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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

MADISON ASSET MANAGEMENT, LLC

Quarter ended Q2 2024 · Filed August 9, 2024 · Accession 0001299351-24-000010

Total Value
$8.08B
Positions
330
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (330)

#IssuerTicker / CUSIPSharesValue% of Filing
1Arch Capital Group LtdG0450A1054,015,835$405.2M5.01%
2Alphabet IncGOOG1,446,830$265.4M3.28%
3PACCAR IncPCAR2,245,968$231.2M2.86%
4Copart IncCPRT3,991,318$216.2M2.68%
5Gartner IncIT427,909$192.2M2.38%
6Ross Stores IncROST1,240,287$180.2M2.23%
7Dollar Tree IncDLTR1,480,074$158.0M1.96%
8Brown & Brown IncBRO1,667,506$149.1M1.85%
9Amazon.com IncAMZN727,619$140.6M1.74%
10Carlisle Cos Inc142339100343,850$139.3M1.72%
11Amphenol Corp0320951011,950,806$131.4M1.63%
12Analog Devices IncADI546,765$124.8M1.54%
13Texas Instruments Inc882508104627,203$122.0M1.51%
14Lowe's Cos Inc548661107483,500$106.6M1.32%
15CDW Corp/DECDW462,424$103.5M1.28%
16Berkshire Hathaway IncBRK-A253,148$103.0M1.27%
17TJX Cos Inc872540109933,335$102.8M1.27%
18Moelis & CoMC1,770,835$100.7M1.25%
19Fiserv IncFISV674,925$100.6M1.24%
20Visa IncV380,345$99.8M1.24%
21CarMax IncKMX1,333,354$97.8M1.21%
22MKS Instruments IncMKSI743,714$97.1M1.20%
23Progressive Corp743315103443,577$92.1M1.14%
24Accenture PLCACN302,946$91.9M1.14%
25Agilent Technologies IncA706,932$91.6M1.13%
26Arista Networks IncANET255,472$89.5M1.11%
27Labcorp Holdings IncLH427,147$86.9M1.08%
28Alcon IncALC955,379$85.1M1.05%
29Parker-Hannifin CorpPH166,379$84.2M1.04%
30Floor & Decor Holdings IncFND835,573$83.1M1.03%
31U.S. BancorpUSB-PS2,070,675$82.2M1.02%
32Liberty Broadband CorpLBRDP1,471,628$80.7M1.00%
33Janus Henderson Mortgage-Backe47103U8521,761,044$78.6M0.97%
34Invesco S&P 500 Quality ETFIVZ1,236,156$78.5M0.97%
35WR Berkley CorpWRB-PH952,560$74.9M0.93%
36Danaher Corp235851102288,818$72.2M0.89%
37Madison Covered Call ETF5574414093,726,184$70.3M0.87%
38Waters Corp941848103234,837$68.1M0.84%
39Thor Industries Inc885160101713,233$66.7M0.82%
40Brookfield Asset Management Lt1130041051,743,458$66.3M0.82%
41Microsoft CorpMSFT148,318$66.3M0.82%
42Teledyne Technologies IncTDY166,869$64.7M0.80%
43Charles Schwab Corp/TheSCHW-PJ876,358$64.6M0.80%
44Brown-Forman CorpBF-B1,377,048$59.5M0.74%
45Madison Short-Term Strategic I5574412012,906,144$58.9M0.73%
46Marsh & McLennan Cos Inc571748102275,524$58.1M0.72%
47NextEra Energy IncNEE-PW767,707$54.4M0.67%
48Madison Dividend Value ETF5574415082,676,714$53.6M0.66%
49Expeditors International of Wa302130109429,213$53.6M0.66%
50Distillate US Fundamental Stab26922A3211,032,670$53.1M0.66%
51Armstrong World Industries Inc04247X102457,061$51.8M0.64%
52Madison Aggregate Bond ETF5574413002,556,973$51.6M0.64%
53Brookfield Corp11271J1071,241,426$51.6M0.64%
54Vanguard Information Technolog92204A70297,237$51.0M0.63%
55Starbucks CorpSBUX624,730$48.6M0.60%
56iShares Aaa - A Rated Corporat46429B2911,036,871$48.6M0.60%
57Schwab Intermediate-Term U.S.808524854983,913$48.0M0.59%
58Liberty Media Corp-Liberty ForFWONB641,014$46.1M0.57%
59Eli Lilly & CoLLY50,654$45.9M0.57%
60BlackRock IncBLK56,255$44.3M0.55%
61Deere & CoDE117,455$43.9M0.54%
62Apple IncAAPL201,099$42.4M0.52%
63Microchip Technology IncMCHPP462,619$42.3M0.52%
64Ferguson Enterprises IncFERG216,269$41.9M0.52%
65Vanguard Information Technolog92204A70272,209$41.6M0.52%
66Elevance Health IncELV76,379$41.4M0.51%
67Home Depot IncHD113,882$39.2M0.49%
68iShares Treasury Floating Rate46434V860753,212$38.2M0.47%
69PepsiCo IncPEP218,628$36.1M0.45%
70JPMorgan Chase & CoVYLD176,165$35.6M0.44%
71American Tower Corp03027X100171,686$33.4M0.41%
72Automatic Data Processing IncADP136,828$32.7M0.40%
73Medtronic PLCMDT401,749$31.6M0.39%
74Glacier Bancorp IncGBCI846,664$31.6M0.39%
75Costco Wholesale Corp22160K10537,071$31.5M0.39%
76Liberty Media Corp-Liberty ForFWONB454,863$29.2M0.36%
77Cullen/Frost Bankers IncCFR-PB285,271$29.0M0.36%
78iShares 3-7 Year Treasury Bond464288661248,898$28.7M0.36%
79Fastenal CoFAST452,780$28.5M0.35%
80Morgan StanleyMS-PQ291,336$28.3M0.35%
81Union Pacific CorpUNP122,156$27.6M0.34%
82Honeywell International Inc438516106128,340$27.4M0.34%
83CME Group IncCME138,853$27.3M0.34%
84Oracle CorpORCL-PD184,250$26.0M0.32%
85SPDR S&P 500 ETF TrustSPY47,533$25.9M0.32%
86iShares MSCI Emerging Markets464286426343,490$24.9M0.31%
87ConocoPhillipsCOP206,881$23.7M0.29%
88Chevron CorpCVX150,066$23.5M0.29%
89Air Products & Chemicals IncAIIR88,587$22.9M0.28%
90Comcast CorpCCZ570,394$22.3M0.28%
91Abbott LaboratoriesABLZF202,157$21.0M0.26%
92Franklin FTSE Japan ETFFGDL729,590$21.0M0.26%
93NIKE IncNKE271,857$20.5M0.25%
94iShares Core S&P Mid-Cap ETF464287507345,097$20.2M0.25%
95Exxon Mobil CorpXOM174,486$20.1M0.25%
96Johnson & JohnsonJNJ136,971$20.0M0.25%
97Energy Select Sector SPDR Fund81369Y506216,442$19.7M0.24%
98EOG Resources IncEOG156,053$19.6M0.24%
99UnitedHealth Group IncUNH38,542$19.6M0.24%
100iShares Core U.S. Aggregate Bo464287226198,885$19.3M0.24%
101Vanguard FTSE Europe ETF922042874272,453$18.2M0.23%
102QUALCOMM IncQCOM89,360$17.8M0.22%
103SPDR Portfolio Short Term Trea78468R101611,758$17.7M0.22%
104Las Vegas Sands CorpLVS392,600$17.4M0.21%
105Linde PLCLIN39,473$17.3M0.21%
106AbbVie IncABBV93,708$16.1M0.20%
107Ciena CorpCIEN332,114$16.0M0.20%
108iShares 7-10 Year Treasury Bon464287440162,681$15.2M0.19%
109WisdomTree Europe Hedged EquitWT334,084$15.1M0.19%
110Transocean LtdRIG2,775,000$14.8M0.18%
111Bank of America Corp060505104363,536$14.5M0.18%
112iShares MSCI International Qua46434V456367,758$14.4M0.18%
113Vanguard Dividend Appreciation92190884477,673$14.2M0.18%
114United Parcel Service IncUPS102,958$14.1M0.17%
115iShares Core S&P Small-Cap ETF464287804125,069$13.3M0.17%
116TE Connectivity LtdTEL82,512$12.4M0.15%
117Ecolab IncECL51,690$12.3M0.15%
118AES Corp/VAAES680,000$11.9M0.15%
119T-Mobile US IncTMUSZ66,800$11.8M0.15%
120Vanguard Large-Cap ETF92290863746,398$11.6M0.14%
121McDonald's CorpMCD45,400$11.6M0.14%
122Vanguard Large-Cap ETF92290863748,031$11.5M0.14%
123Constellation Brands IncSTZ43,400$11.2M0.14%
124Colgate-Palmolive CoCL113,829$11.0M0.14%
125Newmont CorpNEMCL261,375$10.9M0.14%
126Equifax IncEFX45,020$10.9M0.14%
127Procter & Gamble Co74271810965,010$10.7M0.13%
128Barrick Gold Corp067901108629,500$10.5M0.13%
129Adobe IncADBE17,995$10.0M0.12%
130Vanguard FTSE All-World ex-US922042775165,936$9.7M0.12%
131Matador Resources CoMTDR158,000$9.4M0.12%
132Cummins IncCMI33,904$9.4M0.12%
133Hershey Co/TheHSY50,961$9.4M0.12%
134Paychex IncPAYX78,898$9.4M0.12%
135PayPal Holdings IncPYPL160,200$9.3M0.12%
136Caterpillar IncCAT27,177$9.1M0.11%
137APA CorpAPA305,900$9.0M0.11%
138OneSpaWorld Holdings LtdOSW584,883$9.0M0.11%
139SPDR S&P MidCap 400 ETF TrustMDY16,507$8.8M0.11%
140Encompass Health CorpEHC97,392$8.4M0.10%
141Global X MLP ETF37954Y343170,521$8.3M0.10%
142Archer-Daniels-Midland CoADM135,900$8.2M0.10%
143CVS Health CorpCVS138,850$8.2M0.10%
144Regeneron Pharmaceuticals IncREGN7,628$8.0M0.10%
145FormFactor IncFORM128,064$7.8M0.10%
146Nestle SA - Spons ADR64106940675,659$7.8M0.10%
147Dominion Energy IncD154,269$7.6M0.09%
148Target CorpTGT48,853$7.2M0.09%
149Invesco Optimum Yield DiversifIVZ512,897$7.2M0.09%
150iShares MBS ETF46428858876,234$7.0M0.09%
151Summit Materials Inc86614U100190,669$7.0M0.09%
152Nordstrom Inc655664100324,000$6.9M0.09%
153Vertex Pharmaceuticals IncVRTX14,640$6.9M0.08%
154Northern Trust CorpNTRSO80,066$6.7M0.08%
155CommVault Systems IncCVLT50,413$6.1M0.08%
1563M CoMMM59,500$6.1M0.08%
157Cogent Communications HoldingsCCOI107,625$6.1M0.08%
158Intuit IncINTU9,064$6.0M0.07%
159WillScot Mobile Mini HoldingsWSC157,120$5.9M0.07%
160Core & Main IncCNM120,552$5.9M0.07%
161HDFC Bank Ltd - Spons ADRHDB91,083$5.9M0.07%
162Crane CoCR39,704$5.8M0.07%
163Pfizer IncPFE204,429$5.7M0.07%
164Vanguard Short-Term Corporate92206C40973,263$5.7M0.07%
165ASML Holding NV - Spons NY RegASMLF5,524$5.6M0.07%
166SPDR Portfolio Long Term Treas78464A664205,879$5.6M0.07%
167Simply Good Foods Co/TheSMPL154,120$5.6M0.07%
168Wells Fargo & Co94974610192,759$5.5M0.07%
169iShares Currency Hedged MSCI E46434V639147,905$5.4M0.07%
170Schwab US TIPS ETF808524870102,959$5.4M0.07%
171Entegris IncENTG38,573$5.2M0.06%
172Power Integrations IncPOWI72,272$5.1M0.06%
173Cisco Systems IncCSCO103,321$4.9M0.06%
174Scotts Miracle-Gro Co/TheSMG74,941$4.9M0.06%
175WW Grainger Inc3848021045,390$4.9M0.06%
176Confluent Inc20717M103164,112$4.8M0.06%
177First Trust TCW Unconstrained33740F888195,326$4.8M0.06%
178Box IncBXCAP178,895$4.7M0.06%
179HealthEquity IncHQY54,172$4.7M0.06%
180Edgewell Personal Care Co28035Q102114,608$4.6M0.06%
181Illinois Tool Works Inc45230810918,947$4.5M0.06%
182AstraZeneca PLC - Spons ADRAZN57,162$4.5M0.06%
183Leonardo DRS IncDRS172,924$4.4M0.05%
184JFrog LtdFROG117,027$4.4M0.05%
185Axis Capital Holdings LtdG0692U10962,181$4.4M0.05%
186Taiwan Semiconductor Mfg Co Lt87403910025,227$4.4M0.05%
187Deutsche Telekom AG - Spons ADDTEGF168,919$4.3M0.05%
188CTS CorpCTS82,380$4.2M0.05%
189Olin CorpOLN87,939$4.1M0.05%
190JPMorgan BetaBuilders Japan ET46641Q21772,490$4.1M0.05%
191iShares Core S&P 500 ETF4642872007,407$4.1M0.05%
192Cameco CorpCCJ80,382$4.0M0.05%
193Merck & Co IncMRK30,908$3.8M0.05%
194Primo Water Corp74167P108170,508$3.7M0.05%
195Alibaba Group Holding Ltd - SpBBAAY51,726$3.7M0.05%
196Schwab US Dividend Equity ETF80852479747,726$3.7M0.05%
197Wal-Mart de Mexico SAB de CV -93114W107105,575$3.6M0.04%
198CyberArk Software LtdM2682V10813,018$3.6M0.04%
199Crane NXT CoCXT57,855$3.6M0.04%
200NXP Semiconductors NVNXPI13,200$3.6M0.04%
201Infosys Ltd - Spons ADRINFY188,170$3.5M0.04%
202Southern Copper CorpSCCO32,117$3.5M0.04%
203Shake Shack IncSHAK38,181$3.4M0.04%
204Humana IncHUM9,085$3.4M0.04%
205Tencent Holdings Ltd - UnsponsXHLD69,339$3.3M0.04%
206Chord Energy CorpCHRD19,517$3.3M0.04%
207Saia IncSAIA6,846$3.2M0.04%
208iShares Global Energy ETF46428734178,113$3.2M0.04%
209adidas AG - Spons ADR00687A10726,545$3.2M0.04%
210Revolve Group IncRVLV198,143$3.2M0.04%
211KION Group AG - Unspons ADR497216101303,523$3.1M0.04%
212Ollie's Bargain Outlet Holding68111610932,052$3.1M0.04%
213Pan Pacific International Hold69807K105133,033$3.1M0.04%
214Airbus SE - Unspons ADRAIIR91,554$3.1M0.04%
215Lonza Group AG - Unspons ADR54338V10157,161$3.1M0.04%
216Alphabet IncGOOG16,964$3.1M0.04%
217Baldwin Insurance Group Inc/Th05589G10285,857$3.0M0.04%
218Legalzoom.com IncLZ360,690$3.0M0.04%
219Freeport-McMoRan IncFCX61,661$3.0M0.04%
220AIA Group Ltd - Spons ADR001317205109,879$3.0M0.04%
221SAP SE - Spons ADRSAPGF14,618$2.9M0.04%
222NVIDIA CorpNVDA23,820$2.9M0.04%
223Western Alliance BancorpWAL-PA45,688$2.9M0.04%
224International Business MachineINTR16,453$2.8M0.04%
225Duluth Holdings IncDLTH762,777$2.8M0.03%
226Daiichi Sankyo Co Ltd - Spons23381D10280,777$2.8M0.03%
227Texas Capital Bancshares Inc88224Q10745,496$2.8M0.03%
228Kerry Group PLC - Spons ADRBEKE34,139$2.8M0.03%
229Canadian Pacific Kansas City LCP34,617$2.7M0.03%
230Toray Industries Inc - Unspons890880206286,829$2.7M0.03%
231Fomento Economico Mexicano SAB34441910625,060$2.7M0.03%
232Iron Mountain Inc46284V10130,083$2.7M0.03%
233Vanguard Health Care ETF92204A50410,058$2.7M0.03%
234Hayward Holdings IncHAYW216,861$2.7M0.03%
235Itau Unibanco Holding SA - Spo465562106456,036$2.7M0.03%
236Sony Group Corp - Spons ADRSNEJF30,607$2.6M0.03%
237Vanguard Extended Duration Tre92191070935,032$2.6M0.03%
238Siemens AG - Spons ADR82619750127,552$2.6M0.03%
239STMicroelectronics NV - SponsSTMEF65,358$2.6M0.03%
240Hillman Solutions CorpHLMN279,591$2.5M0.03%
241Treasury Wine Estates Ltd - Sp89465J109296,156$2.5M0.03%
242Gogo IncGOGO254,903$2.5M0.03%
243Prudential PLC - Spons ADRPUKPF133,680$2.4M0.03%
244Mueller Water Products Inc624758108135,994$2.4M0.03%
245Shell PLC - Spons ADRRYDAF33,330$2.4M0.03%
246Invesco BuyBack Achievers ETFIVZ23,058$2.4M0.03%
247Amgen IncAMGN7,583$2.4M0.03%
248Shin-Etsu Chemical Co Ltd - Un824551105119,953$2.3M0.03%
249Ping An Insurance Group Co of72341E304250,905$2.3M0.03%
250Manulife Financial Corp56501R10685,067$2.3M0.03%
251Ferrari NVRACE5,347$2.2M0.03%
252Gilead Sciences IncGILD31,680$2.2M0.03%
253Norsk Hydro ASA - Spons ADR656531605337,665$2.1M0.03%
254Option Care Health IncOPCH75,638$2.1M0.03%
255Sika AG - Unspons ADR82674R10372,268$2.1M0.03%
256Corning IncGLW52,404$2.0M0.03%
257SPDR S&P Dividend ETF78464A76315,793$2.0M0.02%
258Shiseido Co Ltd - Spons ADR82484140770,310$2.0M0.02%
259Murata Manufacturing Co Ltd -626425102193,256$2.0M0.02%
260AMN Healthcare Services Inc00174410137,168$1.9M0.02%
261Hain Celestial Group Inc/TheHAIN271,604$1.9M0.02%
262Symrise AG - Unspons ADR87155N10959,491$1.8M0.02%
263Distillate Small/Mid Cash Flow26922B66751,967$1.8M0.02%
264S&P Global IncSPGI3,973$1.8M0.02%
265Nidec Corp - Spons ADRNODK156,708$1.8M0.02%
266Prudential Financial IncPUKPF15,074$1.8M0.02%
267LVMH Moet Hennessy Louis Vuitt50244130611,046$1.7M0.02%
268Huntsman CorpHUN73,918$1.7M0.02%
269Air Liquide SA - Unspons ADRAIIR47,561$1.6M0.02%
270Hewlett Packard Enterprise CoHPE-PC76,747$1.6M0.02%
271Worldline SA/France - Unspons98161H101294,420$1.6M0.02%
272London Stock Exchange Group PL54211N10150,672$1.5M0.02%
273Lasertec Corp - Unspons ADR51809L10932,837$1.5M0.02%
274Genmab A/S - Spons ADRGNMSF58,575$1.5M0.02%
275Schwab Fundamental U.S. Large80852477121,760$1.5M0.02%
276Diageo PLC - Spons ADRDGEAF11,481$1.4M0.02%
277Helios Technologies IncHLIO30,141$1.4M0.02%
278iShares Edge MSCI USA Quality46432F3398,162$1.4M0.02%
279Globus Medical IncGMED20,077$1.4M0.02%
280iShares Russell 1000 Growth ET4642876142,883$1.1M0.01%
281Dow IncDOW19,173$1.0M0.01%
282Allstate CorpALL-PJ6,309$1.0M0.01%
283CF Industries Holdings Inc12526910013,000$963,5600.01%
284Mastercard IncMA1,895$835,9980.01%
285General Dynamics CorpGD2,630$763,0680.01%
286Coca-Cola CoKO11,559$735,7300.01%
287Travelers Cos IncTRV3,606$733,2440.01%
288Meta Platforms IncMETA1,449$730,8660.01%
289Garmin LtdGRMN4,384$714,2410.01%
290Waste Management Inc94106L1093,275$698,6890.01%
291iShares Core S&P U.S. Growth E4642876714,653$593,1640.01%
292Markel CorpMKL341$537,9900.01%
293iShares Short Treasury Bond ET4642886794,446$491,2830.01%
294Vanguard Short-Term Bond ETF9219378276,312$484,1300.01%
295Vanguard Short-Term Corporate92206C4096,260$483,9610.01%
296Vanguard Short-Term Bond ETF9219378276,312$483,9410.01%
297iShares iBoxx High Yield Corpo4642885135,900$455,1260.01%
298SPDR Bloomberg 1-3 Month T-Bil78468R6634,371$401,1700.00%
299Aflac IncAFL4,368$390,1060.00%
300Jacobs Solutions IncJ2,678$374,1960.00%
301Discover Financial Services2547091082,844$372,0240.00%
302Nucor CorpNUE2,228$352,2020.00%
303Verisk Analytics IncVRSK1,306$352,0320.00%
304Broadcom IncAVGO217$348,4000.00%
305RLI CorpRLI2,468$347,2230.00%
306iShares Russell Mid-Cap Growth4642874813,128$345,1750.00%
307iShares Core MSCI EAFE ETF46432F8424,581$332,7640.00%
308Alliant Energy CorpLNT6,471$329,3930.00%
309ARK Innovation ETF00214Q1046,730$295,7840.00%
310Thermo Fisher Scientific IncTMO516$285,3480.00%
311iShares Russell 2000 Growth ET4642876481,082$284,0570.00%
312iShares Intermediate Governmen4642886122,679$277,8930.00%
313Applied Materials Inc0382221051,147$270,6810.00%
314iShares 20 Year Treasury Bond4642874322,909$266,9880.00%
315iShares S&P 100 ETF4642871011,002$264,8290.00%
316Solventum CorpSOLV4,875$257,7900.00%
317Becton Dickinson and CoBDX1,084$253,3820.00%
318iShares Russell 2000 ETF4642876551,211$245,7000.00%
319PulteGroup Inc7458671012,140$235,6140.00%
320MGE Energy IncMGEE3,138$234,4670.00%
321CSX CorpCSX6,888$230,4040.00%
322Boston Scientific CorpBSX2,950$227,1800.00%
323CBRE Group IncCBRE2,526$225,0920.00%
324Emerson Electric CoEMR1,944$214,1510.00%
325Walmart IncWMT3,162$214,0990.00%
326Blackstone Group Inc/TheBX1,721$213,0600.00%
327SPDR S&P North American Natura78463X1523,870$210,7930.00%
328Cigna Corp125523100629$207,9290.00%
329Bristol-Myers Squibb CoCELG-RI4,972$206,4870.00%
330Lumen Technologies IncLUMN124,000$136,4000.00%