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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
Page 7 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IBB ISHARES TR 1,294.0 $246K 0.04% $190.19 +12.3%
122 AFL AFLAC INC Financial Services 2,080.0 $244K 0.04% $117.25 -1.0%
123 URI UNITED RENTALS INC Industrials 213.0 $241K 0.04% NEW $1132.89 -3.0%
124 DFAS DIMENSIONAL ETF TRUST 2,899.0 $239K 0.04% $82.34 +0.8%
125 NEE NEXTERA ENERGY INC Utilities 2,719.0 $239K 0.04% -16.0 -0.6% $87.77 -4.7%
126 WMT WALMART INC Consumer Defensive 2,098.0 $238K 0.04% -241.0 -10.3% $113.26 -8.4%
127 XLK SELECT SECTOR SPDR TR 1,232.0 $235K 0.04% NEW $190.52 -3.8%
128 QMAR FIRST TR EXCHNG TRADED FD VI 6,250.0 $233K 0.04% $37.23 +1.1%
129 CM CANADIAN IMPERIAL BANK OF CO Financial Services 2,000.0 $230K 0.04% NEW $115.00 +1.3%
130 IJH ISHARES TR 2,887.0 $223K 0.04% NEW $77.11 -0.4%
131 DUK DUKE ENERGY CORP NEW Utilities 1,736.0 $220K 0.04% NEW $126.59 -5.3%
132 FOCT FIRST TR EXCHNG TRADED FD VI 4,037.0 $211K 0.04% NEW $52.29 +2.3%
133 SWK STANLEY BLACK & DECKER INC Industrials 2,215.0 $208K 0.04% NEW $94.12 +6.3%
134 TXN TEXAS INSTRS INC Technology 699.0 $208K 0.04% NEW $298.07 -11.3%
135 XOM EXXON MOBIL CORP Energy 1,516.0 $207K 0.04% $136.72 +20.8%
136 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,146.0 $206K 0.04% +31.0 +1.5% $95.98 +24.3%
137 GOCT FIRST TR EXCHNG TRADED FD VI 4,925.0 $205K 0.04% NEW $41.54 +1.8%
138 IXUS ISHARES TR 2,129.0 $203K 0.04% NEW $95.44 +2.6%
139 AOA ISHARES TR 2,060.0 $201K 0.04% NEW $97.60 +1.4%
140 FSK FS KKR CAP CORP Financial Services 18,430.0 $194K 0.04% $10.50 +13.4%
Page 7 of 8  ·  143 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 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%