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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 5 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SPG SIMON PPTY GROUP INC NEW Real Estate 3,371.0 $629K 0.14% +505.0 +17.6% $186.53 +14.0%
82 GOOG ALPHABET INC Communication Services 2,144.0 $615K 0.14% $286.80 +23.2%
83 CAT CATERPILLAR INC Industrials 866.0 $614K 0.14% $708.46 +41.8%
84 D DOMINION ENERGY INC Utilities 9,893.0 $612K 0.13% +1K +15.5% $61.82 +10.8%
85 TFC TRUIST FINL CORP Financial Services 13,285.0 $611K 0.13% +2K +18.8% $45.97 +6.1%
86 EMR EMERSON ELEC CO Industrials 4,622.0 $606K 0.13% +232.0 +5.3% $131.02 +15.3%
87 PM PHILIP MORRIS INTL INC Consumer Defensive 3,413.0 $564K 0.12% +123.0 +3.7% $165.34 +7.9%
88 IBM INTERNATIONAL BUSINESS MACHS Technology 2,302.0 $558K 0.12% +632.0 +37.8% $242.39 +2.3%
89 CSCO CISCO SYS INC Technology 7,015.0 $544K 0.12% +1K +16.9% $77.59 +55.3%
90 PLTR PALANTIR TECHNOLOGIES INC Technology 3,704.0 $542K 0.12% $146.28 -12.3%
91 FORTINET INC 6,546.0 $535K 0.12% +1K +23.1% $81.72
92 KO COCA COLA CO Consumer Defensive 6,682.0 $508K 0.11% +508.0 +8.2% $76.05 +4.3%
93 ENB ENBRIDGE INC Energy 9,240.0 $500K 0.11% +800.0 +9.5% $54.14 +0.8%
94 T AT&T INC Communication Services 17,043.0 $494K 0.11% +1K +6.5% $28.99 -23.6%
95 BKLN INVESCO EXCH TRADED FD TR II 23,453.0 $479K 0.10% -4K -14.3% $20.41 -0.1%
96 JNK SPDR SERIES TRUST 4,993.0 $478K 0.10% +335.0 +7.2% $95.72 +0.6%
97 BE BLOOM ENERGY CORP Industrials 3,500.0 $474K 0.10% $135.49 +155.4%
98 DUK DUKE ENERGY CORP NEW Utilities 3,559.0 $466K 0.10% +582.0 +19.6% $130.94 -5.1%
99 SPTM SPDR SERIES TRUST 5,730.0 $453K 0.10% +1K +22.8% $79.06 +14.9%
100 USHY ISHARES TR 12,046.0 $444K 0.10% +3K +39.7% $36.84 +0.4%
Page 5 of 8  ·  145 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%