Stock Taper 
MCADAM, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 AutoZone, Inc. | AZO | 93 | $297.22K |
 Comfort Systems USA, Inc. | FIX | 117 | $231.49K |
 United Rentals, Inc. | URI | 179 | $203.17K |
 W.W. Grainger, Inc. | GWW | 186 | $253.03K |
 Monolithic Power Systems, Inc. | MPWR | 242 | $334.25K |
 Equinix, Inc. | EQIX | 251 | $261.64K |
 Sandisk Corporation | SNDK | 272 | $618.46K |
 McKesson Corporation | MCK | 331 | $250.1K |
 SiTime Corporation | SITM | 348 | $259.45K |
 BlackRock, Inc. | BLK | 355 | $341.62K |
 Axon Enterprise, Inc. | AXON | 382 | $214.04K |
 Ciena Corporation | CIEN | 424 | $208K |
 Moody's Corporation | MCO | 456 | $206.55K |
 IDEXX Laboratories, Inc. | IDXX | 470 | $247.16K |
 MKS Inc. | MKSI | 478 | $212.61K |
 Deere & Company | DE | 499 | $316.37K |
 Synopsys, Inc. | SNPS | 500 | $222.95K |
 Vertex Pharmaceuticals Incorporated | VRTX | 543 | $269.53K |
 Chemed Corporation | CHE | 586 | $272.92K |
 Jabil Inc. | JBL | 594 | $228.98K |