Madison Asset Management, LLC Q2 2025 Filing
Filed August 11, 2025
Portfolio Value
$9.3B
Holdings
338
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (338 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ACGLArch Capital Group Ltd | 4,825,235 | $439.3B | 4744.70% | |
| 2 | ITGartner Inc | 702,813 | $284.1B | 3068.09% | |
| 3 | APHAmphenol Corp | 2,478,319 | $244.7B | 2643.04% | |
| 4 | PCARPACCAR Inc | 2,517,149 | $239.3B | 2584.14% | |
| 5 | CDWCDW Corp/DE | 1,324,521 | $236.5B | 2554.62% | |
| 6 | BROBrown & Brown Inc | 2,042,286 | $226.4B | 2445.35% | |
| 7 | CPRTCopart Inc | 4,590,422 | $225.3B | 2432.64% | |
| 8 | ROSTRoss Stores Inc | 1,659,087 | $211.7B | 2285.92% | |
| 9 | CSLCarlisle Cos Inc | 516,436 | $192.8B | 2082.58% | |
| 10 | LBRDKLiberty Broadband Corp | 1,768,132 | $173.9B | 1878.59% | |
| 11 | GOOGAlphabet Inc | 943,146 | $167.3B | 1806.83% | |
| 12 | AMZNAmazon.com Inc | 746,067 | $163.7B | 1767.68% | |
| 13 | TXNTexas Instruments Inc | 763,621 | $158.5B | 1712.21% | |
| 14 | LHLabcorp Holdings Inc Com Usd0. | 570,807 | $149.8B | 1618.25% | |
| 15 | MKSIMKS Inc | 1,463,683 | $145.4B | 1570.61% | |
| 16 | WRBWR Berkley Corp | 1,853,872 | $136.2B | 1470.96% | |
| 17 | VVisa Inc | 360,027 | $127.8B | 1380.49% | |
| 18 | ANETArista Networks Inc | 1,222,347 | $125.1B | 1350.59% | |
| 19 | FNDFloor & Decor Holdings Inc | 1,627,820 | $123.6B | 1335.37% | |
| 20 | TDYTeledyne Technologies Inc | 225,111 | $115.3B | 1245.49% | |
| 21 | DHRDanaher Corp Com Usd0.01 | 574,252 | $113.4B | 1225.09% | |
| 22 | MCHPMicrochip Technology Inc | 1,608,160 | $113.2B | 1222.16% | |
| 23 | PGRProgressive Corp | 412,608 | $110.1B | 1189.13% | |
| 24 | WATWaters Corp | 312,259 | $109.0B | 1177.06% | |
| 25 | BAMBrookfield Asset Management Lt | 1,926,784 | $106.5B | 1150.30% | |
| 26 | FWONALiberty Media Corp-Liberty For | 985,188 | $103.0B | 1111.85% | |
| 27 | FISVFiserv Inc | 595,345 | $102.6B | 1108.51% | |
| 28 | TREXTrex Co Inc | 1,871,054 | $101.7B | 1098.84% | |
| 29 | SPHQInvesco S&P 500 Quality ETF | 1,407,188 | $100.3B | 1082.95% | |
| 30 | FERGFerguson Enterprises Inc | 460,220 | $100.2B | 1082.27% | |
| 31 | THOThor Industries Inc | 1,113,378 | $98.9B | 1067.86% | |
| 32 | ADIAnalog Devices Inc | 406,066 | $96.7B | 1043.81% | |
| 33 | LADLithia Motors Inc | 284,804 | $96.2B | 1039.06% | |
| 34 | LOWLowe's Cos Inc | 431,683 | $95.8B | 1034.36% | |
| 35 | MEDPMedpace Holdings Inc | 297,048 | $93.2B | 1006.87% | |
| 36 | ACNAccenture PLC | 303,237 | $90.6B | 978.82% | |
| 37 | AWGAsbury Automotive Group Inc | 378,519 | $90.3B | 975.12% | |
| 38 | KEYSKeysight Technologies Inc | 531,069 | $87.0B | 939.80% | |
| 39 | PHParker-Hannifin Corp | 120,401 | $84.1B | 908.21% | |
| 40 | MCMoelis & Co | 1,295,284 | $80.7B | 871.77% | |
| 41 | KNSLKinsale Capital Group Inc | 163,974 | $79.3B | 856.92% | |
| 42 | AG8Agilent Technologies Inc | 667,908 | $78.8B | 851.23% | |
| 43 | JMBSJanus Henderson Mortgage-Backe | 1,726,547 | $77.8B | 840.01% | |
| 44 | SCHWCharles Schwab Corp/The | 841,082 | $76.7B | 828.77% | |
| 45 | ALCAlcon Inc | 867,101 | $76.5B | 826.69% | |
| 46 | MSFTMicrosoft Corp | 152,923 | $76.1B | 821.48% | |
| 47 | BNBrookfield Corp | 1,169,057 | $72.3B | 780.88% | |
| 48 | MRSHMarsh & McLennan Cos Inc | 312,379 | $68.3B | 737.60% | |
| 49 | MSTIMadison Short-Term Strategic I | 3,083,424 | $63.6B | 686.78% | |
| 50 | EXPDExpeditors International of Wa | 553,722 | $63.3B | 683.22% | |
| 51 | DSTLDistillate US Fundamental Stab | 1,115,963 | $61.8B | 667.08% | |
| 52 | TJXTJX Cos Inc | 495,974 | $61.2B | 661.46% | |
| 53 | MAGGMadison Aggregate Bond ETF | 2,811,220 | $57.3B | 618.33% | |
| 54 | ELVElevance Health Inc | 143,353 | $55.8B | 602.18% | |
| 55 | DIVLMadison Dividend Value ETF | 2,503,742 | $55.5B | 599.83% | |
| 56 | DEDeere & Co | 108,503 | $55.2B | 595.85% | |
| 57 | CFRCullen/Frost Bankers Inc | 381,179 | $49.0B | 529.15% | |
| 58 | NEENextEra Energy Inc | 688,473 | $47.8B | 516.16% | |
| 59 | GBCIGlacier Bancorp Inc | 1,055,415 | $45.5B | 491.03% | |
| 60 | SBUXStarbucks Corp | 488,092 | $44.7B | 483.00% | |
| 61 | LLYEli Lilly & Co | 55,688 | $43.4B | 468.82% | |
| 62 | GGGGraco Inc | 504,339 | $43.4B | 468.25% | |
| 63 | FWONALiberty Media Corp-Liberty For | 454,863 | $43.2B | 466.48% | |
| 64 | CVRDMadison Covered Call ETF | 2,298,594 | $42.7B | 461.35% | |
| 65 | JPMJPMorgan Chase & Co | 143,220 | $41.5B | 448.41% | |
| 66 | ORCLOracle Corp | 189,697 | $41.5B | 447.90% | |
| 67 | VGTVanguard Information Technolog | 58,846 | $39.0B | 421.53% | |
| 68 | BLKBlackrock Inc | 37,146 | $39.0B | 420.92% | |
| 69 | AAPLApple Inc | 185,412 | $38.0B | 410.83% | |
| 70 | HDHome Depot Inc | 97,549 | $35.8B | 386.25% | |
| 71 | ABNBAirbnb Inc | 259,096 | $34.3B | 370.31% | |
| 72 | HONHoneywell International Inc | 146,526 | $34.1B | 368.52% | |
| 73 | AMTAmerican Tower Corp | 147,007 | $32.5B | 350.90% | |
| 74 | EEMAiShares MSCI Emerging Markets | 373,592 | $30.8B | 333.06% | |
| 75 | SCHRSchwab Intermediate-Term U.S. | 1,207,518 | $30.2B | 326.41% | |
| 76 | SPYSPDR S&P 500 ETF Trust | 48,909 | $30.2B | 326.35% | |
| 77 | NKENIKE Inc | 416,597 | $29.6B | 319.62% | |
| 78 | JNJJohnson & Johnson | 186,461 | $28.5B | 307.59% | |
| 79 | COSTCostco Wholesale Corp | 27,932 | $27.7B | 298.62% | |
| 80 | SPHYSPDR Portfolio High Yield Bond | 1,151,255 | $27.4B | 295.91% | |
| 81 | TELTE Connectivity PLC | 157,639 | $26.6B | 287.15% | |
| 82 | ADPAutomatic Data Processing Inc | 82,348 | $25.4B | 274.27% | |
| 83 | VEUVanguard FTSE All-World ex-US | 375,448 | $25.2B | 272.56% | |
| 84 | AGGiShares Core U.S. Aggregate Bo | 242,014 | $24.0B | 259.28% | |
| 85 | MDTMedtronic PLC | 262,800 | $22.9B | 247.40% | |
| 86 | ADBEAdobe Inc | 58,122 | $22.5B | 242.84% | |
| 87 | CMECME Group Inc | 76,980 | $21.2B | 229.14% | |
| 88 | VGKVanguard FTSE Europe ETF | 269,918 | $20.9B | 225.91% | |
| 89 | PEPPepsiCo Inc | 157,263 | $20.8B | 224.25% | |
| 90 | DWDMorgan Stanley | 146,288 | $20.6B | 222.54% | |
| 91 | COPConocoPhillips | 228,467 | $20.5B | 221.42% | |
| 92 | KBESPDR S&P Bank ETF | 361,338 | $20.1B | 217.59% | |
| 93 | LINLinde PLC | 42,769 | $20.1B | 216.71% | |
| 94 | EZUiShares MSCI Eurozone ETF | 331,826 | $19.7B | 213.05% | |
| 95 | IQLTiShares MSCI International Qua | 441,348 | $19.1B | 206.00% | |
| 96 | IJRiShares Core S&P Small-Cap ETF | 173,020 | $18.9B | 204.21% | |
| 97 | BRK/BBerkshire Hathaway Inc | 38,756 | $18.8B | 203.32% | |
| 98 | CVXChevron Corp | 126,708 | $18.1B | 195.94% | |
| 99 | IJHiShares Core S&P Mid-Cap ETF | 288,286 | $17.9B | 193.09% | |
| 100 | CMCSAComcast Corp | 489,973 | $17.5B | 188.86% |
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