Filed: 11/6/2025ACC: 0001954889-25-000033
📋 What this filing means
MADISON ASSET MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 336 equity positions with a total reported market value of $9.07B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
336
Positions
$9.07B
Total AUM (reported)
98.27M
Total Shares
Allocation by class
COM$8.02B88.4%
ETF$1.05B11.6%
Portfolio Concentration
Top 3$972.20M10.7%
4–10$1.40B15.4%
11–25$1.89B20.8%
Rest$4.81B53.0%
Top 3 weight
10.7%
Top 10 weight
26.2%
Voting Authority Distribution
Total shares with voting rights: 98.27M
Sole
Full voting authority
96.26M
shares
% of voting shares97.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.02M
shares
% of voting shares2.1%
Investment Discretion (by position count)
Sole336
Shared0
Other0
Dominant voting typeSole · 97.9% of voting shares
Institutional Holdings336
Rows:
Arch Capital Group Ltd
SOLEShares4.71M
TypeSH
Market value$427.15M
4.71%
Sole
4.53M
Shared
0.00
None
178.36K
Amphenol Corp
SOLEShares2.44M
TypeSH
Market value$302.28M
3.33%
Sole
2.34M
Shared
0.00
None
103.01K
Ross Stores Inc
SOLEShares1.59M
TypeSH
Market value$242.76M
2.68%
Sole
1.53M
Shared
0.00
None
67.32K
PACCAR Inc
SOLEShares2.46M
TypeSH
Market value$241.97M
2.67%
Sole
2.37M
Shared
0.00
None
91.30K
CDW Corp/DE
SOLEShares1.30M
TypeSH
Market value$206.45M
2.28%
Sole
1.25M
Shared
0.00
None
51.14K
Alphabet Inc
SOLEShares840.62K
TypeSH
Market value$204.73M
2.26%
Sole
823.46K
Shared
0.00
None
17.16K
Copart Inc
SOLEShares4.51M
TypeSH
Market value$202.84M
2.24%
Sole
4.34M
Shared
0.00
None
171.78K
Brown & Brown Inc
SOLEShares2.01M
TypeSH
Market value$188.40M
2.08%
Sole
1.92M
Shared
0.00
None
90.21K
Gartner Inc
SOLEShares715.81K
TypeSH
Market value$188.17M
2.08%
Sole
687.90K
Shared
0.00
None
27.91K
Carlisle Cos Inc
SOLEShares508.97K
TypeSH
Market value$167.43M
1.85%
Sole
487.93K
Shared
0.00
None
21.03K
Amazon.com Inc
SOLEShares736.15K
TypeSH
Market value$161.64M
1.78%
Sole
721.56K
Shared
0.00
None
14.59K
Labcorp Holdings Inc
SOLEShares556.12K
TypeSH
Market value$159.64M
1.76%
Sole
532.75K
Shared
0.00
None
23.37K
Medpace Holdings Inc
SOLEShares292.63K
TypeSH
Market value$150.46M
1.66%
Sole
280.38K
Shared
0.00
None
12.25K
WR Berkley Corp
SOLEShares1.83M
TypeSH
Market value$140.30M
1.55%
Sole
1.75M
Shared
0.00
None
77.01K
Texas Instruments Inc
SOLEShares725.28K
TypeSH
Market value$133.26M
1.47%
Sole
711.73K
Shared
0.00
None
13.55K
Teledyne Technologies Inc
SOLEShares222.57K
TypeSH
Market value$130.44M
1.44%
Sole
213.12K
Shared
0.00
None
9.46K
Visa Inc
SOLEShares366.26K
TypeSH
Market value$125.03M
1.38%
Sole
359.24K
Shared
0.00
None
7.02K
Floor & Decor Holdings Inc
SOLEShares1.64M
TypeSH
Market value$121.21M
1.34%
Sole
1.57M
Shared
0.00
None
70.13K
MKS Inc
SOLEShares976.09K
TypeSH
Market value$120.81M
1.33%
Sole
934.88K
Shared
0.00
None
41.21K
Thor Industries Inc
SOLEShares1.10M
TypeSH
Market value$114.29M
1.26%
Sole
1.06M
Shared
0.00
None
46.87K
Danaher Corp
SOLEShares553.19K
TypeSH
Market value$109.67M
1.21%
Sole
542.37K
Shared
0.00
None
10.81K
Brookfield Asset Management Lt
SOLEShares1.91M
TypeSH
Market value$108.64M
1.20%
Sole
1.83M
Shared
0.00
None
80.83K
Invesco S&P 500 Quality ETF
SOLEShares1.45M
TypeSH
Market value$106.19M
1.17%
Sole
1.45M
Shared
0.00
None
1.38K
Arista Networks Inc
SOLEShares728.56K
TypeSH
Market value$106.16M
1.17%
Sole
703.21K
Shared
0.00
None
25.34K
Lowe's Cos Inc
SOLEShares407.81K
TypeSH
Market value$102.49M
1.13%
Sole
399.56K
Shared
0.00
None
8.25K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Arch Capital Group LtdSOLE | COM | 4.71M | SH | $427.15M 4.71% | 4.53M | 0.00 | 178.36K |
Amphenol CorpSOLE | COM | 2.44M | SH | $302.28M 3.33% | 2.34M | 0.00 | 103.01K |
Ross Stores IncSOLE | COM | 1.59M | SH | $242.76M 2.68% | 1.53M | 0.00 | 67.32K |
PACCAR IncSOLE | COM | 2.46M | SH | $241.97M 2.67% | 2.37M | 0.00 | 91.30K |
CDW Corp/DESOLE | COM | 1.30M | SH | $206.45M 2.28% | 1.25M | 0.00 | 51.14K |
Alphabet IncSOLE | COM | 840.62K | SH | $204.73M 2.26% | 823.46K | 0.00 | 17.16K |
Copart IncSOLE | COM | 4.51M | SH | $202.84M 2.24% | 4.34M | 0.00 | 171.78K |
Brown & Brown IncSOLE | COM | 2.01M | SH | $188.40M 2.08% | 1.92M | 0.00 | 90.21K |
Gartner IncSOLE | COM | 715.81K | SH | $188.17M 2.08% | 687.90K | 0.00 | 27.91K |
Carlisle Cos IncSOLE | COM | 508.97K | SH | $167.43M 1.85% | 487.93K | 0.00 | 21.03K |
Amazon.com IncSOLE | COM | 736.15K | SH | $161.64M 1.78% | 721.56K | 0.00 | 14.59K |
Labcorp Holdings IncSOLE | COM | 556.12K | SH | $159.64M 1.76% | 532.75K | 0.00 | 23.37K |
Medpace Holdings IncSOLE | COM | 292.63K | SH | $150.46M 1.66% | 280.38K | 0.00 | 12.25K |
WR Berkley CorpSOLE | COM | 1.83M | SH | $140.30M 1.55% | 1.75M | 0.00 | 77.01K |
Texas Instruments IncSOLE | COM | 725.28K | SH | $133.26M 1.47% | 711.73K | 0.00 | 13.55K |
Teledyne Technologies IncSOLE | COM | 222.57K | SH | $130.44M 1.44% | 213.12K | 0.00 | 9.46K |
Visa IncSOLE | COM | 366.26K | SH | $125.03M 1.38% | 359.24K | 0.00 | 7.02K |
Floor & Decor Holdings IncSOLE | COM | 1.64M | SH | $121.21M 1.34% | 1.57M | 0.00 | 70.13K |
MKS IncSOLE | COM | 976.09K | SH | $120.81M 1.33% | 934.88K | 0.00 | 41.21K |
Thor Industries IncSOLE | COM | 1.10M | SH | $114.29M 1.26% | 1.06M | 0.00 | 46.87K |
Danaher CorpSOLE | COM | 553.19K | SH | $109.67M 1.21% | 542.37K | 0.00 | 10.81K |
Brookfield Asset Management LtSOLE | COM | 1.91M | SH | $108.64M 1.20% | 1.83M | 0.00 | 80.83K |
Invesco S&P 500 Quality ETFSOLE | ETF | 1.45M | SH | $106.19M 1.17% | 1.45M | 0.00 | 1.38K |
Arista Networks IncSOLE | COM | 728.56K | SH | $106.16M 1.17% | 703.21K | 0.00 | 25.34K |
Lowe's Cos IncSOLE | COM | 407.81K | SH | $102.49M 1.13% | 399.56K | 0.00 | 8.25K |
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