InvestInfoAI
← Tracker

Institutional

Madrid Financial Services

CIK 0002135336
$169.4M
Reported AUM
26
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · Madrid Financial Services · Q1 2026

AI · grounded in 13F

Madrid Financial Services established a new position in MLPA valued at $25.36M. The fund also initiated new stakes in AOR for $17.52M and GDX for $13.77M. Additional new positions include SPYV at $10.15M and XOP at $9.91M.

Portfolio · Q1 2026

MLPA$25.4MAOR$17.5MGDX$13.8MSPYV$10.1MXOP$9.9MMLPX$9.6MEWY$9.3MDXJ$8.9MNLR$8.6MPPA$8.6MSPY$8.0MIEFA$7.9MOther$31.8MMS

Top holdings

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1MLPAGLOBAL X FDS$25.4M14.97%HELD
2AORISHARES TR$17.5M10.34%HELD
3GDXVANECK ETF TRUST$13.8M8.13%HELD
4SPYVSPDR SERIES TRUST$10.1M5.99%HELD
5XOPSPDR SERIES TRUST$9.9M5.85%HELD
6MLPXGLOBAL X FDS$9.6M5.64%HELD
7EWYISHARES INC$9.3M5.49%HELD
8DXJWISDOMTREE TR$8.9M5.27%HELD
9NLRVANECK ETF TRUST$8.6M5.09%HELD
10PPAINVESCO EXCHANGE TRADED FD T$8.6M5.05%HELD
11SPYSTATE STR SPDR S&P 500 ETF T$8.0M4.71%HELD
12IEFAISHARES TR$7.9M4.67%HELD
13QQQINVESCO QQQ TR$7.2M4.26%HELD
14IJHISHARES TR$6.9M4.07%HELD
15DTHWISDOMTREE TR$6.7M3.96%HELD
16IWMISHARES TR$5.8M3.44%HELD
17AOAISHARES TR$2.1M1.24%HELD
18AOKISHARES TR$791K0.47%HELD
19BSVOEA SERIES TRUST$500K0.30%HELD
20FELCFIDELITY COVINGTON TRUST$290K0.17%HELD
21NVDANVIDIA CORPORATION$283K0.17%HELD
22WMTWALMART INC$273K0.16%HELD
23LQDISHARES TR$257K0.15%HELD
24AMZNAMAZON COM INC$240K0.14%HELD
25AOMISHARES TR$214K0.13%HELD
26SMTHALPS ETF TR$203K0.12%HELD

Source: SEC EDGAR · accession 0002135336-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.