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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 3 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 23,245.0 $2.3M 0.69% NEW $97.90 +11.4%
42 ASML ASML HOLDING N V Technology 1,936.0 $2.1M 0.63% -314.0 -14.0% $1069.86 +48.8%
43 IAUI NEOS ETF TRUST 36,635.0 $2.0M 0.62% +2K +7.2% $55.88 -1.7%
44 VB VANGUARD INDEX FDS 7,918.0 $2.0M 0.62% -53.0 -0.7% $257.95 +11.0%
45 SCHX SCHWAB STRATEGIC TR 71,447.0 $1.9M 0.59% +3K +4.6% $26.91 +8.5%
46 GOOG ALPHABET INC Communication Services 5,866.0 $1.8M 0.56% +404.0 +7.4% $313.82 +22.2%
47 MO ALTRIA GROUP INC Consumer Defensive 30,499.0 $1.8M 0.54% +7K +29.8% $57.66 +27.8%
48 MLM MARTIN MARIETTA MATLS INC Basic Materials 2,600.0 $1.6M 0.49% -150.0 -5.5% $622.66 -13.6%
49 VOO VANGUARD INDEX FDS 2,503.0 $1.6M 0.48% +13.0 +0.5% $627.13 +8.9%
50 MOAT VANECK ETF TRUST 15,000.0 $1.6M 0.47% $103.56 -2.3%
51 AVAV AEROVIRONMENT INC Industrials 5,950.0 $1.4M 0.44% $241.89 -32.6%
52 HWM HOWMET AEROSPACE INC Industrials 7,000.0 $1.4M 0.44% $205.02 +26.8%
53 EPD ENTERPRISE PRODS PARTNERS L Energy 44,591.0 $1.4M 0.44% -18K -28.6% $32.06 +23.1%
54 HON HONEYWELL INTL INC Industrials 7,271.0 $1.4M 0.43% NEW $195.09 +14.7%
55 PR PERMIAN RESOURCES CORP Energy 98,450.0 $1.4M 0.42% +1K +1.5% $14.03 +48.9%
56 IVV ISHARES TR 2,000.0 $1.4M 0.42% -12.0 -0.6% $684.94 +8.9%
57 NIHI NEOS ETF TRUST 26,330.0 $1.3M 0.41% +19K +284.4% $50.75 +1.1%
58 DELL DELL TECHNOLOGIES INC Technology 10,165.0 $1.3M 0.39% -615.0 -5.7% $125.88 +100.9%
59 BMY BRISTOL-MYERS SQUIBB CO Healthcare 23,005.0 $1.2M 0.38% -2K -7.0% $53.94 +10.4%
60 CMI CUMMINS INC Industrials 2,390.0 $1.2M 0.37% $510.45 +25.1%
Page 3 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%