MCADAM, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LUMN | 174K | $1.06M |
 | PECO | 143K | $4.93M |
 | KOPN | 138K | $335.78K |
 | FSCO | 138K | $954.64K |
 | NVDA | 98K | $18.34M |
 | AAPL | 83K | $21.02M |
 | ET | 80K | $1.37M |
 | CGTX | 72K | $97.30K |
 | WALD | 63K | $124.77K |
 | AGL | 44K | $45.04K |
 | T | 43K | $1.21M |
 | AMZN | 33K | $7.19M |
 | EPD | 31K | $984.83K |
 | GILD | 25K | $2.82M |
 | SES | 25K | $41.63K |
 | MSFT | 21K | $10.84M |
 | MRK | 20K | $1.71M |
 | UPS | 20K | $1.65M |
 | XOM | 19K | $2.18M |
 | CLSK | 19K | $273.28K |
Lumen Technologies, Inc.
LUMN
Shares Held
174K
Value
$1.06M
Phillips Edison & Company, Inc.
PECO
Shares Held
143K
Value
$4.93M
Kopin Corporation
KOPN
Shares Held
138K
Value
$335.78K
FS Credit Opportunities Corp.
FSCO
Shares Held
138K
Value
$954.64K
NVIDIA Corporation
NVDA
Shares Held
98K
Value
$18.34M
Apple Inc.
AAPL
Shares Held
83K
Value
$21.02M
Energy Transfer LP
ET
Shares Held
80K
Value
$1.37M
Cognition Therapeutics, Inc.
CGTX
Shares Held
72K
Value
$97.30K
Waldencast plc
WALD
Shares Held
63K
Value
$124.77K
Agilon Health, Inc.
AGL
Shares Held
44K
Value
$45.04K
AT&T Inc.
T
Shares Held
43K
Value
$1.21M
Amazon.com, Inc.
AMZN
Shares Held
33K
Value
$7.19M
Enterprise Products Partners L.P.
EPD
Shares Held
31K
Value
$984.83K
Gilead Sciences, Inc.
GILD
Shares Held
25K
Value
$2.82M
SES AI Corporation
SES
Shares Held
25K
Value
$41.63K
Microsoft Corporation
MSFT
Shares Held
21K
Value
$10.84M
Merck & Co., Inc.
MRK
Shares Held
20K
Value
$1.71M
United Parcel Service, Inc.
UPS
Shares Held
20K
Value
$1.65M
Exxon Mobil Corporation
XOM
Shares Held
19K
Value
$2.18M
CleanSpark, Inc.
CLSK
Shares Held
19K
Value
$273.28K