1y return+3.1%S&P 500 +20.9%
3y return+37.7%S&P 500 +68.5%
5y return+29.1%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2020: $173 against $242 in the S&P 500.2
MADDEN SECURITIES CorpS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYINeos Etf Trust | $28.3M | 7.9% | |
| QQQINeos Etf Trust | $25.8M | 7.2% | +6.4% |
| NVDANvidia Corporation | $16.6M | 4.6% | |
| CSHINeos Etf Trust | $14.1M | 3.9% | +9.2% |
| IWMINeos Etf Trust | $14.1M | 3.9% | |
| AMZNAmazon Com Inc | $14.0M | 3.9% | |
| LLYEli Lilly & Co | $12.0M | 3.3% | |
| AAPLApple Inc | $10.1M | 2.8% | |
| MLPINeos Etf Trust | $9.9M | 2.8% | +12.1% |
| SCHDSchwab Strategic Tr | $8.8M | 2.4% | −9.0% |
| PANWPalo Alto Networks Inc | $8.4M | 2.3% | −12.3% |
| BTCINeos Etf Trust | $8.3M | 2.3% | −1.2% |
| ENBEnbridge Inc | $7.9M | 2.2% | −1.8% |
| GBILGoldman Sachs Etf Tr | $7.8M | 2.2% | +25.6% |
| SCHGSchwab Strategic Tr | $7.7M | 2.1% | −9.1% |
| AVGOBroadcom Inc | $7.3M | 2.0% | +10.6% |
| SMHVaneck Etf Trust | $6.8M | 1.9% | |
| TSLATesla Inc | $6.6M | 1.8% | +3.7% |
| MSFTMicrosoft Corp | $5.6M | 1.6% | −5.9% |
| CVXChevron Corporation | $5.4M | 1.5% | −2.4% |
| IYRINeos Etf Trust | $4.9M | 1.4% | |
| BCTKBaron Etf Tr | $4.3M | 1.2% | |
| WMTWalmart Inc | $4.1M | 1.1% | −4.1% |
| SCHFSchwab Strategic Tr | $4.0M | 1.1% | +18.7% |
| SPCXSpace Exploration Techn Corp | $3.9M | 1.1% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $16.6M |
| Asml Hldg NvCUSIP N07059210 | September 30, 2022 | +379.0% | $3.7M |
| LLYEli Lilly & Co | December 31, 2022 | +227.9% | $12.0M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $10.1M |
| PANWPalo Alto Networks Inc | September 30, 2023 | +190.9% | $8.4M |
| WMTWalmart Inc | June 30, 2020 | +183.7% | $4.1M |
| SMHVaneck Etf Trust | December 31, 2024 | +170.8% | $6.8M |
| SCHGSchwab Strategic Tr | June 30, 2020 | +166.6% | $7.7M |
| ABBVAbbvie Inc | June 30, 2020 | +156.3% | $2.7M |
| SCHASchwab Strategic Tr | June 30, 2020 | +121.2% | $3.5M |
Sold off last quarter
- Exxon Mobil CorpCUSIP 30231G102 was $4.0M
- Honeywell Intl IncCUSIP 438516106 was $2.1M
- BTCCGrayscale Funds Trust was $1.5M
- SPHQInvesco Exchange Traded Fd T was $391K
- RTXRtx Corporation was $305K
- LHXL3harris Technologies Inc was $261K
- SLVIshares Silver Tr was $215K
- WMWaste Mgmt Inc Del was $210K
- American Bitcoin Corp.CUSIP 02462A104 was $27K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.2% | +14.8% |
| March 31, 2026 | −3.9% | −4.6% |
| December 31, 2025 | −4.7% | +2.4% |
| September 30, 2025 | +4.1% | +7.8% |
| June 30, 2025 | +9.4% | +10.5% |
| March 31, 2025 | −3.4% | −4.6% |
| December 31, 2024 | +4.3% | +2.1% |
| September 30, 2024 | +5.1% | +5.4% |
| June 30, 2024 | +1.5% | +4.0% |
| March 31, 2024 | +8.0% | +10.0% |
| December 31, 2023 | +8.7% | +11.2% |
| September 30, 2023 | −3.3% | −3.6% |
| June 30, 2023 | +6.8% | +8.3% |
| March 31, 2023 | +6.4% | +7.0% |
| December 31, 2022 | +5.7% | +7.1% |
| September 30, 2022 | −6.3% | −5.3% |
| June 30, 2022 | −18.8% | −16.5% |
| March 31, 2022 | −1.2% | −4.9% |
| December 31, 2021 | +7.5% | +10.7% |
| September 30, 2021 | −3.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: MADDEN SECURITIES Corp Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1803566&type=13F-HR&dateb=&owner=include&count=40CIK 1803566
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1803566/000175496026000630/Filed July 24, 2026 · accession 0001754960-26-000630