McAdam, LLC

CIK

1695490

Location

Philadelphia, PA

Portfolio Value

Small $225,559,608

Diversification

Diversified

Filing Date

Global Rank

#3,948 / 8,586 ▲ 230

Top Industry

Semiconductors 13.5%

3Y Alpha vs SPY

-3.0%

Period ended 3 months ago

Filed May 8, 2026 · 40d

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

+65.1%

SPY

+78.1%

Annualised alpha

-3.0%

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
ORBS	Eightco Holdings Inc. Consumer Cyclical	NEW	10,500	NEW	$9,786	NEW	0.00%
SES	SES AI Corp Consumer Cyclical	Reduced	10,643	-10,396	$10,238	−73.0%	0.00%
TTGT	TechTarget, Inc. Technology	NEW	10,392	NEW	$40,320	NEW	0.02%
VUZI	Vuzix Corp Technology	NEW	19,519	NEW	$45,088	NEW	0.02%
CGTX	Cognition Therapeutics Inc Healthcare	Reduced	69,953	-4,156	$53,164	−46.9%	0.02%
IAUX	i-80 Gold Corp. Basic Materials	Reduced	35,031	-8,663	$53,247	−16.5%	0.02%
ACHR	Archer Aviation Inc. Industrials	Reduced	10,433	-71	$53,938	−31.7%	0.02%
OPRX	OptimizeRx Corp Healthcare	NEW	10,439	NEW	$65,556	NEW	0.03%
FIP	FTAI Infrastructure Inc. Industrials	NEW	14,902	NEW	$73,615	NEW	0.03%
LTRX	Lantronix Inc Technology	NEW	15,368	NEW	$80,528	NEW	0.04%
PLUG	Plug Power Inc Industrials	NEW	37,140	NEW	$83,936	NEW	0.04%
OSS	One Stop Systems, Inc. Technology	Reduced	12,746	-1	$96,487	+5.4%	0.04%
OPTX	Syntec Optics Holdings, Inc. Technology	NEW	13,991	NEW	$98,356	NEW	0.04%
LPTH	Lightpath Technologies Inc Technology	NEW	10,229	NEW	$102,596	NEW	0.05%
HLN	Haleon plc Healthcare	Reduced	10,349	-3,337	$103,593	−25.1%	0.05%
SHMD	SCHMID Group N.V. Industrials	NEW	22,567	NEW	$119,605	NEW	0.05%
KOPN	Kopin Corp Technology	Added	55,048	+32,056	$123,858	+130.2%	0.05%
SERV	Serve Robotics Inc. /DE/ Industrials	Reduced	15,715	-1,240	$132,634	−24.6%	0.06%
UAMY	United States Antimony Corp Basic Materials	NEW	15,311	NEW	$133,665	NEW	0.06%
NVTS	Navitas Semiconductor Corp Technology	Added	18,413	+7,246	$161,482	+102.5%	0.07%
IBRX	ImmunityBio, Inc. Healthcare	Added	21,441	+22	$164,452	+287.8%	0.07%
RIVN	Rivian Automotive, Inc. / DE Consumer Cyclical	NEW	11,521	NEW	$173,391	NEW	0.08%
PTY	Pimco Corporate & Income Opportunity Fund Financial Services	Reduced	15,316	-1	$184,710	−6.5%	0.08%
AEVA	Aeva Technologies, Inc. Technology	NEW	14,155	NEW	$186,279	NEW	0.08%
OUST	Ouster, Inc. Technology	NEW	10,656	NEW	$195,750	NEW	0.09%
GD	General Dynamics Corp Industrials	NEW	583	NEW	$200,097	NEW	0.09%
BR	Broadridge Financial Solutions, Inc. Technology	Added	1,233	+211	$200,337	−12.2%	0.09%
TGT	Target Corp Consumer Defensive	NEW	1,660	NEW	$201,192	NEW	0.09%
F	Ford Motor Co Consumer Cyclical	Reduced	17,507	-182	$202,030	−12.9%	0.09%
TER	Teradyne, Inc Technology	NEW	683	NEW	$202,482	NEW	0.09%
LHX	L3harris Technologies, Inc. /De/ Industrials	NEW	587	NEW	$202,603	NEW	0.09%
NKE	NIKE, Inc. Consumer Cyclical	Reduced	3,838	-3,105	$202,723	−54.2%	0.09%
CRDO	Credo Technology Group Holding Ltd Technology	NEW	2,193	NEW	$205,856	NEW	0.09%
DLR	Digital Realty Trust, Inc. Real Estate	NEW	1,144	NEW	$206,160	NEW	0.09%
WMB	Williams Companies, Inc. Energy	NEW	2,888	NEW	$210,188	NEW	0.09%
UBER	Uber Technologies, Inc Technology	Added	2,946	+182	$211,905	−6.2%	0.09%
SSRM	Ssr Mining Inc. Basic Materials	NEW	7,313	NEW	$215,002	NEW	0.10%
CHE	Chemed Corp Healthcare	Reduced	572	-14	$216,067	−13.8%	0.10%
CMI	Cummins Inc Industrials	Reduced	404	-25	$217,360	−0.7%	0.10%
EMR	Emerson Electric Co Industrials	Added	1,671	+117	$218,934	+6.2%	0.10%
DE	Deere & Co Industrials	NEW	400	NEW	$225,320	NEW	0.10%
VRSN	Verisign Inc/Ca Technology	NEW	913	NEW	$226,752	NEW	0.10%
NOC	Northrop Grumman Corp /De/ Industrials	NEW	336	NEW	$229,232	NEW	0.10%
OMC	Omnicom Group Inc. Communication Services	Added	3,110	+248	$234,214	+1.3%	0.10%
KMB	Kimberly Clark Corp Consumer Defensive	NEW	2,432	NEW	$234,615	NEW	0.10%
ASTS	AST SpaceMobile, Inc. Technology	NEW	2,857	NEW	$236,759	NEW	0.10%
IDXX	Idexx Laboratories Inc /De Healthcare	Added	422	+10	$237,117	−14.9%	0.11%
NSC	Norfolk Southern Corp Industrials	Added	835	+127	$239,645	+17.2%	0.11%
TSN	Tyson Foods, Inc. Consumer Defensive	Reduced	3,744	-559	$239,878	−4.9%	0.11%
RKT	Rocket Companies, Inc. Financial Services	Added	17,108	+4,223	$243,789	−2.3%	0.11%