MCADAM, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MAR | 2K | $463.35K |
 | NFLX | 2K | $2.10M |
 | MSTR | 2K | $555.81K |
 | TT | 2K | $713.38K |
 | AMAT | 2K | $343.40K |
 | WM | 2K | $366.71K |
 | CRM | 2K | $381.28K |
 | VRT | 2K | $238.96K |
 | LOW | 2K | $385.22K |
 | MU | 2K | $253.83K |
 | COF | 2K | $320.14K |
 | LMT | 1K | $740.19K |
 | UNH | 1K | $490.50K |
 | COST | 1K | $1.31M |
 | CRWD | 1K | $679.59K |
 | CI | 1K | $377.66K |
 | TXN | 1K | $238.81K |
 | ACN | 1K | $318.85K |
 | APP | 1K | $901.05K |
 | ETN | 1K | $445.36K |
Marriott International, Inc.
MAR
Shares Held
2K
Value
$463.35K
Netflix, Inc.
NFLX
Shares Held
2K
Value
$2.10M
MicroStrategy Incorporated
MSTR
Shares Held
2K
Value
$555.81K
Trane Technologies plc
TT
Shares Held
2K
Value
$713.38K
Applied Materials, Inc.
AMAT
Shares Held
2K
Value
$343.40K
Waste Management, Inc.
WM
Shares Held
2K
Value
$366.71K
Salesforce, Inc.
CRM
Shares Held
2K
Value
$381.28K
Vertiv Holdings Co
VRT
Shares Held
2K
Value
$238.96K
Lowe's Companies, Inc.
LOW
Shares Held
2K
Value
$385.22K
Micron Technology, Inc.
MU
Shares Held
2K
Value
$253.83K
Capital One Financial Corporation
COF
Shares Held
2K
Value
$320.14K
Lockheed Martin Corporation
LMT
Shares Held
1K
Value
$740.19K
UnitedHealth Group Incorporated
UNH
Shares Held
1K
Value
$490.50K
Costco Wholesale Corporation
COST
Shares Held
1K
Value
$1.31M
CrowdStrike Holdings, Inc.
CRWD
Shares Held
1K
Value
$679.59K
Cigna Corporation
CI
Shares Held
1K
Value
$377.66K
Texas Instruments Incorporated
TXN
Shares Held
1K
Value
$238.81K
Accenture plc
ACN
Shares Held
1K
Value
$318.85K
AppLovin Corporation
APP
Shares Held
1K
Value
$901.05K
Eaton Corporation plc
ETN
Shares Held
1K
Value
$445.36K