McAdam, LLC

13F filer · CIK 0001695490

Reported Aug 4, 2026

Net buyer this quarter

13F portfolio value$2.59BU.S. long equity reported on 13F

Positions29782 new · 20 closed

Net flow last quarter+$31.4MBuys minus sells

Top 10 positions weight7.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 4, 2026297 positions
VOTVan Kampen Municipal Opportunity Trust II	$72.2M	2.79%	Not reported	+12.9%	Q1 2018
AAPLApple Inc.	$26.6M	1.03%	0.00%	+2.8%	Q4 2016
NVDANvidia Corp	$24.1M	0.93%	0.00%	+6.1%	Q1 2018
BSVNBank7 Corp.	$11.2M	0.43%	1.51%	-43.5%	Q1 2018
EMXCEmax Holdings Corp	$10.8M	0.42%	Not reported	+36.3%	Q3 2024
AMZNAmazon Com Inc	$9.82M	0.38%	0.00%	+12.2%	Q1 2017
MSFTMicrosoft Corp	$9.6M	0.37%	0.00%	+7.3%	Q1 2018
GOOGLAlphabet Inc.	$7.94M	0.31%	0.00%	-4.6%	Q1 2018
GOOGAlphabet Inc.	$6.18M	0.24%	Not reported	-5.7%	Q1 2018
PECOPhillips Edison & Company, Inc.	$5.65M	0.22%	0.11%	-0.4%	Q2 2022
JNJJohnson & Johnson	$5.64M	0.22%	0.00%	+7.4%	Q3 2017
IWSImageware Systems Inc	$5.57M	0.22%	Not reported	-21.5%	Q1 2018
AVGOBroadcom Inc.	$5.44M	0.21%	0.00%	+13.9%	Q2 2023
LLYELI LILLY & Co	$4.97M	0.19%	0.00%	+5.7%	Q1 2018
SPYSPDR S&P 500 ETF Trust	$4.79M	0.18%	Not reported	-8.0%	Q4 2016
TSLATesla, Inc.	$4.45M	0.17%	0.00%	+13.9%	Q1 2017
ABBVAbbVie Inc.	$4.41M	0.17%	0.00%	-3.0%	Q1 2018
METAMeta Platforms, Inc.	$4.3M	0.17%	Not reported	-9.9%	Q1 2018
VLUEiSHARES TRUST	$3.98M	0.15%	Not reported	+6.9%	Q2 2022
AMDAdvanced Micro Devices Inc	$3.49M	0.13%	0.00%	-1.9%	Q3 2018
MRKMerck & Co., Inc.	$3.26M	0.13%	0.00%	+5.7%	Q1 2018
GILDGilead Sciences, Inc.	$3.22M	0.12%	0.00%	-0.1%	Q1 2018
XOMExxonMobil Holdings Corp	$3.08M	0.12%	0.00%	+12.4%	Q4 2016
ORCLOracle Corp	$3.01M	0.12%	0.00%	+9.9%	Q1 2018
CATCaterpillar Inc	$2.99M	0.12%	0.00%	+10.0%	Q1 2018
BRK.BBerkshire Hathaway Inc	$2.98M	0.12%	Not reported	+3.5%	Q1 2018
UPSUnited Parcel Service Inc	$2.79M	0.11%	0.00%	+42.3%	Q1 2018
JPMJPMorgan Chase & Co	$2.62M	0.10%	0.00%	+33.1%	Q1 2018
MUMicron Technology Inc	$2.62M	0.10%	0.00%	-10.5%	Q3 2025
MPCMarathon Petroleum Corp	$2.41M	0.09%	0.00%	+3.8%	Q1 2018
AXPAmerican Express Co	$2.35M	0.09%	0.00%	+0.9%	Q1 2018
PLTRPalantir Technologies Inc.	$2.34M	0.09%	0.00%	+33.3%	Q2 2024
INTCIntel Corp	$2.31M	0.09%	0.00%	-7.7%	Q1 2018
QQQInvesco QQQ Trust, Series 1	$2.31M	0.09%	Not reported	-22.2%	Q2 2018
VVisa Inc.	$2.14M	0.08%	0.00%	+17.3%	Q1 2018
LUMNLumen Technologies, Inc.	$2.01M	0.08%	0.03%	0.0%	Q1 2018
LRCXLam Research Corp	$1.83M	0.07%	0.00%	-8.7%	Q1 2018
GEGeneral Electric Co	$1.81M	0.07%	0.00%	+32.4%	Q4 2021
WMTWalmart Inc.	$1.71M	0.07%	0.00%	+3.7%	Q1 2018
ETEnergy Transfer LP	$1.7M	0.07%	0.00%	+3.7%	Q1 2023
KOCoca Cola Co	$1.68M	0.06%	0.00%	+11.8%	Q1 2018
IBMInternational Business Machines Corp	$1.67M	0.06%	0.00%	-0.6%	Q1 2018
HDHome Depot, Inc.	$1.64M	0.06%	0.00%	+0.6%	Q1 2018
RKLBRocket Lab Corp	$1.6M	0.06%	0.00%	+10.5%	Q4 2025
COSTCostco Wholesale Corp	$1.59M	0.06%	0.00%	+6.9%	Q1 2018
NFLXNetflix Inc	$1.56M	0.06%	0.00%	+8.6%	Q1 2018
CRWDCrowdStrike Holdings, Inc.	$1.55M	0.06%	0.00%	Not reported	Q1 2025
CSCOCisco Systems, Inc.	$1.52M	0.06%	0.00%	-13.0%	Q1 2018
KLACKla Corp	$1.44M	0.06%	0.00%	-8.0%	Q2 2025
AMATApplied Materials Inc	$1.4M	0.05%	0.00%	-5.0%	Q1 2018

Q1 2026Reported May 8, 2026234 positions
VOTVan Kampen Municipal Opportunity Trust II	$53.7M	2.42%	Not reported	+2.7%	Q1 2018
AAPLApple Inc.	$22.7M	1.02%	0.00%	+5.6%	Q4 2016
BSVNBank7 Corp.	$19.9M	0.90%	2.67%	+6.0%	Q1 2018
NVDANvidia Corp	$19.8M	0.89%	0.00%	+7.9%	Q1 2018
MSFTMicrosoft Corp	$8.88M	0.40%	0.00%	+3.0%	Q1 2018
AMZNAmazon Com Inc	$7.65M	0.34%	0.00%	+1.8%	Q1 2017
GOOGLAlphabet Inc.	$6.69M	0.30%	0.00%	+48.7%	Q1 2018
IWSImageware Systems Inc	$6.28M	0.28%	Not reported	-6.8%	Q1 2018
EMXCEmax Holdings Corp	$6.11M	0.28%	Not reported	+20.2%	Q3 2024
GOOGAlphabet Inc.	$5.32M	0.24%	Not reported	+55.2%	Q1 2018
PECOPhillips Edison & Company, Inc.	$5.11M	0.23%	0.11%	-0.4%	Q2 2022
JNJJohnson & Johnson	$5.06M	0.23%	0.00%	+173.7%	Q3 2017
METAMeta Platforms, Inc.	$4.85M	0.22%	Not reported	+4.6%	Q1 2018
SPYSPDR S&P 500 ETF Trust	$4.53M	0.20%	Not reported	-2.8%	Q4 2016
PULSPulse Electronics Corp	$4.17M	0.19%	0.48%	+34.0%	Q3 2025
ABBVAbbVie Inc.	$3.93M	0.18%	0.00%	+14.1%	Q1 2018
AVGOBroadcom Inc.	$3.91M	0.18%	0.00%	+4.5%	Q2 2023
LLYELI LILLY & Co	$3.61M	0.16%	0.00%	+9.2%	Q1 2018
GILDGilead Sciences, Inc.	$3.56M	0.16%	0.00%	+0.7%	Q1 2018
TSLATesla, Inc.	$3.45M	0.16%	0.00%	+11.4%	Q1 2017
XOMExxonMobil Holdings Corp	$3.41M	0.15%	0.00%	+13.0%	Q4 2016
MRKMerck & Co., Inc.	$2.89M	0.13%	0.00%	+17.0%	Q1 2018
BRK.BBerkshire Hathaway Inc	$2.76M	0.12%	Not reported	+1.8%	Q1 2018
ORCLOracle Corp	$2.75M	0.12%	0.00%	+32.6%	Q1 2018
VLUEiSHARES TRUST	$2.65M	0.12%	Not reported	+6.2%	Q2 2022
QQQInvesco QQQ Trust, Series 1	$2.32M	0.10%	Not reported	+10.9%	Q2 2018
MPCMarathon Petroleum Corp	$2.22M	0.10%	0.00%	+1.0%	Q1 2018
PLTRPalantir Technologies Inc.	$2.2M	0.10%	0.00%	+20.0%	Q2 2024
AXPAmerican Express Co	$2.08M	0.09%	0.00%	+1.0%	Q1 2018
NFLXNetflix Inc	$1.93M	0.09%	0.00%	-2.6%	Q1 2018
LUMNLumen Technologies, Inc.	$1.82M	0.08%	0.03%	+21.4%	Q1 2018
WMTWalmart Inc.	$1.81M	0.08%	0.00%	+10.9%	Q1 2018
CATCaterpillar Inc	$1.81M	0.08%	0.00%	+20.3%	Q1 2018
UPSUnited Parcel Service Inc	$1.79M	0.08%	0.00%	-3.2%	Q1 2018
JPMJPMorgan Chase & Co	$1.77M	0.08%	0.00%	+5.6%	Q1 2018
ETEnergy Transfer LP	$1.66M	0.07%	0.00%	0.0%	Q1 2023
VVisa Inc.	$1.6M	0.07%	0.00%	+0.7%	Q1 2018
COSTCostco Wholesale Corp	$1.58M	0.07%	0.00%	+11.7%	Q1 2018
HDHome Depot, Inc.	$1.52M	0.07%	0.00%	-4.2%	Q1 2018
IBMInternational Business Machines Corp	$1.45M	0.07%	0.00%	+31.2%	Q1 2018
TJXTJX Companies Inc	$1.41M	0.06%	0.00%	+0.5%	Q1 2018
KOCoca Cola Co	$1.4M	0.06%	0.00%	+6.4%	Q1 2018
CVXChevron Corp	$1.39M	0.06%	0.00%	+26.5%	Q1 2018
EPDEnterprise Products Partners L.P.	$1.32M	0.06%	0.00%	+1.7%	Q1 2018
TAt&T Inc.	$1.28M	0.06%	0.00%	+3.5%	Q4 2016
PGPROCTER & GAMBLE Co	$1.25M	0.06%	0.00%	+1.8%	Q1 2018
AMDAdvanced Micro Devices Inc	$1.25M	0.06%	0.00%	+25.7%	Q3 2018
MRSHMarsh & Mclennan Companies, Inc.	$1.22M	0.05%	0.00%	+0.3%	Q3 2021
CSCOCisco Systems, Inc.	$1.16M	0.05%	0.00%	+48.0%	Q1 2018
IAUIshares Gold Trust	$1.13M	0.05%	0.00%	+16.4%	Q3 2018

Q4 2025Reported Feb 13, 2026222 positions
VOTVan Kampen Municipal Opportunity Trust II	$56.7M	2.60%	Not reported	+5.0%	Q1 2018
AAPLApple Inc.	$23M	1.05%	0.00%	+2.5%	Q4 2016
NVDANvidia Corp	$19.6M	0.90%	0.00%	+7.0%	Q1 2018
BSVNBank7 Corp.	$18.9M	0.86%	2.53%	+12.7%	Q1 2018
MSFTMicrosoft Corp	$11.3M	0.52%	0.00%	+11.3%	Q1 2018
AMZNAmazon Com Inc	$8.33M	0.38%	0.00%	+10.2%	Q1 2017
IWSImageware Systems Inc	$6.53M	0.30%	Not reported	-2.5%	Q1 2018
METAMeta Platforms, Inc.	$5.34M	0.24%	Not reported	+21.5%	Q1 2018
GOOGLAlphabet Inc.	$4.9M	0.22%	0.00%	+10.7%	Q1 2018
SPYSPDR S&P 500 ETF Trust	$4.89M	0.22%	Not reported	-5.5%	Q4 2016
PECOPhillips Edison & Company, Inc.	$4.87M	0.22%	0.11%	-4.5%	Q2 2022
EMXCEmax Holdings Corp	$4.7M	0.21%	Not reported	+6.1%	Q3 2024
AVGOBroadcom Inc.	$4.18M	0.19%	0.00%	+29.0%	Q2 2023
LLYELI LILLY & Co	$3.86M	0.18%	0.00%	+2.0%	Q1 2018
TSLATesla, Inc.	$3.75M	0.17%	0.00%	+9.4%	Q1 2017
GOOGAlphabet Inc.	$3.75M	0.17%	Not reported	0.0%	Q1 2018
ABBVAbbVie Inc.	$3.62M	0.17%	0.00%	+49.7%	Q1 2018
PULSPulse Electronics Corp	$3.12M	0.14%	0.36%	+528.0%	Q3 2025
GILDGilead Sciences, Inc.	$3.11M	0.14%	0.00%	-0.2%	Q1 2018
BRK.BBerkshire Hathaway Inc	$2.84M	0.13%	Not reported	+5.7%	Q1 2018
ORCLOracle Corp	$2.75M	0.13%	0.00%	+50.7%	Q1 2018
AXPAmerican Express Co	$2.53M	0.12%	0.00%	+1.1%	Q1 2018
VLUEiSHARES TRUST	$2.4M	0.11%	Not reported	+1.1%	Q2 2022
QQQInvesco QQQ Trust, Series 1	$2.23M	0.10%	Not reported	-7.5%	Q2 2018
PLTRPalantir Technologies Inc.	$2.23M	0.10%	0.00%	+36.3%	Q2 2024
MRKMerck & Co., Inc.	$2.16M	0.10%	0.00%	+0.5%	Q1 2018
XOMExxonMobil Holdings Corp	$2.14M	0.10%	0.00%	-7.9%	Q4 2016
NFLXNetflix Inc	$1.93M	0.09%	0.00%	+17.5%	Q1 2018
UPSUnited Parcel Service Inc	$1.87M	0.09%	0.00%	-4.7%	Q1 2018
VVisa Inc.	$1.85M	0.08%	0.00%	+6.0%	Q1 2018
JPMJPMorgan Chase & Co	$1.84M	0.08%	0.00%	+9.0%	Q1 2018
PHYSSprott Physical Gold Trust	$1.82M	0.08%	0.01%	+46.2%	Q1 2025
LUMNLumen Technologies, Inc.	$1.67M	0.08%	0.02%	+24.0%	Q1 2018
HDHome Depot, Inc.	$1.66M	0.08%	0.00%	+0.4%	Q1 2018
JNJJohnson & Johnson	$1.56M	0.07%	0.00%	+1.0%	Q3 2017
WMTWalmart Inc.	$1.47M	0.07%	0.00%	+10.8%	Q1 2018
MPCMarathon Petroleum Corp	$1.46M	0.07%	0.00%	+1.3%	Q1 2018
ETEnergy Transfer LP	$1.41M	0.06%	0.00%	+7.6%	Q1 2023
IBMInternational Business Machines Corp	$1.35M	0.06%	0.00%	+48.1%	Q1 2018
TJXTJX Companies Inc	$1.35M	0.06%	0.00%	+2.3%	Q1 2018
MRSHMarsh & Mclennan Companies, Inc.	$1.3M	0.06%	0.00%	-0.1%	Q3 2021
COSTCostco Wholesale Corp	$1.23M	0.06%	0.00%	+0.6%	Q1 2018
PGPROCTER & GAMBLE Co	$1.22M	0.06%	0.00%	-4.4%	Q1 2018
CATCaterpillar Inc	$1.22M	0.06%	0.00%	+2.5%	Q1 2018
KOCoca Cola Co	$1.21M	0.06%	0.00%	-1.0%	Q1 2018
EPDEnterprise Products Partners L.P.	$1.1M	0.05%	0.00%	+9.0%	Q1 2018
MAMastercard Inc	$1.09M	0.05%	0.00%	+3.2%	Q1 2018
TAt&T Inc.	$1.06M	0.05%	0.00%	-0.8%	Q4 2016
AMDAdvanced Micro Devices Inc	$1.04M	0.05%	0.00%	-8.4%	Q3 2018
GEGeneral Electric Co	$1.04M	0.05%	0.00%	+1.8%	Q4 2021

Q3 2025Reported Oct 29, 2025199 positions
VOTVan Kampen Municipal Opportunity Trust II	$56.9M	2.80%	Not reported	+3.9%	Q1 2018
AAPLApple Inc.	$21M	1.04%	0.00%	+2.9%	Q4 2016
NVDANvidia Corp	$18.3M	0.90%	0.00%	+6.0%	Q1 2018
BSVNBank7 Corp.	$16.8M	0.83%	2.25%	+13.0%	Q1 2018
MSFTMicrosoft Corp	$10.8M	0.53%	0.00%	+17.5%	Q1 2018
AMZNAmazon Com Inc	$7.19M	0.35%	0.00%	+8.7%	Q1 2017
IWSImageware Systems Inc	$6.63M	0.33%	Not reported	-3.4%	Q1 2018
SPYSPDR S&P 500 ETF Trust	$5.06M	0.25%	Not reported	+0.6%	Q4 2016
PECOPhillips Edison & Company, Inc.	$4.93M	0.24%	0.11%	0.0%	Q2 2022
METAMeta Platforms, Inc.	$4.9M	0.24%	Not reported	+5.4%	Q1 2018
EMXCEmax Holdings Corp	$4.11M	0.20%	Not reported	+3.8%	Q3 2024
GOOGLAlphabet Inc.	$3.44M	0.17%	0.00%	+7.8%	Q1 2018
TSLATesla, Inc.	$3.39M	0.17%	0.00%	+1.1%	Q1 2017
AVGOBroadcom Inc.	$3.09M	0.15%	0.00%	+28.8%	Q2 2023
GOOGAlphabet Inc.	$2.91M	0.14%	Not reported	-7.6%	Q1 2018
GILDGilead Sciences, Inc.	$2.82M	0.14%	0.00%	+7.6%	Q1 2018
BRK.BBerkshire Hathaway Inc	$2.69M	0.13%	Not reported	+3.9%	Q1 2018
LLYELI LILLY & Co	$2.69M	0.13%	0.00%	+8.1%	Q1 2018
ORCLOracle Corp	$2.63M	0.13%	0.00%	-1.7%	Q1 2018
ABBVAbbVie Inc.	$2.45M	0.12%	0.00%	+3.7%	Q1 2018
QQQInvesco QQQ Trust, Series 1	$2.36M	0.12%	Not reported	+5.8%	Q2 2018
AXPAmerican Express Co	$2.24M	0.11%	0.00%	+1.8%	Q1 2018
XOMExxonMobil Holdings Corp	$2.18M	0.11%	0.00%	+6.0%	Q4 2016
VLUEiSHARES TRUST	$2.17M	0.11%	Not reported	-0.7%	Q2 2022
NFLXNetflix Inc	$2.1M	0.10%	0.00%	-2.7%	Q1 2018
HDHome Depot, Inc.	$1.95M	0.10%	0.00%	+11.5%	Q1 2018
MRKMerck & Co., Inc.	$1.71M	0.08%	0.00%	+1.3%	Q1 2018
MPCMarathon Petroleum Corp	$1.71M	0.08%	0.00%	+1.3%	Q1 2018
VVisa Inc.	$1.7M	0.08%	0.00%	+7.1%	Q1 2018
PLTRPalantir Technologies Inc.	$1.68M	0.08%	0.00%	-26.1%	Q2 2024
JPMJPMorgan Chase & Co	$1.65M	0.08%	0.00%	+4.8%	Q1 2018
UPSUnited Parcel Service Inc	$1.65M	0.08%	0.00%	+273.5%	Q1 2018
MRSHMarsh & Mclennan Companies, Inc.	$1.41M	0.07%	0.00%	-16.8%	Q3 2021
JNJJohnson & Johnson	$1.39M	0.07%	0.00%	-8.1%	Q3 2017
ETEnergy Transfer LP	$1.37M	0.07%	0.00%	+1.5%	Q1 2023
PGPROCTER & GAMBLE Co	$1.36M	0.07%	0.00%	+10.6%	Q1 2018
COSTCostco Wholesale Corp	$1.31M	0.06%	0.00%	+24.6%	Q1 2018
TJXTJX Companies Inc	$1.24M	0.06%	0.00%	+3.4%	Q1 2018
WMTWalmart Inc.	$1.22M	0.06%	0.00%	+23.8%	Q1 2018
TAt&T Inc.	$1.21M	0.06%	0.00%	-5.0%	Q4 2016
KOCoca Cola Co	$1.16M	0.06%	0.00%	+17.4%	Q1 2018
PHYSSprott Physical Gold Trust	$1.12M	0.05%	0.01%	-4.2%	Q1 2025
LUMNLumen Technologies, Inc.	$1.06M	0.05%	0.02%	+0.8%	Q1 2018
MAMastercard Inc	$1.05M	0.05%	0.00%	+15.6%	Q1 2018
SCHKSirona Dental Systems, Inc.	$998K	0.05%	0.03%	0.0%	Q2 2022
GEGeneral Electric Co	$993K	0.05%	0.00%	+19.5%	Q4 2021
CATCaterpillar Inc	$988K	0.05%	0.00%	+10.6%	Q1 2018
EPDEnterprise Products Partners L.P.	$985K	0.05%	0.00%	0.0%	Q1 2018
BABoeing Co	$976K	0.05%	0.00%	+59.1%	Q1 2018
FSCOFS Credit Opportunities Corp.	$955K	0.05%	Not reported	+20.7%	Q1 2023

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