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Portfolio (Quarterly) Guide ↗

Madrona Financial Services, LLC

· CIK 0001578370
13F Portfolio $457M AUM 123 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 34 Added 45 Reduced 13 Exited
Page 2 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ABBV ABBVIE INC Healthcare 2,665.0 $580K 0.13% +39.0 +1.5% $217.49 -1.7%
22 MU MICRON TECHNOLOGY INC Technology 1,527.0 $516K 0.11% +54.0 +3.7% $337.84 +101.7%
23 SOXX ISHARES TR 1,545.0 $508K 0.11% +140.0 +10.0% $328.69 +51.1%
24 JPM JPMORGAN CHASE & CO Financial Services 1,502.0 $442K 0.10% +52.0 +3.6% $294.21 +2.2%
25 MCD MCDONALDS CORP Consumer Cyclical 1,074.0 $334K 0.07% +27.0 +2.6% $310.79 -9.1%
26 SO SOUTHERN CO Utilities 3,354.0 $324K 0.07% +24.0 +0.7% $96.52 -2.9%
27 JNJ JOHNSON & JOHNSON Healthcare 1,288.0 $315K 0.07% +45.0 +3.6% $244.44 -6.3%
28 INTC INTEL CORP Technology 7,104.0 $314K 0.07% +238.0 +3.5% $44.13 +145.1%
29 SLV ISHARES SILVER TR Financial Services 4,575.0 $312K 0.07% +1K +42.3% $68.14 -1.8%
30 TRV TRAVELERS COMPANIES INC Financial Services 917.0 $267K 0.06% +7.0 +0.8% $291.68 +4.9%
31 PYPL PAYPAL HLDGS INC Financial Services 5,897.0 $267K 0.06% +1K +33.5% $45.23 -1.9%
32 VEA VANGUARD TAX-MANAGED FDS 4,096.0 $262K 0.06% +574.0 +16.3% $64.08 +7.7%
33 NEE NEXTERA ENERGY INC Utilities 2,735.0 $254K 0.06% +30.0 +1.1% $92.88 +0.5%
34 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,186.0 $241K 0.05% +33.0 +2.9% $203.18 +8.5%
Page 2 of 2  ·  34 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 40.1%
Technology 33.1%
Consumer Defensive 5.6%
Consumer Cyclical 5.2%
Communication Services 4.1%
Real Estate 3.7%
Industrials 3.5%
Energy 2.2%
Healthcare 1.9%
Utilities 0.5%