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XAI Madison Equity Premium Income Fund
$5.56 +0.02 (+0.36%) At close · Jul 2
Market Cap
$116.72M
Shares
20,993,470

Portfolio holdings reported by registered funds to the SEC on Form N-PORT — the individual securities a fund owns. Only mutual funds, ETFs and closed-end funds file N-PORT, so operating companies show no data.

XAI Madison Equity Premium Income Fund

Reported 2026-03-31
Net Assets
$134,683,143
Total Assets
$139,975,063
Holdings
81
Filed
2026-05-28
Holding Balance Value % Net Assets
First American Government Obli 13,394,250 $13,394,250 9.95%
Transocean Ltd 1,140,000 $7,558,200 5.61%
APA Corp 133,700 $5,674,228 4.21%
PepsiCo Inc 33,900 $5,264,331 3.91%
Las Vegas Sands Corp 88,000 $4,741,440 3.52%
Danaher Corp 24,200 $4,588,320 3.41%
Matador Resources Co 65,000 $4,106,700 3.05%
Medtronic PLC 47,000 $4,072,550 3.02%
Amazon.com Inc 19,500 $4,061,265 3.02%
Archer-Daniels-Midland Co 55,500 $4,034,295 3.00%
American Tower Corp 22,500 $3,883,050 2.88%
Newmont Corp 33,000 $3,572,250 2.65%
CVS Health Corp 48,500 $3,483,270 2.59%
FISERV, INC. 60,100 $3,353,580 2.49%
Agilent Technologies Inc 29,000 $3,305,420 2.45%
Pfizer Inc 116,000 $3,257,280 2.42%
Visa Inc 10,600 $3,203,744 2.38%
Microchip Technology Inc 49,500 $3,198,195 2.37%
Microsoft Corp 8,600 $3,183,462 2.36%
Constellation Brands Inc 21,000 $3,150,000 2.34%
T-Mobile US Inc 14,400 $3,024,432 2.25%
Marsh & McLennan Cos Inc 17,300 $3,000,685 2.23%
Adobe Inc 11,600 $2,819,728 2.09%
Colgate-Palmolive Co 33,000 $2,812,590 2.09%
Broadcom Inc 9,000 $2,785,590 2.07%
Synopsys Inc 7,000 $2,775,360 2.06%
AES Corp/The 195,000 $2,747,550 2.04%
Honeywell International Inc 12,000 $2,712,360 2.01%
CME Group Inc 9,000 $2,658,150 1.97%
ConocoPhillips 20,000 $2,640,000 1.96%
Meta Platforms Inc 4,600 $2,631,798 1.95%
Comcast Corp 90,000 $2,583,900 1.92%
Accenture PLC 12,500 $2,478,625 1.84%
PayPal Holdings Inc 51,300 $2,320,299 1.72%
Procter & Gamble Co/The 15,000 $2,166,600 1.61%
Illinois Tool Works Inc 8,000 $2,082,320 1.55%
NIKE Inc 39,200 $2,070,544 1.54%
Weyerhaeuser Co 82,000 $2,003,260 1.49%
QUALCOMM Inc 12,000 $1,545,360 1.15%
Lumen Technologies Inc 124,000 $861,800 0.64%
The Options Clearing Corp 173 $0 0.00%
The Options Clearing Corp 410 $0 0.00%
The Options Clearing Corp 1,240 $1,860 0.00%
The Options Clearing Corp 150 $3,750 0.00%
The Options Clearing Corp 24 $6,444 0.00%
The Options Clearing Corp 242 $7,260 -0.01%
The Options Clearing Corp 900 $14,400 -0.01%
The Options Clearing Corp 630 $20,475 -0.02%
The Options Clearing Corp 144 $24,912 -0.02%
The Options Clearing Corp 120 $29,220 -0.02%
Showing 1–50 of 81 holdings
Key facts CIK 1289868 CUSIP 557437100 Visit website