Adams Diversified Equity Fund, Inc.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 23, 2025), Adams Diversified Equity Fund, Inc. reported 97 stock positions worth $2.5 billion. Its top holding was Apple (AAPL) at 7.5% of the portfolio, followed by Microsoft (MSFT, 6.6%) and Nvidia (NVDA, 5.7%). Compared with Q4 2024, it opened 19 new positions, sold out of 17, added to 17 and reduced 36. The biggest buy was a new position in General Electric (GE) and the biggest sale Nvidia (NVDA, shares −3%).

Most Recent 13F
Q2 2026
Location
BALTIMORE, MD
CIK
0000002230
Portfolio Value
$2.5B (Q1 2025)
SEC Filing
0001104659-25-037844 ↗ filed Apr 23, 2025

Holdings Value

0$1.0B$2.0B$3.0B$4.0B Q1 2024: $2.8B Q1 2024 Q2 2024: $2.9B Q2 2024 Q3 2024: $2.7B Q3 2024 Q4 2024: $2.6B Q4 2024 Q1 2025: $2.5B $2.5B Q1 2025 Q2 2025: $2.8B Q2 2025 Q3 2025: $3.0B Q3 2025 Q4 2025: $3.0B Q4 2025 Q1 2026: $2.8B Q1 2026 Q2 2026: $3.3B Q2 2026

Holdings 97 stocks · $2.5B
AAPL Apple Inc. 7.46% 843,400 $187.3M Reduce -1.1%
MSFT Microsoft Corp. 6.59% 440,500 $165.4M Reduce -1.2%
NVDA Nvidia Corp. 5.73% 1,328,000 $143.9M Reduce -2.8%
AMZN Amazon.com Inc. 4.33% 571,000 $108.6M Reduce -1.0%
GOOGL Alphabet Inc. Class A 3.37% 547,900 $84.7M Reduce -1.0%
META Meta Platforms Inc. Class A 2.94% 128,000 $73.8M Reduce -0.9%
JPM JPMorgan Chase & Co. 2.33% 238,063 $58.4M Add +12.9%
PEO Adams Natural Resources Fund 2.18% 2,396,247 $54.7M Add +2.4%
V Visa Inc. Class A 1.95% 139,761 $49.0M No change
AVGO Broadcom Inc. 1.78% 267,200 $44.7M Reduce -6.0%
BRK.B Berkshire Hathaway Inc. Class B 1.70% 80,343 $42.8M Reduce -3.3%
ABBV Abbvie Inc. 1.57% 187,700 $39.3M Reduce -1.6%
NFLX Netflix Inc. 1.42% 38,322 $35.7M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.41% 848,268 $35.4M No change
LLY Eli Lilly & Co. 1.38% 41,968 $34.7M Reduce -15.7%
PM Philip Morris International 1.29% 203,735 $32.3M Reduce -2.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.28% 129,700 $32.3M No change
WMT Walmart Inc. 1.26% 360,343 $31.6M Reduce -11.4%
TSLA Tesla Inc. 1.26% 121,800 $31.6M No change
MA Mastercard Inc. Class A 1.20% 55,162 $30.2M Add +100.1%
GS Goldman Sachs Group Inc. 1.08% 49,800 $27.2M Add +41.5%
BKNG Booking Holdings Inc. 1.08% 5,900 $27.2M No change
ADP Automatic Data Processing 1.07% 88,000 $26.9M Reduce -2.0%
UNH Unitedhealth Group Inc. 1.06% 50,800 $26.6M Add +56.8%
SPGI S&P Global Inc. 1.03% 51,000 $25.9M Add +11.3%
TMUS T-Mobile US Inc. 1.03% 96,900 $25.8M Add +14.7%
CRM Salesforce Inc. 1.00% 94,000 $25.2M Add +63.8%
ORLY O'reilly Automotive Inc. 0.99% 17,400 $24.9M No change
GE General Electric filed as GE AEROSPACE 0.97% 121,100 $24.2M New
CSCO Cisco Systems Inc. 0.92% 374,800 $23.1M No change
CME Cme Group Inc. 0.92% 87,100 $23.1M New
CVX Chevron Corp. 0.92% 137,900 $23.1M Add +72.6%
PH Parker Hannifin Corp. 0.90% 37,300 $22.7M Add +5.7%
UBER Uber Technologies Inc. 0.90% 309,300 $22.5M No change
COR Cencora Inc. 0.90% 81,000 $22.5M No change
BSX Boston Scientific Corp. 0.86% 213,700 $21.6M No change
ALL Allstate Corp. 0.84% 101,600 $21.0M Reduce -17.9%
LRCX Lam Research Corp. 0.82% 283,900 $20.6M No change
MCD McDonald's Corp. 0.81% 65,500 $20.5M Reduce -15.5%
DFS Discover Financial Services 0.81% 118,400 $20.2M Add +52.0%
TMO Thermo Fisher Scientific Inc. 0.80% 40,300 $20.1M No change
AMT American Tower Corp. 0.79% 91,200 $19.8M Add +35.3%
DE Deere & Co. 0.76% 40,500 $19.0M New
PANW Palo Alto Networks Inc. 0.73% 107,800 $18.4M Add +327.8%
NEE Nextera Energy Inc. 0.73% 258,300 $18.3M Reduce -2.6%
AIG American International Group 0.73% 209,500 $18.2M Reduce -20.8%
TT Trane Technologies PLC 0.72% 53,900 $18.2M Reduce -11.9%
KVUE Kenvue Inc. 0.72% 752,500 $18.0M New
RTX RTX Corp. 0.72% 136,200 $18.0M Reduce -41.1%
WEC WEC Energy Group Inc. 0.70% 161,600 $17.6M No change
CARR Carrier Global Corp. 0.70% 277,200 $17.6M Reduce -14.8%
FTV Fortive Corp. 0.70% 239,700 $17.5M New
MDT Medtronic PLC 0.69% 192,900 $17.3M No change
JNJ Johnson & Johnson 0.68% 102,800 $17.0M Reduce -8.0%
VRTX Vertex Pharmaceuticals Inc. 0.68% 35,100 $17.0M No change
ANET Arista Networks Inc. 0.66% 213,664 $16.6M Reduce -13.4%
ADI Analog Devices Inc. 0.63% 79,000 $15.9M No change
XLV SS Health Care Select Sector 0.61% 104,600 $15.3M New
SHW The Sherwin-Williams Co. 0.59% 42,300 $14.8M New
SYY Sysco Corp. 0.59% 196,700 $14.8M No change
ECL Ecolab Inc. 0.58% 57,400 $14.6M New
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.57% 14,600 $14.4M New
BKR Baker Hughes Co. 0.57% 324,800 $14.3M Reduce -3.7%
POST Post Holdings Inc. filed as POST HLDGS INC 0.56% 120,900 $14.1M No change
HD Home Depot Inc. 0.55% 37,900 $13.9M No change
TEAM Atlassian Corp. Class A 0.53% 62,500 $13.3M New
CI The Cigna Group 0.53% 40,200 $13.2M Reduce -45.6%
COST Costco Wholesale Corp. 0.52% 13,700 $13.0M Add +39.8%
CBRE CBRE Group Inc. Class A 0.51% 98,200 $12.8M No change
REGN Regeneron Pharmaceuticals 0.50% 19,700 $12.5M Reduce -9.2%
AVB Avalonbay Communities Inc. 0.49% 57,600 $12.4M Add +58.2%
PG The Procter & Gamble Co. 0.48% 70,249 $12.0M No change
DPZ Domino's Pizza Inc. 0.47% 25,900 $11.9M New
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.44% 338,200 $11.0M New
ETR Entergy Corp. 0.44% 128,000 $10.9M Reduce -21.5%
PODD Insulet Corp. 0.43% 40,700 $10.7M New
ADSK Autodesk Inc. 0.42% 40,700 $10.7M Reduce -26.1%
KNX Knight-Swift Transportation 0.42% 241,400 $10.5M New
KO The Coca-Cola Co. 0.41% 144,000 $10.3M No change
SKX Skechers USA Inc. Class A 0.41% 181,100 $10.3M Reduce -20.3%
PNC PNC Financial Services Group 0.39% 56,200 $9.9M Reduce -56.0%
MU Micron Technology Inc. 0.39% 112,300 $9.8M Reduce -24.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.39% 98,100 $9.7M New
CCK Crown Holdings Inc. 0.37% 104,700 $9.3M Add +86.3%
DGX Quest Diagnostics Inc. 0.35% 52,100 $8.8M New
HCA HCA Healthcare Inc. 0.34% 24,800 $8.6M Reduce -50.1%
CL Colgate-Palmolive Co. 0.33% 89,200 $8.4M Reduce -52.2%
HES Hess Corp. 0.31% 49,100 $7.8M Add +59.4%
ACN Accenture PLC Class A 0.31% 24,619 $7.7M Reduce -69.7%
PEP Pepsico Inc. 0.29% 47,800 $7.2M No change
FCX Freeport-McMoran Inc. 0.28% 187,200 $7.1M Reduce -41.9%
ORCL Oracle Corp. 0.27% 48,800 $6.8M No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.22% 70,400 $5.6M New
CEG Constellation Energy 0.20% 24,900 $5.0M Reduce -15.6%
VRT Vertiv Holdings Co. Class A 0.19% 66,200 $4.8M New
VST Vistra Corp. 0.13% 28,400 $3.3M Reduce -26.4%
PLTR Palantir Technologies Inc. Class A 0.13% 39,300 $3.3M New

Portfolio Sells Q4 2024 → Q1 2025
NVDA Nvidia Corp. Reduce -2.8% 5.73% −1.21
MS Morgan Stanley Sold out 0.00% −1.02
LIN Linde PLC Sold out 0.00% −0.85
XLI SS Industrial Select Sector Sold out 0.00% −0.83
PYPL PayPal Holdings Inc. Sold out 0.00% −0.78
ACN Accenture PLC Class A Reduce -69.7% 0.31% −0.77
HUBB Hubbell Inc. Sold out 0.00% −0.75
ZTS Zoetis Inc. Sold out 0.00% −0.73
AVGO Broadcom Inc. Reduce -6.0% 1.78% −0.71
LHX L3HARRIS Technologies Inc. Sold out 0.00% −0.66
UNP Union Pacific Corp. Sold out 0.00% −0.65
AAPL Apple Inc. Reduce -1.1% 7.46% −0.62
GOOGL Alphabet Inc. Class A Reduce -1.0% 3.37% −0.59
VZ Verizon Communications Inc. Sold out 0.00% −0.57
PNC PNC Financial Services Group Reduce -56.0% 0.39% −0.54
MSFT Microsoft Corp. Reduce -1.2% 6.59% −0.53
PSA Public Storage Sold out 0.00% −0.51
AMZN Amazon.com Inc. Reduce -1.0% 4.33% −0.46
FANG Diamondback Energy Inc. Sold out 0.00% −0.43
TDG Transdigm Group Inc. Sold out 0.00% −0.41
ANET Arista Networks Inc. Reduce -13.4% 0.66% −0.37
CL Colgate-Palmolive Co. Reduce -52.2% 0.33% −0.31
ADBE Adobe Inc. Sold out 0.00% −0.31
XLY SS Consumer Disc Select Sect Sold out 0.00% −0.30
RTX RTX Corp. Reduce -41.1% 0.72% −0.29
TGT Target Corp. Sold out 0.00% −0.29
CI The Cigna Group Reduce -45.6% 0.53% −0.25
PLD Prologis Inc. Sold out 0.00% −0.24
HCA HCA Healthcare Inc. Reduce -50.1% 0.34% −0.22
IFF Intl Flavors & Fragrances Sold out 0.00% −0.22
ADSK Autodesk Inc. Reduce -26.1% 0.42% −0.19
FCX Freeport-McMoran Inc. Reduce -41.9% 0.28% −0.18
SKX Skechers USA Inc. Class A Reduce -20.3% 0.41% −0.17
CARR Carrier Global Corp. Reduce -14.8% 0.70% −0.14
TT Trane Technologies PLC Reduce -11.9% 0.72% −0.13
WMT Walmart Inc. Reduce -11.4% 1.26% −0.13
REGN Regeneron Pharmaceuticals Reduce -9.2% 0.50% −0.09
MU Micron Technology Inc. Reduce -24.6% 0.39% −0.09
LLY Eli Lilly & Co. Reduce -15.7% 1.38% −0.07
VST Vistra Corp. Reduce -26.4% 0.13% −0.07
ALL Allstate Corp. Reduce -17.9% 0.84% −0.06
CEG Constellation Energy Reduce -15.6% 0.20% −0.05
MCD McDonald's Corp. Reduce -15.5% 0.81% −0.04
ETR Entergy Corp. Reduce -21.5% 0.44% −0.03
AIG American International Group Reduce -20.8% 0.73% −0.00
NEE Nextera Energy Inc. Reduce -2.6% 0.73% +0.01
BKR Baker Hughes Co. Reduce -3.7% 0.57% +0.05
JNJ Johnson & Johnson Reduce -8.0% 0.68% +0.07
ADP Automatic Data Processing Reduce -2.0% 1.07% +0.08
META Meta Platforms Inc. Class A Reduce -0.9% 2.94% +0.08

Portfolio Buys Q4 2024 → Q1 2025
GE General Electric New 0.97% +0.97
CME Cme Group Inc. New 0.92% +0.92
DE Deere & Co. New 0.76% +0.76
KVUE Kenvue Inc. New 0.72% +0.72
FTV Fortive Corp. New 0.70% +0.70
MA Mastercard Inc. Class A Add +100.1% 1.20% +0.66
XLV SS Health Care Select Sector New 0.61% +0.61
SHW The Sherwin-Williams Co. New 0.59% +0.59
ECL Ecolab Inc. New 0.58% +0.58
GWW WW Grainger Inc. New 0.57% +0.57
PANW Palo Alto Networks Inc. Add +327.8% 0.73% +0.56
TEAM Atlassian Corp. Class A New 0.53% +0.53
CVX Chevron Corp. Add +72.6% 0.92% +0.48
DPZ Domino's Pizza Inc. New 0.47% +0.47
UNH Unitedhealth Group Inc. Add +56.8% 1.06% +0.44
VICI Vici Properties Inc. New 0.44% +0.44
PODD Insulet Corp. New 0.43% +0.43
KNX Knight-Swift Transportation New 0.42% +0.42
JPM JPMorgan Chase & Co. Add +12.9% 2.33% +0.41
DIS The Walt Disney Co. New 0.39% +0.39
DGX Quest Diagnostics Inc. New 0.35% +0.35
TMUS T-Mobile US Inc. Add +14.7% 1.03% +0.32
AMT American Tower Corp. Add +35.3% 0.79% +0.32
GS Goldman Sachs Group Inc. Add +41.5% 1.08% +0.32
DFS Discover Financial Services Add +52.0% 0.81% +0.29
CRM Salesforce Inc. Add +63.8% 1.00% +0.28
PEO Adams Natural Resources Fund Add +2.4% 2.18% +0.25
XLU St Sr Utl SL SE SPDR ETF-Usd New 0.22% +0.22
CCK Crown Holdings Inc. Add +86.3% 0.37% +0.20
VRT Vertiv Holdings Co. Class A New 0.19% +0.19
AVB Avalonbay Communities Inc. Add +58.2% 0.49% +0.19
COST Costco Wholesale Corp. Add +39.8% 0.52% +0.18
SPGI S&P Global Inc. Add +11.3% 1.03% +0.17
HES Hess Corp. Add +59.4% 0.31% +0.16
PLTR Palantir Technologies Inc. Class A New 0.13% +0.13
PH Parker Hannifin Corp. Add +5.7% 0.90% +0.05

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 103$3.3BNVDA, AAPL, GOOGL, MSFT, AMZN
Q1 2026 99$2.8BNVDA, AAPL, GOOGL, MSFT, AMZN
Q4 2025 89$3.0BNVDA, AAPL, MSFT, GOOGL, AMZN
Q3 2025 93$3.0BNVDA, MSFT, AAPL, GOOGL, AMZN
Q2 2025 97$2.8BMSFT, NVDA, AAPL, AMZN, GOOGL
Q1 2025 97$2.5BAAPL, MSFT, NVDA, AMZN, GOOGL
Q4 2024 95$2.6BAAPL, MSFT, NVDA, AMZN, GOOGL
Q3 2024 100$2.7BAAPL, MSFT, NVDA, AMZN, GOOGL
Q2 2024 97$2.9BMSFT, AAPL, NVDA, AMZN, GOOGL
Q1 2024 90$2.8BMSFT, AAPL, NVDA, AMZN, GOOGL