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Portfolio (Quarterly) Guide ↗

Madrona Financial Services, LLC

· CIK 0001578370
13F Portfolio $543M AUM 143 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 25 New 44 Added 27 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 SILA SILA REALTY TRUST INC Real Estate 170,762 $4.0M 0.89% SOLD
2 SLV ISHARES SILVER TR Financial Services 4,575 $312K 0.07% SOLD
3 CENX CENTURY ALUM CO Basic Materials 3,680 $216K 0.05% SOLD
4 FISV FISERV INC Technology 3,860 $215K 0.05% SOLD
5 LMT LOCKHEED MARTIN CORP Industrials 344 $208K 0.05% SOLD
Sector Allocation
Financial Services 43.9%
Technology 33.9%
Consumer Cyclical 5.2%
Industrials 4.9%
Consumer Defensive 4.8%
Communication Services 2.9%
Healthcare 1.9%
Energy 1.6%
Utilities 0.9%