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ADAMS DIVERSIFIED EQUITY FUND, INC.

Q2 2026 13F filing

Updated 53 days ago

103 disclosed positions worth $3.3B

Portfolio value
$3.3B
Total holdings
103
New positions
18
Closed positions
14
Increased
11
Decreased
27
Turnover
31.1%
Filed
2026-07-22

Full holdings

Every line item disclosed in Q2 2026

N

NVIDIA Corporation

-0.9%
Value
$251.1M
Shares
1.25M
% Port
7.67%
A

Apple Inc.

-0.9%
Value
$220M
Shares
760.2K
% Port
6.72%
G

Alphabet Inc. Class A

Unchanged
Value
$191.4M
Shares
535.5K
% Port
5.85%
M

Microsoft Corporation

-0.9%
Value
$150.9M
Shares
404.5K
% Port
4.61%
A

Amazon.com, Inc.

-0.9%
Value
$126.2M
Shares
529.4K
% Port
3.85%
A

Broadcom Inc.

-4.7%
Value
$94.4M
Shares
250.0K
% Port
2.89%
L

Lam Research Corporation

-1.2%
Value
$86.4M
Shares
199.3K
% Port
2.64%
A
8.AMD

Advanced Micro Devices, Inc.

Unchanged
Value
$74.4M
Shares
128.0K
% Port
2.27%
J

JPMorgan Chase & Co.

Unchanged
Value
$67.1M
Shares
204.9K
% Port
2.05%
P
10.PEO

Adams Natural Resources Fund, Inc.

+2.0%
Value
$66.1M
Shares
2.67M
% Port
2.02%
M
11.META

Meta Platforms, Inc. Class A

Unchanged
Value
$62.2M
Shares
110.5K
% Port
1.90%
L
12.LLY

Eli Lilly and Company

Unchanged
Value
$60.9M
Shares
50.8K
% Port
1.86%
M
13.MU

Micron Technology, Inc.

Unchanged
Value
$57.5M
Shares
49.8K
% Port
1.76%
T
14.TSLA

Tesla, Inc.

-1.3%
Value
$53.5M
Shares
127.2K
% Port
1.63%
B

Bank of America Corp.

Unchanged
Value
$53.1M
Shares
932.8K
% Port
1.62%
A
16.ABBV

AbbVie, Inc.

+33.5%
Value
$43.5M
Shares
172.8K
% Port
1.33%
B

Berkshire Hathaway Inc. Class B

Unchanged
Value
$42M
Shares
83.8K
% Port
1.28%
C
18.CSCO

Cisco Systems, Inc.

Unchanged
Value
$41.6M
Shares
353.8K
% Port
1.27%
G
19.GEV

GE Vernova Inc.

-20.6%
Value
$40.4M
Shares
34.4K
% Port
1.23%
V
20.V

Visa Inc. Class A

Unchanged
Value
$38.9M
Shares
113.3K
% Port
1.19%
P
21.PANW

Palo Alto Networks, Inc.

-5.3%
Value
$37.5M
Shares
110.0K
% Port
1.15%
G

Goldman Sachs Group, Inc.

Unchanged
Value
$36.9M
Shares
36.5K
% Port
1.13%
P
23.PM

Philip Morris International Inc.

-1.9%
Value
$35.5M
Shares
196.2K
% Port
1.08%
M
24.MRK

Merck & Co., Inc.

-10.0%
Value
$34.7M
Shares
270.3K
% Port
1.06%
C
25.CAT

Caterpillar Inc.

Value
$34.1M
Shares
32.0K
% Port
1.04%
W
26.WMT

Walmart Inc.

-0.8%
Value
$33.9M
Shares
299.0K
% Port
1.03%
A
27.ADI

Analog Devices, Inc.

Unchanged
Value
$31.4M
Shares
79.0K
% Port
0.96%
U
28.UNH

UnitedHealth Group Incorporated

+74.4%
Value
$29.7M
Shares
71.5K
% Port
0.91%
M

M&T Bank Corporation

Unchanged
Value
$28.5M
Shares
119.9K
% Port
0.87%
J
30.JNJ

Johnson & Johnson

Unchanged
Value
$26.1M
Shares
102.8K
% Port
0.80%
H
31.HD

Home Depot, Inc.

-2.6%
Value
$25.4M
Shares
71.9K
% Port
0.77%
V
32.VRTX

Vertex Pharmaceuticals Incorporated

Value
$23.5M
Shares
47.3K
% Port
0.72%
A
33.ANET

Arista Networks, Inc.

-17.3%
Value
$23M
Shares
135.5K
% Port
0.70%
N

NextEra Energy, Inc.

Unchanged
Value
$22.8M
Shares
259.4K
% Port
0.70%
?
35.N/A

IDEX Corporation

Value
$22.7M
Shares
100.0K
% Port
0.69%
C
36.CSX

CSX Corporation

Value
$22.7M
Shares
477.0K
% Port
0.69%
P
37.PFG

Principal Financial Group, Inc.

Unchanged
Value
$22.5M
Shares
209.1K
% Port
0.69%
S
38.SNDK

SanDisk Corporation

+33.8%
Value
$22.5M
Shares
9.9K
% Port
0.69%
H
39.HWM

Howmet Aerospace Inc.

Value
$22.4M
Shares
83.4K
% Port
0.69%
E
40.ETR

Entergy Corporation

-2.8%
Value
$22.4M
Shares
194.6K
% Port
0.68%
A
41.ABNB

Airbnb, Inc. Class A

Unchanged
Value
$22.2M
Shares
155.0K
% Port
0.68%
U
42.UBER

Uber Technologies, Inc.

-2.6%
Value
$22.1M
Shares
306.0K
% Port
0.67%
B
43.BIIB

Biogen Inc.

Unchanged
Value
$21.7M
Shares
100.3K
% Port
0.66%
P

Prologis, Inc.

+11.5%
Value
$21.4M
Shares
158.3K
% Port
0.66%
C
45.CVS

CVS Health Corporation

Unchanged
Value
$20.8M
Shares
200.7K
% Port
0.63%
I
46.INTC

Intel Corporation

Value
$20.4M
Shares
145.9K
% Port
0.62%
M
47.MCD

McDonald's Corporation

Unchanged
Value
$20.1M
Shares
74.4K
% Port
0.61%
J
48.JCI

Johnson Controls International plc

Unchanged
Value
$20.1M
Shares
137.3K
% Port
0.61%
H

Hartford Insurance Group, Inc.

Value
$19.9M
Shares
150.5K
% Port
0.61%
M
50.MSCI

MSCI Inc. Class A

Unchanged
Value
$19.4M
Shares
34.6K
% Port
0.59%