Madison Asset Management, LLC Q1 2023 Filing

Filed April 26, 2023

Portfolio Value

$6.6B

Holdings

299

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (299 positions)

StockValue
ACGLArch Capital Group Ltd
$284.9M
PCARPACCAR Inc
$169.9M
DLTRDollar Tree Inc
$154.2M
GOOGAlphabet Inc
$150.0M
CPRTCopart Inc
$127.6M
PGRProgressive Corp
$125.0M
ADIAnalog Devices Inc
$109.9M
TFLOiShares Treasury Floating Rate
$108.6M
ITGartner Inc
$107.9M
LBRDKLiberty Broadband Corp
$102.2M
ROSTRoss Stores Inc
$101.5M
USBU.S. Bancorp
$90.2M
LOWLowe's Cos Inc
$88.2M
CSLCarlisle Cos Inc
$85.8M
ANETEURArista Networks Inc
$84.3M
VVisa Inc
$83.6M
BDXBecton Dickinson and Co
$82.3M
SPYSPDR S&P 500 ETF Trust
$82.3M
JJacobs Solutions Inc
$78.1M
FISVFiserv Inc
$78.0M
BRK/BBerkshire Hathaway Inc
$78.0M
BROBrown & Brown Inc
$75.5M
BNBrookfield Corp
$72.8M
AMZNAmazon.com Inc
$72.4M
TJXTJX Cos Inc
$72.2M
CDWCDW Corp/DE
$70.3M
ACNAccenture PLC
$69.7M
Laboratory Corp of America Hol
$65.7M
KMXCarMax Inc
$65.3M
ALCAlcon Inc
$64.8M
DHRDanaher Corp
$63.7M
IEFiShares 7-10 Year Treasury Bon
$63.3M
FNDFloor & Decor Holdings Inc
$62.1M
MRSHMarsh & McLennan Cos Inc
$61.7M
APHAmphenol Corp
$61.7M
TELTE Connectivity Ltd
$58.2M
NEENextEra Energy Inc
$57.8M
IJRiShares Core S&P Small-Cap ETF
$56.3M
IJHiShares Core S&P Mid-Cap ETF
$56.2M
PHParker-Hannifin Corp
$54.1M
VEUVanguard FTSE All-World ex-US
$52.0M
DSTLDistillate US Fundamental Stab
$51.5M
CSCOCisco Systems Inc
$51.3M
DYHTarget Corp
$51.1M
MKSIMKS Instruments Inc
$50.3M
HDHome Depot Inc
$50.2M
MCMoelis & Co
$50.0M
MKLMarkel Corp
$49.9M
MSFTMicrosoft Corp
$47.2M
WRBWR Berkley Corp
$45.9M
VGTVanguard Information Technolog
$45.6M
BLKCHFBlackRock Inc
$45.3M
GBCIGlacier Bancorp Inc
$45.1M
CMECME Group Inc
$42.9M
JPMJPMorgan Chase & Co
$41.8M
AAPLApple Inc
$40.5M
ADBEAdobe Inc
$39.5M
BMYBristol-Myers Squibb Co
$39.2M
JNJJohnson & Johnson
$38.5M
AMTAmerican Tower Corp
$38.3M
SCHWCharles Schwab Corp/The
$37.8M
EXPDExpeditors International of Wa
$37.1M
BKRBaker Hughes Co
$36.7M
FASTFastenal Co
$36.7M
JMBSJanus Henderson Mortgage-Backe
$36.0M
MDTMedtronic PLC
$35.4M
GDXVanEck Gold Miners ETF/USA
$34.6M
CATCaterpillar Inc
$33.3M
CVXChevron Corp
$32.9M
CMCSAComcast Corp
$32.4M
DWDMorgan Stanley
$31.1M
THOThor Industries Inc
$30.7M
TXNTexas Instruments Inc
$30.0M
AWIArmstrong World Industries Inc
$29.4M
APDAir Products & Chemicals Inc
$29.1M
ADMArcher-Daniels-Midland Co
$29.0M
NKENIKE Inc
$28.6M
EDVVanguard Extended Duration Tre
$28.2M
EOGEOG Resources Inc
$28.2M
FERGFerguson PLC
$27.6M
PEPPepsiCo Inc
$27.3M
TLTiShares 20 Year Treasury Bond
$26.5M
IEIiShares 3-7 Year Treasury Bond
$26.4M
HONHoneywell International Inc
$25.4M
UPSUnited Parcel Service Inc
$25.1M
COSTCostco Wholesale Corp
$25.0M
PFEPfizer Inc
$24.9M
MCDMcDonald's Corp
$24.7M
KMIKinder Morgan Inc/DE
$24.2M
AGGiShares Core U.S. Aggregate Bo
$24.2M
MCHPMicrochip Technology Inc
$24.1M
TTWOTake-Two Interactive Software
$23.9M
TRVTravelers Cos Inc
$23.8M
PGProcter & Gamble Co
$22.8M
UNPUnion Pacific Corp
$22.2M
NEMNewmont Corp
$22.2M
LLYEli Lilly & Co
$18.8M
BAMBrookfield Asset Management Lt
$18.3M
IQLTiShares MSCI International Qua
$17.8M
BF/BBrown-Forman Corp
$17.7M
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