§ 13F · FUND PROFILE
Madison Asset Management, LLC.
AUM · $8.4B (13F)Positions · 347Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$297M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ACGL | Arch Capital Group Ltd | 3.80M | $369M | 4.4% | −7% |
| 2 | GOOG | Alphabet Inc | 610K | $216M | 2.6% | −3% |
| 3 | APH | Amphenol Corp | 1.18M | $207M | 2.5% | −6% |
| 4 | ROST | Ross Stores Inc | 887K | $189M | 2.3% | −37% |
| 5 | PCAR | PACCAR Inc | 1.48M | $178M | 2.1% | −7% |
| 6 | TXN | Texas Instruments Inc | 576K | $172M | 2.0% | −5% |
| 7 | AMZN | Amazon.com Inc | 656K | $156M | 1.9% | −2% |
| 8 | CSL | Carlisle Cos Inc | 421K | $153M | 1.8% | −7% |
| 9 | CDW | CDW Corp/DE | 1.07M | $151M | 1.8% | −3% |
| 10 | MKSI | MKS Inc | 317K | $141M | 1.7% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MADISON SIGNAL
AC read
Madison Asset Management, LLC is a Other fund managing $8.4 billion in assets. The fund runs a broad portfolio of 347 positions.
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