Madison Asset Management, LLC
Top Portfolio Positions
245 positions ·
$6,678,571,916 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ACGL |
Arch Capital Group Ltd.
Financial Services
|
4,076,446 | $391,298,051 | 5.86% | |
| ROST |
Ross Stores, Inc.
Consumer Cyclical
|
1,412,924 | $306,081,726 | 4.58% | |
| PCAR |
Paccar Inc
Industrials
|
1,585,366 | $183,109,773 | 2.74% | |
| APH |
Amphenol Corp /De/
Technology
|
1,251,006 | $158,064,608 | 2.37% | |
| CSL |
Carlisle Companies Inc
Industrials
|
453,813 | $151,401,093 | 2.27% | |
| BRO |
Brown & Brown, Inc.
Financial Services
|
2,307,622 | $150,480,030 | 2.25% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
667,083 | $138,933,376 | 2.08% | |
| CDW |
CDW Corp
Technology
|
1,105,086 | $133,737,507 | 2.00% | |
| LH |
Labcorp Holdings Inc.
Healthcare
|
490,546 | $130,882,578 | 1.96% | |
| CPRT |
Copart Inc
Industrials
|
3,889,584 | $129,134,188 | 1.93% |
Portfolio Trend
25 quarters · across all stocks
Holdings in POWI
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,267,558 | 102,882 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,690,580 | 103,843 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,148,505 | 103,171 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,761,892 | 103,075 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,187,663 | 102,726 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $5,209,701 | 84,436 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,653,444 | 72,574 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,072,771 | 72,272 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,012,166 | 56,075 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $4,635,027 | 56,449 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,797,872 | 49,769 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,687,585 | 38,952 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $3,807,022 | 44,979 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $2,744,294 | 38,264 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,234,910 | 50,294 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,285,246 | 57,129 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $5,277,662 | 56,945 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $5,300,767 | 57,065 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $5,013,645 | 50,648 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,693,209 | 32,820 | Shares | Sole | 2021-08-09 | |
| No 13F history on record for this holder in this stock. | ||||||