Madden Advisory Services, Inc.
CIK
1542284
Location
Jacksonville, FL
Portfolio Value
Micro
$22,079,431
Diversification
Moderately concentrated
Filing Date
Global Rank
#7,307
/ 8,232
▲ 228
Top Industry
Consumer Electronics
33.6%
3Y Alpha vs SPY
-0.2%
Period ended 2 months ago
Filed May 11, 2026 · 34d
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
+75.6%
SPY
+76.3%
Annualised alpha
-0.2%
Max drawdown
−15.9%
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 Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
35.1%
+1.4 pts
Top 5
84.4%
+0.5 pts
Top 10
96.9%
+0.2 pts
HHI
2,127
Moderately concentrated+85
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 85.4% | $18,865,690 |
| Technology | 4.9% | $1,080,891 |
| Real Estate | 4.5% | $1,002,224 |
| Financial Services | 4.1% | $903,053 |
| Healthcare | 1.0% | $227,573 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IAU | Ishares Gold Trust | −1,940 | 87,831 | $7,743,180 | |
| WELL | Welltower Inc. | −1,048 | 3,810 | $753,275 | |
| SGOL | abrdn Gold ETF Trust | −892 | 19,608 | $874,908 | |
| AAPL | Apple Inc. | −403 | 4,259 | $1,080,891 | |
| SPY | Spdr S&P 500 ETF Trust | −108 | 6,897 | $4,485,394 | |
| SLV | iShares Silver Trust | −71 | 5,194 | $353,919 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | −14 | 350 | $215,866 | |
| GLD | Spdr Gold Trust | −5 | 1,736 | $746,983 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| JNJ | Johnson & Johnson | 931 | $227,573 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MSFT | Microsoft Corp | 543 | $262,605 | |
| No positions match the current search. | ||||
13 positions ·
$22,079,431 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
Reduced | 87,831 | $7,743,180 | 35.07% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 6,897 | $4,485,394 | 20.31% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 7,702 | $4,445,440 | 20.13% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 4,259 | $1,080,891 | 4.90% | |
| SGOL |
abrdn Gold ETF Trust
|
Reduced | 19,608 | $874,908 | 3.96% | |
| WELL |
Welltower Inc.
Real Estate
|
Reduced | 3,810 | $753,275 | 3.41% | |
| GLD |
Spdr Gold Trust
|
Reduced | 1,736 | $746,983 | 3.38% | |
| CEF |
Sprott Physical Gold & Silver Trust
Financial Services
|
Added | 13,757 | $656,484 | 2.97% | |
| SLV |
iShares Silver Trust
|
Reduced | 5,194 | $353,919 | 1.60% | |
| IVT |
InvenTrust Properties Corp.
Real Estate
|
Held | 8,173 | $248,949 | 1.13% | |
| PRU |
Prudential Financial Inc
Financial Services
|
Added | 2,524 | $246,569 | 1.12% | |
| JNJ |
Johnson & Johnson
Healthcare
|
NEW | 931 | $227,573 | 1.03% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Reduced | 350 | $215,866 | 0.98% |