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Portfolio (Quarterly) Guide ↗

Joel Adams & Associates, Inc.

· CIK 0002020459
13F Portfolio $135M AUM 64 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 21 Added 19 Reduced 2 Exited
Page 3 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SUSB ISHARES TR 19,338.0 $485K 0.36% +143.0 +0.7% $25.07 -0.5%
42 SPYM SPDR SERIES TRUST 6,290.0 $481K 0.36% $76.53 +14.7%
43 HYMB SPDR SERIES TRUST 19,216.0 $477K 0.35% +4K +25.1% $24.80 +0.6%
44 ROST ROSS STORES INC Consumer Cyclical 2,000.0 $433K 0.32% $216.63 +8.4%
45 IEF ISHARES TR 4,423.0 $422K 0.31% -659.0 -13.0% $95.44 -1.6%
46 VGIT VANGUARD SCOTTSDALE FDS 7,003.0 $417K 0.31% $59.55 -1.4%
47 DFAX DIMENSIONAL ETF TRUST 11,288.0 $383K 0.28% -2K -13.9% $33.97 +9.3%
48 VCEB VANGUARD WORLD FD 5,343.0 $336K 0.25% +80.0 +1.5% $62.83 -0.5%
49 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 326.0 $325K 0.24% $996.43 +3.2%
50 XLK SELECT SECTOR SPDR TR 2,402.0 $319K 0.24% -73.0 -3.0% $132.90 +35.7%
51 BNDX VANGUARD CHARLOTTE FDS 6,189.0 $297K 0.22% +752.0 +13.8% $48.05 +0.0%
52 XJH ISHARES TR 6,463.0 $293K 0.22% -2K -21.6% $45.37 +9.1%
53 GOVT ISHARES TR 12,715.0 $291K 0.22% +96.0 +0.8% $22.91 -1.1%
54 DUK DUKE ENERGY CORP NEW Utilities 2,189.0 $287K 0.21% $130.94 -4.0%
55 AMZN AMAZON COM INC Consumer Cyclical 1,351.0 $281K 0.21% $208.27 +27.9%
56 ILCG ISHARES TR 2,946.0 $281K 0.21% $95.49 +21.1%
57 NVDA NVIDIA CORPORATION Technology 1,590.0 $277K 0.21% $174.40 +23.5%
58 MCD MCDONALDS CORP Consumer Cyclical 855.0 $266K 0.20% -18.0 -2.1% $310.79 -9.2%
59 IWS ISHARES TR 1,802.0 $263K 0.20% $145.71 +8.9%
60 NEE NEXTERA ENERGY INC Utilities 2,540.0 $236K 0.17% $92.88 -4.7%
Page 3 of 4  ·  64 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 29.4%
Healthcare 20.0%
Consumer Cyclical 16.4%
Financial Services 15.7%
Communication Services 7.1%
Utilities 7.0%
Consumer Defensive 4.4%