Mcadam

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AXSM",
  null,
  null,
  "FNDA",
  "ACN",
  null,
  "MMM",
  "ABT",
  null,
  "ABBV",
  "ADBE",
  "A",
  null,
  null,
  "VONG",
  null,
  "GOOGL",
  null,
  "AXP",
  null,
  "T",
  "BLK",
  null,
  "CAT",
  "AVGO",
  "APP",
  "LOW",
  "BSX",
  null,
  null,
  "PECO",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "GILD",
  "HD",
  null,
  "MCD",
  null,
  "FNV",
  null,
  "QCOM",
  "FSCO",
  "ISRG",
  null,
  "TKNO",
  "EMXC",
  null,
  "BKNG",
  null,
  null,
  null,
  "ICE",
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  "STIM",
  null,
  "IVW",
  "IJH",
  "REI",
  null,
  null,
  null,
  null,
  "SES",
  "UNFI",
  null,
  null,
  null,
  null,
  "IWS",
  null,
  null,
  null,
  null,
  "MPC",
  null,
  null,
  "MMC",
  null,
  null,
  null,
  "MA",
  "MSFT",
  "MDLZ",
  "TALK",
  "GE",
  null,
  null,
  "OMC",
  "BX",
  "IJR",
  "EFG",
  "ANET",
  "IWD",
  "ORCL",
  "OKE",
  "VGIT",
  null,
  null,
  "VHT",
  null,
  null,
  "IWF",
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  null,
  "VGSH",
  "IEMG",
  "IVV",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "INTC",
  "PLTR",
  "PFE",
  null,
  null,
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  null,
  "AMGN",
  "MSTR",
  "FNDX",
  null,
  "IEFA",
  null,
  "SCHX",
  null,
  null,
  null,
  "NOW",
  "O",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  null,
  "SPYG",
  null,
  null,
  null,
  null,
  "IBM",
  "SYK",
  "SBUX",
  "CI",
  "TXN",
  "TJX",
  "TRV",
  "TSN",
  "UBER",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "VV",
  "RCL",
  "VOE",
  "VWO",
  "VSS",
  null,
  null,
  null,
  null,
  "VCIT",
  null,
  null,
  "VIG",
  null,
  "KOPN",
  "MRVI",
  null,
  null,
  "IWO",
  "IWN",
  "GL",
  null,
  null,
  null,
  "VYM",
  "VRTX",
  "MGC",
  "TT",
  null,
  null,
  "AMD",
  "FI",
  "F",
  "WM",
  "IWP",
  null,
  "GSLC",
  "CMTL",
  "IAUX",
  null,
  null,
  "NOTV",
  "IRWD",
  null,
  null,
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  "ESGD",
  null,
  null,
  null,
  "VGT",
  null,
  "USB",
  "VUG",
  "VEA",
  null,
  "MGK",
  "VOOG",
  "VBK",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  null,
  "VTV",
  "V",
  "WMT",
  "WFC",
  null,
  null,
  null,
  "CART",
  "AEM",
  "SCHD",
  "ET",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "LUMN",
  "MNDY",
  null,
  null,
  "TRMB",
  null,
  "PSX",
  "CRM",
  null,
  null,
  null,
  null,
  null,
  "IUSV",
  null,
  "ZM",
  "DGRO",
  null,
  "SPYV",
  "NTAP",
  null,
  null,
  "KMB",
  "ADP",
  "BAC",
  "BRK-B",
  "BAX",
  "BA",
  "BMY",
  "BR",
  "CHE",
  "CVX",
  "CINF",
  "CB",
  "CTAS",
  "CSCO",
  "C",
  "KO",
  "CMCSA",
  "COP",
  "ED",
  "COST",
  "CRWD",
  "DFAC",
  "RSP",
  null,
  null,
  "EFA",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  "MO",
  "XLK",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-21
Total Holdings: 342
Total Value: 1613452269
Accession Number: 0001580642-25-003207
Form Type: 13F-HR
CIK: mcadam
Manager Name: Mcadam

Data Enrichment

62% identified

212 identified130 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

342 positions • $1,613,452.269K total value

342 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 11 of 18

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PEPSICO INC

PEP|713448108

Shares:3.0K

Value:$449.8K

CONOCOPHILLIPS

COP|20825C104

Shares:4.3K

Value:$449.8K

Lumen Technologies, Inc.

LUMN|550241103

Shares:113.3K

Value:$444.3K

92206C102

VGSH|92206C102

Shares:7.5K

Value:$442.8K

464285204

Shares:7.3K

Value:$433.1K

921910873

MGC|921910873

Shares:2.1K

Value:$432.3K

46654Q203

Shares:8.3K

Value:$427.2K

Uber Technologies, Inc

UBER|90353T100

Shares:5.8K

Value:$423.0K

921910816

MGK|921910816

Shares:1.4K

Value:$422.5K

Accenture plc

ACN|G1151C101

Shares:1.4K

Value:$421.6K

922042718

VSS|922042718

Shares:3.6K

Value:$415.3K

464287176

Shares:3.7K

Value:$408.8K

GENERAL ELECTRIC CO

GE|369604301

Shares:2.0K

Value:$408.4K

41653L701

Shares:11.5K

Value:$405.8K

74348A467

Shares:3.9K

Value:$402.3K

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:1.7K

Value:$399.0K

46641Q332

Shares:6.9K

Value:$395.3K

LOWES COMPANIES INC

LOW|548661107

Shares:1.7K

Value:$392.3K

DOW INC.

DOW|260557103

Shares:11.1K

Value:$387.1K

46137V324

Shares:7.9K

Value:$387.0K

Instrument	Shares		Other Manager	Value
PEPSICO INC(PEPcusip713448108)	3.0K	QoQ +29.64% (+686) YoY +79.64% (+1.3K)	All Managers (Combined)	$449.8K	QoQ +27.81% (+$97.9K) YoY +53.87% (+$157.5K)
CONOCOPHILLIPS(COPcusip20825C104)	4.3K	QoQ +2.02% (+85) YoY NEW(+4.3K)	All Managers (Combined)	$449.8K	QoQ +8.03% (+$33.5K) YoY NEW(+$449.8K)
Lumen Technologies, Inc.(LUMNcusip550241103)	113.3K	QoQ +74.47% (+48.4K) YoY NEW(+113.3K)	All Managers (Combined)	$444.3K	QoQ +28.80% (+$99.4K) YoY NEW(+$444.3K)
(VGSHcusip92206C102)	7.5K	QoQ +79.94% (+3.4K) YoY NEW(+7.5K)	All Managers (Combined)	$442.8K	QoQ +81.51% (+$198.9K) YoY NEW(+$442.8K)
(cusip464285204)✕	7.3K	QoQ -6.21% (-487) YoY -27.94% (-2.8K)	All Managers (Combined)	$433.1K	QoQ +11.68% (-$45.3K) YoY +1.12% (-$4.8K)
(MGCcusip921910873)	2.1K	QoQ -56.89% (-2.8K) YoY -62.70% (-3.6K)	All Managers (Combined)	$432.3K	QoQ -59.18% (-$626.9K) YoY -59.81% (-$643.6K)
(cusip46654Q203)✕	8.3K	QoQ +6.96% (-537) YoY NEW(+8.3K)	All Managers (Combined)	$427.2K	QoQ -1.77% (-$7.7K) YoY NEW(+$427.2K)
Uber Technologies, Inc(UBERcusip90353T100)	5.8K	QoQ -5.47% (-336) YoY NEW(+5.8K)	All Managers (Combined)	$423.0K	QoQ +14.18% (-$52.5K) YoY NEW(+$423.0K)
(MGKcusip921910816)	1.4K	QoQ -60.61% (-2.1K) YoY -41.36% (-965)	All Managers (Combined)	$422.5K	QoQ -64.57% (-$770.1K) YoY -36.80% (-$246.1K)
Accenture plc(ACNcusipG1151C101)	1.4K	QoQ -8.59% (-127) YoY +8.25% (-103)	All Managers (Combined)	$421.6K	QoQ -18.91% (-$98.4K) YoY -2.52% (-$10.9K)
(VSScusip922042718)	3.6K	QoQ +4.11% (+142) YoY +14.79% (+463)	All Managers (Combined)	$415.3K	QoQ +5.13% (+$20.3K) YoY +13.58% (+$49.7K)
(cusip464287176)✕	3.7K	QoQ -0.64% (-24) YoY -38.46% (-2.3K)	All Managers (Combined)	$408.8K	QoQ +3.58% (-$14.2K) YoY -36.35% (-$233.5K)
GENERAL ELECTRIC CO(GEcusip369604301)	2.0K	QoQ -16.39% (-400) YoY -11.53% (-266)	All Managers (Combined)	$408.4K	QoQ +0.36% (-$1.5K) YoY +0.87% (-$3.6K)
(cusip41653L701)✕	11.5K	QoQ NEW(+11.5K) YoY NEW(+11.5K)	All Managers (Combined)	$405.8K	QoQ NEW(+$405.8K) YoY NEW(+$405.8K)
(cusip74348A467)✕	3.9K	QoQ NEW(+3.9K) YoY NEW(+3.9K)	All Managers (Combined)	$402.3K	QoQ NEW(+$402.3K) YoY NEW(+$402.3K)
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	1.7K	QoQ +16.07% (-232) YoY +14.96% (+218)	All Managers (Combined)	$399.0K	QoQ -0.88% (-$3.6K) YoY +8.52% (+$31.4K)
(cusip46641Q332)✕	6.9K	QoQ -6.42% (-475) YoY +67.83% (+2.8K)	All Managers (Combined)	$395.3K	QoQ -7.06% (-$30.0K) YoY +65.73% (+$156.8K)
LOWES COMPANIES INC(LOWcusip548661107)	1.7K	QoQ +9.64% (+148) YoY +23.40% (+319)	All Managers (Combined)	$392.3K	QoQ +3.64% (+$13.8K) YoY +12.95% (+$45.0K)
DOW INC.(DOWcusip260557103)	11.1K	QoQ +0.10% (-12) YoY -10.68% (-1.3K)	All Managers (Combined)	$387.1K	QoQ -12.89% (-$57.3K) YoY -46.16% (-$331.9K)
(cusip46137V324)✕	7.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$387.0K	QoQ -2.52% (-$10.0K) YoY +2.55% (+$9.7K)