Mader & Shannon Wealth Management, Inc.
CIK
1535862
Location
KANSAS CITY, MO
Portfolio Value
Micro
$306,723
Diversification
Moderately concentrated
Filing Date
Global Rank
#5,084
/ 8,232
▲ 56
Top Industry
Oil & Gas Refining & Marketing
34.0%
3Y Alpha vs SPY
-1.5%
Period ended 2 months ago
Filed Apr 13, 2026 · 2mo
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+70.0%
SPY
+76.3%
Annualised alpha
-1.5%
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
12 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
26.0%
−0.1 pts
Top 5
75.6%
+5.0 pts
Top 10
95.9%
+5.3 pts
HHI
1,638
Moderately concentrated+58
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 52.0% | $58,687,507 |
| Energy | 16.3% | $18,398,873 |
| Industrials | 8.6% | $9,714,840 |
| Healthcare | 7.9% | $8,945,846 |
| Basic Materials | 7.0% | $7,889,489 |
| Technology | 4.0% | $4,516,662 |
| Consumer Cyclical | 3.8% | $4,302,670 |
| Consumer Defensive | 0.3% | $306,723 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| KNX | Knight-Swift Transportation Holdings Inc. | +25,786 | 168,719 | $9,714,840 | |
| DHI | Horton D R Inc /De/ | +7,806 | 31,356 | $4,302,670 | |
| DINO | HF Sinclair Corp | +5,471 | 73,713 | $4,598,954 | |
| PSX | Phillips 66 | +3,768 | 24,429 | $4,450,475 | |
| TMO | Thermo Fisher Scientific Inc. | +3,507 | 18,200 | $8,945,846 | |
| FSLR | First Solar, Inc. | +2,241 | 22,897 | $4,516,662 | |
| MLM | Martin Marietta Materials Inc | +1,801 | 13,402 | $7,889,489 | |
| VLO | Valero Energy Corp/Tx | +1,750 | 19,968 | $4,933,693 | |
| MPC | Marathon Petroleum Corp | +1,325 | 18,084 | $4,415,751 | |
| WMT | Walmart Inc. | +36 | 2,468 | $306,723 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
1 positions ·
$306,723 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Basic Materials
Consumer Cyclical
Consumer Defensive
Energy
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 2,468 | $306,723 | 100.00% |