Capstone Financial Advisors, Inc.

Position in ADX — Adams Diversified Equity Fund, Inc.

CIK 1599217 DOWNERS GROVE, IL

Position in ADX

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$940,766

-$50,637 QoQ

Shares Held

42,977

+1.1% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Capstone Financial Advisors, Inc. holds $3,431,721 across 3 Asset Management names. ADX ranks #2 (27.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TY	TRI-CONTINENTAL Corp	75,513	$2,385,455
2	ADX	Adams Diversified Equity Fund, Inc. This page	42,977	$940,766
3	VINP	Vinci Compass Investments Ltd.	10,000	$105,500

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$940,766	42,977	+1.1%	Shares	Sole	2026-05-15
2025-12-31	$991,403	42,513	+1.1%	Shares	Sole	2026-02-17
2025-09-30	$937,982	42,062	+1.1%	Shares	Sole	2025-11-14
2025-06-30	$903,157	41,601	+1.2%	Shares	Sole	2025-08-08
2025-03-31	$780,792	41,116	+1.2%	Shares	Sole	2025-05-09
2024-12-31	$820,968	40,642	+4.7%	Shares	Sole	2025-02-14
2024-09-30	$837,023	38,823	+1.0%	Shares	Sole	2024-11-14
2024-06-30	$825,925	38,433	+0.1%	Shares	Sole	2024-08-13
2024-03-31	$749,314	38,387	+0.1%	Shares	Sole	2024-05-14
2023-12-31	$679,479	38,367	+3.2%	Shares	Sole	2024-02-13
2023-09-30	$618,658	37,179	+0.1%	Shares	Sole	2023-11-13
2023-06-30	$624,138	37,129	+0.1%	Shares	Sole	2023-08-15
2023-03-31	$576,500	37,074	+0.1%	Shares	Sole	2023-05-12
2022-12-31	$538,561	37,040	+2.8%	Shares	Sole	2023-02-15
2022-09-30	$524,986	36,032	+0.1%	Shares	Sole	2022-11-15
2022-06-30	$551,948	35,981	+0.1%	Shares	Sole	2022-09-02
2022-03-31	$662,586	35,932	+0.1%	Shares	Sole	2022-05-13
2021-12-31	$696,547	35,886	+6.2%	Shares	Sole	2022-02-11
2021-09-30	$668,962	33,786	+0.1%	Shares	Sole	2021-11-15
2021-06-30	$667,277	33,752	+72.1%	Shares	Sole	2021-08-16
2021-03-31	$358,188	19,616	+0.2%	Shares	Sole	2021-05-13
2020-12-31	$338,607	19,584	+3.6%	Shares	Sole	2021-02-16
2020-09-30	$306,287	18,895	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.