MCADAM, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LUMN | 261K | $1.82M |
 | PECO | 136K | $5.11M |
 | NVDA | 113K | $19.79M |
 | AAPL | 89K | $22.69M |
 | ET | 86K | $1.66M |
 | FSCO | 77K | $393.81K |
 | CGTX | 70K | $53.13K |
 | KOPN | 55K | $123.86K |
 | T | 44K | $1.28M |
 | PLUG | 37K | $83.94K |
 | AMZN | 37K | $7.65M |
 | BMNR | 37K | $722.98K |
 | EPD | 35K | $1.32M |
 | CMCSA | 33K | $938.66K |
 | GILD | 26K | $3.56M |
 | PL | 25K | $708.00K |
 | MRK | 24K | $2.89M |
 | MSFT | 24K | $8.88M |
 | GOOGL | 23K | $6.69M |
 | IBRX | 21K | $164.45K |
Lumen Technologies, Inc.
LUMN
Shares Held
261K
Value
$1.82M
Phillips Edison & Co.
PECO
Shares Held
136K
Value
$5.11M
NVIDIA Corporation
NVDA
Shares Held
113K
Value
$19.79M
Apple Inc.
AAPL
Shares Held
89K
Value
$22.69M
Energy Transfer LP
ET
Shares Held
86K
Value
$1.66M
FS Credit Opportunities Corp.
FSCO
Shares Held
77K
Value
$393.81K
Cognition Therapeutics, Inc.
CGTX
Shares Held
70K
Value
$53.13K
Kopin Corp.
KOPN
Shares Held
55K
Value
$123.86K
AT&T Inc.
T
Shares Held
44K
Value
$1.28M
Plug Power Inc.
PLUG
Shares Held
37K
Value
$83.94K
Amazon.com, Inc.
AMZN
Shares Held
37K
Value
$7.65M
Bitmine Immersion Technologies, Inc.
BMNR
Shares Held
37K
Value
$722.98K
Enterprise Products Partners L.P.
EPD
Shares Held
35K
Value
$1.32M
Comcast Corporation
CMCSA
Shares Held
33K
Value
$938.66K
Gilead Sciences, Inc.
GILD
Shares Held
26K
Value
$3.56M
Planet Labs PBC
PL
Shares Held
25K
Value
$708.00K
Merck & Co., Inc.
MRK
Shares Held
24K
Value
$2.89M
Microsoft Corporation
MSFT
Shares Held
24K
Value
$8.88M
Alphabet Inc.
GOOGL
Shares Held
23K
Value
$6.69M
ImmunityBio, Inc.
IBRX
Shares Held
21K
Value
$164.45K