Madison Asset Management, LLC Q4 2025 Filing
Filed February 4, 2026
Portfolio Value
$8.7T
Holdings
341
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (341 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ACGLArch Capital Group Ltd | 4,332,431 | $415.6B | 4.78% | |
| 2 | ROSTRoss Stores Inc | 1,507,387 | $271.5B | 3.12% | |
| 3 | PCARPACCAR Inc | 2,282,440 | $249.9B | 2.87% | |
| 4 | GOOGAlphabet Inc | 769,985 | $241.6B | 2.78% | |
| 5 | APHAmphenol Corp | 1,340,841 | $181.2B | 2.08% | |
| 6 | ITGartner Inc | 675,398 | $170.4B | 1.96% | |
| 7 | AMZNAmazon.com Inc | 702,961 | $162.3B | 1.87% | |
| 8 | CPRTCopart Inc | 4,072,359 | $159.4B | 1.83% | |
| 9 | BROBrown & Brown Inc | 1,987,110 | $158.4B | 1.82% | |
| 10 | CDWCDW Corp/DE | 1,154,334 | $157.2B | 1.81% | |
| 11 | MEDPMedpace Holdings Inc | 277,757 | $156.0B | 1.79% | |
| 12 | CSLCarlisle Cos Inc | 475,632 | $152.1B | 1.75% | |
| 13 | MKSIMKS Inc | 921,450 | $147.2B | 1.69% | |
| 14 | LHLabcorp Holdings Inc | 525,878 | $131.9B | 1.52% | |
| 15 | DHRDanaher Corp | 545,044 | $124.8B | 1.43% | |
| 16 | VVisa Inc | 355,548 | $124.7B | 1.43% | |
| 17 | WRBWR Berkley Corp | 1,724,598 | $120.9B | 1.39% | |
| 18 | TXNTexas Instruments Inc | 677,878 | $117.6B | 1.35% | |
| 19 | WATWaters Corp | 293,164 | $111.4B | 1.28% | |
| 20 | TDYTeledyne Technologies Inc | 210,832 | $107.7B | 1.24% | |
| 21 | THOThor Industries Inc | 1,043,703 | $107.2B | 1.23% | |
| 22 | KEYSKeysight Technologies Inc | 519,312 | $105.5B | 1.21% | |
| 23 | SPHQInvesco S&P 500 Quality ETF | 1,362,392 | $102.2B | 1.18% | |
| 24 | ADIAnalog Devices Inc | 367,468 | $99.7B | 1.15% | |
| 25 | MSFTMicrosoft Corp | 196,935 | $95.2B | 1.10% | |
| 26 | BAMBrookfield Asset Management Lt | 1,801,474 | $94.4B | 1.09% | |
| 27 | ANETArista Networks Inc | 712,155 | $93.3B | 1.07% | |
| 28 | MSAMSA Safety Inc | 568,244 | $91.0B | 1.05% | |
| 29 | LOWLowe's Cos Inc | 375,532 | $90.6B | 1.04% | |
| 30 | FERGFerguson Enterprises Inc | 397,291 | $88.4B | 1.02% | |
| 31 | LADLithia Motors Inc | 266,043 | $88.4B | 1.02% | |
| 32 | FWONALiberty Media Corp-Liberty For | 892,786 | $87.9B | 1.01% | |
| 33 | PHParker-Hannifin Corp | 98,952 | $87.0B | 1.00% | |
| 34 | FNDFloor & Decor Holdings Inc | 1,411,076 | $85.9B | 0.99% | |
| 35 | MCMoelis & Co | 1,218,178 | $83.7B | 0.96% | |
| 36 | PGRProgressive Corp | 367,175 | $83.6B | 0.96% | |
| 37 | AG8Agilent Technologies Inc | 609,418 | $82.9B | 0.95% | |
| 38 | AOSA O Smith Corp | 1,209,405 | $80.9B | 0.93% | |
| 39 | AWGAsbury Automotive Group Inc | 346,280 | $80.5B | 0.93% | |
| 40 | EXPDExpeditors International of Wa | 525,834 | $78.4B | 0.90% | |
| 41 | SCHWCharles Schwab Corp/The | 761,350 | $76.1B | 0.87% | |
| 42 | HONHoneywell International Inc | 386,074 | $75.3B | 0.87% | Call |
| 43 | JMBSJanus Henderson Mortgage-Backe | 1,532,028 | $70.0B | 0.80% | |
| 44 | TECHBio-Techne Corp | 1,181,308 | $69.5B | 0.80% | |
| 45 | TJXTJX Cos Inc | 449,390 | $69.0B | 0.79% | |
| 46 | BNBrookfield Corp | 1,498,571 | $68.8B | 0.79% | |
| 47 | TTANServiceTitan Inc | 638,075 | $68.0B | 0.78% | |
| 48 | ACNAccenture PLC | 244,254 | $65.5B | 0.75% | |
| 49 | LLYEli Lilly & Co | 60,914 | $65.5B | 0.75% | |
| 50 | MSTIMadison Short-Term Strategic I | 2,820,994 | $57.8B | 0.67% | |
| 51 | LBRDKLiberty Broadband Corp | 1,181,920 | $57.4B | 0.66% | |
| 52 | DSTLDistillate US Fundamental Stab | 943,332 | $55.6B | 0.64% | |
| 53 | NEENextEra Energy Inc | 686,878 | $55.1B | 0.63% | |
| 54 | MRSHMarsh & McLennan Cos Inc | 290,337 | $53.9B | 0.62% | |
| 55 | KNSLKinsale Capital Group Inc | 137,362 | $53.7B | 0.62% | |
| 56 | MAGGMadison Aggregate Bond ETF | 2,606,897 | $53.5B | 0.61% | |
| 57 | DIVLMadison Dividend Value ETF | 2,328,892 | $53.4B | 0.61% | |
| 58 | AAPLApple Inc | 195,520 | $53.2B | 0.61% | |
| 59 | MDYSPDR S&P MidCap 400 ETF Trust | 83,341 | $50.3B | 0.58% | |
| 60 | ABNBAirbnb Inc | 362,323 | $49.2B | 0.57% | |
| 61 | DEDeere & Co | 98,137 | $45.7B | 0.53% | |
| 62 | CFRCullen/Frost Bankers Inc | 356,874 | $45.2B | 0.52% | |
| 63 | JPMJPMorgan Chase & Co | 137,868 | $44.4B | 0.51% | |
| 64 | VGTVanguard Information Technolog | 58,121 | $43.8B | 0.50% | |
| 65 | SPYSPDR S&P 500 ETF Trust | 64,038 | $43.7B | 0.50% | |
| 66 | GBCIGlacier Bancorp Inc | 987,362 | $43.5B | 0.50% | |
| 67 | FWONALiberty Media Corp-Liberty For | 454,863 | $40.7B | 0.47% | |
| 68 | GGGGraco Inc | 473,849 | $38.8B | 0.45% | |
| 69 | EEMAiShares MSCI Emerging Markets | 392,640 | $36.9B | 0.42% | |
| 70 | VEUVanguard FTSE All-World ex-US | 497,130 | $36.6B | 0.42% | |
| 71 | BLKBlackrock Inc | 33,693 | $36.1B | 0.41% | |
| 72 | CVRDMadison Covered Call ETF | 1,885,000 | $34.7B | 0.40% | |
| 73 | QCOMQUALCOMM Inc | 202,944 | $34.7B | 0.40% | |
| 74 | TELTE Connectivity PLC | 152,050 | $34.6B | 0.40% | |
| 75 | JNJJohnson & Johnson | 157,184 | $32.5B | 0.37% | |
| 76 | HDHome Depot Inc | 94,398 | $32.5B | 0.37% | |
| 77 | MSCIMSCI Inc | 55,494 | $31.8B | 0.37% | |
| 78 | SBUXStarbucks Corp | 367,263 | $30.9B | 0.36% | |
| 79 | CMECME Group Inc | 110,567 | $30.2B | 0.35% | |
| 80 | IJRiShares Core S&P Small-Cap ETF | 249,350 | $30.0B | 0.34% | |
| 81 | SCHRSchwab Intermediate-Term U.S. | 1,132,088 | $28.4B | 0.33% | |
| 82 | XOMExxon Mobil Corp | 222,970 | $26.8B | 0.31% | |
| 83 | SPHYState Street SPDR Portfolio Hi | 1,130,255 | $26.8B | 0.31% | |
| 84 | ORCLOracle Corp | 133,071 | $25.9B | 0.30% | |
| 85 | ALCAlcon Inc | 320,900 | $25.3B | 0.29% | |
| 86 | PEPPepsiCo Inc | 173,291 | $24.9B | 0.29% | |
| 87 | AGGiShares Core U.S. Aggregate Bo | 247,990 | $24.8B | 0.28% | |
| 88 | KBEState Street SPDR S&P Bank ETF | 406,063 | $24.6B | 0.28% | |
| 89 | CVXChevron Corp | 159,868 | $24.4B | 0.28% | |
| 90 | COSTCostco Wholesale Corp | 27,581 | $23.8B | 0.27% | |
| 91 | JIREJPMorgan International Researc | 310,496 | $23.2B | 0.27% | |
| 92 | VGKVanguard FTSE Europe ETF | 266,160 | $22.3B | 0.26% | |
| 93 | ITWIllinois Tool Works Inc | 86,961 | $21.4B | 0.25% | |
| 94 | WDAYWorkday Inc | 93,120 | $20.0B | 0.23% | |
| 95 | LINLinde PLC | 46,772 | $19.9B | 0.23% | |
| 96 | IJHiShares Core S&P Mid-Cap ETF | 297,331 | $19.6B | 0.23% | |
| 97 | MDTMedtronic PLC | 195,216 | $18.8B | 0.22% | |
| 98 | ADPAutomatic Data Processing Inc | 70,666 | $18.2B | 0.21% | |
| 99 | DWDMorgan Stanley | 101,108 | $17.9B | 0.21% | |
| 100 | VFLOVictoryShares Free Cash Flow E | 437,966 | $17.2B | 0.20% |
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