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Portfolio (Quarterly) Guide ↗

Adams Wealth Management

· CIK 0001803084
13F Portfolio $469M AUM Filed Feb 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 180 New
Page 6 of 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 QCOM QUALCOMM INC Technology 2,550.0 $436K 0.09% NEW $171.05 +29.7%
102 KO COCA COLA CO Consumer Defensive 6,174.0 $432K 0.09% NEW $69.91 +13.8%
103 FORTINET INC 5,316.0 $422K 0.09% NEW $79.41
104 MPWR MONOLITHIC PWR SYS INC Technology 456.0 $419K 0.09% NEW $919.06 +67.3%
105 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,581.0 $406K 0.09% NEW $256.56 -6.6%
106 ENB ENBRIDGE INC Energy 8,440.0 $404K 0.09% NEW $47.83 +14.6%
107 T AT&T INC Communication Services 16,002.0 $398K 0.09% NEW $24.84 -11.0%
108 AVGO BROADCOM INC Technology 1,134.0 $393K 0.08% NEW $346.26 +13.2%
109 AXSM AXSOME THERAPEUTICS INC Healthcare 2,169.0 $389K 0.08% NEW $179.41 +38.1%
110 SPTM SPDR SERIES TRUST 4,666.0 $385K 0.08% NEW $82.50 +9.5%
111 IDU ISHARES TR 3,526.0 $382K 0.08% NEW $108.36 +4.3%
112 ROKU ROKU INC Communication Services 3,375.0 $369K 0.08% NEW $109.27 +23.7%
113 GEV GE VERNOVA INC Utilities 559.0 $368K 0.08% NEW $659.09 +71.1%
114 UPS UNITED PARCEL SERVICE INC Industrials 3,686.0 $366K 0.08% NEW $99.29 +8.0%
115 SCHA SCHWAB STRATEGIC TR 12,705.0 $362K 0.08% NEW $28.48 +24.5%
116 STIP ISHARES TR 3,479.0 $356K 0.08% NEW $102.39 -0.5%
117 LLY ELI LILLY & CO Healthcare 329.0 $354K 0.08% NEW $1076.08 +2.6%
118 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,001.0 $351K 0.07% NEW $350.75 +12.6%
119 WMT WALMART INC Consumer Defensive 3,143.0 $350K 0.07% NEW $111.41 +5.2%
120 DUK DUKE ENERGY CORP NEW Utilities 2,977.0 $349K 0.07% NEW $117.21 +5.4%
Page 6 of 9  ·  180 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 35.1%
Consumer Cyclical 14.4%
Financial Services 12.6%
Energy 10.3%
Industrials 8.0%
Communication Services 7.8%
Consumer Defensive 4.2%
Healthcare 3.9%
Utilities 2.1%
Real Estate 1.2%