Joel Adams & Associates, Inc. reported 68 holdings worth US$156M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 6, 2026
Joel Adams & Associates, Inc. reported 68 holdings worth US$156M as of Jun 30, 2026. Largest: Eli Lilly And Company, Apple Inc and Berkshire Hathaway Inc. Filed Aug 6, 2026 (Form 13F).
- Holdings
- 68
- Value as reported
- US$156M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Eli Lilly And Company | 2,133 | US$2.56M | 1.6% |
| Apple Inc | 5,349 | US$1.55M | 0.99% |
| Berkshire Hathaway Inc. | 1,358 | US$680K | 0.44% |
| Alphabet Inc (google) Class C | 1,823 | US$651K | 0.42% |
| Jp Morgan Chase & Co. | 1,899 | US$622K | 0.40% |
| Johnson & Johnson | 2,305 | US$585K | 0.38% |
| Microsoft Corp. | 1,474 | US$550K | 0.35% |
| Ross Stores, Inc. | 2,000 | US$426K | 0.27% |
| Amazon.com, Inc. | 1,351 | US$322K | 0.21% |
| Nvidia Corporation | 1,590 | US$318K | 0.20% |
| Costco Wholesale Corporation | 326 | US$305K | 0.20% |
| Duke Energy Corporation (holding Company) | 2,189 | US$277K | 0.18% |
| Caterpillar, Inc. | 241 | US$257K | 0.16% |
| Home Depot, Inc. (the) | 712 | US$251K | 0.16% |
| Mcdonald's Corporation | 855 | US$231K | 0.15% |
| Nextera Energy, Inc. | 2,540 | US$223K | 0.14% |
| Arista Networks, Inc. | 1,256 | US$213K | 0.14% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 442 | US$211K | 0.14% |