← All Mutual Funds

XAI Madison Equity Premium Income Fund

CIK: 0001289868 MCN Fixed Income
Report date: 2026-02-26
AUM $137M
Expense Ratio
Category Fixed Income
State DE
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-02-26

Holdings

From latest SEC N-PORT filing · US-listed stocks only

20 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 ADBE Adobe Inc Since 2026-05-10 00724F101 Equity (Common)
2.97%
$4.06 11,600
2 A Agilent Technologies Inc Since 2026-05-10 00846U101 Equity (Common)
2.89%
$3.95 29,000
3 AMZN Amazon.com Inc Since 2026-05-10 023135106 Equity (Common)
3.30%
$4.50 19,500
4 CME CME Group Inc Since 2026-05-10 12572Q105 Equity (Common)
3.06%
$4.18 15,300
5 COP ConocoPhillips Since 2026-05-10 20825C104 Equity (Common)
2.74%
$3.74 40,000
6 STZ Constellation Brands Inc Since 2026-05-10 21036P108 Equity (Common)
2.12%
$2.90 21,000
7 FISV FISERV, INC. Since 2026-05-10 337738108 Equity (Common)
1.73%
$2.36 35,100
8 HON Honeywell International Inc Since 2026-05-10 438516106 Equity (Common)
2.86%
$3.90 20,000
9 ITW Illinois Tool Works Inc Since 2026-05-10 452308109 Equity (Common)
1.44%
$1.97 8,000
10 LVS Las Vegas Sands Corp Since 2026-05-10 517834107 Equity (Common)
1.67%
$2.28 35,000
11 LUMN Lumen Technologies Inc Since 2026-05-10 550241103 Equity (Common)
0.71%
$0.96 124,000
12 NKE NIKE Inc Since 2026-05-10 654106103 Equity (Common)
1.83%
$2.50 39,200
13 PYPL PayPal Holdings Inc Since 2026-05-10 70450Y103 Equity (Common)
2.19%
$3.00 51,300
14 PEP PepsiCo Inc Since 2026-05-10 713448108 Equity (Common)
3.56%
$4.87 33,900
15 PFE Pfizer Inc Since 2026-05-10 717081103 Equity (Common)
2.11%
$2.89 116,000
16 TMUS T-Mobile US Inc Since 2026-05-10 872590104 Equity (Common)
2.21%
$3.02 14,900
17 V Visa Inc Since 2026-05-10 92826C839 Equity (Common)
2.72%
$3.72 10,600
18 ACN Accenture PLC Since 2026-05-10 G1151C101 Equity (Common)
2.46%
$3.35 12,500
19 MDT Medtronic PLC Since 2026-05-10 G5960L103 Equity (Common)
1.55%
$2.11 22,000
20 RIG Transocean Ltd Since 2026-05-10 H8817H100 Equity (Common)
3.45%
$4.71 1,140,000