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Portfolio (Quarterly) Guide ↗

MADDEN SECURITIES Corp

· CIK 0001803566
13F Portfolio $328M AUM 115 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 12 New 30 Added 38 Reduced 9 Exited
Page 2 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSFT MICROSOFT CORP Technology 10,599.0 $5.1M 1.56% +162.0 +1.6% $483.62 -13.3%
22 IYRI NEOS ETF TRUST 98,660.0 $4.8M 1.46% +8K +8.3% $48.60 +1.4%
23 JEPI J P MORGAN EXCHANGE TRADED F 83,078.0 $4.8M 1.45% -48K -36.8% $57.24 -2.0%
24 WMT WALMART INC Consumer Defensive 39,588.0 $4.4M 1.34% -505.0 -1.3% $111.41 +17.4%
25 PLTR PALANTIR TECHNOLOGIES INC Technology 24,050.0 $4.3M 1.30% +675.0 +2.9% $177.75 -22.8%
26 PANW PALO ALTO NETWORKS INC Technology 22,039.0 $4.1M 1.24% -180.0 -0.8% $184.20 +37.3%
27 IBM INTERNATIONAL BUSINESS MACHS Technology 13,393.0 $4.0M 1.21% $296.21 -14.6%
28 SMH VANECK ETF TRUST 10,889.0 $3.9M 1.20% $360.13 +57.6%
29 MLPI NEOS ETF TRUST 63,845.0 $3.2M 0.97% NEW $50.11 +14.7%
30 BCTK BARON ETF TR 125,280.0 $3.1M 0.96% NEW $25.12 +17.8%
31 SCHF SCHWAB STRATEGIC TR 124,532.0 $3.0M 0.91% -2K -1.7% $24.04 +13.8%
32 BA BOEING CO Industrials 13,600.0 $3.0M 0.90% $217.12 +1.1%
33 XOM EXXON MOBIL CORP Energy 23,780.0 $2.9M 0.87% $120.34 +29.9%
34 GSK GSK PLC Healthcare 57,430.0 $2.8M 0.86% -300.0 -0.5% $49.04 +5.1%
35 ETCO GRAYSCALE FUNDS TRUST 137,035.0 $2.6M 0.79% +102K +293.5% $18.80 -40.8%
36 ABBV ABBVIE INC Healthcare 11,225.0 $2.6M 0.78% -230.0 -2.0% $228.49 -6.1%
37 SCHA SCHWAB STRATEGIC TR 89,770.0 $2.6M 0.78% $28.48 +16.5%
38 COMERICA INC 28,361.0 $2.5M 0.75% -1K -4.5% $86.93
39 XAR SPDR SERIES TRUST 9,585.0 $2.3M 0.70% $241.24 +10.4%
40 EIX EDISON INTL Utilities 38,230.0 $2.3M 0.70% $60.02 +17.2%
Page 2 of 6  ·  115 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.1%
Consumer Cyclical 13.6%
Energy 11.9%
Healthcare 10.7%
Financial Services 8.4%
Industrials 6.5%
Consumer Defensive 5.3%
Utilities 2.6%
Communication Services 2.4%
Basic Materials 1.0%