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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 9 of 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BBY BEST BUY INC Consumer Cyclical 3,383.0 $226K 0.05% NEW $66.93 +13.6%
162 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 1,362.0 $226K 0.05% NEW $166.23 +8.1%
163 MP MP MATERIALS CORP Basic Materials 4,422.0 $225K 0.05% NEW $50.78 +18.7%
164 CBOE CBOE GLOBAL MKTS INC Financial Services 854.0 $216K 0.05% NEW $252.78 +1.3%
165 EXR EXTRA SPACE STORAGE INC Real Estate 1,650.0 $215K 0.05% NEW $130.25 +12.2%
166 TRGP TARGA RES CORP Energy 1,161.0 $214K 0.05% NEW $184.06 +43.7%
167 TGTX TG THERAPEUTICS INC Healthcare 7,107.0 $214K 0.05% NEW $30.06 +81.0%
168 NET CLOUDFLARE INC Technology 1,044.0 $209K 0.04% NEW $199.83 +9.4%
169 V VISA INC Financial Services 591.0 $207K 0.04% NEW $350.71 -6.9%
170 NFLX NETFLIX INC Communication Services 2,185.0 $205K 0.04% NEW $93.78 -22.3%
171 IDCC INTERDIGITAL INC Technology 627.0 $202K 0.04% NEW $321.45 -7.3%
172 NVDY TIDAL TRUST II 13,405.0 $196K 0.04% NEW $14.61 -11.2%
173 UEC URANIUM ENERGY CORP Energy 16,371.0 $194K 0.04% NEW $11.84 -3.1%
174 DOC HEALTHPEAK PROPERTIES INC Real Estate 11,790.0 $190K 0.04% NEW $16.08 +24.3%
175 ANGX ANGEL STUDIOS INC Communication Services 23,664.0 $111K 0.02% NEW $4.67 -34.4%
176 PTEN PATTERSON-UTI ENERGY INC Energy 12,600.0 $77K 0.02% NEW $6.08 +67.8%
177 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 24,882.0 $58K 0.01% NEW $2.35 +118.7%
178 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 19,227.0 $53K 0.01% NEW $2.75 +47.6%
179 EVGO EVGO INC Consumer Cyclical 17,220.0 $50K 0.01% NEW $2.90 -33.1%
180 APPLIED THERAPEUTICS INC 38,637.0 $4K 0.00% NEW $0.10
Page 9 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%