Position in MSTR
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$232,128
-$47,004 QoQ
Shares Held
1,860
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Derivatives in MSTR
reported options exposure · as of Mar 31, 2026CallValue
$2,359
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026McAdam, LLC holds $2,858,473 across 12 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
2,087 | $467,383 | |
| 2 | INTU |
Intuit Inc.
|
1,675 | $437,175 | |
| 3 | ADBE |
Adobe Inc.
|
1,519 | $311,425 | |
| 4 | YOU |
Clear Secure, Inc.
|
5,092 | $283,777 | |
| 5 | CRM |
Salesforce, Inc.
|
1,789 | $280,264 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
700 | $262,724 | |
| 7 | NOW |
ServiceNow, Inc.
|
2,444 | $242,640 | |
| 8 | UBER |
Uber Technologies, Inc
|
3,203 | $231,128 |
All Filings in MSTR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $232,128 | 1,860 | Shares | Sole | 2026-05-08 | |
| 2026-03-31 | $2,359 | 100 | Call | Sole | 2026-05-08 | |
| 2025-12-31 | $279,132 | 1,837 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $15,195 | 100 | Call | Sole | 2026-02-13 | |
| 2025-09-30 | $555,812 | 1,725 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $526,307 | 1,302 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $368,985 | 1,280 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $350,150 | 1,209 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||