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 SMG
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,385,840 | 105,013 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $6,570,093 | 112,598 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $6,370,882 | 111,868 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $7,371,887 | 111,763 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,113,922 | 111,385 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $6,399,222 | 96,461 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,029,462 | 81,078 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,875,661 | 74,941 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $5,269,932 | 70,652 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $4,527,716 | 71,023 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,937,077 | 56,832 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,462,118 | 23,323 | Shares | Sole | 2023-08-01 | |
| 2022-06-30 | $2,757,461 | 34,909 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $4,268,064 | 34,711 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $5,598,292 | 34,772 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $4,159,112 | 28,417 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,317,048 | 22,494 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $6,195,291 | 25,290 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $6,303,378 | 31,653 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,840,060 | 31,653 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,383,453 | 32,598 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,794,022 | 37,051 | Shares | Sole | 2020-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||