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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 8 of 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 RMBS RAMBUS INC DEL Technology 3,018.0 $281K 0.06% NEW $93.17 +50.3%
142 TPG TPG INC Financial Services 4,329.0 $278K 0.06% NEW $64.25 -35.9%
143 CVNA CARVANA CO Consumer Cyclical 655.0 $276K 0.06% NEW $422.02 -84.3%
144 RBRK RUBRIK INC. Technology 3,573.0 $276K 0.06% NEW $77.32 -7.0%
145 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 3,129.0 $276K 0.06% NEW $88.21 +26.6%
146 HIMS HIMS & HERS HEALTH INC Healthcare 8,304.0 $270K 0.06% NEW $32.53 +3.9%
147 XOM EXXON MOBIL CORP Energy 2,212.0 $266K 0.06% NEW $120.35 +14.6%
148 GPOR GULFPORT ENERGY CORP Energy 1,281.0 $266K 0.06% NEW $207.58 -22.3%
149 HST HOST HOTELS & RESORTS INC Real Estate 14,773.0 $262K 0.06% NEW $17.73 +42.8%
150 ALB ALBEMARLE CORP Basic Materials 1,842.0 $261K 0.06% NEW $141.89 +9.2%
151 PCOR PROCORE TECHNOLOGIES INC Technology 3,426.0 $251K 0.05% NEW $73.21 -46.7%
152 GVA GRANITE CONSTR INC Industrials 2,157.0 $250K 0.05% NEW $115.88 +29.7%
153 MO ALTRIA GROUP INC Consumer Defensive 4,314.0 $249K 0.05% NEW $57.66 +21.6%
154 CVX CHEVRON CORP NEW Energy 1,626.0 $248K 0.05% NEW $152.41 +14.1%
155 MCD MCDONALDS CORP Consumer Cyclical 803.0 $245K 0.05% NEW $305.63 -10.3%
156 AOM ISHARES TR 4,968.0 $237K 0.05% NEW $47.73 +4.5%
157 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 8,907.0 $237K 0.05% NEW $26.57 -33.5%
158 CNX CNX RES CORP Energy 6,264.0 $232K 0.05% NEW $36.98 -11.5%
159 PFE PFIZER INC Healthcare 9,269.0 $231K 0.05% NEW $24.90 +1.0%
160 HPQ HP INC Technology 10,346.0 $231K 0.05% NEW $22.28 +8.6%
Page 8 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%