MCADAM, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PANW | 3K | $515.24K |
 | GLW | 3K | $206.72K |
 | BX | 3K | $429.71K |
 | UBER | 3K | $245.49K |
 | FTNT | 2K | $208.60K |
 | APH | 2K | $288.34K |
 | QCOM | 2K | $386.45K |
 | FNV | 2K | $508.01K |
 | A | 2K | $289.17K |
 | AFL | 2K | $249.21K |
 | AXSM | 2K | $266.95K |
 | BK | 2K | $232.49K |
 | CAT | 2K | $988.25K |
 | ADP | 2K | $593.21K |
 | MS | 2K | $306.16K |
 | PSX | 2K | $252.99K |
 | MA | 2K | $1.05M |
 | AEM | 2K | $311.84K |
 | LDOS | 2K | $343.15K |
 | ICE | 2K | $302.54K |
Palo Alto Networks, Inc.
PANW
Shares Held
3K
Value
$515.24K
Corning Incorporated
GLW
Shares Held
3K
Value
$206.72K
Blackstone Inc.
BX
Shares Held
3K
Value
$429.71K
Uber Technologies, Inc.
UBER
Shares Held
3K
Value
$245.49K
Fortinet, Inc.
FTNT
Shares Held
2K
Value
$208.60K
Amphenol Corporation
APH
Shares Held
2K
Value
$288.34K
QUALCOMM Incorporated
QCOM
Shares Held
2K
Value
$386.45K
Franco-Nevada Corporation
FNV
Shares Held
2K
Value
$508.01K
Agilent Technologies, Inc.
A
Shares Held
2K
Value
$289.17K
Aflac Incorporated
AFL
Shares Held
2K
Value
$249.21K
Axsome Therapeutics, Inc.
AXSM
Shares Held
2K
Value
$266.95K
The Bank of New York Mellon Corporation
BK
Shares Held
2K
Value
$232.49K
Caterpillar Inc.
CAT
Shares Held
2K
Value
$988.25K
Automatic Data Processing, Inc.
ADP
Shares Held
2K
Value
$593.21K
Morgan Stanley
MS
Shares Held
2K
Value
$306.16K
Phillips 66
PSX
Shares Held
2K
Value
$252.99K
Mastercard Incorporated
MA
Shares Held
2K
Value
$1.05M
Agnico Eagle Mines Limited
AEM
Shares Held
2K
Value
$311.84K
Leidos Holdings, Inc.
LDOS
Shares Held
2K
Value
$343.15K
Intercontinental Exchange, Inc.
ICE
Shares Held
2K
Value
$302.54K