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Portfolio (Quarterly) Guide ↗

Joel Adams & Associates, Inc.

· CIK 0002020459
13F Portfolio $156M AUM 68 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 33 Added 11 Reduced
Page 3 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VUSB VANGUARD BD INDEX FDS 10,815.0 $538K 0.35% +113.0 +1.1% $49.78 -0.1%
42 IWF ISHARES TR 4,178.0 $519K 0.33% +3K +183.6% $124.16 -1.1%
43 SUSB ISHARES TR 19,553.0 $489K 0.31% +215.0 +1.1% $24.99 -0.6%
44 XLK SELECT SECTOR SPDR TR 2,402.0 $458K 0.29% $190.52 -2.5%
45 ILCG ISHARES TR 3,880.0 $454K 0.29% +934.0 +31.7% $117.03 -1.6%
46 IWD ISHARES TR 1,819.0 $441K 0.28% -1K -44.8% $242.39 +6.6%
47 IEF ISHARES TR 4,549.0 $430K 0.28% +126.0 +2.9% $94.57 -1.8%
48 ROST ROSS STORES INC Consumer Cyclical 2,000.0 $426K 0.27% $212.85 +7.4%
49 DFAX DIMENSIONAL ETF TRUST 11,407.0 $420K 0.27% +119.0 +1.1% $36.84 +4.0%
50 VGIT VANGUARD SCOTTSDALE FDS 7,020.0 $414K 0.27% $58.98 -1.3%
51 BNDX VANGUARD CHARLOTTE FDS 8,537.0 $413K 0.27% +2K +37.9% $48.43 -1.7%
52 VCEB VANGUARD WORLD FD 5,366.0 $337K 0.22% $62.76 -1.9%
53 XJH ISHARES TR 6,342.0 $331K 0.21% -121.0 -1.9% $52.15 -1.6%
54 AMZN AMAZON COM INC Consumer Cyclical 1,351.0 $322K 0.21% $238.34 +11.8%
55 NVDA NVIDIA CORPORATION Technology 1,590.0 $318K 0.20% $200.09 +8.7%
56 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 326.0 $305K 0.20% $935.47 +1.1%
57 IWS ISHARES TR 1,793.0 $295K 0.19% $164.61 +3.7%
58 DUK DUKE ENERGY CORP NEW Utilities 2,189.0 $277K 0.18% $126.58 -5.0%
59 DFSE DIMENSIONAL ETF TRUST 5,408.0 $264K 0.17% $48.88 +0.3%
60 CAT CATERPILLAR INC Industrials 241.0 $257K 0.17% NEW $1064.90 -24.9%
Page 3 of 4  ·  68 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
Healthcare 30.5%
Technology 27.5%
Financial Services 13.5%
Consumer Cyclical 11.9%
Communication Services 6.3%
Utilities 4.8%
Consumer Defensive 3.0%
Industrials 2.5%