McAdam, LLC

McAdam, LLC reported 526 holdings worth US$2.59B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 4, 2026

McAdam, LLC reported 526 holdings worth US$2.59B as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. Filed Aug 4, 2026 (Form 13F).

Holdings
526
Value as reported
US$2.59B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc91,902US$26.6M1.0%
Nvidia Corporation120KUS$24.1M0.93%
Alphabet Inc (google) Class C39,518US$14.1M0.55%
Amazon.com, Inc.41,222US$9.82M0.38%
Microsoft Corp.25,744US$9.6M0.37%
Phillips Edison & Company, Inc.136KUS$5.65M0.22%
Johnson & Johnson22,221US$5.64M0.22%
Broadcom Inc.14,393US$5.44M0.21%
Eli Lilly And Company4,144US$4.97M0.19%
Tesla, Inc.10,588US$4.45M0.17%
Abbvie Inc.17,535US$4.41M0.17%
Meta Platforms, Inc.7,629US$4.3M0.17%
Advanced Micro Devices Inc6,005US$3.49M0.13%
Merck & Company, Inc.25,372US$3.26M0.13%
Gilead Sciences, Inc.25,513US$3.22M0.12%
Exxon Mobil Corporation22,554US$3.08M0.12%
Oracle Corporation20,562US$3.01M0.12%
Caterpillar, Inc.2,807US$2.99M0.12%
Berkshire Hathaway Inc.5,950US$2.98M0.12%
United Parcel Service, Inc.25,921US$2.79M0.11%
Jp Morgan Chase & Co.8,014US$2.62M0.10%
Micron Technology, Inc.2,269US$2.62M0.10%
Marathon Petroleum Corporation9,426US$2.41M0.09%
American Express Company6,956US$2.35M0.09%
Palantir Technologies Inc.20,048US$2.34M0.09%
Intel Corporation16,530US$2.31M0.09%
Visa Inc.6,228US$2.14M0.08%
Lumen Technologies, Inc.261KUS$2.01M0.08%
Lam Research Corporation4,232US$1.83M0.07%
Ge Aerospace4,837US$1.81M0.07%
Walmart Inc.15,133US$1.71M0.07%
Energy Transfer Lp88,891US$1.7M0.07%
Coca-cola Company (the)20,656US$1.68M0.06%
International Business Machines Corporation5,948US$1.67M0.06%
Home Depot, Inc. (the)4,656US$1.64M0.06%
Rocket Lab Corporation15,692US$1.6M0.06%
Costco Wholesale Corporation1,699US$1.59M0.06%
Netflix, Inc.21,820US$1.56M0.06%
Crowdstrike Holdings, Inc.2,026US$1.55M0.06%
Cisco Systems, Inc.12,971US$1.52M0.06%
Kla Corporation4,775US$1.44M0.06%
Applied Materials, Inc.1,930US$1.4M0.05%
Tjx Companies, Inc. (the)9,081US$1.38M0.05%
Procter & Gamble Company (the)9,315US$1.37M0.05%
Ge Vernova Inc.1,117US$1.31M0.05%
Enterprise Products Partners L.p.35,302US$1.3M0.05%
Planet Labs Pbc38,005US$1.26M0.05%
Palo Alto Networks, Inc.3,673US$1.25M0.05%
Dell Technologies Inc.2,896US$1.25M0.05%
Western Digital Corporation1,902US$1.21M0.05%
State Street Corporation7,089US$1.2M0.05%
Mastercard Incorporated2,288US$1.18M0.05%
Chevron Corporation7,076US$1.17M0.05%
Unitedhealth Group Incorporated2,782US$1.16M0.04%
Netscout Systems, Inc.26,050US$1.13M0.04%
Marsh6,793US$1.13M0.04%
Arista Networks, Inc.6,506US$1.11M0.04%
Marvell Technology, Inc.3,548US$1.06M0.04%
Bank Of America Corporation17,007US$969K0.04%
At&t Inc.46,670US$966K0.04%
Verizon Communications Inc.21,814US$924K0.04%
Boeing Company (the)4,162US$901K0.03%
Space Exploration Technologies Corp5,138US$878K0.03%
Parker-hannifin Corporation880US$860K0.03%
Wells Fargo & Company9,723US$803K0.03%
Rtx Corporation4,199US$797K0.03%
Ttm Technologies, Inc.4,194US$784K0.03%
Bitmine Immersion Technologies, Inc.58,705US$781K0.03%
Lockheed Martin Corporation1,525US$777K0.03%
Starbucks Corporation7,395US$756K0.03%
Reddit, Inc.4,312US$748K0.03%
3m Company4,610US$746K0.03%
Philip Morris International Inc3,992US$722K0.03%
Corning Incorporated2,819US$720K0.03%
Marriott International1,935US$717K0.03%
Hewlett Packard Enterprise Company15,881US$716K0.03%
Mcdonald's Corporation2,635US$712K0.03%
Cintas Corporation4,036US$686K0.03%
Citigroup, Inc.4,840US$677K0.03%
Ouster, Inc.10,686US$668K0.03%
Qualcomm Incorporated3,584US$662K0.03%
Pfizer, Inc.27,456US$661K0.03%
Taiwan Semiconductor Manufacturing Co., Ltd.1,367US$653K0.03%
Waste Management, Inc.2,822US$629K0.02%
Applovin Corporation1,220US$629K0.02%
Sandisk Corporation272US$618K0.02%
Goldman Sachs Group, Inc. (the)606US$612K0.02%
Conocophillips5,796US$603K0.02%
Walt Disney Company (the)6,233US$600K0.02%
Progressive Corporation (the)2,746US$600K0.02%
Credo Technology Group Holding Ltd2,186US$594K0.02%
Franco-nevada Corporation2,844US$593K0.02%
Comcast Corporation24,101US$592K0.02%
Robinhood Markets, Inc.5,808US$582K0.02%
Vertiv Holdings, Llc1,678US$562K0.02%
Nextera Energy, Inc.6,272US$550K0.02%
Netapp, Inc.3,403US$527K0.02%
Pepsico, Inc.3,860US$523K0.02%
Globe Life Inc.2,885US$515K0.02%
Cincinnati Financial Corporation2,763US$512K0.02%

Every holding of McAdam, LLC

Source

View original at SEC

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