Stock Taper

ADAMS ASSET ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
MPLX LpMPLX221.45K$12.47M
Starwood Property Trust, Inc.STWD202.45K$3.32M
Blue Owl Capital CorporationOBDC197.66K$2.15M
Newmont CorporationNEM195.06K$18.22M
Golub Capital BDC, Inc.GBDC177.3K$2.28M
RLJ Lodging TrustRLJ-PA173.57K$4.26M
Wells Fargo & CompanyWFC159.65K$13.19M
Cisco Systems, Inc.CSCO155.64K$18.28M
Morgan Stanley Direct Lending FundMSDL148.7K$2.25M
Citigroup Inc.C148.29K$20.76M
Kinder Morgan, Inc.KMI136.68K$4.37M
Universal CorporationUVV133.89K$6.99M
Nuveen Churchill Direct Lending Corp.NCDL132.28K$1.64M
Bristol-Myers Squibb CompanyBMY125.14K$7.21M
Crescent Capital BDC, Inc.CCAP109.83K$1.2M
Kayne Anderson BDC, Inc.KBDC101.16K$1.37M
Peabody Energy CorporationBTU100K$2.31M
W. P. Carey Inc.WPC90.88K$6.5M
Conagra Brands, Inc.CAG89.87K$1.21M
Kimberly-Clark CorporationKMB88.29K$9.69M