237K 0.05% SOLD
25 CNX CNX RES CORP Energy 6,264 $232K 0.05% SOLD
26 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 1,362 $226K 0.05% SOLD
27 MP MP MATERIALS CORP Basic Materials 4,422 $225K 0.05% SOLD
28 CBOE CBOE GLOBAL MKTS INC Financial Services 854 $216K 0.05% SOLD
29 TRGP TARGA RES CORP Energy 1,161 $214K 0.05% SOLD
30 TGTX TG THERAPEUTICS INC Healthcare 7,107 $214K 0.05% SOLD
31 NET CLOUDFLARE INC Technology 1,044 $209K 0.04% SOLD
32 V VISA INC Financial Services 591 $207K 0.04% SOLD
33 NFLX NETFLIX INC Communication Services 2,185 $205K 0.04% SOLD
34 IDCC INTERDIGITAL INC Technology 627 $202K 0.04% SOLD
35 UEC URANIUM ENERGY CORP Energy 16,371 $194K 0.04% SOLD
36 PTEN PATTERSON-UTI ENERGY INC Energy 12,600 $77K 0.02% SOLD
37 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 24,882 $58K 0.01% SOLD
38 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 19,227 $53K 0.01% SOLD
39 EVGO EVGO INC Consumer Cyclical 17,220 $50K 0.01% SOLD
40 APPLIED THERAPEUTICS INC 38,637 $4K 0.00% SOLD
Page 2 of 2  ·  40 positions
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%