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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 4 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HD HOME DEPOT INC Consumer Cyclical 712.0 $251K 0.16% $352.68 -6.4%
62 SPIB SPDR SERIES TRUST 7,464.0 $250K 0.16% +475.0 +6.8% $33.46 -1.1%
63 NUMV NUSHARES ETF TR 5,353.0 $233K 0.15% -74.0 -1.4% $43.49 +3.6%
64 MCD MCDONALDS CORP Consumer Cyclical 855.0 $231K 0.15% $270.31 -2.0%
65 VEA VANGUARD TAX-MANAGED FDS 3,146.0 $224K 0.14% NEW $71.26 +2.5%
66 NEE NEXTERA ENERGY INC Utilities 2,540.0 $223K 0.14% $87.77 -6.8%
67 ANET ARISTA NETWORKS INC Technology 1,256.0 $213K 0.14% NEW $169.88 +15.0%
68 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 442.0 $211K 0.14% NEW $477.57 -12.6%
Page 4 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%