Adams Diversified Equity ... (ADX)
Company Description
Adams Diversified Equity Fund, Inc. is a publicly owned investment manager.
The firm provides its services to investment companies.
The firm invests in the public equity markets of the United States.
It invests in stocks of large-cap companies across diversified sectors to make its investments.
The firm employs a fundamental, technical and quantitative analysis with a bottom-up stock picking approach, while focusing on earnings growth prospects, financial strength, cash flow generation, macro-economics, capital allocation, market competition, profitability.
It obtains external research to complement its in-house research to make its investments.
The firm benchmarks the performance of its portfolios against the S&P 500 Index.
It was formerly known as The Adams Express Company.
Adams Diversified Equity Fund, Inc. was founded in 1840 and is based in Baltimore, Maryland.

Country | United States |
IPO Date | Mar 17, 1980 |
Industry | Asset Management |
Sector | Financial Services |
Employees | 30 |
CEO | James Phillip Haynie C.F.A. |
Contact Details
Address: 500 East Pratt Street Baltimore, Maryland United States | |
Website | https://www.adamsfunds.com/funds/diversified-equity |
Stock Details
Ticker Symbol | ADX |
Exchange | NYSE |
Fiscal Year | January - December |
Reporting Currency | USD |
CIK Code | 0000002230 |
CUSIP Number | 006212104 |
ISIN Number | US0062121043 |
Employer ID | 13-4912740 |
SIC Code |
Key Executives
Name | Position |
---|---|
James Phillip Haynie C.F.A. | Chief Executive Officer, Senior Portfolio Manager & Director |
Brian Stephen Hook C.F.A., CPA | Vice President & Chief Financial Officer |
Christine M. Sloan CPA | Treasurer & Director of Human Resources |
David R. Schiminger C.F.A. | Vice President of Research & Senior Equity Analyst |
Douglas Cotton Swindell C.F.A. | Portfolio Manager & President |
Gregory W Buckley | Executive Vice President & Portfolio Manager |
Janis Fonda Kerns | Vice President, General Counsel, Secretary & Chief Compliance Officer |
Jeffrey R. Schollaert C.F.A. | Senior Equity Analyst |
Michael E. Rega C.F.A. | Vice President of Research and Senior Equity Analyst |
Steven R. Crain CFA | Vice President of Research & Senior Equity Analyst |
Latest SEC Filings
Date | Type | Title |
---|---|---|
Mar 17, 2025 | 40-17G | Filing |
Mar 12, 2025 | N-CEN | Filing |
Feb 28, 2025 | NPORT-P | Filing |
Feb 21, 2025 | N-CSR | Filing |
Feb 19, 2025 | DEF 14A | Filing |
Feb 14, 2025 | 5/A | [Amend] Filing |
Feb 13, 2025 | SCHEDULE 13G/A | [Amend] Filing |
Feb 12, 2025 | 5 | Filing |
Feb 11, 2025 | 5 | Filing |
Feb 11, 2025 | 5 | Filing |