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Madison Asset Management, LLC

All holdings · as of Mar 31, 2026

349 positions

CompanyClassValueShares% of portfolio
ARCH CAPITAL GROUP LTD.—$391.30M4,076,4464.9%
ROSS STORES, INC.—$306.08M1,412,9243.8%
PACCAR INC—$183.11M1,585,3662.3%
Alphabet Inc.—$180.60M629,5762.2%
AMPHENOL CORP /DE—$158.06M1,251,0062.0%
CARLISLE COMPANIES INC—$151.40M453,8131.9%
BROWN & BROWN, INC.—$150.48M2,307,6221.9%
Amazon.com Inc—$138.93M667,0831.7%
CDW Corp—$133.74M1,105,0861.7%
LABCORP HOLDINGS INC.—$130.88M490,5461.6%
Copart Inc—$129.13M3,889,5841.6%
Medpace Holdings, Inc.—$125.95M262,2931.6%
Teledyne Technologies Inc—$120.12M198,5481.5%
Keysight Technologies, Inc.—$119.43M422,9731.5%
TEXAS INSTRUMENTS INC—$118.10M608,3051.5%
Visa Inc—$117.83M389,8691.5%
ANALOG DEVICES INC—$107.34M337,4101.3%
W. R. Berkley Corporation—$107.30M1,618,9061.3%
Moelis & Co—$101.10M1,773,7351.3%
GARTNER INC—$97.10M613,2571.2%
MSA Safety Inc—$96.50M588,5681.2%
Invesco S&P 500 Quality ETF—$96.42M1,282,3651.2%
DANAHER CORP /DE—$93.86M495,0201.2%
Liberty Media Corp-Liberty Formula One—$91.00M1,070,2991.1%
Ferguson Enterprises Inc. /DE—$87.08M373,2971.1%
Arista Networks, Inc.ANETCommon Stock$84.02M684,3161.0%
Parker-Hannifin Corp—$83.32M93,0741.0%
Waters Corp—$81.19M272,6491.0%
MICROSOFT CORP—$79.94M215,9431.0%
LOWES COMPANIES INC—$77.98M330,0301.0%
MKS Inc—$77.75M338,3361.0%
THOR INDUSTRIES INC—$77.08M964,7761.0%
SMITH A O CORP—$75.34M1,142,6040.9%
Brookfield Asset Management Lt—$74.46M1,675,1000.9%
EXPEDITORS INTERNATIONAL OF WASHINGTON INC—$70.24M490,4150.9%
FLOOR & DECOR HOLDINGS INC—$69.57M1,369,4590.9%
HONEYWELL INTERNATIONAL INC—$69.37M306,9280.9%
PROGRESSIVE CORP/OH—$69.34M349,7740.9%
Agilent Technologies Inc—$69.28M607,8310.9%
TJX Cos Inc/The—$69.17M433,0990.9%
SCHWAB CHARLES CORP—$67.84M721,8300.8%
NEXTERA ENERGY INC—$63.57M684,3980.8%
MARSH & MCLENNAN COMPANIES, INC.—$61.73M355,9130.8%
Asbury Automotive Group Inc—$60.36M308,8750.7%
Liberty Broadband Corp—$59.80M1,188,9210.7%
LITHIA MOTORS INC—$58.11M232,6820.7%
BIO-TECHNE Corp—$57.12M1,093,0580.7%
ServiceTitan, Inc.—$57.12M900,1120.7%
Brookfield Corp—$55.43M1,369,6760.7%
Vanguard FTSE All-World ex-US—$55.42M737,9120.7%
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