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STEVE ADAMS

@Adams Asset Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$778.981MTotal holdings77
Assets growth rate3%Assets growth rate (2-Q avg)0.82%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Adams Asset Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 77 positions.

Assets under management

The assets under management (AUM) of Adams Asset Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 778.981M in assets, with a quarterly growth rate of 3% and a 2-quarter average growth rate of 0.82%. The portfolio is managed by STEVE ADAMS, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SJMSmucker J M Co
Recent Activity
Exited
0%
$4.685M
38,688 shares@ $121.11 avg price
BRSPBrightspire Capital Inc
Recent Activity
Exited
0%
$357,084
63,765 shares@ $5.6 avg price
RYNRayonier Inc
Recent Activity
Exited
0%
$225,485
7,007 shares@ $32.18 avg price