Stock Taper

MCADAM, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Northrop Grumman CorporationNOC927$471.92K
Rockwell Automation, Inc.ROK930$460.42K
The PNC Financial Services Group, Inc.PNC933$229.74K
Howmet Aerospace Inc.HWM949$255.09K
The Travelers Companies, Inc.TRV967$319.23K
Linde plcLIN1.07K$557.12K
L3Harris Technologies, Inc.LHX1.1K$320.06K
Elevance Health Inc.ELV1.11K$428.5K
Royal Caribbean Cruises Ltd.RCL1.11K$353.15K
GE Vernova Inc.GEV1.12K$1.31M
Valero Energy CorporationVLO1.13K$293.72K
FedEx CorporationFDX1.17K$365.74K
Digital Realty Trust, Inc.DLR1.17K$210.7K
Analog Devices, Inc.ADI1.19K$473.79K
Nucor CorporationNUE1.2K$267.26K
Southern Copper CorporationSCCO1.21K$211.1K
AppLovin CorporationAPP1.22K$628.58K
Union Pacific CorporationUNP1.26K$342.6K
Arthur J. Gallagher & Co.AJG1.3K$297.52K
Chubb LimitedCB1.3K$443.64K