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ADAMS ASSET ADVISORS, LLC 13F portfolio summary

ADAMS ASSET ADVISORS, LLC of ADAMS ASSET ADVISORS, LLC has 86 current stock holdings with a reported portfolio value of $891.5M. The portfolio 1 year return is +33.90%. Top holdings include PFFD (0.00%), KRP (0.00%), OXY-WT (0.00%), LQD (0.00%), RLJ-PA (0.00%).

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ADAMS ASSET ADVISORS, LLC

ADAMS ASSET ADVISORS, LLC
Latest filing: 2026-03-31

ADAMS ASSET ADVISORS, LLC runs ADAMS ASSET ADVISORS, LLC and currently holds 86 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $891.46M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. ADAMS ASSET ADVISORS, LLC ranks #409 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, ADAMS ASSET ADVISORS, LLC's portfolio at ADAMS ASSET ADVISORS, LLC has delivered returns of +33.90%. Their 3-year annualized return is +34.34%. Looking at the 5-year horizon, ADAMS ASSET ADVISORS, LLC has achieved +101.75% annualized returns at ADAMS ASSET ADVISORS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+33.90%
#311/1000
3 Year
+34.34%
#885/1000
5 Year
+101.75%
#245/1000

Portfolio Value

$891.46M

Alpha Score

60.6

#409 of 1000

Holdings

86

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change