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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA Corporation | $221.0M | 1,267,000 | 7.79% |
| 2 | Apple Inc. | $194.7M | 767,300 | 6.86% |
| 3 | Alphabet Inc. Class A | $154.0M | 535,500 | 5.43% |
| 4 | Microsoft Corporation | $151.1M | 408,200 | 5.33% |
| 5 | Amazon.com, Inc. | $111.3M | 534,200 | 3.92% |
| 6 | Broadcom Inc. | $81.2M | 262,400 | 2.86% |
| 7 | Adams Natural Resources Fund, Inc. | $72.9M | 2,621,907 | 2.57% |
| 8 | Meta Platforms, Inc. Class A | $63.2M | 110,500 | 2.23% |
| 9 | JPMorgan Chase & Co. | $60.3M | 204,863 | 2.12% |
| 10 | Tesla, Inc. | $47.9M | 128,900 | 1.69% |
| 11 | Eli Lilly and Company | $46.7M | 50,768 | 1.65% |
| 12 | Bank of America Corp. | $45.5M | 932,768 | 1.60% |
| 13 | Lam Research Corporation | $43.1M | 201,700 | 1.52% |
| 14 | State Street Health Care Select Sector SPDR ETF | $41.8M | 285,000 | 1.47% |
| 15 | Berkshire Hathaway Inc. Class B | $40.2M | 83,843 | 1.42% |
| 16 | GE Vernova Inc. | $37.8M | 43,300 | 1.33% |
| 17 | Walmart Inc. | $37.5M | 301,443 | 1.32% |
| 18 | Merck & Co., Inc. | $36.1M | 300,200 | 1.27% |
| 19 | Visa Inc. Class A | $34.2M | 113,261 | 1.21% |
| 20 | Philip Morris International Inc. | $33.1M | 200,135 | 1.17% |
| 21 | Goldman Sachs Group, Inc. | $30.9M | 36,500 | 1.09% |
| 22 | Charles Schwab Corp. | $30.3M | 322,800 | 1.07% |
| 23 | Chevron Corporation | $29.0M | 140,227 | 1.02% |
| 24 | AbbVie, Inc. | $28.1M | 129,400 | 0.99% |
| 25 | PepsiCo, Inc. | $27.5M | 176,776 | 0.97% |
| 26 | Cisco Systems, Inc. | $27.5M | 353,800 | 0.97% |
| 27 | Advanced Micro Devices, Inc. | $26.0M | 128,000 | 0.92% |
| 28 | Analog Devices, Inc. | $25.1M | 79,000 | 0.89% |
| 29 | Johnson & Johnson | $25.1M | 102,800 | 0.89% |
| 30 | Parker-Hannifin Corporation | $25.0M | 27,900 | 0.88% |
| 31 | M&T Bank Corporation | $24.8M | 119,900 | 0.87% |
| 32 | Gilead Sciences, Inc. | $24.7M | 177,100 | 0.87% |
| 33 | Home Depot, Inc. | $24.3M | 73,800 | 0.86% |
| 34 | Lincoln Electric Holdings, Inc. | $24.2M | 97,300 | 0.85% |
| 35 | NextEra Energy, Inc. | $24.1M | 259,400 | 0.85% |
| 36 | FedEx Corporation | $23.3M | 65,500 | 0.82% |
| 37 | McDonald's Corporation | $23.1M | 74,400 | 0.82% |
| 38 | J.B. Hunt Transport Services, Inc. | $22.7M | 107,100 | 0.80% |
| 39 | Uber Technologies, Inc. | $22.6M | 314,300 | 0.80% |
| 40 | L3Harris Technologies, Inc. | $22.6M | 65,400 | 0.80% |
| 41 | Entergy Corporation | $22.5M | 200,100 | 0.79% |
| 42 | Netflix, Inc. | $20.2M | 210,520 | 0.71% |
| 43 | Arista Networks, Inc. | $20.1M | 163,764 | 0.71% |
| 44 | PACCAR Inc | $20.1M | 174,000 | 0.71% |
| 45 | Airbnb, Inc. Class A | $19.6M | 155,000 | 0.69% |
| 46 | O'Reilly Automotive, Inc. | $19.2M | 208,500 | 0.68% |
| 47 | Principal Financial Group, Inc. | $18.8M | 209,100 | 0.66% |
| 48 | Prologis, Inc. | $18.8M | 142,000 | 0.66% |
| 49 | MSCI Inc. Class A | $18.6M | 34,600 | 0.66% |
| 50 | Palo Alto Networks, Inc. | $18.6M | 116,200 | 0.66% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.