Mader & Shannon Wealth Management, Inc.

CIK

1535862

Location

KANSAS CITY, MO

Portfolio Value

Small $111,549,113

Diversification

Diversified

Filing Date

Global Rank

#160 / 295 ▲ 5255

Top Industry

Oil & Gas Refining & Marketing 31.6%

3Y Alpha vs SPY

-1.9%

Period ended 9 days ago

Filed Jul 7, 2026 · 2d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+67.3%

SPY

+76.5%

Annualised alpha

-2.1%

Max drawdown

−11.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

13 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

22.6%

−3.4 pts

Top 5

72.4%

−3.2 pts

Top 10

95.7%

−0.2 pts

HHI

1,400

Diversified−238

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	45.0%	$50,238,302	2
Energy	17.4%	$19,382,422	4
Industrials	12.0%	$13,357,586	1
Healthcare	8.3%	$9,254,604	1
Basic Materials	7.1%	$7,880,605	1
Technology	5.3%	$5,875,062	2
Consumer Cyclical	4.7%	$5,278,289	1
Consumer Defensive	0.3%	$282,243	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
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

1 positions

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

1 positions

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

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

13 positions · $111,549,113 total · as of Jun 30, 2026

All sectors Basic Materials Consumer Cyclical Consumer Defensive Energy Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IAU	Ishares Gold Trust	Added	334,134	+1,203	$25,230,458	−14.0%	22.62%
GLD	Spdr Gold Trust	Reduced	67,886	-292	$25,007,844	−14.8%	22.42%
KNX	Knight-Swift Transportation Holdings Inc. Industrials	Added	171,537	+2,818	$13,357,586	+37.5%	11.97%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	18,459	+259	$9,254,604	+3.5%	8.30%
MLM	Martin Marietta Materials Inc Basic Materials	Added	13,665	+263	$7,880,605	−0.1%	7.06%
FSLR	First Solar, Inc. Technology	Added	23,581	+684	$5,564,172	+23.2%	4.99%
DHI	Horton D R Inc /De/ Consumer Cyclical	Added	32,406	+1,050	$5,278,289	+22.7%	4.73%
VLO	Valero Energy Corp/Tx Energy	Added	20,222	+254	$5,266,617	+6.7%	4.72%
DINO	HF Sinclair Corp Energy	Added	74,608	+895	$5,196,447	+13.0%	4.66%
MPC	Marathon Petroleum Corp Energy	Added	18,411	+327	$4,707,140	+6.6%	4.22%
PSX	Phillips 66 Energy	Added	24,917	+488	$4,212,218	−5.4%	3.78%
AMAT	Applied Materials Inc /De Technology	NEW	430	NEW	$310,890	NEW	0.28%
WMT	Walmart Inc. Consumer Defensive	Added	2,492	+24	$282,243	−8.0%	0.25%