Madison Investment Advisors, LLC
Clone Performance
Feb 2025–Jul 2025 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 1 quarter.Madison Investment Advisors, LLC has stopped filing, so the simulation ends in Jul 2025 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.
Portfolio Concentration
231 tracked positions · as of Dec 31, 2024Sector Breakdown
As of Dec 31, 2024| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 24.8% | $1,807,582,469 |
| Technology | 23.1% | $1,686,487,225 |
| Industrials | 16.2% | $1,181,163,098 |
| Consumer Cyclical | 15.3% | $1,116,972,313 |
| Healthcare | 9.6% | $699,867,832 |
| Consumer Defensive | 3.5% | $255,951,191 |
| Unclassified | 2.6% | $190,205,228 |
| Energy | 1.6% | $119,782,322 |
| Communication Services | 1.1% | $78,350,911 |
| Utilities | 0.9% | $62,334,818 |
| Basic Materials | 0.8% | $58,150,678 |
| Real Estate | 0.4% | $32,219,372 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ACGL |
Arch Capital Group Ltd.
Financial Services
|
First | 4,439,745 | $410,010,450 | 5.63% | |
| PCAR |
Paccar Inc
Industrials
|
First | 2,448,096 | $254,650,945 | 3.49% | |
| CPRT |
Copart Inc
Industrials
|
First | 4,420,382 | $253,685,722 | 3.48% | |
| IT |
Gartner Inc
Technology
|
First | 505,292 | $244,798,815 | 3.36% | |
| ROST |
Ross Stores, Inc.
Consumer Cyclical
|
First | 1,521,809 | $230,204,047 | 3.16% | |
| BRO |
Brown & Brown, Inc.
Financial Services
|
First | 1,941,098 | $198,030,817 | 2.72% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 741,418 | $162,659,695 | 2.23% | |
| APH |
Amphenol Corp /De/
Technology
|
First | 2,271,402 | $157,748,868 | 2.16% | |
| CSL |
Carlisle Companies Inc
Industrials
|
First | 401,822 | $148,208,026 | 2.03% | |
| FISV |
Fiserv Inc
|
First | 655,777 | $134,709,711 | 1.85% | |
| ANET |
Arista Networks, Inc.
Technology
|
First | 1,208,442 | $133,569,094 | 1.83% | |
| CDW |
CDW Corp
Technology
|
First | 752,677 | $130,995,905 | 1.80% | |
| LH |
Labcorp Holdings Inc.
Healthcare
|
First | 538,178 | $123,414,978 | 1.69% | |
| V |
Visa Inc.
Financial Services
|
First | 376,465 | $118,977,998 | 1.63% | |
| TXN |
Texas Instruments Inc
Technology
|
First | 613,706 | $115,076,012 | 1.58% | |
| DLTR |
Dollar Tree, Inc.
Consumer Defensive
|
First | 1,512,075 | $113,314,900 | 1.55% | |
| ADI |
Analog Devices Inc
Technology
|
First | 524,664 | $111,470,113 | 1.53% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 245,479 | $111,270,721 | 1.53% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
First | 448,844 | $110,774,699 | 1.52% | |
| ACN |
Accenture plc
Technology
|
First | 305,088 | $107,326,907 | 1.47% | |
| WAT |
Waters Corp /De/
Healthcare
|
First | 282,076 | $104,644,554 | 1.44% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
First | 432,488 | $103,628,449 | 1.42% | |
| WRB |
Berkley W R Corp
Financial Services
|
First | 1,682,258 | $98,445,738 | 1.35% | |
| FND |
Floor & Decor Holdings, Inc.
Consumer Cyclical
|
First | 978,458 | $97,552,262 | 1.34% | |
| MKSI |
Mks Inc
Technology
|
First | 933,936 | $97,493,579 | 1.34% | |
| USB |
US Bancorp De
Financial Services
|
First | 2,018,822 | $96,560,256 | 1.32% | |
| THO |
Thor Industries Inc
Consumer Cyclical
|
First | 999,768 | $95,687,795 | 1.31% | |
| TDY |
Teledyne Technologies Inc
Technology
|
First | 204,082 | $94,720,578 | 1.30% | |
| BAM |
Brookfield Asset Management Ltd.
Financial Services
|
First | 1,736,887 | $94,121,906 | 1.29% | |
| A |
Agilent Technologies, Inc.
Healthcare
|
First | 700,094 | $94,050,627 | 1.29% | |
| LAD |
Lithia Motors Inc
Consumer Cyclical
|
First | 255,125 | $91,189,328 | 1.25% | |
| KEYS |
Keysight Technologies, Inc.
Technology
|
First | 548,874 | $88,165,630 | 1.21% | |
| MC |
Moelis & Co
Financial Services
|
First | 1,164,887 | $86,061,851 | 1.18% | |
| ABG |
Asbury Automotive Group Inc
Consumer Cyclical
|
First | 339,160 | $82,426,054 | 1.13% | |
| PH |
Parker-Hannifin Corp
Industrials
|
First | 125,068 | $79,547,000 | 1.09% | |
| ALC |
Alcon Inc
Healthcare
|
First | 931,197 | $79,049,313 | 1.08% | |
| MCHP |
Microchip Technology Inc
Technology
|
First | 1,371,603 | $78,661,432 | 1.08% | |
| AWI |
Armstrong World Industries Inc
Industrials
|
First | 532,387 | $75,242,254 | 1.03% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
First | 961,439 | $71,156,100 | 0.98% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
First | 1,213,230 | $69,700,063 | 0.96% | |
| DHR |
Danaher Corp /De/
Healthcare
|
First | 279,500 | $64,159,225 | 0.88% | |
| MSFT |
Microsoft Corp
Technology
|
First | 147,855 | $62,320,882 | 0.85% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
First | 512,440 | $61,907,876 | 0.85% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
First | 272,729 | $57,930,366 | 0.79% | |
| EXPD |
Expeditors International Of Washington Inc
Industrials
|
First | 496,852 | $55,036,296 | 0.76% | |
| FERG |
Ferguson Enterprises Inc. /DE/
Industrials
|
First | 300,601 | $52,175,315 | 0.72% | |
| NEE |
Nextera Energy Inc
Utilities
|
First | 702,937 | $50,393,553 | 0.69% | |
| DE |
Deere & Co
Industrials
|
First | 118,311 | $50,128,370 | 0.69% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
First | 544,004 | $49,640,365 | 0.68% | |
| AAPL |
Apple Inc.
Technology
|
First | 193,953 | $48,569,710 | 0.67% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.