McAdam, LLC

CIK

1695490

Location

Philadelphia, PA

Portfolio Value

Small $225,559,608

Diversification

Diversified

Filing Date

Global Rank

#3,622 / 8,232 ▲ 328

Top Industry

Semiconductors 13.5%

3Y Alpha vs SPY

-2.5%

Period ended 2 months ago

Filed May 8, 2026 · 37d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+65.4%

SPY

+76.3%

Annualised alpha

-2.5%

Max drawdown

−19.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

220 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.1%

−0.8 pts

Top 5

29.1%

−2.7 pts

Top 10

39.5%

−3.0 pts

HHI

274

Diversified−38

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	36.5%	$82,428,650	58
Healthcare	10.8%	$24,276,982	23
Financial Services	9.5%	$21,466,271	33
Communication Services	9.3%	$20,932,896	13
Consumer Cyclical	8.1%	$18,290,774	16
Industrials	7.5%	$16,985,498	32
Energy	5.5%	$12,317,217	11
Unclassified	4.6%	$10,432,041	7
Consumer Defensive	3.7%	$8,339,162	11
Real Estate	2.6%	$5,896,633	4
Basic Materials	1.3%	$2,889,625	9
Utilities	0.6%	$1,303,859	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
LUMN	Lumen Technologies, Inc.	+46,039	262,053	$1,821,268
KOPN	Kopin Corp	+32,056	55,048	$123,858
BMNR	Bitmine Immersion Technologies, Inc.	+24,406	36,551	$722,978
CMCSA	Comcast Corp	+16,841	32,694	$938,644
JNJ	Johnson & Johnson	+13,127	20,683	$5,055,752
NVDA	Nvidia Corp	+8,288	113,449	$19,785,505
GOOGL	Alphabet Inc.	+7,624	23,277	$6,693,534
PL	Planet Labs PBC	+7,621	25,331	$708,001
NVTS	Navitas Semiconductor Corp	+7,246	18,413	$161,482
INTC	Intel Corp	+5,305	17,915	$790,588
CSCO	Cisco Systems, Inc.	+4,835	14,915	$1,157,254
AAPL	Apple Inc.	+4,770	89,389	$22,686,034
ORCL	Oracle Corp	+4,595	18,713	$2,752,869
RKLB	Rocket Lab Corp	+4,268	14,196	$911,667
RKT	Rocket Companies, Inc.	+4,223	17,108	$243,789
MRK	Merck & Co., Inc.	+3,481	23,996	$2,886,478
HPE	Hewlett Packard Enterprise Co	+2,587	12,142	$289,101
PLTR	Palantir Technologies Inc.	+2,506	15,036	$2,199,466
XOM	Exxon Mobil Corp	+2,303	20,071	$3,405,245
ABBV	AbbVie Inc.	+2,226	18,070	$3,930,044
ANET	Arista Networks, Inc.	+2,133	6,719	$824,958
TFC	Truist Financial Corp	+1,999	7,120	$327,306
RDDT	Reddit, Inc.	+1,967	4,348	$585,458
IAU	Ishares Gold Trust	+1,796	12,784	$1,127,037
T	At&T Inc.	+1,469	44,082	$1,277,937
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PHYS	Sprott Physical Gold Trust	−45,326	9,697	$343,661
FSCO	FS Credit Opportunities Corp.	−12,550	77,218	$393,811
SES	SES AI Corp	−10,396	10,643	$10,238
IAUX	i-80 Gold Corp.	−8,663	35,031	$53,247
CGTX	Cognition Therapeutics Inc	−4,156	69,953	$53,164
HLN	Haleon plc	−3,337	10,349	$103,593
NKE	NIKE, Inc.	−3,105	3,838	$202,723
PFE	Pfizer Inc	−1,853	20,933	$587,798
SERV	Serve Robotics Inc. /DE/	−1,240	15,715	$132,634
BMY	Bristol Myers Squibb Co	−1,037	4,853	$294,334
PM	Philip Morris International Inc.	−901	2,627	$434,348
WFC	Wells Fargo & Company/Mn	−799	8,356	$665,221
USB	US Bancorp De	−677	9,013	$468,766
UPS	United Parcel Service Inc	−594	18,218	$1,792,286
TSN	Tyson Foods, Inc.	−559	3,744	$239,878
PECO	Phillips Edison & Company, Inc.	−539	136,433	$5,105,322
MMM	3M Co	−528	4,774	$693,328
NFLX	Netflix Inc	−440	20,191	$1,941,364
BA	Boeing Co	−369	4,336	$862,994
TMUS	T-Mobile US, Inc.	−364	1,882	$395,276
TT	Trane Technologies plc	−283	1,488	$620,109
SPY	Spdr S&P 500 ETF Trust	−204	6,970	$4,532,869
HD	Home Depot, Inc.	−203	4,629	$1,522,431
F	Ford Motor Co	−182	17,507	$202,030
ED	Consolidated Edison Inc	−146	3,247	$367,495
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
TTMI	Ttm Technologies Inc	3,875	$377,502
MRVL	Marvell Technology, Inc.	3,803	$376,687
VRT	Vertiv Holdings Co	1,399	$350,561
ROK	Rockwell Automation, Inc	865	$310,431
NBIS	Nebius Group N.V.	2,896	$300,488
EQIX	Equinix Inc	289	$283,289
KTOS	Kratos Defense & Security Solutions, Inc.	3,972	$280,065
DOCN	DigitalOcean Holdings, Inc.	3,179	$272,694
AZN	Astrazeneca PLC	1,357	$267,627
YOU	Clear Secure, Inc.	5,148	$249,214
ASTS	AST SpaceMobile, Inc.	2,857	$236,759
KMB	Kimberly Clark Corp	2,432	$234,615
NOC	Northrop Grumman Corp /De/	336	$229,232
VRSN	Verisign Inc/Ca	913	$226,752
DE	Deere & Co	400	$225,320
SSRM	Ssr Mining Inc.	7,313	$215,002
WMB	Williams Companies, Inc.	2,888	$210,188
DLR	Digital Realty Trust, Inc.	1,144	$206,160
CRDO	Credo Technology Group Holding Ltd	2,193	$205,856
LHX	L3harris Technologies, Inc. /De/	587	$202,603
TER	Teradyne, Inc	683	$202,482
TGT	Target Corp	1,660	$201,192
GD	General Dynamics Corp	583	$200,097
OUST	Ouster, Inc.	10,656	$195,750
AEVA	Aeva Technologies, Inc.	14,155	$186,279
No positions match the current search.

Sold Out

Positions the filer fully exited

24 positions

Ticker	Company	Shares	Value
AGL	agilon health, inc.	30,895	$532,166
BIIB	Biogen Inc.	2,410	$424,135
REGN	Regeneron Pharmaceuticals, Inc.	517	$399,056
MNDY	monday.com Ltd.	2,587	$381,737
A	Agilent Technologies, Inc.	2,366	$321,941
BSX	Boston Scientific Corp	2,889	$275,466
VRTX	Vertex Pharmaceuticals Inc / Ma	569	$257,961
NVR	Nvr Inc	32	$233,368
ODFL	Old Dominion Freight Line, Inc.	1,466	$229,868
SPGI	S&P Global Inc.	427	$223,145
PNC	Pnc Financial Services Group, Inc.	1,031	$215,200
TEL	TE Connectivity plc	937	$213,176
LDOS	Leidos Holdings, Inc.	1,158	$208,903
DASH	DoorDash, Inc.	914	$207,002
MCO	Moodys Corp /De/	395	$201,785
ALM	Almonty Industries Inc.	11,441	$100,795
OGN	Organon & Co.	12,413	$89,001
WNW	Meiwu Technology Co Ltd	51,586	$71,704
SSII	SS Innovations International, Inc.	12,233	$69,483
RR	Richtech Robotics Inc.	20,949	$67,665
LAES	SEALSQ Corp	17,895	$67,643
RZLV	Rezolve Ai PLC	15,068	$38,724
WALD	Waldencast plc	17,750	$33,370
QSI	Quantum-Si Inc	12,329	$13,561
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

220 positions · $225,559,608 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 220 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	89,389	+4,770	$22,686,034	−1.4%	10.06%
NVDA	Nvidia Corp Technology	Added	113,449	+8,288	$19,785,505	+0.9%	8.77%
MSFT	Microsoft Corp Technology	Added	23,986	+696	$8,878,897	−21.2%	3.94%
AMZN	Amazon Com Inc Consumer Cyclical	Added	36,741	+648	$7,652,048	−8.1%	3.39%
GOOGL	Alphabet Inc. Communication Services	Added	23,277	+7,624	$6,693,534	+36.6%	2.97%
PECO	Phillips Edison & Company, Inc. Real Estate	Reduced	136,433	-539	$5,105,322	+4.8%	2.26%
JNJ	Johnson & Johnson Healthcare	Added	20,683	+13,127	$5,055,752	+223.3%	2.24%
META	Meta Platforms, Inc. Communication Services	Added	8,471	+374	$4,846,513	−9.3%	2.15%
SPY	Spdr S&P 500 ETF Trust	Reduced	6,970	-204	$4,532,869	−7.3%	2.01%
ABBV	AbbVie Inc. Healthcare	Added	18,070	+2,226	$3,930,044	+8.6%	1.74%
AVGO	Broadcom Inc. Technology	Added	12,634	+547	$3,910,349	−6.5%	1.73%
LLY	ELI LILLY & Co Healthcare	Added	3,921	+331	$3,606,418	−6.5%	1.60%
GILD	Gilead Sciences, Inc. Healthcare	Added	25,548	+177	$3,560,624	+14.3%	1.58%
TSLA	Tesla, Inc. Consumer Cyclical	Added	9,294	+952	$3,455,044	−7.9%	1.53%
XOM	Exxon Mobil Corp Energy	Added	20,071	+2,303	$3,405,245	+59.3%	1.51%
MRK	Merck & Co., Inc. Healthcare	Added	23,996	+3,481	$2,886,478	+33.7%	1.28%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,751	+99	$2,755,879	−3.0%	1.22%
ORCL	Oracle Corp Technology	Added	18,713	+4,595	$2,752,869	+0.0%	1.22%
QQQ	Invesco Qqq Trust, Series 1	Added	4,025	+395	$2,323,149	+4.2%	1.03%
MPC	Marathon Petroleum Corp Energy	Added	9,078	+85	$2,216,666	+51.6%	0.98%
PLTR	Palantir Technologies Inc. Technology	Added	15,036	+2,506	$2,199,466	−1.2%	0.98%
AXP	American Express Co Financial Services	Added	6,892	+65	$2,084,692	−17.5%	0.92%
NFLX	Netflix Inc Communication Services	Reduced	20,191	-440	$1,941,364	+0.4%	0.86%
LUMN	Lumen Technologies, Inc. Communication Services	Added	262,053	+46,039	$1,821,268	+8.5%	0.81%
WMT	Walmart Inc. Consumer Defensive	Added	14,591	+1,431	$1,813,369	+23.7%	0.80%
CAT	Caterpillar Inc Industrials	Added	2,553	+430	$1,808,698	+48.7%	0.80%
UPS	United Parcel Service Inc Industrials	Reduced	18,218	-594	$1,792,286	−3.9%	0.79%
JPM	Jpmorgan Chase & Co Financial Services	Added	6,020	+318	$1,770,843	−3.6%	0.79%
ET	Energy Transfer LP Energy	Added	85,763	+23	$1,655,225	+17.1%	0.73%
V	Visa Inc. Financial Services	Added	5,309	+35	$1,604,592	−13.2%	0.71%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,590	+167	$1,584,323	+29.1%	0.70%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	4,629	-203	$1,522,431	−8.4%	0.67%
IBM	International Business Machines Corp Technology	Added	5,985	+1,423	$1,450,704	+7.4%	0.64%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	8,834	+46	$1,410,789	+4.5%	0.63%
KO	Coca Cola Co Consumer Defensive	Added	18,469	+1,117	$1,404,567	+15.8%	0.62%
CVX	Chevron Corp Energy	Added	6,718	+1,406	$1,389,954	+71.7%	0.62%
EPD	Enterprise Products Partners L.P. Energy	Added	34,929	+591	$1,321,713	+20.1%	0.59%
T	At&T Inc. Communication Services	Added	44,082	+1,469	$1,277,937	+20.7%	0.57%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	8,645	+153	$1,248,683	+2.6%	0.55%
AMD	Advanced Micro Devices Inc Technology	Added	6,121	+1,250	$1,245,195	+19.4%	0.55%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Added	7,027	+24	$1,218,833	−6.2%	0.54%
CSCO	Cisco Systems, Inc. Technology	Added	14,915	+4,835	$1,157,254	+49.0%	0.51%
IAU	Ishares Gold Trust	Added	12,784	+1,796	$1,127,037	+26.4%	0.50%
GE	General Electric Co Industrials	Added	3,653	+291	$1,036,611	+0.1%	0.46%
LRCX	Lam Research Corp Technology	Added	4,634	+1,214	$990,100	+69.1%	0.44%
MA	Mastercard Inc Financial Services	Added	1,916	+6	$957,348	−12.2%	0.42%
CMCSA	Comcast Corp Communication Services	Added	32,694	+16,841	$938,644	+111.4%	0.42%
VZ	Verizon Communications Inc Communication Services	Added	18,416	+1,064	$924,483	+30.8%	0.41%
RKLB	Rocket Lab Corp Industrials	Added	14,196	+4,268	$911,667	+31.6%	0.40%
LMT	Lockheed Martin Corp Industrials	Added	1,488	+10	$899,332	+25.8%	0.40%