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MADDEN SECURITIES Corp — 13F Holdings & Portfolio

CIK 1803566 · latest 13F-HR filed 2026-07-24

Backtest portfolio

MADDEN SECURITIES Corp manages $360.0M in 13F-reported U.S. long-equity assets across 118 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPYI (7.85%), QQQI (7.17%), NVDA (4.61%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 14 new positions and exited 9; 59 existing positions rose in reported value and 29 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$360.0M

Long-equity book

Holdings
118

Distinct positions

Period
2026-06-30

Filed 2026-07-24

Q/Q Activity
+14 / −9 / ↑59 / ↓29

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
SPYI7.8% · -1%QQQI7.2% · +6%NVDA4.6% · -1%CSHI3.9% · +9%IWMI3.9% · 0%AMZN3.9% · -1%LLY3.3% · -1%AAPL2.8% · -0%MLPI2.8% · +12%SCHD2.4% · -9%PANW2.3% · -12%BTCI2.3% · -1%ENB2.2% · -2%GBIL2.2% · +26%SCHG2.1% · -9%AVGO2.0% · +11%SMH1.9% · 0%TSLA1.8% · +4%MSFT1.6% · -6%CVX1.5% · -2%IYRI1.4% · -1%BCTK1.2% · +1%WMT1.1% · -4%SCHF1.1% · +19%SPCX1.1% · newPLTR1.1% · -2%IBM1.0% · -7%LITE1.0% · +102%MSTR1.0% · -7%ASML1.0% · 0%SCHA1.0% · +7%ALSN0.9% · -2%BA0.8% · -0%MO0.8% · -6%GSK0.8% · -7%XAR0.8% · 0%ABBV0.8% · -4%GLDI0.7% · +50%CRWD0.7% · -10%NIHI0.6% · +3%GOOG0.6% · +6%GOOGL0.6% · newEIX0.5% · -3%VOO0.5% · +10%ZTS0.5% · newIAUI0.5% · +3%HWM0.5% · 0%PR0.5% · 0%VB0.5% · -26%CMI0.5% · 0%MOAT0.4% · 0%SCHX0.4% · -27%MLM0.4% · 0%WEPN0.4% · newIVV0.4% · 0%NEHI0.4% · +23%GIS0.4% · +138%AVAV0.4% · -57%DELL0.4% · -36%EPD0.4% · -11%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 42.7%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jun 29, 2026.

Assets Under Management
$826.0M
Discretionary
$730.6M
Employees
3
Accounts
546
Address
8333 DOUGLAS AVENUE
SUITE 1625
DALLAS, TX 75225
Phone
(214) 855-5335
Name Title / Status Ownership Type
MADDEN, LESLIE, C. ControlSECRETARY
since Jun 2015
25–50%Individual
MADDEN, RODNEY, TUCKER ControlPRESIDENT AND CHIEF COMPLIANCE OFFICER
since Jun 2015
50–75%Individual
Ownership & leadership changes · 5 filings with changes since Mar 29, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jun 22, 2026 filing
  • No longer listedMADDEN, WILLIAM, BOYKIN · CHAIRMAN · Less than 5% · control person · listed since Aug 1986
Jun 17, 2022 filing
  • No longer listedAlaniz, Lorenzo, Eric · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jan 2018
  • ChangedMADDEN, RODNEY, TUCKER · title PRESIDENT → PRESIDENT AND CHIEF COMPLIANCE OFFICER
Jan 19, 2018 filing
  • No longer listedEYROLLES, AUBREY, LEIGH · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Sep 2017
  • AddedAlaniz, Lorenzo, Eric · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Sep 22, 2017 filing
  • AddedEYROLLES, AUBREY, LEIGH · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedMADDEN, LESLIE, C. · ownership Less than 5% → 25–50%
  • ChangedMADDEN, RODNEY, TUCKER · ownership Less than 5% → 50–75%
  • ChangedMADDEN, WILLIAM, BOYKIN · title CHAIRMAN, CHIEF COMPLIANCE OFFICER → CHAIRMAN; ownership 75% or more → Less than 5%
Jun 11, 2015 filing
  • AddedMADDEN, LESLIE, C. · SECRETARY · Less than 5% · control person
  • AddedMADDEN, RODNEY, TUCKER · PRESIDENT · Less than 5% · control person
  • ChangedMADDEN, WILLIAM, BOYKIN · title PRESIDENT, CHIEF COMPLIANCE OFFICER → CHAIRMAN, CHIEF COMPLIANCE OFFICER
Mar 29, 2012 filing (earliest on record)
  • ListedMADDEN, WILLIAM, BOYKIN · PRESIDENT, CHIEF COMPLIANCE OFFICER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

MADDEN SECURITIES Corp Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NEOS ETF TRUST SPYI 78433H303 $28.3M 7.85% 532,284 SH
2 NEOS ETF TRUST QQQI 78433H675 $25.8M 7.17% 454,657 SH
3 NVIDIA CORPORATION NVDA 67066G104 $16.6M 4.61% 82,989 SH
4 NEOS ETF TRUST CSHI 78433H501 $14.1M 3.93% 284,043 SH
5 NEOS ETF TRUST IWMI 78433H634 $14.1M 3.91% 263,232 SH
6 AMAZON COM INC AMZN 023135106 $14.0M 3.89% 58,744 SH
7 ELI LILLY & CO LLY 532457108 $12.0M 3.34% 10,009 SH
8 APPLE INC AAPL 037833100 $10.1M 2.82% 35,045 SH
9 NEOS ETF TRUST MLPI 78433H485 $9.9M 2.76% 180,755 SH
10 SCHWAB STRATEGIC TR SCHD 808524797 $8.8M 2.44% 276,622 SH
11 PALO ALTO NETWORKS INC PANW 697435105 $8.4M 2.34% 24,650 SH
12 NEOS ETF TRUST BTCI 78433H642 $8.3M 2.31% 309,072 SH
13 ENBRIDGE INC ENB 29250N105 $7.9M 2.19% 145,231 SH
14 GOLDMAN SACHS ETF TR GBIL 381430529 $7.8M 2.18% 78,368 SH
15 SCHWAB STRATEGIC TR SCHG 808524300 $7.7M 2.14% 227,235 SH
16 BROADCOM INC AVGO 11135F101 $7.3M 2.02% 19,204 SH
17 VANECK ETF TRUST SMH 92189F676 $6.8M 1.89% 10,387 SH
18 TESLA INC TSLA 88160R101 $6.6M 1.82% 15,585 SH
19 MICROSOFT CORP MSFT 594918104 $5.6M 1.55% 14,992 SH
20 CHEVRON CORPORATION CVX 166764100 $5.4M 1.51% 32,728 SH
21 NEOS ETF TRUST IYRI 78433H618 $4.9M 1.37% 100,200 SH
22 BARON ETF TR BCTK 06829D503 $4.3M 1.18% 130,846 SH
23 WALMART INC WMT 931142103 $4.1M 1.13% 36,067 SH
24 SCHWAB STRATEGIC TR SCHF 808524805 $4.0M 1.12% 145,979 SH
25 SPACE EXPLORATION TECHN CORP SPCX 84615Q103 $3.9M 1.08% 22,836 SH
26 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $3.9M 1.08% 33,200 SH
27 INTERNATIONAL BUSINESS MACHS IBM 459200101 $3.7M 1.04% 13,265 SH
28 LUMENTUM HLDGS INC LITE 55024U109 $3.7M 1.03% 4,332 SH
29 STRATEGY INC MSTR 594972408 $3.7M 1.03% 42,448 SH
30 ASML HLDG NV ASML N07059210 $3.7M 1.01% 1,835 SH
31 SCHWAB STRATEGIC TR SCHA 808524607 $3.5M 0.96% 95,711 SH
32 ALLISON TRANSMISSION HLDGS I ALSN 01973R101 $3.4M 0.94% 30,100 SH
33 BOEING CO BA 097023105 $2.9M 0.82% 13,590 SH
34 ALTRIA GROUP INC MO 02209S103 $2.8M 0.78% 39,174 SH
35 GSK PLC GSK 37733W204 $2.8M 0.78% 53,430 SH
36 SPDR SERIES TRUST XAR 78464A631 $2.7M 0.76% 9,585 SH
37 ABBVIE INC ABBV 00287Y109 $2.7M 0.75% 10,775 SH
38 CREDIT SUISSE NASSAU BRANC GLDI 22542D233 $2.7M 0.74% 18,885 SH
39 CROWDSTRIKE HLDGS INC CRWD 22788C105 $2.6M 0.72% 3,411 SH
40 NEOS ETF TRUST NIHI 78433H543 $2.3M 0.64% 44,849 SH
41 ALPHABET INC GOOG 02079K107 $2.3M 0.63% 6,380 SH
42 ALPHABET INC GOOGL 02079K305 $2.2M 0.62% 6,286 SH
43 EDISON INTL EIX 281020107 $2.0M 0.55% 26,425 SH
44 VANGUARD INDEX FDS VOO 922908363 $1.9M 0.53% 2,803 SH
45 ZOETIS INC ZTS 98978V103 $1.9M 0.53% 26,608 SH
46 NEOS ETF TRUST IAUI 78433H550 $1.9M 0.53% 39,440 SH
47 HOWMET AEROSPACE INC HWM 443201108 $1.9M 0.52% 7,000 SH
48 PERMIAN RESOURCES CORP PR 71424F105 $1.8M 0.49% 96,655 SH
49 VANGUARD INDEX FDS VB 922908751 $1.7M 0.49% 5,763 SH
50 CUMMINS INC CMI 231021106 $1.7M 0.47% 2,355 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-24 $360.0M 118 0001754960-26-000630
2026-03-31 2026-05-05 $332.6M 113 0001754960-26-000350
2025-12-31 2026-02-04 $328.0M 115 0001754960-26-000154
Filer Information
Address
8333 DOUGLAS AVENUE
SUITE 1625
DALLAS, TX 75225
Phone
(214) 855-5335
Filing Manager
MADDEN SECURITIES Corp
DALLAS, TX
Signatory
Aryn Sands
Agent