MCADAM, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CEG | 1K | $390.28K |
 | ZS | 1K | $353.00K |
 | AMGN | 1K | $331.09K |
 | ADI | 1K | $286.42K |
 | PGR | 1K | $279.55K |
 | NET | 1K | $237.34K |
 | BR | 1K | $253.20K |
 | ADBE | 1K | $374.95K |
 | RCL | 1K | $337.00K |
 | FDX | 976 | $230.15K |
 | ALL | 970 | $208.21K |
 | TSM | 966 | $269.79K |
 | UNP | 898 | $212.37K |
 | GEV | 855 | $525.74K |
 | SAP | 855 | $228.47K |
 | TRV | 818 | $228.40K |
 | SYK | 761 | $281.41K |
 | VRSN | 741 | $207.17K |
 | VRTX | 740 | $289.81K |
 | COIN | 710 | $239.62K |
Constellation Energy Corporation
CEG
Shares Held
1K
Value
$390.28K
Zscaler, Inc.
ZS
Shares Held
1K
Value
$353.00K
Amgen Inc.
AMGN
Shares Held
1K
Value
$331.09K
Analog Devices, Inc.
ADI
Shares Held
1K
Value
$286.42K
The Progressive Corporation
PGR
Shares Held
1K
Value
$279.55K
Cloudflare, Inc.
NET
Shares Held
1K
Value
$237.34K
Broadridge Financial Solutions, Inc.
BR
Shares Held
1K
Value
$253.20K
Adobe Inc.
ADBE
Shares Held
1K
Value
$374.95K
Royal Caribbean Cruises Ltd.
RCL
Shares Held
1K
Value
$337.00K
FedEx Corporation
FDX
Shares Held
976
Value
$230.15K
The Allstate Corporation
ALL
Shares Held
970
Value
$208.21K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
966
Value
$269.79K
Union Pacific Corporation
UNP
Shares Held
898
Value
$212.37K
GE Vernova Inc.
GEV
Shares Held
855
Value
$525.74K
SAP SE
SAP
Shares Held
855
Value
$228.47K
The Travelers Companies, Inc.
TRV
Shares Held
818
Value
$228.40K
Stryker Corporation
SYK
Shares Held
761
Value
$281.41K
VeriSign, Inc.
VRSN
Shares Held
741
Value
$207.17K
Vertex Pharmaceuticals Incorporated
VRTX
Shares Held
740
Value
$289.81K
Coinbase Global, Inc.
COIN
Shares Held
710
Value
$239.62K