Fund Holdings

Adams Asset Advisors, LLC

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
J P MORGAN EXCHANGE TRADES F01,408,060+1,408,060086,539,3789.81%+86,539,378
BERKSHIRE HATHAWAY INC32,94550,700+17,75515,787,24425,369,7732.88%+9,582,529
CISCO SYSTEMS INC(CSCO)157,148155,638-1,51012,193,11318,281,2392.07%+6,088,126
CUMMINS INC(CMI)28,37728,232-14515,267,39420,135,3452.28%+4,867,951
CITIGROUP INC(C)149,307148,294-1,01316,932,90720,755,2282.35%+3,822,321
APPLE INC(AAPL)78,07478,740+66619,814,40022,784,2062.58%+2,969,806
GLODMAN SACHS GROUP(GS)14,14214,407+26511,963,99114,570,8081.65%+2,606,817
WESTERN MIDSTREAM PARTNERS LP(WES)342,105374,823+32,71814,084,46316,402,2541.86%+2,317,791
ABBVIE(ABBV)62,91262,912013,682,73115,831,1761.80%+2,148,445
BANK OF AMERICA243,543243,543011,872,72113,877,0801.57%+2,004,359
SELECT WATER SOLUTIONS INC CL A COM(WTTR)409,161409,16106,260,1638,175,0370.93%+1,914,874
MARKEL GROUP INC(MKL)1,0502,000+9502,009,7733,906,0200.44%+1,896,247
HF SINCLAIR COPR(DINO)243,842243,842015,213,30216,983,5951.93%+1,770,293
STARWOOD PROPERTY TRUST INC(STWD)95,177202,449+107,2721,638,9483,316,1150.38%+1,677,167
KIMBERLY-CLARK CORP(KMB)83,16788,292+5,1258,023,1209,691,8131.10%+1,668,693
BLUE OWL CAPITAL INC COM CL A(OBDC)119,496289,496+170,0001,090,9982,533,0900.29%+1,442,092
SUNOCO LP(SUN)565,822565,822036,761,45538,192,9854.33%+1,431,530
ALTRIA GROUP INC(MO)235,728235,728015,555,67016,960,6071.92%+1,404,937
PROCTER AND GAMBLE CO(PG)21,04429,909+8,8653,039,5954,385,8560.50%+1,346,261
BRITISH AMER TOBACCO F SPONSORED ADR(BTI)343,016343,016020,056,14621,184,6682.40%+1,128,522
KAYNE ANDERSON BDC INC(KBDC)20,341101,163+80,822279,0791,368,7350.16%+1,089,656
NNN REIT INC COM(NNN)62,21478,933+16,7192,614,8543,672,7520.42%+1,057,898
HORMEL FOODS CORP(HRL)281,883298,796+16,9136,384,6507,416,1170.84%+1,031,467
RLJ LODGING TRUST(RLJ)134,902173,571+38,6693,251,1384,255,9610.48%+1,004,823
W P CAREY INC COM(WPC)82,38890,882+8,4945,599,0886,498,0630.74%+898,975
VALERO ENERGY COPR NEW(VLO)64,38464,384015,907,99916,768,1691.90%+860,170
HP INC(HPQ)251,744251,74404,836,0025,523,2630.63%+687,261
REALTY INCOME COPR REIT(O)52,46562,414+9,9493,209,8093,867,1710.44%+657,362
MORGAN STANLEY DIRECT LENDIN(MSDL)114,432148,696+34,2641,597,4712,248,2840.25%+650,813
FIDUS INVT COPR032,919+32,9190627,7650.07%+627,765
UNITED PARCEL SERVICE(UPS)39,92441,801+1,8773,927,7234,493,6070.51%+565,884
NUVEEN CHURCHILL DIRECT LEND91,021132,279+41,2581,157,7871,642,9050.19%+485,118
WELLS FARGO & CO(WFC)159,768159,645-12312,719,13013,193,0631.50%+473,933
BROADCOM INC COM(AVGO)6,7036,70302,074,6462,532,0580.29%+457,412
ALPHABET INC CAPT STK CLA(GOOG)6,2616,26101,800,4132,237,4940.25%+437,081
AMGEN INC(AMGN)35,89936,046+14712,631,06313,052,9781.48%+421,915
AH REALTY TRUST INC439,923400,000-39,9232,419,5762,832,0000.32%+412,424
GOLUB CAPITAL BDC INC(GBDC)150,523177,299+26,7761,905,6212,283,6110.26%+377,990
ENERGY TRANSFER LP(ET)1,441,7571,473,560+31,80327,825,91028,174,4673.20%+348,557
BLUE OWL CAPITAL CORP(OBDC)169,701197,655+27,9541,876,8932,148,5100.24%+271,617
MICROSOFT COPR(MSFT)17,32417,877+5536,412,8256,668,4790.76%+255,654
CRESCENT CAP BDC INC COM79,828109,828+30,000969,9101,199,3220.14%+229,412
SIMON PROPERTY GROUP INC(SPG)5,7895,78901,079,8221,294,7100.15%+214,888
SCHWAB US LARGE-CAP GROWTH ETF41,59841,324-2741,211,7501,398,4040.16%+186,654
MPLX LP(MPLX)216,096221,452+5,35612,332,59912,474,3911.41%+141,792
SCHWAB US DIVIDEND EQUITY ETF220,019217,242-2,7776,750,1836,888,7440.78%+138,561
GLOBAL X FDS GLBL X MLP ETF62,53665,919+3,3833,368,8143,498,9810.40%+130,167
DELEK LOGISTICS PARTNERS LP(DKL)70,28870,28803,497,5313,622,6440.41%+125,113
WEYERHAEUSER CO COM(WY)54,31358,454+4,1411,326,8671,399,3890.16%+72,522
WILLIAMS COS INC(WMB)34,88434,88402,538,8582,593,2770.29%+54,419
FIRST FINANCIAL BANKSHARES INC(FFIN)8,7608,7600257,982303,0960.03%+45,114
GLOBAL PARTNERS LP COMUNITS(GLP)9,8609,8600415,106459,3770.05%+44,271
ISHARES SELECT DIVIDEND ETF1,3311,3310201,477207,9840.02%+6,507
JOHNSON & JOHNSON(JNJ)2,3472,277-70573,701578,2900.07%+4,589
GLOBAL X FDS US PREFERRED ETF39,29438,925-369723,009727,5080.08%+4,499
KIMBELL RTY PARTNERS LP(KRP)55,78055,7800807,137810,4830.09%+3,346
ENBRIDGE INC COM(ENB)46,44546,44502,514,5322,517,7830.29%+3,251
BLACKSTONE SECURED LENDING F(BXSL)50,16950,16901,188,5041,189,5070.13%+1,003
PLAINS GP HOLDING LP(PAGP)57,75357,75301,402,2431,401,6650.16%-578
TRINITY PETROLEUM TR10,02010,0200531,060526,0500.06%-5,010
ISHARES IBOXX INVESTMENT GRADE CORP BONDS8,4848,399-85924,716916,0970.10%-8,619
META PLATFORMS INC CLASS A(META)1,9381,93801,108,7881,091,6560.12%-17,132
HESS MIDSTREAM LP CL A(HESM)20,55020,5500798,778772,6800.09%-26,098
PLAINS ALL AMERICAN PIPELINE LP(PAA)823,061823,061018,378,95218,321,3382.08%-57,614
ONEOK INC(OKE)18,94118,94101,712,0771,646,7310.19%-65,346
ISHARES SILVER TRUST ETF IV(SLV)7,0007,0000476,980374,2900.04%-102,690
SUN COMMUNITIES REIT(SUI)22,27022,27002,805,1292,670,3960.30%-134,733
VANECK ETF TR VANECK BDC INCOME ETF74,07962,579-11,500948,211792,2500.09%-155,961
KINDER MORGAN INC(KMI)136,684136,68404,583,0154,369,7870.50%-213,228
BRISTOL-MYERS SQUIBB CO COM(BMY)123,294125,138+1,8447,477,7817,210,4520.82%-267,329
MEDICAL PROPERTIES TRUST INC(MPT)271,226213,470-57,7561,255,776986,2310.11%-269,545
EXXON MOBIL CORP10,04010,04001,703,3861,372,6690.16%-330,717
ENTERPRISE PRODUCTS PPTNSLP(EPD)398,768398,768015,089,38114,658,7121.66%-430,669
PEPSICO INC(PEP)41,64744,582+2,9356,467,3636,036,4030.68%-430,960
UNIVERSAL CORP(UVV)142,083133,892-8,1917,487,7746,985,1460.79%-502,628
ALLIANCE RESOURCE PAR LP(ARLP)255,397259,013+3,6167,061,7276,211,1320.70%-850,595
PEABODY ENERGY CORP(BTU)100,000100,00003,295,0002,312,0000.26%-983,000
DORCHESTER MINERALS LP(DMLP)888,264910,934+22,67024,071,95423,001,0832.61%-1,070,871
GOLDMAN SACHS BDC INC(GSBD)374,609227,546-147,0633,326,5282,157,1360.24%-1,169,392
CONAGRA BRANDS INC(CAG)155,39789,867-65,5302,442,8411,209,6100.14%-1,233,231
PFIZER INC(PFE)341,545345,049+3,5049,590,5848,308,7800.94%-1,281,804
FS KKR CAPITAL CORP(FSK)132,3840-132,3841,347,6690-1,347,669
VERIZON COMMUNICATIONS(VZ)293,729293,295-43414,745,19612,418,1101.41%-2,327,086
CHEVRON CORP(CVX)68,46268,368-9414,164,78811,332,6791.29%-2,832,109
NEWMONT CORP(NEM)198,962195,064-3,89821,537,63618,218,9782.07%-3,318,658
AT&T(T)431,239435,188+3,94912,501,6189,008,3911.02%-3,493,227
OCCIDENTAL PETE CORP WTS EXP 08/03/2027468,312468,312020,090,58512,471,1491.41%-7,619,436
OCCIDENTAL PETROL CORP(OXY)1,682,7531,650,049-32,704109,378,94580,142,8809.09%-29,236,065
CALUMET INC(CLMT)3,202,2322,006,206-1,196,026114,960,12972,263,5408.20%-42,696,589
J P MORGAN EXCHANGE TRADED F1,087,0550-1,087,05560,353,2940-60,353,294
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