Madison Asset Management, LLC

Est. AUM

$8.06B

13F long equity, this entity only

Positions

349

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Arch Capital Group Ltd	COM	$391.3M	4076446	4.85%	SOLE
2	Ross Stores Inc	COM	$306.1M	1412924	3.80%	SOLE
3	PACCAR Inc	COM	$183.1M	1585366	2.27%	SOLE
4	Alphabet Inc	COM	$180.6M	629576	2.24%	SOLE
5	Amphenol Corp	COM	$158.1M	1251006	1.96%	SOLE
6	Carlisle Cos Inc	COM	$151.4M	453813	1.88%	SOLE
7	Brown & Brown Inc	COM	$150.5M	2307622	1.87%	SOLE
8	Amazon.com Inc	COM	$138.9M	667083	1.72%	SOLE
9	CDW Corp/DE	COM	$133.7M	1105086	1.66%	SOLE
10	Labcorp Holdings Inc	COM	$130.9M	490546	1.62%	SOLE
11	Copart Inc	COM	$129.1M	3889584	1.60%	SOLE
12	Medpace Holdings Inc	COM	$126.0M	262293	1.56%	SOLE
13	Teledyne Technologies Inc	COM	$120.1M	198548	1.49%	SOLE
14	Keysight Technologies Inc	COM	$119.4M	422973	1.48%	SOLE
15	Texas Instruments Inc	COM	$118.1M	608305	1.46%	SOLE
16	Visa Inc	COM	$117.8M	389869	1.46%	SOLE
17	Analog Devices Inc	COM	$107.3M	337410	1.33%	SOLE
18	WR Berkley Corp	COM	$107.3M	1618906	1.33%	SOLE
19	Moelis & Co	COM	$101.1M	1773735	1.25%	SOLE
20	Gartner Inc	COM	$97.1M	613257	1.20%	SOLE
21	MSA Safety Inc	COM	$96.5M	588568	1.20%	SOLE
22	Invesco S&P 500 Quality ETF	ETF	$96.4M	1282365	1.20%	SOLE
23	Danaher Corp	COM	$93.9M	495020	1.16%	SOLE
24	Liberty Media Corp-Liberty For	COM	$91.0M	1070299	1.13%	SOLE
25	Ferguson Enterprises Inc	COM	$87.1M	373297	1.08%	SOLE
26	Arista Networks Inc	COM	$84.0M	684316	1.04%	SOLE
27	Parker-Hannifin Corp	COM	$83.3M	93074	1.03%	SOLE
28	Waters Corp	COM	$81.2M	272649	1.01%	SOLE
29	Microsoft Corp	COM	$79.9M	215943	0.99%	SOLE
30	Lowe's Cos Inc	COM	$78.0M	330030	0.97%	SOLE
31	MKS Inc	COM	$77.8M	338336	0.96%	SOLE
32	Thor Industries Inc	COM	$77.1M	964776	0.96%	SOLE
33	A O Smith Corp	COM	$75.3M	1142604	0.93%	SOLE
34	Brookfield Asset Management Lt	COM	$74.5M	1675100	0.92%	SOLE
35	Expeditors International of Wa	COM	$70.2M	490415	0.87%	SOLE
36	Floor & Decor Holdings Inc	COM	$69.6M	1369459	0.86%	SOLE
37	Honeywell International Inc	COM	$69.4M	306928	0.86%	SOLE
38	Progressive Corp	COM	$69.3M	349774	0.86%	SOLE
39	Agilent Technologies Inc	COM	$69.3M	607831	0.86%	SOLE
40	TJX Cos Inc	COM	$69.2M	433099	0.86%	SOLE
41	Charles Schwab Corp/The	COM	$67.8M	721830	0.84%	SOLE
42	NextEra Energy Inc	COM	$63.6M	684398	0.79%	SOLE
43	Marsh & McLennan Cos Inc	COM	$61.7M	355913	0.77%	SOLE
44	Asbury Automotive Group Inc	COM	$60.4M	308875	0.75%	SOLE
45	Liberty Broadband Corp	COM	$59.8M	1188921	0.74%	SOLE
46	Lithia Motors Inc	COM	$58.1M	232682	0.72%	SOLE
47	Bio-Techne Corp	COM	$57.1M	1093058	0.71%	SOLE
48	ServiceTitan Inc	COM	$57.1M	900112	0.71%	SOLE
49	Brookfield Corp	COM	$55.4M	1369676	0.69%	SOLE
50	Vanguard FTSE All-World ex-US	ETF	$55.4M	737912	0.69%	SOLE

1–50 of 349

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.