EdgeMarket › What Madison Investment Advisors, Llc reported owning
What Madison Investment Advisors, Llc reported owning
As filed on Form 13F for the quarter ending 2024-12-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
8.9BPositions
335Quarter
2024-12-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| ACGL ARCH CAPITAL GROUP LTD. | 410.0M | 4.6% | 4.4M | 99.39 | +7.1% |
| GOOG Alphabet Inc. | 257.8M | 2.9% | 1.4M | 341.75 | +70.7% |
| PCAR PACCAR INC | 254.7M | 2.9% | 2.4M | 131.03 | +33.5% |
| CPRT COPART INC | 253.7M | 2.9% | 4.4M | 33.80 | -29.0% |
| IT GARTNER INC | 244.8M | 2.8% | 505.3K | 195.90 | -19.8% |
| ROST ROSS STORES, INC. | 230.2M | 2.6% | 1.5M | 239.04 | +63.3% |
| BRO BROWN & BROWN, INC. | 198.0M | 2.2% | 1.9M | 72.92 | -24.7% |
| AMZN AMAZON COM INC | 162.7M | 1.8% | 741.4K | 258.63 | +15.6% |
| APH AMPHENOL CORP /DE/ | 157.7M | 1.8% | 2.3M | 157.01 | +44.5% |
| CSL CARLISLE COMPANIES INC | 148.2M | 1.7% | 401.8K | 367.68 | -4.2% |
| FISV FISERV INC | 134.7M | 1.5% | 655.8K | 52.58 | -62.4% |
| ANET Arista Networks, Inc. | 133.6M | 1.5% | 1.2M | 188.65 | +43.5% |
| CDW CDW Corp | 131.0M | 1.5% | 752.7K | 137.25 | -17.8% |
| LH LABCORP HOLDINGS INC. | 123.4M | 1.4% | 538.2K | 336.34 | +20.9% |
| LBRDK Liberty Broadband Corp | 122.7M | 1.4% | 1.6M | 36.02 | -41.3% |
| V VISA INC. | 119.0M | 1.3% | 376.5K | 371.04 | +7.9% |
| TXN TEXAS INSTRUMENTS INC | 115.1M | 1.3% | 613.7K | 264.36 | +31.7% |
| DLTR DOLLAR TREE, INC. | 113.3M | 1.3% | 1.5M | 131.48 | +16.0% |
| ADI ANALOG DEVICES INC | 111.5M | 1.3% | 524.7K | 373.09 | +52.4% |
| unmapped CUSIP 084670702 | 111.3M | 1.3% | 245.5K | — | — |
| LOW LOWES COMPANIES INC | 110.8M | 1.2% | 448.8K | 216.09 | -16.0% |
| ACN Accenture plc | 107.3M | 1.2% | 305.1K | 185.28 | -27.4% |
| WAT WATERS CORP /DE/ | 104.6M | 1.2% | 282.1K | 410.70 | +38.4% |
| PGR PROGRESSIVE CORP/OH/ | 103.6M | 1.2% | 432.5K | 219.28 | -13.2% |
| WRB BERKLEY W R CORP | 98.4M | 1.1% | 1.7M | 68.60 | -5.6% |
| FND Floor & Decor Holdings, Inc. | 97.6M | 1.1% | 978.5K | 54.26 | -33.8% |
| MKSI MKS INC | 97.5M | 1.1% | 933.9K | 279.11 | +180.9% |
| USB US BANCORP \DE\ | 96.6M | 1.1% | 2.0M | 62.05 | +33.7% |
| THO THOR INDUSTRIES INC | 95.7M | 1.1% | 999.8K | 79.49 | -24.8% |
| TDY TELEDYNE TECHNOLOGIES INC | 94.7M | 1.1% | 204.1K | 636.15 | +17.4% |
| BAM Brookfield Asset Management Ltd. | 94.1M | 1.1% | 1.7M | 52.30 | -11.9% |
| A AGILENT TECHNOLOGIES, INC. | 94.1M | 1.1% | 700.1K | 159.00 | +33.5% |
| LAD LITHIA MOTORS INC | 91.2M | 1.0% | 255.1K | 370.73 | +20.9% |
| SPHQ Invesco S&P 500 Quality ETF | 88.6M | 1.0% | 1.3M | 85.95 | +18.7% |
| KEYS Keysight Technologies, Inc. | 88.2M | 1.0% | 548.9K | 316.13 | +99.4% |
| MC Moelis & Co | 86.1M | 1.0% | 1.2M | 68.29 | -2.9% |
| ABG ASBURY AUTOMOTIVE GROUP INC | 82.4M | 0.9% | 339.2K | 214.81 | -10.8% |
| PH Parker-Hannifin Corp | 79.5M | 0.9% | 125.1K | 1,001.74 | +34.8% |
| ALC ALCON INC | 79.0M | 0.9% | 931.2K | 73.63 | -9.1% |
| MCHP MICROCHIP TECHNOLOGY INC | 78.7M | 0.9% | 1.4M | 76.08 | +14.0% |
| FWONK Liberty Media Corp | 78.3M | 0.9% | 845.1K | 104.94 | +3.2% |
| JMBS Janus Henderson Mortgage-Backed Securities ETF | 75.8M | 0.9% | 1.7M | 44.37 | -1.2% |
| AWI ARMSTRONG WORLD INDUSTRIES INC | 75.2M | 0.8% | 532.4K | 178.54 | -7.9% |
| DSTL Distillate U.S. Fundamental Stability & Value | 72.4M | 0.8% | 1.3M | 69.81 | +23.1% |
| SCHW SCHWAB CHARLES CORP | 71.2M | 0.8% | 961.4K | 112.30 | +17.6% |
| BN BROOKFIELD Corp /ON/ | 69.7M | 0.8% | 1.2M | 41.69 | -2.4% |
| DHR DANAHER CORP /DE/ | 64.2M | 0.7% | 279.5K | 218.85 | +3.5% |
| MSTI Madison Short Term Strategic Income ETF | 63.0M | 0.7% | 3.1M | 20.16 | -2.4% |
| MSFT MICROSOFT CORP | 62.3M | 0.7% | 147.9K | 483.24 | -4.4% |
| TJX TJX COMPANIES INC /DE/ | 61.9M | 0.7% | 512.4K | 140.53 | +1.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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