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One Madison Group LLC 13F Filings, Portfolio & Analysis

CIK: 0001728278
New York 3 East 28Th Street
Zip Code: 10016
Latest Portfolio Value
$1.04 B
+20.16%
Total Holdings
27
-1
Latest Report Date
Q2 2026
Top 10 Concentration
58.21%

One Madison Group LLC — Portfolio Overview & Company Profile

One Madison Group LLC (CIK: 0001728278) is a financial institution headquartered at 3 East 28Th Street, , New York, New York 10016. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $1.04 B, comprising 27 distinct securities. Over its filing history, it has submitted 7 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 58.2%. Quarterly turnover: 16.1%. ▲ 3 new, +12 added, −11 reduced, ×4 exited.

Portfolio Summary (Q2 2026)

Top Buys

Q2 2026

Top Sells

Q2 2026

Asset Allocation

Stocks/ETFs
+20.16%
$1.04 B 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Name Shares Market Value Weight Change Activity
355,000 $79.19 M 7.61% ▼ 4,520 Reduce -1.3%
350,100 $71.87 M 6.91% ▲ 13,400 Add 4.0%
300,000 $71.5 M 6.87% ▲ 30,000 Add 11.1%
235,000 $58.75 M 5.65% ▲ 21,000 Add 9.8%
400,000 $58.44 M 5.62% ▲ 308,000 Add 334.8%
48,000 $56.39 M 5.42% ▼ 12,000 Reduce -20.0%
690,000 $55.62 M 5.35% ▼ 5,000 Reduce -0.7%
80,000 $51.52 M 4.95% ▲ 20,000 Add 33.3%
145,000 $51.23 M 4.92% ▼ 20,000 Reduce -12.1%
120,000 $51.05 M 4.91% ▲ 19,640 Add 19.6%

Historical Portfolio Charts