Mader & Shannon Wealth Management, Inc.
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
13 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 45.0% | $50,238,302 |
| Energy | 17.4% | $19,382,422 |
| Industrials | 12.0% | $13,357,586 |
| Healthcare | 8.3% | $9,254,604 |
| Basic Materials | 7.1% | $7,880,605 |
| Technology | 5.3% | $5,875,062 |
| Consumer Cyclical | 4.7% | $5,278,289 |
| Consumer Defensive | 0.3% | $282,243 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| KNX | Knight-Swift Transportation Holdings Inc. | +2,818 | 171,537 | $13,357,586 | |
| IAU | Ishares Gold Trust | +1,203 | 334,134 | $25,230,458 | |
| DHI | Horton D R Inc /De/ | +1,050 | 32,406 | $5,278,289 | |
| DINO | HF Sinclair Corp | +895 | 74,608 | $5,196,447 | |
| FSLR | First Solar, Inc. | +684 | 23,581 | $5,564,172 | |
| PSX | Phillips 66 | +488 | 24,917 | $4,212,218 | |
| MPC | Marathon Petroleum Corp | +327 | 18,411 | $4,707,140 | |
| MLM | Martin Marietta Materials Inc | +263 | 13,665 | $7,880,605 | |
| TMO | Thermo Fisher Scientific Inc. | +259 | 18,459 | $9,254,604 | |
| VLO | Valero Energy Corp/Tx | +254 | 20,222 | $5,266,617 | |
| WMT | Walmart Inc. | +24 | 2,492 | $282,243 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GLD | Spdr Gold Trust | −292 | 67,886 | $25,007,844 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AMAT | Applied Materials Inc /De | 430 | $310,890 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| XLB | State Street Materials Select Sector SPDR ETF | 90,724 | $4,533,478 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
Added | 334,134 | $25,230,458 | 22.62% | |
| GLD |
Spdr Gold Trust
|
Reduced | 67,886 | $25,007,844 | 22.42% | |
| KNX |
Knight-Swift Transportation Holdings Inc.
Industrials
|
Added | 171,537 | $13,357,586 | 11.97% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Added | 18,459 | $9,254,604 | 8.30% | |
| MLM |
Martin Marietta Materials Inc
Basic Materials
|
Added | 13,665 | $7,880,605 | 7.06% | |
| FSLR |
First Solar, Inc.
Technology
|
Added | 23,581 | $5,564,172 | 4.99% | |
| DHI |
Horton D R Inc /De/
Consumer Cyclical
|
Added | 32,406 | $5,278,289 | 4.73% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Added | 20,222 | $5,266,617 | 4.72% | |
| DINO |
HF Sinclair Corp
Energy
|
Added | 74,608 | $5,196,447 | 4.66% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Added | 18,411 | $4,707,140 | 4.22% | |
| PSX |
Phillips 66
Energy
|
Added | 24,917 | $4,212,218 | 3.78% | |
| AMAT |
Applied Materials Inc /De
Technology
|
NEW | 430 | $310,890 | 0.28% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 2,492 | $282,243 | 0.25% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.