McAdam, LLC
Top Portfolio Positions
219 positions ·
$222,803,729 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
89,389 | $22,686,034 | 10.18% |
| NVDA |
Nvidia Corp
Technology
|
113,449 | $19,785,505 | 8.88% |
| MSFT |
Microsoft Corp
Technology
|
23,986 | $8,878,897 | 3.99% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
36,741 | $7,652,048 | 3.43% |
| GOOGL |
Alphabet Inc.
Communication Services
|
23,277 | $6,693,534 | 3.00% |
| PECO |
Phillips Edison & Company, Inc.
Real Estate
|
136,433 | $5,105,322 | 2.29% |
| JNJ |
Johnson & Johnson
Healthcare
|
20,683 | $5,055,752 | 2.27% |
| META |
Meta Platforms, Inc.
Communication Services
|
8,471 | $4,846,513 | 2.18% |
| SPY |
Spdr S&P 500 Etf Trust
|
6,970 | $4,532,869 | 2.03% |
| ABBV |
AbbVie Inc.
Healthcare
|
18,070 | $3,930,044 | 1.76% |
Portfolio Trend
Holdings in OSS
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $96,487 | 12,746 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $91,523 | 12,747 | Shares | Sole | 2026-02-13 | |
| No quarters match your search. | ||||||