MCADAM, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PECO | 137K | $4.87M |
 | NVDA | 105K | $19.61M |
 | AAPL | 85K | $23.00M |
 | AMZN | 36K | $8.33M |
 | EPD | 34K | $1.10M |
 | AGL | 31K | $21.28K |
 | MSFT | 23K | $11.26M |
 | SES | 21K | $37.87K |
 | NFLX | 21K | $1.93M |
 | ATAI | 20K | $80.36K |
 | UPS | 19K | $1.87M |
 | LAES | 18K | $67.64K |
 | WALD | 18K | $33.37K |
 | KO | 17K | $1.21M |
 | VZ | 17K | $706.73K |
 | ABBV | 16K | $3.62M |
 | GOOGL | 16K | $4.90M |
 | BAC | 14K | $789.98K |
 | ORCL | 14K | $2.75M |
 | WMT | 13K | $1.47M |
Phillips Edison & Company, Inc.
PECO
Shares Held
137K
Value
$4.87M
NVIDIA Corporation
NVDA
Shares Held
105K
Value
$19.61M
Apple Inc.
AAPL
Shares Held
85K
Value
$23.00M
Amazon.com, Inc.
AMZN
Shares Held
36K
Value
$8.33M
Enterprise Products Partners L.P.
EPD
Shares Held
34K
Value
$1.10M
Agilon Health, Inc.
AGL
Shares Held
31K
Value
$21.28K
Microsoft Corporation
MSFT
Shares Held
23K
Value
$11.26M
SES AI Corporation
SES
Shares Held
21K
Value
$37.87K
Netflix, Inc.
NFLX
Shares Held
21K
Value
$1.93M
Atai Beckley N.V
ATAI
Shares Held
20K
Value
$80.36K
United Parcel Service, Inc.
UPS
Shares Held
19K
Value
$1.87M
SEALSQ Corp
LAES
Shares Held
18K
Value
$67.64K
Waldencast plc
WALD
Shares Held
18K
Value
$33.37K
The Coca-Cola Company
KO
Shares Held
17K
Value
$1.21M
Verizon Communications Inc.
VZ
Shares Held
17K
Value
$706.73K
AbbVie Inc.
ABBV
Shares Held
16K
Value
$3.62M
Alphabet Inc.
GOOGL
Shares Held
16K
Value
$4.90M
Bank of America Corporation
BAC
Shares Held
14K
Value
$789.98K
Oracle Corporation
ORCL
Shares Held
14K
Value
$2.75M
Walmart Inc.
WMT
Shares Held
13K
Value
$1.47M