Filed: 8/10/2026ACC: 0001954889-26-000022
📋 What this filing means
MADISON ASSET MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 347 equity positions with a total reported market value of $8.39B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
347
Positions
$8.39B
Total AUM (reported)
90.28M
Total Shares
Allocation by class
COM$7.28B86.8%
ETF$1.10B13.2%
Portfolio Concentration
Top 3$791.78M9.4%
4–10$1.14B13.6%
11–25$1.74B20.7%
Rest$4.72B56.3%
Top 3 weight
9.4%
Top 10 weight
23.0%
Voting Authority Distribution
Total shares with voting rights: 90.28M
Sole
Full voting authority
88.38M
shares
% of voting shares97.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.90M
shares
% of voting shares2.1%
Investment Discretion (by position count)
Sole347
Shared0
Other0
Dominant voting typeSole · 97.9% of voting shares
Institutional Holdings347
Rows:
Arch Capital Group Ltd
SOLEShares3.80M
TypeSH
Market value$368.81M
4.40%
Sole
3.64M
Shared
0.00
None
157.10K
Alphabet Inc
SOLEShares610.19K
TypeSH
Market value$215.60M
2.57%
Sole
602.11K
Shared
0.00
None
8.09K
Amphenol Corp
SOLEShares1.18M
TypeSH
Market value$207.37M
2.47%
Sole
1.12M
Shared
0.00
None
57.08K
Ross Stores Inc
SOLEShares886.64K
TypeSH
Market value$188.72M
2.25%
Sole
843.47K
Shared
0.00
None
43.17K
PACCAR Inc
SOLEShares1.48M
TypeSH
Market value$177.61M
2.12%
Sole
1.42M
Shared
0.00
None
60.20K
Texas Instruments Inc
SOLEShares575.70K
TypeSH
Market value$171.60M
2.05%
Sole
567.77K
Shared
0.00
None
7.93K
Amazon.com Inc
SOLEShares656.26K
TypeSH
Market value$156.41M
1.86%
Sole
647.30K
Shared
0.00
None
8.96K
Carlisle Cos Inc
SOLEShares421.41K
TypeSH
Market value$152.87M
1.82%
Sole
401.12K
Shared
0.00
None
20.28K
CDW Corp/DE
SOLEShares1.07M
TypeSH
Market value$150.55M
1.80%
Sole
1.03M
Shared
0.00
None
45.17K
MKS Inc
SOLEShares316.69K
TypeSH
Market value$140.87M
1.68%
Sole
301.36K
Shared
0.00
None
15.34K
Keysight Technologies Inc
SOLEShares398.12K
TypeSH
Market value$139.37M
1.66%
Sole
391.81K
Shared
0.00
None
6.31K
Brown & Brown Inc
SOLEShares2.16M
TypeSH
Market value$138.63M
1.65%
Sole
2.06M
Shared
0.00
None
104.66K
Labcorp Holdings Inc
SOLEShares476.64K
TypeSH
Market value$133.46M
1.59%
Sole
454.16K
Shared
0.00
None
22.49K
Visa Inc
SOLEShares382.66K
TypeSH
Market value$131.29M
1.57%
Sole
377.53K
Shared
0.00
None
5.13K
Medpace Holdings Inc
SOLEShares243.50K
TypeSH
Market value$128.96M
1.54%
Sole
231.66K
Shared
0.00
None
11.85K
Analog Devices Inc
SOLEShares313.23K
TypeSH
Market value$124.41M
1.48%
Sole
309.05K
Shared
0.00
None
4.19K
Teledyne Technologies Inc
SOLEShares183.82K
TypeSH
Market value$122.59M
1.46%
Sole
174.72K
Shared
0.00
None
9.11K
MSA Safety Inc
SOLEShares660.57K
TypeSH
Market value$115.32M
1.37%
Sole
628.03K
Shared
0.00
None
32.54K
Copart Inc
SOLEShares4.01M
TypeSH
Market value$113.14M
1.35%
Sole
3.84M
Shared
0.00
None
171.39K
Moelis & Co
SOLEShares1.67M
TypeSH
Market value$109.07M
1.30%
Sole
1.59M
Shared
0.00
None
79.97K
WR Berkley Corp
SOLEShares1.50M
TypeSH
Market value$105.64M
1.26%
Sole
1.42M
Shared
0.00
None
74.05K
Waters Corp
SOLEShares279.86K
TypeSH
Market value$104.96M
1.25%
Sole
266.55K
Shared
0.00
None
13.30K
A O Smith Corp
SOLEShares1.47M
TypeSH
Market value$92.01M
1.10%
Sole
1.39M
Shared
0.00
None
73.13K
Liberty Media Corp-Liberty For
SOLEShares964.34K
TypeSH
Market value$91.75M
1.09%
Sole
895.58K
Shared
0.00
None
68.76K
Parker-Hannifin Corp
SOLEShares88.31K
TypeSH
Market value$86.38M
1.03%
Sole
86.69K
Shared
0.00
None
1.62K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Arch Capital Group LtdSOLE | COM | 3.80M | SH | $368.81M 4.40% | 3.64M | 0.00 | 157.10K |
Alphabet IncSOLE | COM | 610.19K | SH | $215.60M 2.57% | 602.11K | 0.00 | 8.09K |
Amphenol CorpSOLE | COM | 1.18M | SH | $207.37M 2.47% | 1.12M | 0.00 | 57.08K |
Ross Stores IncSOLE | COM | 886.64K | SH | $188.72M 2.25% | 843.47K | 0.00 | 43.17K |
PACCAR IncSOLE | COM | 1.48M | SH | $177.61M 2.12% | 1.42M | 0.00 | 60.20K |
Texas Instruments IncSOLE | COM | 575.70K | SH | $171.60M 2.05% | 567.77K | 0.00 | 7.93K |
Amazon.com IncSOLE | COM | 656.26K | SH | $156.41M 1.86% | 647.30K | 0.00 | 8.96K |
Carlisle Cos IncSOLE | COM | 421.41K | SH | $152.87M 1.82% | 401.12K | 0.00 | 20.28K |
CDW Corp/DESOLE | COM | 1.07M | SH | $150.55M 1.80% | 1.03M | 0.00 | 45.17K |
MKS IncSOLE | COM | 316.69K | SH | $140.87M 1.68% | 301.36K | 0.00 | 15.34K |
Keysight Technologies IncSOLE | COM | 398.12K | SH | $139.37M 1.66% | 391.81K | 0.00 | 6.31K |
Brown & Brown IncSOLE | COM | 2.16M | SH | $138.63M 1.65% | 2.06M | 0.00 | 104.66K |
Labcorp Holdings IncSOLE | COM | 476.64K | SH | $133.46M 1.59% | 454.16K | 0.00 | 22.49K |
Visa IncSOLE | COM | 382.66K | SH | $131.29M 1.57% | 377.53K | 0.00 | 5.13K |
Medpace Holdings IncSOLE | COM | 243.50K | SH | $128.96M 1.54% | 231.66K | 0.00 | 11.85K |
Analog Devices IncSOLE | COM | 313.23K | SH | $124.41M 1.48% | 309.05K | 0.00 | 4.19K |
Teledyne Technologies IncSOLE | COM | 183.82K | SH | $122.59M 1.46% | 174.72K | 0.00 | 9.11K |
MSA Safety IncSOLE | COM | 660.57K | SH | $115.32M 1.37% | 628.03K | 0.00 | 32.54K |
Copart IncSOLE | COM | 4.01M | SH | $113.14M 1.35% | 3.84M | 0.00 | 171.39K |
Moelis & CoSOLE | COM | 1.67M | SH | $109.07M 1.30% | 1.59M | 0.00 | 79.97K |
WR Berkley CorpSOLE | COM | 1.50M | SH | $105.64M 1.26% | 1.42M | 0.00 | 74.05K |
Waters CorpSOLE | COM | 279.86K | SH | $104.96M 1.25% | 266.55K | 0.00 | 13.30K |
A O Smith CorpSOLE | COM | 1.47M | SH | $92.01M 1.10% | 1.39M | 0.00 | 73.13K |
Liberty Media Corp-Liberty ForSOLE | COM | 964.34K | SH | $91.75M 1.09% | 895.58K | 0.00 | 68.76K |
Parker-Hannifin CorpSOLE | COM | 88.31K | SH | $86.38M 1.03% | 86.69K | 0.00 | 1.62K |
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