AP
ADAM

Atwood & Palmer’s Adamas Trust ADAM Stock Holding History

Atwood & Palmer’s Portfolio ADAM Stock Details ADAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$37.5K Hold
4,000
– – ﹤0.01% 272
2026
Q1 		$29.4K Hold
4,000
– – ﹤0.01% 291
2025
Q4 		$29.2K Hold
4,000
– – ﹤0.01% 285
2025
Q3 		$27.9K Buy
+4,000
New +$27.8K ﹤0.01% 299

Other funds holding ADAM

LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Atwood & Palmer's ADAM Position: Q2 2026 in Review

Atwood & Palmer held its Adamas Trust (ADAM) position steady in Q2 2026 at 4,000 shares worth $37.5K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

Atwood & Palmer first reported a position in ADAM in Q3 2025 and has held it in 4 quarters since. 26 funds tracked by Wall St. Rank hold ADAM as of Q2 2026.

  • Atwood & Palmer held 4,000 shares of Adamas Trust worth $37.5K as of Q2 2026.
  • Atwood & Palmer left its Adamas Trust share count unchanged in Q2 2026.
  • Adamas Trust made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #272 holding.
  • Atwood & Palmer first reported a position in Adamas Trust in Q3 2025 and has held it in 4 quarters since.
  • 26 funds tracked by Wall St. Rank held Adamas Trust as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.