Position in SITM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$259,454
New position
Shares Held
348
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#431
of 563 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Semiconductors
Technology · as of Jun 30, 2026McAdam, LLC holds $44,168,434 across 18 Semiconductors names. SITM ranks #17 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
120,319 | $24,074,628 | |
| 2 | AVGO |
Broadcom Inc.
|
14,393 | $5,436,955 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
6,005 | $3,488,364 | |
| 4 | MU |
Micron Technology Inc
|
2,269 | $2,619,084 | |
| 5 | INTC |
Intel Corp
|
16,530 | $2,308,083 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
3,548 | $1,056,913 | |
| 7 | QCOM |
Qualcomm Inc/De
|
3,584 | $662,287 | |
| 8 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,367 | $652,838 |
All Filings in SITM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,454 | 348 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||