Filed: 2/4/2026ACC: 0001954889-26-000008
📋 What this filing means
MADISON ASSET MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 341 equity positions with a total reported market value of $8.70B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
341
Positions
$8.70B
Total AUM (reported)
92.49M
Total Shares
Allocation by class
COM$7.61B87.5%
ETF$1.09B12.5%
Portfolio Concentration
Top 3$937.06M10.8%
4–10$1.23B14.1%
11–25$1.80B20.7%
Rest$4.72B54.3%
Top 3 weight
10.8%
Top 10 weight
24.9%
Voting Authority Distribution
Total shares with voting rights: 92.49M
Sole
Full voting authority
90.76M
shares
% of voting shares98.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.73M
shares
% of voting shares1.9%
Investment Discretion (by position count)
Sole341
Shared0
Other0
Dominant voting typeSole · 98.1% of voting shares
Institutional Holdings341
Rows:
Arch Capital Group Ltd
SOLEShares4.33M
TypeSH
Market value$415.57M
4.78%
Sole
4.18M
Shared
0.00
None
153.96K
Ross Stores Inc
SOLEShares1.51M
TypeSH
Market value$271.54M
3.12%
Sole
1.44M
Shared
0.00
None
64.85K
PACCAR Inc
SOLEShares2.28M
TypeSH
Market value$249.95M
2.87%
Sole
2.20M
Shared
0.00
None
79.13K
Alphabet Inc
SOLEShares769.99K
TypeSH
Market value$241.62M
2.78%
Sole
760.63K
Shared
0.00
None
9.36K
Amphenol Corp
SOLEShares1.34M
TypeSH
Market value$181.20M
2.08%
Sole
1.28M
Shared
0.00
None
56.92K
Gartner Inc
SOLEShares675.40K
TypeSH
Market value$170.39M
1.96%
Sole
652.61K
Shared
0.00
None
22.79K
Amazon.com Inc
SOLEShares702.96K
TypeSH
Market value$162.26M
1.87%
Sole
694.11K
Shared
0.00
None
8.86K
Copart Inc
SOLEShares4.07M
TypeSH
Market value$159.43M
1.83%
Sole
3.94M
Shared
0.00
None
134.07K
Brown & Brown Inc
SOLEShares1.99M
TypeSH
Market value$158.37M
1.82%
Sole
1.91M
Shared
0.00
None
79.53K
CDW Corp/DE
SOLEShares1.15M
TypeSH
Market value$157.22M
1.81%
Sole
1.11M
Shared
0.00
None
40.68K
Medpace Holdings Inc
SOLEShares277.76K
TypeSH
Market value$156.00M
1.79%
Sole
265.95K
Shared
0.00
None
11.81K
Carlisle Cos Inc
SOLEShares475.63K
TypeSH
Market value$152.14M
1.75%
Sole
457K
Shared
0.00
None
18.63K
MKS Inc
SOLEShares921.45K
TypeSH
Market value$147.25M
1.69%
Sole
881.71K
Shared
0.00
None
39.74K
Labcorp Holdings Inc
SOLEShares525.88K
TypeSH
Market value$131.93M
1.52%
Sole
503.48K
Shared
0.00
None
22.40K
Danaher Corp
SOLEShares545.04K
TypeSH
Market value$124.77M
1.43%
Sole
538.41K
Shared
0.00
None
6.64K
Visa Inc
SOLEShares355.55K
TypeSH
Market value$124.69M
1.43%
Sole
351.36K
Shared
0.00
None
4.18K
WR Berkley Corp
SOLEShares1.72M
TypeSH
Market value$120.93M
1.39%
Sole
1.65M
Shared
0.00
None
73.76K
Texas Instruments Inc
SOLEShares677.88K
TypeSH
Market value$117.61M
1.35%
Sole
669.77K
Shared
0.00
None
8.10K
Waters Corp
SOLEShares293.16K
TypeSH
Market value$111.35M
1.28%
Sole
280.58K
Shared
0.00
None
12.59K
Teledyne Technologies Inc
SOLEShares210.83K
TypeSH
Market value$107.68M
1.24%
Sole
201.77K
Shared
0.00
None
9.06K
Thor Industries Inc
SOLEShares1.04M
TypeSH
Market value$107.16M
1.23%
Sole
998.79K
Shared
0.00
None
44.92K
Keysight Technologies Inc
SOLEShares519.31K
TypeSH
Market value$105.52M
1.21%
Sole
511.71K
Shared
0.00
None
7.60K
Invesco S&P 500 Quality ETF
SOLEShares1.36M
TypeSH
Market value$102.25M
1.18%
Sole
1.36M
Shared
0.00
None
1.41K
Analog Devices Inc
SOLEShares367.47K
TypeSH
Market value$99.66M
1.15%
Sole
363.17K
Shared
0.00
None
4.30K
Microsoft Corp
SOLEShares196.94K
TypeSH
Market value$95.24M
1.10%
Sole
195.71K
Shared
0.00
None
1.22K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Arch Capital Group LtdSOLE | COM | 4.33M | SH | $415.57M 4.78% | 4.18M | 0.00 | 153.96K |
Ross Stores IncSOLE | COM | 1.51M | SH | $271.54M 3.12% | 1.44M | 0.00 | 64.85K |
PACCAR IncSOLE | COM | 2.28M | SH | $249.95M 2.87% | 2.20M | 0.00 | 79.13K |
Alphabet IncSOLE | COM | 769.99K | SH | $241.62M 2.78% | 760.63K | 0.00 | 9.36K |
Amphenol CorpSOLE | COM | 1.34M | SH | $181.20M 2.08% | 1.28M | 0.00 | 56.92K |
Gartner IncSOLE | COM | 675.40K | SH | $170.39M 1.96% | 652.61K | 0.00 | 22.79K |
Amazon.com IncSOLE | COM | 702.96K | SH | $162.26M 1.87% | 694.11K | 0.00 | 8.86K |
Copart IncSOLE | COM | 4.07M | SH | $159.43M 1.83% | 3.94M | 0.00 | 134.07K |
Brown & Brown IncSOLE | COM | 1.99M | SH | $158.37M 1.82% | 1.91M | 0.00 | 79.53K |
CDW Corp/DESOLE | COM | 1.15M | SH | $157.22M 1.81% | 1.11M | 0.00 | 40.68K |
Medpace Holdings IncSOLE | COM | 277.76K | SH | $156.00M 1.79% | 265.95K | 0.00 | 11.81K |
Carlisle Cos IncSOLE | COM | 475.63K | SH | $152.14M 1.75% | 457K | 0.00 | 18.63K |
MKS IncSOLE | COM | 921.45K | SH | $147.25M 1.69% | 881.71K | 0.00 | 39.74K |
Labcorp Holdings IncSOLE | COM | 525.88K | SH | $131.93M 1.52% | 503.48K | 0.00 | 22.40K |
Danaher CorpSOLE | COM | 545.04K | SH | $124.77M 1.43% | 538.41K | 0.00 | 6.64K |
Visa IncSOLE | COM | 355.55K | SH | $124.69M 1.43% | 351.36K | 0.00 | 4.18K |
WR Berkley CorpSOLE | COM | 1.72M | SH | $120.93M 1.39% | 1.65M | 0.00 | 73.76K |
Texas Instruments IncSOLE | COM | 677.88K | SH | $117.61M 1.35% | 669.77K | 0.00 | 8.10K |
Waters CorpSOLE | COM | 293.16K | SH | $111.35M 1.28% | 280.58K | 0.00 | 12.59K |
Teledyne Technologies IncSOLE | COM | 210.83K | SH | $107.68M 1.24% | 201.77K | 0.00 | 9.06K |
Thor Industries IncSOLE | COM | 1.04M | SH | $107.16M 1.23% | 998.79K | 0.00 | 44.92K |
Keysight Technologies IncSOLE | COM | 519.31K | SH | $105.52M 1.21% | 511.71K | 0.00 | 7.60K |
Invesco S&P 500 Quality ETFSOLE | ETF | 1.36M | SH | $102.25M 1.18% | 1.36M | 0.00 | 1.41K |
Analog Devices IncSOLE | COM | 367.47K | SH | $99.66M 1.15% | 363.17K | 0.00 | 4.30K |
Microsoft CorpSOLE | COM | 196.94K | SH | $95.24M 1.10% | 195.71K | 0.00 | 1.22K |
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