Mc Adam, LLC Portfolio Holdings
Mc Adam, LLC
- $1.99 Billion
- Q3 2025
Mc Adam, LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.99 Billion distributed in 395 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $254M, Schwab Fundamental U S Large C with a value of $230M, Schwab Strategic Tr Us Large C with a value of $224M, Schwab Strategic Tr Intl Eqty with a value of $170M, and Schwab Strategic Tr Intl Small with a value of $65.9M.
Examining the 13F form we can see an increase of $199M in the current position value, from $1.79B to 1.99B.
Below you can find more details about Mc Adam, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.99 Billion
ETFs: $1.81 Billion
Technology: $72.6 Million
Financial Services: $19.4 Million
Communication Services: $17.8 Million
Consumer Cyclical: $17.8 Million
Healthcare: $16 Million
Industrials: $10.4 Million
Energy: $8.25 Million
Other: $15.1 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 395
- Current Value $1.99 Billion
- Prior Value $1.79 Billion
- Filing
- Period Q3 2025
- Filing Date October 29, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 37 stocks
- Additional Purchases 204 stocks
- Sold out of 0 stocks
- Reduced holdings in 140 stocks