FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,193.48-0.08%
XLE56.75-0.21%
STOXX50E5,860.32-0.39%
XLF51.790.73%
FTSE10,321.09-0.56%
IXIC24,873.290.15%
RUT2,785.43-0.06%
GSPC7,175.540.15%
Temp29.3°C
UV12.5
Feels33.3°C
Humidity66%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time12:25 PM

Institutional Manager · CIK 0001299351

Madison Asset Management, LLC

MADISON, WI · File #028-10986

Latest AUM
$8.70B
Positions
342
Top-10 Concentration
36.4%
Filings
9

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
REDUCEAmphenol Corp032095101-1,101,861-$148.9M+$27.8M
EXITEDTrex Co Inc89531P105-1,893,081-$97.8M$0
NEWMSA Safety IncMNESP+568,244+$91.0M$0
REDUCEMicrochip Technology IncMCHPP-1,425,629-$90.8M-$794,563
NEWA O Smith CorpAOS+1,209,405+$80.9M$0
NEWServiceTitan IncTTAN+638,075+$68.0M$0
REDUCEArch Capital Group LtdG0450A105-375,516-$36.0M+$24.4M
ADDSPDR S&P MidCap 400 ETF TrustMDY+59,283+$35.8M+$174,308
REDUCEFiserv IncFISV-455,449-$30.6M-$33.0M
REDUCENIKE IncNKE-433,398-$27.6M-$3.9M

Sector Allocation

Technology
15.5%$1.35B
Industrials
9.6%$838.1M
Healthcare
7.8%$674.5M
Financials
7.4%$642.4M
Energy
1.3%$109.0M
Materials
0.6%$56.1M
Utilities
0.2%$16.4M
Real Estate
0.1%$7.2M

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1Arch Capital Group LtdG0450A1054,332,431$415.6M6.99%
2Ross Stores IncROST1,507,387$271.5M4.57%
3PACCAR IncPCAR2,282,440$249.9M4.20%
4Alphabet IncGOOG769,985$241.6M4.06%
5Amphenol Corp0320951011,340,841$181.2M3.05%
6Gartner IncIT675,398$170.4M2.86%
7Amazon.com IncAMZN702,961$162.3M2.73%
8Copart IncCPRT4,072,359$159.4M2.68%
9Brown & Brown IncBRO1,987,110$158.4M2.66%
10CDW Corp/DECDW1,154,334$157.2M2.64%
11Medpace Holdings IncMEDP277,757$156.0M2.62%
12Carlisle Cos Inc142339100475,632$152.1M2.56%
13MKS IncMKSI921,450$147.2M2.48%
14Labcorp Holdings IncLH525,878$131.9M2.22%
15Danaher Corp235851102545,044$124.8M2.10%
16Visa IncV355,548$124.7M2.10%
17WR Berkley CorpWRB-PH1,724,598$120.9M2.03%
18Texas Instruments Inc882508104677,878$117.6M1.98%
19Waters Corp941848103293,164$111.4M1.87%
20Teledyne Technologies IncTDY210,832$107.7M1.81%