Arkolith/Funds/Adams Asset Advisors, LLC

Adams Asset Advisors, LLC

CIK 1386929
Holdings as of Jun 30, 2026·disclosed Jul 14, 2026·~14-day 13F lag·13F-HR
Active Filer

Adams Asset Advisors, LLC holds a focused book of 88 stocks worth $881.7M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened Fidus Investment Corp and trimmed Occidental Petroleum Corp. Their largest long position is JPM Nasdaq Equity Premium at 10% of the equity book.

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Use Arkolith to show Adams Asset Advisors, LLC's latest
holdings, largest changes, and filing provenance.
Opened
1
new positions
Added to
34
existing
Trimmed
20
reduced
Sold out
1
exited

Concentration

Top-heavy: focused book

Top 5 holdings
35%
Top 10 holdings
47%
Top 20 holdings
67%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

86% mapped to company sectors

Energy
31%
ETF / fund or unclassified
14%
Financials
11%
Industrials
10%
Utilities
8%
Information Technology
7%
Consumer Staples
6%
Health Care
5%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

88 positions
#SecurityValueShares% PortLast moveHistory
1J P Morgan Exchange Trades F
NASDAQ EQT PREM
$86.5M1.41M
9.8%
+30%
Added · +321K sh
2Occidental Petrol Corp
COM
$80.1M1.65M
9.1%
−1.9%
Reduced · −33K sh
3Calumet Inc
COM
$72.3M2.01M
8.2%
−37%
Reduced · −1.2M sh
4Sunoco LP
COM
$38.2M565.8K
4.3%
Held
5Energy Transfer LP
COM
$28.2M1.47M
3.2%
+2.2%
Added · +32K sh
6Berkshire Hathaway Inc
CL B NEW
$25.4M50.7K
2.9%
+54%
Added · +18K sh
7Dorchester Minerals LP
COM
$23.0M910.9K
2.6%
+2.5%
Added · +23K sh
8Apple Inc
COM
$22.8M78.7K
2.6%
+0.8%
Added · +666 sh
9British Amer Tobacco F Sponsored ADR
COM
$21.2M343.0K
2.4%
Held
10Citigroup Inc
COM
$20.8M148.3K
2.4%
−0.7%
Reduced · −1K sh
11Cummins Inc
COM
$20.1M28.2K
2.3%
−0.5%
Reduced · −145 sh
12Plains All American Pipeline LP
COM
$18.3M823.1K
2.1%
Held
13Cisco Systems Inc
COM
$18.3M155.6K
2.1%
−1.0%
Reduced · −2K sh
14Newmont Corp
COM
$18.2M195.1K
2.1%
−1.9%
Reduced · −4K sh
15HF Sinclair Copr
COM
$17.0M243.8K
1.9%
Held
16Altria Group Inc
COM
$17.0M235.7K
1.9%
Held
17Valero Energy Copr New
COM
$16.8M64.4K
1.9%
Held
18Western Midstream Partners LP
COM
$16.4M374.8K
1.9%
+9.6%
Added · +33K sh
19Abbvie
COM
$15.8M62.9K
1.8%
Held
20Enterprise Products PPTNSLP
COM
$14.7M398.8K
1.7%
Held
21Glodman Sachs Group
COM
$14.6M14.4K
1.7%
+1.9%
Added · +265 sh
22Bank Of America
COM
$13.9M243.5K
1.6%
Held
23Wells Fargo & Co
COM
$13.2M159.6K
1.5%
−0.1%
Reduced · −123 sh
24Amgen Inc
COM
$13.1M36.0K
1.5%
+0.4%
Added · +147 sh
25MPLX LP
COM
$12.5M221.5K
1.4%
+2.5%
Added · +5K sh
26Occidental Pete Corp WTS Exp 08/03/2027
*W EXP 08/03/2027
$12.5M468.3K
1.4%
Held
27Verizon Communications
COM
$12.4M293.3K
1.4%
−0.1%
Reduced · −434 sh
28Chevron Corp
COM
$11.3M68.4K
1.3%
−0.1%
Reduced · −94 sh
29Kimberly-Clark Corp
COM
$9.7M88.3K
1.1%
+6.2%
Added · +5K sh
30AT&T
COM
$9.0M435.2K
1.0%
+0.9%
Added · +4K sh
31Pfizer Inc
COM
$8.3M345.0K
0.9%
+1.0%
Added · +4K sh
32Select Water Solutions Inc CL A Com
COM
$8.2M409.2K
0.9%
Held
33Hormel Foods Corp
COM
$7.4M298.8K
0.8%
+6.0%
Added · +17K sh
34Bristol-Myers Squibb Co Com
COM
$7.2M125.1K
0.8%
+1.5%
Added · +2K sh
35Universal Corp
COM
$7.0M133.9K
0.8%
−5.8%
Reduced · −8K sh
36Schwab US Dividend Equity ETF
US DIVIDEND EQ
$6.9M217.2K
0.8%
−1.3%
Reduced · −3K sh
37Microsoft Copr
COM
$6.7M17.9K
0.8%
+3.2%
Added · +553 sh
38W P Carey Inc Com
COM
$6.5M90.9K
0.7%
+10%
Added · +8K sh
39Alliance Resource Par LP
COM
$6.2M259.0K
0.7%
+1.4%
Added · +4K sh
40Pepsico Inc
COM
$6.0M44.6K
0.7%
+7.0%
Added · +3K sh
41HP Inc
COM
$5.5M251.7K
0.6%
Held
42United Parcel Service
COM
$4.5M41.8K
0.5%
+4.7%
Added · +2K sh
43Procter And Gamble Co
COM
$4.4M29.9K
0.5%
+42%
Added · +9K sh
44Kinder Morgan Inc
COM
$4.4M136.7K
0.5%
Held
45RLJ Lodging Trust
CUM CONV PFD A
$4.3M173.6K
0.5%
+29%
Added · +39K sh
46Markel Group Inc
COM
$3.9M2.0K
0.4%
+90%
Added · +950 sh
47Realty Income Copr REIT
COM
$3.9M62.4K
0.4%
+19%
Added · +10K sh
48NNN REIT Inc Com
COM
$3.7M78.9K
0.4%
+27%
Added · +17K sh
49Delek Logistics Partners LP
COM UNT RP INT
$3.6M70.3K
0.4%
Held
50Global X FDS GLBL X MLP ETF
GLBL X MLP ETF
$3.5M65.9K
0.4%
+5.4%
Added · +3K sh
Showing 50 of 88 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 14, 202688$881.7M13F-HR
Q1 2026Mar 31, 2026Apr 27, 202688$891.5M13F-HR
Q4 2025Dec 31, 2025Jan 15, 202683$760.1M13F-HR
Q3 2025Sep 30, 2025Oct 9, 202581$775.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.