ADAMS DIVERSIFIED EQUITY FUND, INC.

data from 30/09/2025

Capitalization

$ 2.968 B 6.41 %

Average holding period

12 ans

Performance

$ 4.094 B 201 561.04 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in ADAMS DIVERSIFIED EQUITY FUND, INC.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA Corporation 8.26% 245.315 M $ 1314800 2020/06/30 37.968 M $ 18.10 %
2025/09/30 MSFT Microsoft Corporation 7.40% 219.766 M $ 424300 2013/06/30 8.923 M $ 4.13 %
2025/09/30 AAPL Apple Inc. 7.06% 209.535 M $ 822900 2013/06/30 41.101 M $ 24.11 %
2025/09/30 GOOGL Alphabet Inc. Class A 4.37% 129.572 M $ 533000 2017/09/30 36.143 M $ 37.94 %
2025/09/30 AMZN Amazon.com, Inc. 3.87% 114.769 M $ 522700 2014/06/30 94.086 K $ 0.08 %
2025/09/30 META Meta Platforms, Inc. Class A 3.06% 90.696 M $ 123500 2014/03/31 -465.605 K $ -0.50 %
2025/09/30 AVGO Broadcom Inc. 2.95% 87.492 M $ 265200 2024/03/31 14.498 M $ 19.68 %
2025/09/30 JPM JPMorgan Chase & Co. 2.17% 64.305 M $ 203863 2013/06/30 6.075 M $ 8.80 %
2025/09/30 TSLA Tesla, Inc. 1.82% 54.167 M $ 121800 2020/12/31 15.476 M $ 40.00 %
2025/09/30 PEO Adams Natural Resources Fund, Inc. 1.82% 54.144 M $ 2516002 2015/03/31 368.427 K $ 0.70 %
2025/09/30 BAC Bank of America Corp. 1.60% 47.404 M $ 918868 2016/03/31 3.975 M $ 9.02 %
2025/09/30 BRK-B Berkshire Hathaway Inc. Class B 1.58% 46.776 M $ 93043 2017/09/30 1.620 M $ 3.49 %
2025/09/30 GE GE Aerospace 1.52% 45.183 M $ 150200 2025/03/31 6.979 M $ 16.87 %
2025/09/30 ABBV AbbVie, Inc. 1.46% 43.460 M $ 187700 2024/03/31 8.619 M $ 24.74 %
2025/09/30 NFLX Netflix, Inc. 1.41% 41.749 M $ 34822 2023/03/31 -4.882 M $ -10.47 %
2025/09/30 V Visa Inc. Class A 1.34% 39.894 M $ 116861 2013/12/31 -1.597 M $ -3.85 %
2025/09/30 LRCX Lam Research Corporation 1.25% 37.224 M $ 278000 2024/12/31 10.379 M $ 37.56 %
2025/09/30 WMT Walmart Inc. 1.23% 36.405 M $ 353243 2023/03/31 1.865 M $ 5.40 %
2025/09/30 PM Philip Morris International Inc. 1.17% 34.862 M $ 214935 2013/06/30 -3.754 M $ -10.94 %
2025/09/30 UBER Uber Technologies, Inc. 1.15% 34.260 M $ 349700 2023/06/30 1.444 M $ 5.01 %
2025/09/30 COF Capital One Financial Corporation 1.13% 33.517 M $ 157670 2025/06/30 -28.380 K $ -0.08 %
2025/09/30 GS Goldman Sachs Group, Inc. 1.13% 33.447 M $ 42000 2024/12/31 4.412 M $ 12.52 %
2025/09/30 MA Mastercard Incorporated Class A 1.10% 32.742 M $ 57562 2013/06/30 378.962 K $ 1.22 %
2025/09/30 HD Home Depot, Inc. 1.10% 32.699 M $ 80700 2020/06/30 1.461 M $ 10.51 %
2025/09/30 LLY Eli Lilly and Company 1.08% 32.022 M $ 41968 2020/06/30 -693.731 K $ -2.12 %
2025/09/30 ANET Arista Networks, Inc. 1.02% 30.404 M $ 208664 2024/12/31 9.273 M $ 42.42 %
2025/09/30 BKNG Booking Holdings Inc. 1.02% 30.236 M $ 5600 2022/03/31 -2.184 M $ -6.74 %
2025/09/30 BA Boeing Company 0.98% 29.202 M $ 135300 2025/06/30 759.780 K $ 3.01 %
2025/09/30 CVX Chevron Corporation 0.93% 27.692 M $ 178327 2024/03/31 1.615 M $ 8.45 %
2025/09/30 MRK Merck & Co., Inc. 0.87% 25.918 M $ 308800 2025/09/30 0.000 $ 0.00 %
2025/09/30 CSCO Cisco Systems, Inc. 0.86% 25.644 M $ 374800 2013/06/30 -359.807 K $ -1.38 %
2025/09/30 GEV GE Vernova Inc. 0.84% 25.026 M $ 40700 2025/06/30 3.876 M $ 16.21 %
2025/09/30 IBM International Business Machines Corporation 0.84% 24.802 M $ 87900 2024/12/31 -1.637 M $ -4.28 %
2025/09/30 ORCL Oracle Corporation 0.81% 24.130 M $ 85800 2013/06/30 3.055 M $ 28.64 %
2025/09/30 ABC Cencora, Inc. 0.81% 24.096 M $ 77100 2022/09/30 0.000 $ 0.00 %
2025/09/30 ORLY O'Reilly Automotive, Inc. 0.79% 23.449 M $ 217500 2021/03/31 4.376 M $ 19.62 %
2025/09/30 TMUS T-Mobile US, Inc. 0.78% 23.196 M $ 96900 2024/06/30 108.528 K $ 0.47 %
2025/09/30 MCD McDonald's Corporation 0.76% 22.609 M $ 74400 2023/09/30 767.659 K $ 4.01 %
2025/09/30 PANW Palo Alto Networks, Inc. 0.74% 21.950 M $ 107800 2024/12/31 -109.955 K $ -0.50 %
2025/09/30 PH Parker-Hannifin Corporation 0.73% 21.607 M $ 28500 2024/06/30 1.355 M $ 8.54 %
2025/09/30 PGR Progressive Corporation 0.72% 21.238 M $ 86000 2025/06/30 -1.505 M $ -7.46 %
2025/09/30 BSX Boston Scientific Corporation 0.70% 20.864 M $ 213700 2024/09/30 -2.090 M $ -9.11 %
2025/09/30 AMD Advanced Micro Devices, Inc. 0.70% 20.709 M $ 128000 2025/06/30 2.546 M $ 14.02 %
2025/09/30 XLV Health Care Select Sector SPDR Fund 0.68% 20.082 M $ 144300 2021/06/30 586.919 K $ 3.25 %
2025/09/30 ETR Entergy Corporation 0.67% 19.840 M $ 212900 2024/06/30 2.210 M $ 12.12 %
2025/09/30 MCO Moody's Corporation 0.67% 19.774 M $ 41500 2025/09/30 0.000 $ 0.00 %
2025/09/30 ECL Ecolab Inc. 0.67% 19.773 M $ 72200 2025/03/31 253.708 K $ 1.64 %
2025/09/30 AIG American International Group, Inc. 0.66% 19.494 M $ 248200 2021/12/31 -1.477 M $ -8.24 %
2025/09/30 ADI Analog Devices, Inc. 0.65% 19.410 M $ 79000 2024/03/31 606.719 K $ 3.23 %
2025/09/30 LECO Lincoln Electric Holdings, Inc. 0.64% 19.102 M $ 81000 2025/09/30 0.000 $ 0.00 %
2025/09/30 JNJ Johnson & Johnson 0.64% 19.061 M $ 102800 2014/12/31 3.358 M $ 21.39 %
2025/09/30 JCI Johnson Controls International plc 0.63% 18.801 M $ 171000 2025/09/30 0.000 $ 0.00 %
2025/09/30 DUK Duke Energy Corporation 0.63% 18.563 M $ 150000 2025/06/30 862.500 K $ 4.87 %
2025/09/30 MTB M&T Bank Corporation 0.62% 18.497 M $ 93600 2025/09/30 0.000 $ 0.00 %
2025/09/30 MDT Medtronic plc 0.62% 18.372 M $ 192900 2024/12/31 1.557 M $ 9.26 %
2025/09/30 PLD Prologis, Inc. 0.61% 18.186 M $ 158800 2025/09/30 0.000 $ 0.00 %
2025/09/30 UNH UnitedHealth Group Incorporated 0.59% 17.541 M $ 50800 2017/12/31 1.693 M $ 10.68 %
2025/09/30 RTX RTX Corporation 0.58% 17.319 M $ 103500 2024/06/30 2.206 M $ 14.59 %
2025/09/30 CARR Carrier Global Corporation 0.56% 16.549 M $ 277200 2024/09/30 -3.739 M $ -18.43 %
2025/09/30 TROW T. Rowe Price Group, Inc. 0.54% 15.889 M $ 154800 2025/09/30 0.000 $ 0.00 %
2025/09/30 RSG Republic Services, Inc. 0.53% 15.719 M $ 68500 2025/06/30 -1.173 M $ -6.95 %
2025/09/30 SYY Sysco Corporation 0.53% 15.603 M $ 189500 2024/06/30 1.298 M $ 8.71 %
2025/09/30 CBRE CBRE Group, Inc. Class A 0.52% 15.472 M $ 98200 2023/12/31 1.713 M $ 12.45 %
2025/09/30 SNOW Snowflake, Inc. 0.52% 15.383 M $ 68200 2025/09/30 0.000 $ 0.00 %
2025/09/30 ES Eversource Energy 0.52% 15.295 M $ 215000 2025/06/30 1.617 M $ 11.82 %
2025/09/30 BKR Baker Hughes Company 0.51% 15.074 M $ 309400 2024/09/30 3.212 M $ 27.07 %
2025/09/30 CCK Crown Holdings, Inc. 0.49% 14.527 M $ 150400 2024/12/31 -669.033 K $ -6.21 %
2025/09/30 VICI VICI Properties Inc. 0.46% 13.748 M $ 421600 2025/03/31 4.215 K $ 0.03 %
2025/09/30 VRTX Vertex Pharmaceuticals Incorporated 0.46% 13.747 M $ 35100 2024/09/30 -1.880 M $ -12.03 %
2025/09/30 CRM Salesforce, Inc. 0.44% 13.035 M $ 55000 2023/09/30 -3.355 M $ -13.09 %
2025/09/30 ADSK Autodesk, Inc. 0.44% 12.929 M $ 40700 2024/12/31 329.670 K $ 2.62 %
2025/09/30 LHX L3Harris Technologies, Inc. 0.43% 12.858 M $ 42100 2025/09/30 0.000 $ 0.00 %
2025/09/30 COST Costco Wholesale Corporation 0.43% 12.681 M $ 13700 2024/09/30 -881.047 K $ -6.50 %
2025/09/30 PODD Insulet Corporation 0.42% 12.565 M $ 40700 2025/03/31 -221.814 K $ -1.73 %
2025/09/30 TEAM Atlassian Corporation Class A 0.41% 12.185 M $ 76300 2025/03/31 -2.712 M $ -21.36 %
2025/09/30 POST Post Holdings, Inc. 0.40% 11.930 M $ 111000 2024/09/30 -180.419 K $ -1.42 %
2025/09/30 CI Cigna Group 0.39% 11.588 M $ 40200 2024/06/30 -1.702 M $ -12.80 %
2025/09/30 AVB AvalonBay Communities, Inc. 0.37% 11.127 M $ 57600 2024/12/31 -595.008 K $ -5.08 %
2025/09/30 TKO TKO Group Holdings, Inc. Class A 0.37% 10.966 M $ 54300 2025/06/30 1.087 M $ 11.00 %
2025/09/30 PG Procter & Gamble Company 0.36% 10.794 M $ 70249 2013/06/30 -398.311 K $ -3.56 %
2025/09/30 AXON Axon Enterprise Inc. 0.36% 10.549 M $ 14700 2025/09/30 0.000 $ 0.00 %
2025/09/30 PLTR Palantir Technologies Inc. Class A 0.35% 10.380 M $ 56900 2025/03/31 1.812 M $ 33.82 %
2025/09/30 CEG Constellation Energy Corporation 0.32% 9.642 M $ 29300 2024/06/30 184.883 K $ 1.96 %
2025/09/30 CVS CVS Health Corporation 0.32% 9.612 M $ 127500 2025/09/30 0.000 $ 0.00 %
2025/09/30 KO Coca-Cola Company 0.32% 9.550 M $ 144000 2013/06/30 -637.920 K $ -6.26 %
2025/09/30 FCX Freeport-McMoRan, Inc. 0.26% 7.820 M $ 199400 2024/03/31 -773.136 K $ -9.53 %
2025/09/30 VST Vistra Corp. 0.25% 7.327 M $ 37400 2024/06/30 78.913 K $ 1.09 %
2025/09/30 PHM PulteGroup, Inc. 0.24% 7.069 M $ 53500 2025/09/30 0.000 $ 0.00 %
2025/09/30 PEP PepsiCo, Inc. 0.23% 6.713 M $ 47800 2013/06/30 401.520 K $ 6.36 %
2025/09/30 SPOT Spotify Technology SA 0.21% 6.352 M $ 9100 2025/06/30 -630.994 K $ -9.04 %
2025/09/30 CL Colgate-Palmolive Company 0.19% 5.780 M $ 72300 2023/06/30 -977.632 K $ -12.06 %
2025/09/30 LW Lamb Weston Holdings, Inc. 0.18% 5.396 M $ 92900 2025/09/30 0.000 $ 0.00 %
2025/09/30 XLB Materials Select Sector SPDR Fund 0.15% 4.589 M $ 51200 2025/09/30 0.000 $ 0.00 %
2025/09/30 KVUE Kenvue, Inc. 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 MMM 3M Company 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 AMT American Tower Corporation 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %
2025/09/30 ACN Accenture plc Class A 0.00% 0.000 $ 0 2023/03/31 0.000 $ 0.00 %
2025/09/30 PAYC Paycom Software, Inc. 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 HES Hess Corporation 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2025/09/30 REGN Regeneron Pharmaceuticals, Inc. 0.00% 0.000 $ 0 2021/09/30 0.000 $ 0.00 %