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| | | VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY |
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
Abbott Laboratories | COM | 002824100 | 17,755 | 225,000 | SH | | SOLE | | 225,000 | 0 | 0 |
AbbVie, Inc. | COM | 00287Y109 | 24,587 | 322,700 | SH | | SOLE | | 322,700 | 0 | 0 |
Accenture plc Class A | COM | G1151C101 | 6,449 | 39,500 | SH | | SOLE | | 39,500 | 0 | 0 |
Adams Natural Resources Fund, Inc. | COM | 00548F105 | 18,128 | 2,186,774 | SH | | SOLE | | 2,186,774 | 0 | 0 |
Adobe Inc. | COM | 00724F101 | 21,099 | 66,300 | SH | | SOLE | | 66,300 | 0 | 0 |
Agilent Technologies, Inc. | COM | 00846U101 | 12,684 | 177,100 | SH | | SOLE | | 177,100 | 0 | 0 |
Alphabet Inc. Class C | COM | 02079K107 | 13,020 | 11,197 | SH | | SOLE | | 11,197 | 0 | 0 |
Alphabet Inc. Class A | COM | 02079K305 | 47,756 | 41,100 | SH | | SOLE | | 41,100 | 0 | 0 |
Amazon.com, Inc. | COM | 023135106 | 73,309 | 37,600 | SH | | SOLE | | 37,600 | 0 | 0 |
Ameren Corporation | COM | 023608102 | 11,769 | 161,600 | SH | | SOLE | | 161,600 | 0 | 0 |
American Tower Corporation | COM | 03027X100 | 16,026 | 73,600 | SH | | SOLE | | 73,600 | 0 | 0 |
Amphenol Corporation Class A | COM | 032095101 | 2,864 | 39,300 | SH | | SOLE | | 39,300 | 0 | 0 |
Apple Inc. | COM | 037833100 | 74,329 | 292,300 | SH | | SOLE | | 292,300 | 0 | 0 |
Applied Materials, Inc. | COM | 038222105 | 10,195 | 222,500 | SH | | SOLE | | 222,500 | 0 | 0 |
AT&T Inc. | COM | 00206R102 | 17,227 | 590,982 | SH | | SOLE | | 590,982 | 0 | 0 |
AvalonBay Communities, Inc. | COM | 053484101 | 10,199 | 69,300 | SH | | SOLE | | 69,300 | 0 | 0 |
Bank of America Corp. | COM | 060505104 | 23,950 | 1,128,100 | SH | | SOLE | | 1,128,100 | 0 | 0 |
Berkshire Hathaway Inc. Class B | COM | 084670702 | 19,672 | 107,600 | SH | | SOLE | | 107,600 | 0 | 0 |
Bristol-Myers Squibb Company | COM | 110122108 | 8,523 | 152,900 | SH | | SOLE | | 152,900 | 0 | 0 |
Caterpillar Inc. | COM | 149123101 | 10,919 | 94,100 | SH | | SOLE | | 94,100 | 0 | 0 |
Chevron Corporation | COM | 166764100 | 11,833 | 163,300 | SH | | SOLE | | 163,300 | 0 | 0 |
Chipotle Mexican Grill, Inc. | COM | 169656105 | 9,881 | 15,100 | SH | | SOLE | | 15,100 | 0 | 0 |
Cintas Corporation | COM | 172908105 | 5,370 | 31,000 | SH | | SOLE | | 31,000 | 0 | 0 |
Cisco Systems, Inc. | COM | 17275R102 | 11,510 | 292,800 | SH | | SOLE | | 292,800 | 0 | 0 |
Citigroup Inc. | COM | 172967424 | 1,499 | 35,600 | SH | | SOLE | | 35,600 | 0 | 0 |
Comcast Corporation Class A | COM | 20030N101 | 22,973 | 668,200 | SH | | SOLE | | 668,200 | 0 | 0 |
ConocoPhillips | COM | 20825C104 | 6,009 | 195,100 | SH | | SOLE | | 195,100 | 0 | 0 |
Consumer Staples Select Sector SPDR Fund | COM | 81369Y308 | 4,717 | 86,600 | SH | | SOLE | | 86,600 | 0 | 0 |
Costco Wholesale Corporation | COM | 22160K105 | 18,134 | 63,600 | SH | | SOLE | | 63,600 | 0 | 0 |
CVS Health Corporation | COM | 126650100 | 17,615 | 296,900 | SH | | SOLE | | 296,900 | 0 | 0 |
Darden Restaurants, Inc. | COM | 237194105 | 1,465 | 26,900 | SH | | SOLE | | 26,900 | 0 | 0 |
DuPont de Nemours, Inc. | COM | 26614N102 | 1,879 | 55,100 | SH | | SOLE | | 55,100 | 0 | 0 |
Edwards Lifesciences Corporation | COM | 28176E108 | 11,713 | 62,100 | SH | | SOLE | | 62,100 | 0 | 0 |
Equinix, Inc. | COM | 29444U700 | 7,058 | 11,300 | SH | | SOLE | | 11,300 | 0 | 0 |
Exxon Mobil Corporation | COM | 30231G102 | 6,288 | 165,600 | SH | | SOLE | | 165,600 | 0 | 0 |
Facebook, Inc. Class A | COM | 30303M102 | 23,669 | 141,900 | SH | | SOLE | | 141,900 | 0 | 0 |
Fidelity National Information Services, Inc. | COM | 31620M106 | 15,047 | 123,700 | SH | | SOLE | | 123,700 | 0 | 0 |
FirstEnergy Corp. | COM | 337932107 | 10,482 | 261,600 | SH | | SOLE | | 261,600 | 0 | 0 |
General Electric Company | COM | 369604103 | 11,196 | 1,410,022 | SH | | SOLE | | 1,410,022 | 0 | 0 |
Hartford Financial Services Group, Inc. | COM | 416515104 | 1,607 | 45,600 | SH | | SOLE | | 45,600 | 0 | 0 |
HCA Healthcare Inc | COM | 40412C101 | 1,554 | 17,300 | SH | | SOLE | | 17,300 | 0 | 0 |
Health Care Select Sector SPDR Fund | COM | 81369Y209 | 2,312 | 26,100 | SH | | SOLE | | 26,100 | 0 | 0 |
Honeywell International Inc. | COM | 438516106 | 27,159 | 203,000 | SH | | SOLE | | 203,000 | 0 | 0 |
Intel Corporation | COM | 458140100 | 9,076 | 167,700 | SH | | SOLE | | 167,700 | 0 | 0 |
Intercontinental Exchange, Inc. | COM | 45866F104 | 18,306 | 226,700 | SH | | SOLE | | 226,700 | 0 | 0 |
Johnson & Johnson | COM | 478160104 | 26,292 | 200,500 | SH | | SOLE | | 200,500 | 0 | 0 |
JPMorgan Chase & Co. | COM | 46625H100 | 32,834 | 364,700 | SH | | SOLE | | 364,700 | 0 | 0 |
Kansas City Southern | COM | 485170302 | 17,614 | 138,500 | SH | | SOLE | | 138,500 | 0 | 0 |
L3Harris Technologies Inc. | COM | 502431109 | 20,227 | 112,300 | SH | | SOLE | | 112,300 | 0 | 0 |
Lam Research Corporation | COM | 512807108 | 13,224 | 55,100 | SH | | SOLE | | 55,100 | 0 | 0 |
Las Vegas Sands Corp. | COM | 517834107 | 2,298 | 54,100 | SH | | SOLE | | 54,100 | 0 | 0 |
Lincoln Electric Holdings, Inc. | COM | 533900106 | 7,714 | 111,800 | SH | | SOLE | | 111,800 | 0 | 0 |
Linde plc | COM | G5494J103 | 13,148 | 76,000 | SH | | SOLE | | 76,000 | 0 | 0 |
Lowe's Companies, Inc. | COM | 548661107 | 13,148 | 152,800 | SH | | SOLE | | 152,800 | 0 | 0 |
LyondellBasell Industries N.V. | COM | N53745100 | 3,563 | 71,800 | SH | | SOLE | | 71,800 | 0 | 0 |
Magna International Inc. | COM | 559222401 | 2,771 | 86,800 | SH | | SOLE | | 86,800 | 0 | 0 |
Mastercard Incorporated Class A | COM | 57636Q104 | 23,286 | 96,400 | SH | | SOLE | | 96,400 | 0 | 0 |
Medtronic plc | COM | G5960L103 | 20,083 | 222,700 | SH | | SOLE | | 222,700 | 0 | 0 |
Merck & Co., Inc. | COM | 58933Y105 | 22,259 | 289,300 | SH | | SOLE | | 289,300 | 0 | 0 |
MetLife, Inc. | COM | 59156R108 | 12,849 | 420,300 | SH | | SOLE | | 420,300 | 0 | 0 |
Microsoft Corporation | COM | 594918104 | 112,794 | 715,200 | SH | | SOLE | | 715,200 | 0 | 0 |
Mondelez International, Inc. Class A | COM | 609207105 | 17,433 | 348,100 | SH | | SOLE | | 348,100 | 0 | 0 |
Netflix, Inc. | COM | 64110L106 | 5,632 | 15,000 | SH | | SOLE | | 15,000 | 0 | 0 |
NextEra Energy, Inc. | COM | 65339F101 | 21,728 | 90,300 | SH | | SOLE | | 90,300 | 0 | 0 |
NIKE, Inc. Class B | COM | 654106103 | 19,692 | 238,000 | SH | | SOLE | | 238,000 | 0 | 0 |
Oracle Corporation | COM | 68389X105 | 5,906 | 122,200 | SH | | SOLE | | 122,200 | 0 | 0 |
Parker-Hannifin Corporation | COM | 701094104 | 11,572 | 89,200 | SH | | SOLE | | 89,200 | 0 | 0 |
PepsiCo, Inc. | COM | 713448108 | 14,256 | 118,700 | SH | | SOLE | | 118,700 | 0 | 0 |
Philip Morris International Inc. | COM | 718172109 | 19,225 | 263,500 | SH | | SOLE | | 263,500 | 0 | 0 |
Pioneer Natural Resources Company | COM | 723787107 | 5,388 | 76,800 | SH | | SOLE | | 76,800 | 0 | 0 |
Prologis, Inc. | COM | 74340W103 | 16,910 | 210,400 | SH | | SOLE | | 210,400 | 0 | 0 |
Ross Stores, Inc. | COM | 778296103 | 3,853 | 44,300 | SH | | SOLE | | 44,300 | 0 | 0 |
S&P Global, Inc. | COM | 78409V104 | 17,595 | 71,800 | SH | | SOLE | | 71,800 | 0 | 0 |
salesforce.com, inc. | COM | 79466L302 | 19,408 | 134,800 | SH | | SOLE | | 134,800 | 0 | 0 |
Sherwin-Williams Company | COM | 824348106 | 9,282 | 20,200 | SH | | SOLE | | 20,200 | 0 | 0 |
SPDR S&P 500 ETF Trust | COM | 78462F103 | 22,837 | 88,600 | SH | | SOLE | | 88,600 | 0 | 0 |
Starbucks Corporation | COM | 855244109 | 14,338 | 218,100 | SH | | SOLE | | 218,100 | 0 | 0 |
T. Rowe Price Group | COM | 74144T108 | 16,347 | 167,400 | SH | | SOLE | | 167,400 | 0 | 0 |
Target Corporation | COM | 87612E106 | 15,777 | 169,700 | SH | | SOLE | | 169,700 | 0 | 0 |
Technology Select Sector SPDR Fund | COM | 81369Y803 | 16,074 | 200,000 | SH | | SOLE | | 200,000 | 0 | 0 |
Texas Instruments Incorporated | COM | 882508104 | 16,399 | 164,100 | SH | | SOLE | | 164,100 | 0 | 0 |
Allstate Corporation | COM | 020002101 | 8,338 | 90,900 | SH | | SOLE | | 90,900 | 0 | 0 |
Coca-Cola Company | COM | 191216100 | 26,568 | 600,400 | SH | | SOLE | | 600,400 | 0 | 0 |
Procter & Gamble Company | COM | 742718109 | 12,688 | 115,350 | SH | | SOLE | | 115,350 | 0 | 0 |
Walt Disney Company | COM | 254687106 | 12,771 | 132,200 | SH | | SOLE | | 132,200 | 0 | 0 |
Thermo Fisher Scientific Inc. | COM | 883556102 | 26,602 | 93,800 | SH | | SOLE | | 93,800 | 0 | 0 |
Travelers Companies, Inc. | COM | 89417E109 | 11,892 | 119,700 | SH | | SOLE | | 119,700 | 0 | 0 |
Union Pacific Corporation | COM | 907818108 | 20,916 | 148,300 | SH | | SOLE | | 148,300 | 0 | 0 |
United Rentals, Inc. | COM | 911363109 | 2,521 | 24,500 | SH | | SOLE | | 24,500 | 0 | 0 |
UnitedHealth Group Incorporated | COM | 91324P102 | 34,390 | 137,900 | SH | | SOLE | | 137,900 | 0 | 0 |
VeriSign, Inc. | COM | 92343E102 | 12,282 | 68,200 | SH | | SOLE | | 68,200 | 0 | 0 |
Verizon Communications Inc. | COM | 92343V104 | 4,664 | 86,800 | SH | | SOLE | | 86,800 | 0 | 0 |
Visa Inc. Class A | COM | 92826C839 | 34,109 | 211,700 | SH | | SOLE | | 211,700 | 0 | 0 |
Walmart Inc. | COM | 931142103 | 11,476 | 101,000 | SH | | SOLE | | 101,000 | 0 | 0 |
WEC Energy Group Inc. | COM | 92939U106 | 13,757 | 156,100 | SH | | SOLE | | 156,100 | 0 | 0 |
Wells Fargo & Company | COM | 949746101 | 12,559 | 437,600 | SH | | SOLE | | 437,600 | 0 | 0 |
Williams-Sonoma, Inc. | COM | 969904101 | 876 | 20,600 | SH | | SOLE | | 20,600 | 0 | 0 |