Madison Investment Advisors, LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Dec 31, 2024, never from the firm's own description.
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share against every 13F filer's combined book at 20% or less, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
261 tracked positions · as of Dec 31, 2024Sector Breakdown
As of Dec 31, 2024| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 21.3% | $1,844,236,094 |
| Financial Services | 20.9% | $1,807,582,469 |
| Industrials | 13.6% | $1,181,163,098 |
| Consumer Cyclical | 12.9% | $1,116,972,313 |
| Unclassified | 10.3% | $891,493,760 |
| Healthcare | 8.1% | $699,867,832 |
| Communication Services | 6.2% | $537,147,221 |
| Consumer Defensive | 3.7% | $317,145,744 |
| Energy | 1.4% | $119,782,322 |
| Utilities | 0.7% | $62,334,818 |
| Basic Materials | 0.7% | $58,150,677 |
| 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 | 4.73% | |
| APH |
Amphenol Corp /De/
Technology
|
First | 2,271,402 | $315,497,737 | 3.64% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 1,369,671 | $260,821,788 | 3.01% | |
| PCAR |
Paccar Inc
Industrials
|
First | 2,448,096 | $254,650,945 | 2.94% | |
| CPRT |
Copart Inc
Industrials
|
First | 4,420,382 | $253,685,722 | 2.93% | |
| IT |
Gartner Inc
Technology
|
First | 505,292 | $244,798,815 | 2.82% | |
| ROST |
Ross Stores, Inc.
Consumer Cyclical
|
First | 1,521,809 | $230,204,047 | 2.66% | |
| CVRD |
Madison Covered Call ETF
|
First | 11,465,110 | $230,030,676 | 2.65% | |
| BRO |
Brown & Brown, Inc.
Financial Services
|
First | 1,941,098 | $198,030,817 | 2.28% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 741,418 | $162,659,695 | 1.88% | |
| CSL |
Carlisle Companies Inc
Industrials
|
First | 401,822 | $148,208,026 | 1.71% | |
| FISV |
Fiserv Inc
|
First | 655,777 | $134,709,711 | 1.55% | |
| ANET |
Arista Networks, Inc.
Technology
|
First | 1,208,442 | $133,569,094 | 1.54% | |
| CDW |
CDW Corp
Technology
|
First | 752,677 | $130,995,905 | 1.51% | |
| LH |
Labcorp Holdings Inc.
Healthcare
|
First | 538,178 | $123,414,978 | 1.42% | |
|
|
First | 1,641,438 | $122,713,904 | 1.42% | ||
| V |
Visa Inc.
Financial Services
|
First | 376,465 | $118,977,998 | 1.37% | |
| FWONA |
Liberty Media Corp
Communication Services
|
First | 1,299,982 | $116,535,412 | 1.34% | |
| TXN |
Texas Instruments Inc
Technology
|
First | 613,706 | $115,076,012 | 1.33% | |
| DLTR |
Dollar Tree, Inc.
Consumer Defensive
|
First | 1,512,075 | $113,314,900 | 1.31% | |
| ADI |
Analog Devices Inc
Technology
|
First | 524,664 | $111,470,113 | 1.29% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 245,479 | $111,270,721 | 1.28% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
First | 448,844 | $110,774,699 | 1.28% | |
| ACN |
Accenture plc
Technology
|
First | 305,088 | $107,326,907 | 1.24% | |
| WAT |
Waters Corp /De/
Healthcare
|
First | 282,076 | $104,644,554 | 1.21% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
First | 432,488 | $103,628,449 | 1.20% | |
| WRB |
Berkley W R Corp
Financial Services
|
First | 1,682,258 | $98,445,738 | 1.14% | |
| FND |
Floor & Decor Holdings, Inc.
Consumer Cyclical
|
First | 978,458 | $97,552,262 | 1.13% | |
| MKSI |
Mks Inc
Technology
|
First | 933,936 | $97,493,579 | 1.12% | |
| USB |
US Bancorp De
Financial Services
|
First | 2,018,822 | $96,560,256 | 1.11% | |
| THO |
Thor Industries Inc
Consumer Cyclical
|
First | 999,768 | $95,687,795 | 1.10% | |
| TDY |
Teledyne Technologies Inc
Technology
|
First | 204,082 | $94,720,578 | 1.09% | |
| BAM |
Brookfield Asset Management Ltd.
Financial Services
|
First | 1,736,887 | $94,121,906 | 1.09% | |
| A |
Agilent Technologies, Inc.
Healthcare
|
First | 700,094 | $94,050,627 | 1.09% | |
| LAD |
Lithia Motors Inc
Consumer Cyclical
|
First | 255,125 | $91,189,328 | 1.05% | |
| CVY |
Invesco Zacks Multi-Asset Income ETF
|
First | 1,322,117 | $88,621,502 | 1.02% | |
| KEYS |
Keysight Technologies, Inc.
Technology
|
First | 548,874 | $88,165,630 | 1.02% | |
| MC |
Moelis & Co
Financial Services
|
First | 1,164,887 | $86,061,851 | 0.99% | |
| JA |
Janus Henderson AA-A CLO ETF
|
First | 1,867,086 | $83,478,936 | 0.96% | |
| ABG |
Asbury Automotive Group Inc
Consumer Cyclical
|
First | 339,160 | $82,426,054 | 0.95% | |
| PH |
Parker-Hannifin Corp
Industrials
|
First | 125,068 | $79,547,000 | 0.92% | |
| ALC |
Alcon Inc
Healthcare
|
First | 931,197 | $79,049,313 | 0.91% | |
| MCHP |
Microchip Technology Inc
Technology
|
First | 1,371,603 | $78,661,432 | 0.91% | |
| AWI |
Armstrong World Industries Inc
Industrials
|
First | 532,387 | $75,242,254 | 0.87% | |
|
|
First | 1,379,409 | $74,549,396 | 0.86% | ||
| SCHW |
Schwab Charles Corp
Financial Services
|
First | 961,439 | $71,156,100 | 0.82% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
First | 1,213,230 | $69,700,063 | 0.80% | |
| DHR |
Danaher Corp /De/
Healthcare
|
First | 279,500 | $64,159,225 | 0.74% | |
| MSFT |
Microsoft Corp
Technology
|
First | 147,855 | $62,320,882 | 0.72% | |
| FNDA |
Schwab Fundamental U.S. Small Company ETF
|
First | 2,547,363 | $62,123,411 | 0.72% |
Showing the top 50 of 261 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.