Madison Asset Management, LLC — 13F Holdings & Portfolio

CIK 1299351 · latest 13F-HR filed 2026-05-07

Madison Asset Management, LLC manages $8.06B in 13F-reported U.S. long-equity assets across 349 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are ACGL (4.85%), ROST (3.80%), PCAR (2.27%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 23 new positions, exited 15, added to 112, and trimmed 151.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$8.06B

Long-equity book

Holdings

349

Distinct positions

Period

2026-03-31

Filed 2026-05-07

Q/Q Activity

+23 / −15 / ↑112 / ↓151

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Meta Platforms Inc$48.6M +1974.4%
  • Ross Stores Inc$34.5M +12.7%
  • Broadcom Inc$29.5M +909.1%
  • Vanguard FTSE All-World ex-US$18.8M +51.5%
  • iShares Core S&P U.S. Growth E$18.3M +3675.3%
Show all 112

Top Trims

  • Gartner Inc-$73.3M -43.0%
  • MKS Inc-$69.5M -47.2%
  • PACCAR Inc-$66.8M -26.7%
  • Alphabet Inc-$61.0M -25.3%
  • Accenture PLC-$48.4M -73.8%
Show all 151

New Positions

  • Tyler Technologies Inc$54.9M
  • Bentley Systems Inc$34.5M
  • Armata Pharmaceuticals Inc$21.6M
  • Newmont Corp$4.4M
  • AstraZeneca PLC$4.2M
Show all 23

Exited Positions

  • RLI Corp$6.1M
  • DELISTED: AstraZeneca PLC - Sp$3.7M
  • Chord Energy Corp$2.3M
  • Energy Select Sector SPDR Fund$2.0M
  • Nice Ltd - Spons ADR$1.6M
Show all 15
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Arch Capital Group Ltd ACGL G0450A105 $391.3M 4.85% 4,076,446 SH
2 Ross Stores Inc ROST 778296103 $306.1M 3.80% 1,412,924 SH
3 PACCAR Inc PCAR 693718108 $183.1M 2.27% 1,585,366 SH
4 Alphabet Inc GOOG 02079K107 $180.6M 2.24% 629,576 SH
5 Amphenol Corp APH 032095101 $158.1M 1.96% 1,251,006 SH
6 Carlisle Cos Inc CSL 142339100 $151.4M 1.88% 453,813 SH
7 Brown & Brown Inc BRO 115236101 $150.5M 1.87% 2,307,622 SH
8 Amazon.com Inc AMZN 023135106 $138.9M 1.72% 667,083 SH
9 CDW Corp/DE CDW 12514G108 $133.7M 1.66% 1,105,086 SH
10 Labcorp Holdings Inc LH 504922105 $130.9M 1.62% 490,546 SH
11 Copart Inc CPRT 217204106 $129.1M 1.60% 3,889,584 SH
12 Medpace Holdings Inc MEDP 58506Q109 $126.0M 1.56% 262,293 SH
13 Teledyne Technologies Inc TDY 879360105 $120.1M 1.49% 198,548 SH
14 Keysight Technologies Inc KEYS 49338L103 $119.4M 1.48% 422,973 SH
15 Texas Instruments Inc TXN 882508104 $118.1M 1.46% 608,305 SH
16 Visa Inc V 92826C839 $117.8M 1.46% 389,869 SH
17 Analog Devices Inc ADI 032654105 $107.3M 1.33% 337,410 SH
18 WR Berkley Corp WRB 084423102 $107.3M 1.33% 1,618,906 SH
19 Moelis & Co MC 60786M105 $101.1M 1.25% 1,773,735 SH
20 Gartner Inc IT 366651107 $97.1M 1.20% 613,257 SH
21 MSA Safety Inc MSA 553498106 $96.5M 1.20% 588,568 SH
22 Invesco S&P 500 Quality ETF SPHQ 46137V241 $96.4M 1.20% 1,282,365 SH
23 Danaher Corp DHR 235851102 $93.9M 1.16% 495,020 SH
24 Liberty Media Corp-Liberty For FWONK 531229755 $91.0M 1.13% 1,070,299 SH
25 Ferguson Enterprises Inc FERG 31488V107 $87.1M 1.08% 373,297 SH
26 Arista Networks Inc ANET 040413205 $84.0M 1.04% 684,316 SH
27 Parker-Hannifin Corp PH 701094104 $83.3M 1.03% 93,074 SH
28 Waters Corp WAT 941848103 $81.2M 1.01% 272,649 SH
29 Microsoft Corp MSFT 594918104 $79.9M 0.99% 215,943 SH
30 Lowe's Cos Inc LOW 548661107 $78.0M 0.97% 330,030 SH
31 MKS Inc MKSI 55306N104 $77.8M 0.96% 338,336 SH
32 Thor Industries Inc THO 885160101 $77.1M 0.96% 964,776 SH
33 A O Smith Corp AOS 831865209 $75.3M 0.93% 1,142,604 SH
34 Brookfield Asset Management Lt BAM 113004105 $74.5M 0.92% 1,675,100 SH
35 Expeditors International of Wa EXPD 302130109 $70.2M 0.87% 490,415 SH
36 Floor & Decor Holdings Inc FND 339750101 $69.6M 0.86% 1,369,459 SH
37 Honeywell International Inc HON 438516106 $69.4M 0.86% 306,928 SH
38 Progressive Corp PGR 743315103 $69.3M 0.86% 349,774 SH
39 Agilent Technologies Inc A 00846U101 $69.3M 0.86% 607,831 SH
40 TJX Cos Inc TJX 872540109 $69.2M 0.86% 433,099 SH
41 Charles Schwab Corp/The SCHW 808513105 $67.8M 0.84% 721,830 SH
42 NextEra Energy Inc NEE 65339F101 $63.6M 0.79% 684,398 SH
43 Marsh & McLennan Cos Inc MRSH 571748102 $61.7M 0.77% 355,913 SH
44 Asbury Automotive Group Inc ABG 043436104 $60.4M 0.75% 308,875 SH
45 Liberty Broadband Corp LBRDK 530307305 $59.8M 0.74% 1,188,921 SH
46 Lithia Motors Inc LAD 536797103 $58.1M 0.72% 232,682 SH
47 Bio-Techne Corp TECH 09073M104 $57.1M 0.71% 1,093,058 SH
48 ServiceTitan Inc TTAN 81764X103 $57.1M 0.71% 900,112 SH
49 Brookfield Corp BN 11271J107 $55.4M 0.69% 1,369,676 SH
50 Vanguard FTSE All-World ex-US VEU 922042775 $55.4M 0.69% 737,912 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-07 $8.06B 349 0001954889-26-000018
2025-12-31 2026-02-04 $8.70B 342 0001954889-26-000008