Madison Asset Management, LLC holds a diversified book of 349 stocks worth $8.1B as of Q1 2026 (disclosed May 7, 2026, a ~45-day 13F lag). This quarter they opened Tyler Technologies Inc and trimmed Arch Capital Group Ltd. Their largest long position is Arch Capital Group Ltd at 5% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1299351/holdings"
Use Arkolith to show Madison Asset Management, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
86% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Arch Capital Group Ltd COM | $391.3M | 4.08M | 4.9% | ▼−5.9% Reduced · −256K sh | |
| 2 | Ross Stores Inc COM | $306.1M | 1.41M | 3.8% | ▼−6.3% Reduced · −94K sh | |
| 3 | Paccar Inc COM | $183.1M | 1.59M | 2.3% | ▼−31% Reduced · −697K sh | |
| 4 | Alphabet Inc COM | $180.6M | 629.6K | 2.2% | ▼−18% Reduced · −140K sh | |
| 5 | Amphenol Corp COM | $158.1M | 1.25M | 2.0% | ▼−6.7% Reduced · −90K sh | |
| 6 | Carlisle Cos Inc COM | $151.4M | 453.8K | 1.9% | ▼−4.6% Reduced · −22K sh | |
| 7 | Brown & Brown Inc COM | $150.5M | 2.31M | 1.9% | ▲+16% Added · +321K sh | |
| 8 | Amazon.com Inc COM | $138.9M | 667.1K | 1.7% | ▼−5.1% Reduced · −36K sh | |
| 9 | CDW Corp COM | $133.7M | 1.11M | 1.7% | ▼−4.3% Reduced · −49K sh | |
| 10 | Labcorp Holdings Inc COM | $130.9M | 490.5K | 1.6% | ▼−6.7% Reduced · −35K sh | |
| 11 | Copart Inc COM | $129.1M | 3.89M | 1.6% | ▼−4.5% Reduced · −183K sh | |
| 12 | Medpace Holdings Inc COM | $126.0M | 262.3K | 1.6% | ▼−5.6% Reduced · −15K sh | |
| 13 | Teledyne Technologies Inc COM | $120.1M | 198.5K | 1.5% | ▼−5.8% Reduced · −12K sh | |
| 14 | Keysight Technologies Inc COM | $119.4M | 423.0K | 1.5% | ▼−19% Reduced · −96K sh | |
| 15 | Texas Instruments Inc COM | $118.1M | 608.3K | 1.5% | ▼−10% Reduced · −70K sh | |
| 16 | Visa Inc COM | $117.8M | 389.9K | 1.5% | ▲+9.7% Added · +34K sh | |
| 17 | Analog Devices Inc COM | $107.3M | 337.4K | 1.3% | ▼−8.2% Reduced · −30K sh | |
| 18 | WR Berkley Corp COM | $107.3M | 1.62M | 1.3% | ▼−6.1% Reduced · −106K sh | |
| 19 | Moelis & Co COM | $101.1M | 1.77M | 1.3% | ▲+46% Added · +556K sh | |
| 20 | Gartner Inc COM | $97.1M | 613.3K | 1.2% | ▼−9.2% Reduced · −62K sh | |
| 21 | MSA Safety Inc COM | $96.5M | 588.6K | 1.2% | ▲+3.6% Added · +20K sh | |
| 22 | Invesco S&P 500 Quality ETF ETF | $96.4M | 1.28M | 1.2% | ▼−5.9% Reduced · −80K sh | |
| 23 | Danaher Corp COM | $93.9M | 495.0K | 1.2% | ▼−9.2% Reduced · −50K sh | |
| 24 | Liberty Media Corp-Liberty For COM | $91.0M | 1.07M | 1.1% | ▲+20% Added · +178K sh | |
| 25 | Ferguson Enterprises Inc COM | $87.1M | 373.3K | 1.1% | ▼−6.0% Reduced · −24K sh | |
| 26 | Arista Networks Inc COM | $84.0M | 684.3K | 1.0% | ▼−3.9% Reduced · −28K sh | |
| 27 | Parker-Hannifin Corp COM | $83.3M | 93.1K | 1.0% | ▼−5.9% Reduced · −6K sh | |
| 28 | Waters Corp COM | $81.2M | 272.6K | 1.0% | ▼−7.0% Reduced · −21K sh | |
| 29 | Microsoft Corp COM | $79.9M | 215.9K | 1.0% | ▲+9.7% Added · +19K sh | |
| 30 | Lowe's Cos Inc COM | $78.0M | 330.0K | 1.0% | ▼−12% Reduced · −46K sh | |
| 31 | MKS Inc COM | $77.8M | 338.3K | 1.0% | ▼−63% Reduced · −583K sh | |
| 32 | Thor Industries Inc COM | $77.1M | 964.8K | 1.0% | ▼−7.6% Reduced · −79K sh | |
| 33 | A O Smith Corp COM | $75.3M | 1.14M | 0.9% | ▼−5.5% Reduced · −67K sh | |
| 34 | Brookfield Asset Management Lt COM | $74.5M | 1.68M | 0.9% | ▼−7.0% Reduced · −126K sh | |
| 35 | Expeditors International of Wa COM | $70.2M | 490.4K | 0.9% | ▼−6.7% Reduced · −35K sh | |
| 36 | Floor & Decor Holdings Inc COM | $69.6M | 1.37M | 0.9% | ▼−2.9% Reduced · −42K sh | |
| 37 | Honeywell International Inc COM | $69.4M | 306.9K | 0.9% | ▼−13% Reduced · −44K sh | |
| 38 | Progressive Corp COM | $69.3M | 349.8K | 0.9% | ▼−4.7% Reduced · −17K sh | |
| 39 | Agilent Technologies Inc COM | $69.3M | 607.8K | 0.9% | ▼−0.3% Reduced · −2K sh | |
| 40 | TJX Cos Inc COM | $69.2M | 433.1K | 0.9% | ▼−3.6% Reduced · −16K sh | |
| 41 | Charles Schwab Corp COM | $67.8M | 721.8K | 0.8% | ▼−5.2% Reduced · −40K sh | |
| 42 | NextEra Energy Inc COM | $63.6M | 684.4K | 0.8% | ▼−0.4% Reduced · −2K sh | |
| 43 | Marsh & McLennan Cos Inc COM | $61.7M | 355.9K | 0.8% | ▲+23% Added · +66K sh | |
| 44 | Asbury Automotive Group Inc COM | $60.4M | 308.9K | 0.7% | ▼−11% Reduced · −37K sh | |
| 45 | Liberty Broadband Corp COM | $59.8M | 1.19M | 0.7% | ▲+0.6% Added · +7K sh | |
| 46 | Lithia Motors Inc COM | $58.1M | 232.7K | 0.7% | ▼−13% Reduced · −33K sh | |
| 47 | Bio-Techne Corp COM | $57.1M | 1.09M | 0.7% | ▼−7.5% Reduced · −88K sh | |
| 48 | ServiceTitan Inc COM | $57.1M | 900.1K | 0.7% | ▲+41% Added · +262K sh | |
| 49 | Brookfield Corp COM | $55.4M | 1.37M | 0.7% | ▼−8.6% Reduced · −129K sh | |
| 50 | Vanguard FTSE All-World ex-US ETF | $55.4M | 737.9K | 0.7% | ▲+48% Added · +241K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 7, 2026 | 349 | $8.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 4, 2026 | 342 | $8.7B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 336 | $9.1B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 11, 2025 | 338 | $9.3B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 349 | $9.0B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 335 | $8.9B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 328 | $8.9B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 9, 2024 | 330 | $8.1B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 9, 2024 | 330 | $8.1B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 12, 2024 | 321 | $7.4B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 321 | $6.8B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 1, 2023 | 314 | $6.9B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 26, 2023 | 299 | $6.6B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 8, 2023 | 317 | $6.4B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 10, 2022 | 337 | $5.9B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 9, 2022 | 362 | $6.4B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 12, 2022 | 313 | $7.0B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 15, 2022 | 315 | $7.6B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 309 | $7.3B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 9, 2021 | 313 | $7.4B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 11, 2021 | 310 | $7.2B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 12, 2021 | 297 | $6.8B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 12, 2020 | 266 | $6.0B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 13, 2020 | 262 | $5.7B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.