Adams Natural Resources Fund
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 7 superinvestors own shares of Adams Natural Resources Fund (PEO), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Adams Natural Resources Fund (PEO), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Adams Natural Resources Fund (PEO) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Adams Natural Resources Fund (PEO) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
Rick Sanford@Whitener Capital Management, Inc.
| 0.48% | $2.24M 90,616 shares@ 24.73 avg price | Increased 1.25% |
James Krause@Wealthcare Advisory Partners Llc
| 0.02% | $1.043M 42,179 shares@ 24.72 avg price | Increased 6.4% |
Stephen Nickel@Cullen Investment Group, Ltd.
| 0.08% | $610,550 24,699 shares@ 24.72 avg price | Increased 1.44% |
Ronald Lenihan@Seacrest Wealth Management, Llc
| 0.04% | $311,472 12,600 shares@ 24.72 avg price | |
August Santillo@Jfs Wealth Advisors, Llc
| 0.02% | $231,602 9,369 shares@ 24.73 avg price | |
Spencer Lacey@Hilltop National Bank
| 0.01% | $41,900 1,695 shares@ 24.72 avg price | |
Joseph P. Preddy@Community Financial Services Group, Llc
| 0.01% | $9,832 400 shares@ 24.58 avg price | New Position |
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