Madden-Securities

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AVAV",
  null,
  "MPLX",
  "ABBV",
  "ASML",
  "AVGO",
  "CCI",
  "CMI",
  "DUK",
  null,
  null,
  "DMLP",
  "ARKB",
  "GILD",
  "HD",
  null,
  "UNP",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  "MDT",
  "MSFT",
  "GE",
  null,
  "HSY",
  "PANW",
  "PEP",
  "IVV",
  "DOW",
  "AAPL",
  "BXSL",
  "NVDA",
  "ENB",
  "PLTR",
  "PG",
  "VZ",
  "MSTR",
  "ROK",
  "SCHX",
  "RTX",
  "GLD",
  null,
  "IBM",
  "TMO",
  "TFC",
  "TYL",
  "UPS",
  "BIV",
  null,
  "PNW",
  null,
  null,
  "GSK",
  "OHI",
  "PR",
  null,
  "MTN",
  "WM",
  "GSLC",
  "BIPC",
  "AMZN",
  null,
  null,
  null,
  "VB",
  "VOO",
  "V",
  "WMT",
  "WHR",
  "WMB",
  "WDS",
  "WPC",
  "SCHD",
  "ET",
  null,
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "EIX",
  null,
  "SO",
  null,
  null,
  "LYB",
  "EXR",
  null,
  "BRK-B",
  "BDX",
  "BHP",
  "BXMT",
  "BA",
  "EAT",
  "BMY",
  "BTI",
  "BXP",
  "CVX",
  "CSCO",
  "CMA",
  "COST",
  "DELL",
  "QQQ",
  "EPD",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  null,
  "MO",
  "MLM",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-15
Total Holdings: 116
Total Value: 257690051
Accession Number: 0001754960-25-000191
Form Type: 13F-HR
CIK: madden-securities
Manager Name: Madden-Securities

Data Enrichment

78% identified

91 identified25 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

116 positions • $257.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 4 of 6

Sort by:

GILEAD SCIENCES, INC.

GILD|375558103

Shares:9.2K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$257.7M)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:24.9K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$257.7M)

78433H634

Shares:23.1K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$257.7M)

Philip Morris International Inc.

PM|718172109

Shares:6.1K

Value:$974.6K

% of Portfolio:0.4% ($974.6K/$257.7M)

Permian Resources Corp

PR|71424F105

Shares:70.3K

Value:$973.3K

% of Portfolio:0.4% ($973.3K/$257.7M)

Duke Energy CORP

DUK|26441C204

Shares:7.9K

Value:$966.5K

% of Portfolio:0.4% ($966.5K/$257.7M)

Extra Space Storage Inc.

EXR|30225T102

Shares:6.4K

Value:$945.1K

% of Portfolio:0.4% ($945.1K/$257.7M)

78433H675

Shares:19.0K

Value:$899.5K

% of Portfolio:0.3% ($899.5K/$257.7M)

78433H642

Shares:17.6K

Value:$879.5K

% of Portfolio:0.3% ($879.5K/$257.7M)

381430503

GSLC|381430503

Shares:7.6K

Value:$836.8K

% of Portfolio:0.3% ($836.8K/$257.7M)

SPDR GOLD TRUST

GLD|78463V107

Shares:2.8K

Value:$794.4K

% of Portfolio:0.3% ($794.4K/$257.7M)

CUMMINS INC

CMI|231021106

Shares:2.5K

Value:$789.9K

% of Portfolio:0.3% ($789.9K/$257.7M)

808524862

Shares:29.1K

Value:$708.3K

% of Portfolio:0.3% ($708.3K/$257.7M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.2K

Value:$646.6K

% of Portfolio:0.3% ($646.6K/$257.7M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:2.6K

Value:$639.7K

% of Portfolio:0.2% ($639.7K/$257.7M)

SOUTHERN CO

SO|842587107

Shares:6.8K

Value:$620.7K

% of Portfolio:0.2% ($620.7K/$257.7M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:9.7K

Value:$590.4K

% of Portfolio:0.2% ($590.4K/$257.7M)

GENERAL ELECTRIC CO

GE|369604301

Shares:2.8K

Value:$561.4K

% of Portfolio:0.2% ($561.4K/$257.7M)

389637109

Shares:8.6K

Value:$559.5K

% of Portfolio:0.2% ($559.5K/$257.7M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:1.1K

Value:$527.1K

% of Portfolio:0.2% ($527.1K/$257.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
GILEAD SCIENCES, INC.(GILDcusip375558103)	9.2K	QoQ -32.18% (-4.3K) YoY -54.37% (-10.9K)	All Managers (Combined)	$1.0M	0.4% ($1.0M/$257.7M)	QoQ -17.73% (-$221.2K) YoY -30.20% (-$443.9K)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	24.9K	QoQ 0.00% (-0) YoY -3.30% (-850)	All Managers (Combined)	$1.0M	0.4% ($1.0M/$257.7M)	QoQ -5.14% (-$55.5K) YoY +2.08% (-$20.9K)
(cusip78433H634)✕	23.1K	QoQ NEW(+23.1K) YoY NEW(+23.1K)	All Managers (Combined)	$1.0M	0.4% ($1.0M/$257.7M)	QoQ NEW(+$1.0M) YoY NEW(+$1.0M)
Philip Morris International Inc.(PMcusip718172109)	6.1K	QoQ +0.06% (+4) YoY +46.67% (+2.0K)	All Managers (Combined)	$974.6K	0.4% ($974.6K/$257.7M)	QoQ +31.98% (+$236.2K) YoY +154.14% (+$591.1K)
Permian Resources Corp(PRcusip71424F105)	70.3K	QoQ +1.88% (-1.3K) YoY NEW(+70.3K)	All Managers (Combined)	$973.3K	0.4% ($973.3K/$257.7M)	QoQ -1.87% (-$18.6K) YoY NEW(+$973.3K)
Duke Energy CORP(DUKcusip26441C204)	7.9K	QoQ 0.00% (+0) YoY -1.24% (-100)	All Managers (Combined)	$966.5K	0.4% ($966.5K/$257.7M)	QoQ +13.20% (+$112.8K) YoY +24.54% (-$190.5K)
Extra Space Storage Inc.(EXRcusip30225T102)	6.4K	QoQ -11.96% (-865) YoY NEW(+6.4K)	All Managers (Combined)	$945.1K	0.4% ($945.1K/$257.7M)	QoQ -12.61% (-$136.5K) YoY NEW(+$945.1K)
(cusip78433H675)✕	19.0K	QoQ NEW(+19.0K) YoY NEW(+19.0K)	All Managers (Combined)	$899.5K	0.3% ($899.5K/$257.7M)	QoQ NEW(+$899.5K) YoY NEW(+$899.5K)
(cusip78433H642)✕	17.6K	QoQ NEW(+17.6K) YoY NEW(+17.6K)	All Managers (Combined)	$879.5K	0.3% ($879.5K/$257.7M)	QoQ NEW(+$879.5K) YoY NEW(+$879.5K)
(GSLCcusip381430503)	7.6K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$836.8K	0.3% ($836.8K/$257.7M)	QoQ -4.42% (-$38.8K) YoY +6.06% (+$47.8K)
SPDR GOLD TRUST(GLDcusip78463V107)	2.8K	QoQ -0.89% (-25) YoY +3.95% (+105)	All Managers (Combined)	$794.4K	0.3% ($794.4K/$257.7M)	QoQ +17.93% (-$120.8K) YoY +45.60% (+$248.8K)
CUMMINS INC(CMIcusip231021106)	2.5K	QoQ -3.07% (-80) YoY -4.90% (-130)	All Managers (Combined)	$789.9K	0.3% ($789.9K/$257.7M)	QoQ -12.85% (-$116.5K) YoY +1.15% (-$9.0K)
(cusip808524862)✕	29.1K	QoQ +29.46% (+6.6K) YoY NEW(+29.1K)	All Managers (Combined)	$708.3K	0.3% ($708.3K/$257.7M)	QoQ +30.97% (+$167.5K) YoY NEW(+$708.3K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.2K	QoQ -0.81% (-10) YoY -11.64% (-160)	All Managers (Combined)	$646.6K	0.3% ($646.6K/$257.7M)	QoQ +16.54% (-$91.8K) YoY +11.90% (-$68.8K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	2.6K	QoQ -2.57% (-69) YoY -8.45% (-241)	All Managers (Combined)	$639.7K	0.2% ($639.7K/$257.7M)	QoQ -0.30% (-$2.0K) YoY +12.12% (-$69.2K)
SOUTHERN CO(SOcusip842587107)	6.8K	QoQ -27.02% (-2.5K) YoY -27.38% (-2.5K)	All Managers (Combined)	$620.7K	0.2% ($620.7K/$257.7M)	QoQ -18.49% (-$140.8K) YoY -6.93% (-$46.2K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	9.7K	QoQ +1.09% (+105) YoY NEW(+9.7K)	All Managers (Combined)	$590.4K	0.2% ($590.4K/$257.7M)	QoQ +9.01% (+$48.8K) YoY NEW(+$590.4K)
GENERAL ELECTRIC CO(GEcusip369604301)	2.8K	QoQ -1.23% (-35) YoY NEW(+2.8K)	All Managers (Combined)	$561.4K	0.2% ($561.4K/$257.7M)	QoQ +18.52% (-$87.7K) YoY NEW(+$561.4K)
(cusip389637109)✕	8.6K	QoQ -5.50% (-500) YoY NEW(+8.6K)	All Managers (Combined)	$559.5K	0.2% ($559.5K/$257.7M)	QoQ -16.80% (-$113.0K) YoY NEW(+$559.5K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	1.1K	QoQ -4.34% (-51) YoY -54.00% (-1.3K)	All Managers (Combined)	$527.1K	0.2% ($527.1K/$257.7M)	QoQ -12.25% (-$73.6K) YoY -51.42% (-$558.1K)