Madison Park Capital Advisors, LLC
Top Portfolio Positions
31 positions ·
$45,505,372 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
12,865 | $8,366,624 | 18.39% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
10,551 | $6,507,434 | 14.30% | |
| AAPL |
Apple Inc.
Technology
|
24,994 | $6,343,227 | 13.94% | |
| MSFT |
Microsoft Corp
Technology
|
15,245 | $5,643,241 | 12.40% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
5,000 | $2,885,900 | 6.34% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
5,424 | $2,512,342 | 5.52% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
11,694 | $2,435,509 | 5.35% | |
| BX |
Blackstone Inc.
Financial Services
|
16,133 | $1,855,133 | 4.08% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
21,693 | $1,280,537 | 2.81% | |
| WMB |
Williams Companies, Inc.
Energy
|
12,359 | $899,488 | 1.98% |
Portfolio Trend
Holdings in VKI
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $395,432 | 45,662 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $384,444 | 42,154 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $369,339 | 42,114 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $352,142 | 42,072 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $358,944 | 42,031 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $362,640 | 41,492 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $292,929 | 31,464 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $234,505 | 26,438 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $224,544 | 26,417 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $223,080 | 26,400 | Shares | Sole | 2024-02-02 | |
| No 13F history on record for this holder in this stock. | ||||||