Mader & Shannon Wealth Management, Inc.
Mader & Shannon Wealth Management, Inc. reported 21 holdings worth US$214M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 7, 2026
Mader & Shannon Wealth Management, Inc. reported 21 holdings worth US$214M as of Jun 30, 2026. Largest: Knight-swift Transportation Holdings Inc., Thermo Fisher Scientific Inc and Martin Marietta Materials, Inc. Filed Jul 7, 2026 (Form 13F).
- Holdings
- 21
- Value as reported
- US$214M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Knight-swift Transportation Holdings Inc. | 172K | US$13.4M | 6.2% |
| Thermo Fisher Scientific Inc | 18,459 | US$9.25M | 4.3% |
| Martin Marietta Materials, Inc. | 13,665 | US$7.88M | 3.7% |
| First Solar, Inc. | 23,581 | US$5.56M | 2.6% |
| D.r. Horton, Inc. | 32,406 | US$5.28M | 2.5% |
| Valero Energy Corporation | 20,222 | US$5.27M | 2.5% |
| Hf Sinclair Corporation | 74,608 | US$5.2M | 2.4% |
| Marathon Petroleum Corporation | 18,411 | US$4.71M | 2.2% |
| Phillips 66 | 24,917 | US$4.21M | 2.0% |
| Applied Materials, Inc. | 430 | US$311K | 0.15% |
| Walmart Inc. | 2,492 | US$282K | 0.13% |