Long-term investor

Mcadam, LLC @mcadamllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001695490).

Record

  • Tracked since 2025-06-30 (434 days), 25 trades recorded
  • Returns: week n/a · month n/a · 90 days +10.5% · 6 months +10.3% · 1 year +17.4% · all +17.4%
  • Max drawdown -1.7% · Sharpe 1.05 · win rate 14% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • FNDX · 13.1% · long · since 2025-06-30
  • SCHX · 12.4% · long · since 2025-06-30
  • SCHG · 11.2% · long · since 2025-06-30
  • SCHF · 10.0% · long · since 2025-06-30
  • JCPB · 3.6% · long · since 2025-06-30
  • SCHC · 3.2% · long · since 2025-06-30
  • FDEM · 3.2% · long · since 2025-06-30
  • VOE · 2.9% · long · since 2025-06-30
  • VOT · 2.8% · long · since 2025-06-30
  • SCHZ · 2.3% · long · since 2025-06-30
  • VBR · 1.1% · long · since 2025-06-30
  • AAPL · 1.0% · long · since 2025-06-30

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