Joel Adams & Associates, Inc. has submitted its 13F-HR filing, detailing its investment holdings as of September 30, 2026. The report reveals that the firm manages approximately $158 million in assets, with notable investments in major technology and consumer goods companies.

This filing is significant as it provides insight into the investment strategies of Joel Adams & Associates, particularly in a market where technology stocks have been a focal point for many asset managers. The firm’s holdings include prominent names such as Apple Inc., Amazon.com Inc., and Alphabet Inc., indicating a strong commitment to sectors that are driving current market trends.

Company Background

Joel Adams & Associates, Inc. is based in Asheville, North Carolina, and is classified under the SEC’s other entity type. The firm is not publicly traded and does not have a ticker symbol. Its recent filings include multiple 13F-HR reports, with the latest being filed on November 2, 2026. The firm’s fiscal year ends on December 31.

What the Filing Says

The 13F-HR filing indicates that Joel Adams & Associates holds a total of 66 positions, with a reported total value of $158,022,423. The firm has made significant investments in various companies, with a focus on technology and consumer sectors. For instance, the filing lists investments in:

  • Apple Inc. (Value: $1,887,985)
  • Amazon.com Inc. (Value: $336,602)
  • Alphabet Inc. (Value: $751,493)

These figures reflect the firm’s investment discretion, as all holdings are reported as being under sole discretion.

Impact

This filing may impact various stakeholders, including investors and analysts monitoring the asset management landscape. The focus on technology and consumer goods suggests a trend that may influence other firms in the industry. Competitors may need to reassess their strategies in light of Joel Adams & Associates’ significant positions in these sectors.

What's Next

The filing does not specify what actions will follow this report. However, it will be essential for stakeholders to keep an eye on future filings for updates on the firm’s investment strategies and any changes in its portfolio.