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MADISON ASSET MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
MADISON ASSET MANAGEMENT, LLC
报告期 2026-03-31 · CIK 0001299351
持仓数
349
前50大市值合计
$5.26B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 17
增持 36
减持 83
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
APH
Amphenol Corp
-$121.1M
1,340,841
-45%
清仓
TREX
Trex Co Inc
-$97.8M
0
-100%
减持
MCHP
Microchip Technology Inc
-$91.6M
163,303
-90%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
MSA
MSA Safety Inc
+$91.0M
568,244
建仓
AOS
A O Smith Corp
+$80.9M
1,209,405
建仓
TTAN
ServiceTitan Inc
+$68.0M
638,075
减持
FISV
Fiserv Inc
-$63.6M
79,500
-85%
减持
CDW
CDW Corp/DE
-$49.2M
1,154,334
-11%
减持
CPRT
Copart Inc
-$43.4M
4,072,359
-10%
增持
HON
Honeywell International Inc
+$42.3M
386,074
+146%
减持
GOOG
Alphabet Inc
+$36.9M
769,985
-8%
增持
MDY
SPDR S&P MidCap 400 ETF Trust
+$35.9M
83,341
+246%
减持
FND
Floor & Decor Holdings Inc
-$35.3M
1,411,076
-14%
减持
NKE
NIKE Inc
-$31.5M
207,225
-68%
减持
BRO
Brown & Brown Inc
-$30.0M
1,987,110
-1%
减持
ROST
Ross Stores Inc
+$28.8M
1,507,387
-5%
增持
TECH
Bio-Techne Corp
+$28.0M
1,181,308
+59%
减持
LH
Labcorp Holdings Inc
-$27.7M
525,878
-5%
减持
LBRDK
Liberty Broadband Corp
-$27.0M
1,181,920
-11%
减持
MKSI
MKS Inc
+$26.4M
921,450
-6%
减持
TDY
Teledyne Technologies Inc
-$22.8M
210,832
-5%
减持
ORCL
Oracle Corp
-$22.3M
133,071
-22%
增持
LLY
Eli Lilly & Co
+$20.6M
60,914
+3%
建仓
WDAY
Workday Inc
+$20.0M
93,120
减持
WRB
WR Berkley Corp
-$19.4M
1,724,598
-6%
减持
WAT
Waters Corp
+$19.1M
293,164
-5%
减持
IT
Gartner Inc
-$17.8M
675,398
-6%
增持
QCOM
QUALCOMM Inc
+$16.5M
202,944
+86%
减持
AMT
American Tower Corp
-$16.2M
28,568
-74%
减持
TXN
Texas Instruments Inc
-$15.7M
677,878
-7%
减持
CSL
Carlisle Cos Inc
-$15.3M
475,632
-7%
减持
DHR
Danaher Corp
+$15.1M
545,044
-1%
减持
PGR
Progressive Corp
-$14.5M
367,175
-8%
减持
BAM
Brookfield Asset Management Lt
-$14.3M
1,801,474
-6%
增持
VFLO
VictoryShares Free Cash Flow E
+$13.5M
437,966
+337%
减持
FWONK
Liberty Media Corp-Liberty For
-$13.4M
892,786
-8%
建仓
EMLC
VanEck J. P. Morgan EM Local C
+$13.2M
511,961
减持
ANET
Arista Networks Inc
-$12.8M
712,155
-2%
减持
KNSL
Kinsale Capital Group Inc
-$12.7M
137,362
-12%
建仓
CRM
salesforce.com Inc
+$12.3M
46,599
减持
CMCSA
Comcast Corp
-$12.0M
120,521
-76%
减持
LOW
Lowe's Cos Inc
-$11.9M
375,532
-8%
建仓
SBGSY
Schneider Electric SE - Unspon
+$11.7M
212,988
减持
—
Arch Capital Group Ltd
-$11.6M
4,332,431
-8%
减持
EXPD
Expeditors International of Wa
+$11.3M
525,834
-4%
增持
—
Exxon Mobil Corp
+$11.2M
222,970
+61%
减持
ABG
Asbury Automotive Group Inc
-$11.0M
346,280
-8%
减持
FERG
Ferguson Enterprises Inc
-$10.9M
397,291
-10%
增持
IJR
iShares Core S&P Small-Cap ETF
+$10.9M
249,350
+56%
减持
MRSH
Marsh & McLennan Cos Inc
-$10.6M
290,337
-9%
减持
COP
ConocoPhillips
-$9.9M
117,200
-47%
减持
EFX
Equifax Inc
-$9.9M
32,760
-50%
减持
XSHQ
Invesco S&P SmallCap Quality E
-$9.8M
36,338
-86%
减持
LVS
Las Vegas Sands Corp
-$9.7M
78,000
-72%
减持
MSCI
MSCI Inc
-$8.3M
55,494
-21%
增持
BN
Brookfield Corp
-$8.1M
1,498,571
+34%
减持
SBUX
Starbucks Corp
-$8.0M
367,263
-20%
减持
PCAR
PACCAR Inc
+$8.0M
2,282,440
-7%
减持
MC
Moelis & Co
-$7.9M
1,218,178
-5%
减持
DSTL
Distillate US Fundamental Stab
-$7.6M
943,332
-13%
增持
MSFT
Microsoft Corp
+$7.3M
196,935
+16%
减持
GBCI
Glacier Bancorp Inc
-$7.3M
987,362
-5%
减持
THO
Thor Industries Inc
-$7.1M
1,043,703
-5%
减持
ADI
Analog Devices Inc
+$6.6M
367,468
-3%
增持
QLTY
GMO US Quality ETF
+$6.3M
183,547
+783%
减持
HD
Home Depot Inc
-$6.3M
94,398
-1%
减持
CVRD
Madison Covered Call ETF
-$6.2M
1,885,000
-15%
减持
KEYS
Keysight Technologies Inc
+$5.6M
519,312
-9%
增持
CVX
Chevron Corp
+$5.6M
159,868
+32%
减持
MEDP
Medpace Holdings Inc
+$5.5M
277,757
-5%
减持
JNJ
Johnson & Johnson
-$5.2M
157,184
-23%
增持
MCD
McDonald's Corp
+$5.2M
41,366
+68%
减持
JMBS
Janus Henderson Mortgage-Backe
-$5.0M
1,532,028
-7%
减持
MSTI
Madison Short-Term Strategic I
-$4.9M
2,820,994
-7%
减持
—
Accenture PLC
-$4.6M
244,254
-14%
减持
CAT
Caterpillar Inc
-$4.4M
8,366
-56%
清仓
—
Confluent Inc
-$4.3M
0
-100%
清仓
CIEN
Ciena Corp
-$4.3M
0
-100%
增持
—
ASML Holding NV - Spons NY Reg
+$4.2M
15,672
+21%
减持
PH
Parker-Hannifin Corp
+$4.2M
98,952
-9%
清仓
WAL
Western Alliance Bancorp
-$4.1M
0
-100%
减持
SPHQ
Invesco S&P 500 Quality ETF
-$3.9M
1,362,392
-6%
减持
GGG
Graco Inc
-$3.6M
473,849
-5%
增持
VEU
Vanguard FTSE All-World ex-US
+$3.5M
497,130
+7%
增持
NEE
NextEra Energy Inc
+$3.5M
686,878
+0%
减持
IGIB
iShares 5-10 Year Investment G
-$3.5M
245,961
-21%
增持
AAPL
Apple Inc
+$3.4M
195,520
+0%
减持
BLK
Blackrock Inc
-$3.4M
33,693
-0%
建仓
PLD
Prologis Inc
+$3.3M
25,655
清仓
CCOI
Cogent Communications Holdings
-$3.2M
0
-100%
减持
XLE
Energy Select Sector SPDR Fund
-$3.2M
44,160
-23%
减持
EOG
EOG Resources Inc
-$3.0M
88,985
-19%
建仓
VIAV
Viavi Solutions Inc
+$3.0M
169,009
减持
ADP
Automatic Data Processing Inc
-$3.0M
70,666
-2%
增持
ADBE
Adobe Inc
+$2.8M
34,887
+31%
减持
WSC
WillScot Holdings Corp
-$2.7M
92,834
-56%
减持
CFR
Cullen/Frost Bankers Inc
-$2.6M
356,874
-5%
增持
JPM
JPMorgan Chase & Co
+$2.6M
137,868
+4%
增持
—
Medtronic PLC
+$2.6M
195,216
+15%
增持
PG
Procter & Gamble Co
+$2.6M
82,997
+37%
增持
USB
U.S. Bancorp
+$2.6M
198,996
+19%
增持
FAST
Fastenal Co
+$2.4M
363,279
+46%
建仓
GTLB
Gitlab Inc
+$2.3M
60,354
清仓
TSRYY
Treasury Wine Estates Ltd - Sp
-$1.9M
0
-100%
增持
IWR
iShares Russell Mid-Cap ETF
+$1.9M
25,602
+306%
建仓
VCEL
Vericel Corp
+$1.8M
50,518
减持
PYPL
PayPal Holdings Inc
-$1.8M
150,300
-4%
减持
DIVL
Madison Dividend Value ETF
-$1.8M
2,328,892
-2%
建仓
SFGYY
Sony Financial Group Inc - Uns
+$1.7M
333,536
增持
CME
CME Group Inc
+$1.7M
110,567
+5%
减持
DE
Deere & Co
-$1.7M
98,137
-5%
减持
MS
Morgan Stanley
-$1.6M
101,108
-18%
建仓
AAON
AAON Inc
+$1.6M
21,363
增持
IJH
iShares Core S&P Mid-Cap ETF
+$1.6M
297,331
+8%
减持
VCSH
Vanguard Short-Term Corporate
-$1.6M
111,584
-15%
清仓
—
CyberArk Software Ltd
-$1.6M
0
-100%
减持
—
Alcon Inc
-$1.5M
320,900
-11%
减持
FCX
Freeport-McMoRan Inc
+$1.5M
140,719
-2%
清仓
SYY
Sysco Corp
-$1.5M
0
-100%
清仓
ATEYY
Advantest Corp - Spons ADR
-$1.5M
0
-100%
减持
ITW
Illinois Tool Works Inc
-$1.5M
86,961
-1%
增持
EHC
Encompass Health Corp
-$1.5M
73,127
+0%
增持
CVLT
CommVault Systems Inc
-$1.5M
23,947
+1%
清仓
JAAA
Janus Henderson AAA CLO ETF
-$1.5M
0
-100%
清仓
DGX
Quest Diagnostics Inc
-$1.4M
0
-100%
清仓
MOS
Mosaic Co/The
-$1.4M
0
-100%
建仓
STT
State Street Corp
+$1.4M
10,684
建仓
SLB
SLB Ltd
+$1.3M
34,649
建仓
MIR
Mirion Technologies Inc
+$1.3M
56,644
建仓
TOELY
Tokyo Electron Ltd - Unspons A
+$1.3M
11,885
增持
COST
Costco Wholesale Corp
-$1.3M
27,581
+2%
减持
CCJ
Cameco Corp
-$1.3M
39,851
-32%
减持
SCHW
Charles Schwab Corp/The
-$1.2M
761,350
-6%
减持
MAGG
Madison Aggregate Bond ETF
-$1.2M
2,606,897
-2%
清仓
VICI
VICI Properties Inc
-$1.2M
0
-100%
减持
EZU
iShares MSCI Eurozone ETF
-$1.2M
237,385
-10%
增持
CRL
Charles River Laboratories Int
+$1.2M
15,622
+26%
清仓
NJDCY
Nidec Corp - Spons ADR
-$1.2M
0
-100%
减持
REGN
Regeneron Pharmaceuticals Inc
+$1.2M
5,969
-2%
增持
RVLV
Revolve Group Inc
+$1.2M
129,686
+0%
增持
DRS
Leonardo DRS Inc
-$1.2M
105,538
+1%
减持
SPYM
State Street SPDR Portfolio S&
-$1.1M
81,327
-17%
增持
AMGN
Amgen Inc
+$1.1M
9,797
+33%
减持
SONY
Sony Group Corp - Spons ADR
-$1.1M
74,432
-29%
增持
VRTX
Vertex Pharmaceuticals Inc
+$1.1M
16,435
+1%
减持
BABA
Alibaba Group Holding Ltd - Sp
-$1.1M
27,444
-4%
增持
KO
Coca-Cola Co
+$1.1M
24,388
+148%
减持
APD
Air Products & Chemicals Inc
-$1.0M
28,227
-4%
增持
HXL
Hexcel Corp
+$1.0M
32,944
+47%
减持
LAD
Lithia Motors Inc
-$1.0M
266,043
-6%
