13F 机构持仓

Madison Asset Management, LLC

MADISON WI · SEC CIK 0001299351

2026Q22026Q1 更早 9 个季度 🔒
$83.87亿2026Q2 申报市值
347持仓数
23.0%前十大占比 · 第一大 4.4%
17 / 21新建仓 / 清仓
申报市值走势$83.87亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

ACGL 4.4%
GOOG 2.6%
APH 2.5%
ROST 2.3%
PCAR 2.1%
TXN 2.0%
AMZN 1.9%
CSL 1.8%
CDW 1.8%
MKSI 1.7%

2026Q2 买入最多 按季末市值估算

VRSK 新建仓+$7,154.67万
HONA 新建仓+$4,974.26万
ICE 新建仓+$3,983.51万
XOM 新建仓+$2,835.76万
VFLO 加仓+$2,411.65万

2026Q2 卖出最多 按季末市值估算

ROST 减仓-$1.12亿
ANET 减仓-$8,591.00万
Liberty Broadban 清仓-$5,980.27万
Exxon Mobil Corp 清仓-$3,601.17万
SPHQ 减仓-$3,114.42万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
— Liberty Broadband Corp $00.00%0 -1,188,921-100.0% -$5,980.27万 清仓
— Exxon Mobil Corp $00.00%0 -212,258-100.0% -$3,601.17万 清仓
EFX Equifax Inc $00.00%0 -70,191-100.0% -$1,263.93万 清仓
INTU Intuit Inc $00.00%0 -25,264-100.0% -$1,092.36万 清仓
MCHP Microchip Technology Inc $00.00%0 -147,781-100.0% -$954.82万 清仓
EZU iShares MSCI Eurozone ETF $00.00%0 -82,862-100.0% -$519.05万 清仓
OPCH Option Care Health Inc $00.00%0 -162,223-100.0% -$436.70万 清仓
BABA Alibaba Group Holding Ltd - Sp $00.00%0 -29,010-100.0% -$363.96万 清仓
SMPL Simply Good Foods Co/The $00.00%0 -143,206-100.0% -$205.50万 清仓
OSW OneSpaWorld Holdings Ltd $00.00%0 -84,681-100.0% -$194.34万 清仓
RACE Ferrari NV $00.00%0 -5,122-100.0% -$173.35万 清仓
— Wise PLC - Spons ADR $00.00%0 -116,161-100.0% -$143.23万 清仓
AEM Agnico Eagle Mines Ltd $00.00%0 -7,035-100.0% -$142.80万 清仓
NTR Nutrien Ltd $00.00%0 -13,077-100.0% -$98.68万 清仓
WEC WEC Energy Group Inc $00.00%0 -5,485-100.0% -$63.50万 清仓
QUAL iShares MSCI USA Quality Facto $00.00%0 -2,309-100.0% -$44.29万 清仓
— Franklin FTSE Eurozone ETF $00.00%0 -11,489-100.0% -$37.13万 清仓
BMY Bristol-Myers Squibb Co $00.00%0 -3,712-100.0% -$22.51万 清仓
J Jacobs Solutions Inc $00.00%0 -1,756-100.0% -$22.35万 清仓
SBUX Starbucks Corp $00.00%0 -2,381-100.0% -$21.33万 清仓
IBIT iShares Bitcoin Trust ETF $00.00%0 -5,375-100.0% -$20.65万 清仓
BX Blackstone Group Inc/The $20.25万0.00%1,721 00.0% — 重新持有
IWS iShares Russell Mid-Cap Value $20.31万0.00%1,234 1,234— $20.31万 新建仓
CSX CSX Corp $21.27万0.00%4,475 -1,713-27.7% -$8.14万 减仓
TFLO iShares Treasury Floating Rate $22.65万0.00%4,473 -30-0.7% -$1,519 减仓
MO Altria Group Inc $23.24万0.00%3,230 00.0% — 不变
PM Philip Morris International In $25.20万0.00%1,393 00.0% — 不变
ORCL Oracle Corp $25.31万0.00%1,727 -744-30.1% -$10.90万 减仓
MGEE MGE Energy Inc $25.59万0.00%3,138 00.0% — 不变
COF Capital One Financial Corp $28.51万0.00%1,421 -1,507-51.5% -$30.23万 减仓
QQQ Invesco QQQ Trust Series 1 $29.46万0.00%400 00.0% — 不变
BMO Bank of Montreal $30.07万0.00%1,702 00.0% — 不变
JUST Goldman Sachs JUST US Large Ca $31.11万0.00%2,916 00.0% — 不变
MBB iShares MBS ETF $33.26万0.00%3,519 00.0% — 不变
WMT Walmart Inc $34.11万0.00%3,012 00.0% — 不变
GLW Corning Inc $34.76万0.00%1,361 -237-14.8% -$6.05万 减仓
VWO Vanguard FTSE Emerging Markets $34.92万0.00%5,851 00.0% — 不变
NSRGY Nestle SA - Spons ADR $36.94万0.00%3,597 -43-1.2% -$4,416 减仓
NUE Nucor Corp $37.40万0.00%1,679 00.0% — 不变
STX Seagate Technology Holdings PL $38.60万0.00%400 400— $38.60万 新建仓
VO Vanguard Morningstar Mid-Cap E $38.74万0.00%4,808 -1,352-21.9% -$10.89万 减仓
IWO iShares Russell 2000 Growth ET $40.66万0.00%1,032 00.0% — 不变
IWB iShares Russell 1000 ETF $43.69万0.01%1,067 00.0% — 不变
LNT Alliant Energy Corp $44.88万0.01%5,883 -548-8.5% -$4.18万 减仓
IWP iShares Russell Mid-Cap Growth $45.06万0.01%3,078 00.0% — 不变
BA Boeing Co/The $49.57万0.01%2,290 00.0% — 不变
XSHQ Invesco S&P SmallCap Quality E $50.42万0.01%10,428 -10,888-51.1% -$52.65万 减仓
GILD Gilead Sciences Inc $50.54万0.01%4,000 00.0% — 不变
AIQ Global X Artificial Intelligen $53.62万0.01%8,173 00.0% — 不变
VZ Verizon Communications Inc $54.31万0.01%12,828 20.0% $85 加仓
ABT Abbott Laboratories $54.34万0.01%5,989 -76,151-92.7% -$690.99万 减仓
ALL Allstate Corp $54.37万0.01%2,285 -3,624-61.3% -$86.23万 减仓
MKL Markel Corp $54.88万0.01%281 20.7% $3,906 加仓
TRV Travelers Cos Inc $59.36万0.01%1,798 -124-6.5% -$4.09万 减仓
RTX Raytheon Technologies Corp $67.77万0.01%3,572 180.5% $3,415 加仓
ETN Eaton Corp PLC $70.10万0.01%1,645 64965.2% $27.66万 加仓
SCHF Schwab International Equity ET $70.30万0.01%25,380 00.0% — 不变
IEMG iShares Core MSCI Emerging Mar $74.80万0.01%9,030 00.0% — 不变
MA Mastercard Inc $75.24万0.01%1,465 181.2% $9,245 加仓
VB Vanguard Morningstar Small-Cap $81.33万0.01%2,683 -210-7.3% -$6.37万 减仓
GRMN Garmin Ltd $86.73万0.01%3,651 -148-3.9% -$3.52万 减仓
OLN Olin Corp $90.18万0.01%45,501 -51,156-52.9% -$101.39万 减仓
WFC Wells Fargo & Co $90.49万0.01%10,950 -461-4.0% -$3.81万 减仓
AFL Aflac Inc $91.58万0.01%7,811 4,506136.3% $52.83万 加仓
GD General Dynamics Corp $93.17万0.01%2,630 00.0% — 不变
STT State Street Corp $93.92万0.01%5,538 -38-0.7% -$6,445 减仓
LUMN Lumen Technologies Inc $95.23万0.01%124,000 00.0% — 不变
CSCO Cisco Systems Inc $98.47万0.01%8,383 1261.5% $1.48万 加仓
— Deutsche Telekom AG - Spons AD $112.70万0.01%41,314 -33,416-44.7% -$91.16万 减仓
— Hermes International SCA - Uns $118.10万0.01%6,452 -6-0.1% -$1,098 减仓
— Anglo American PLC - Spons ADR $119.34万0.01%48,297 1750.4% $4,324 加仓
IWF iShares Russell 1000 Growth ET $121.19万0.01%9,760 00.0% — 不变
VCSH Vanguard Short-Term Corporate $127.16万0.02%16,090 -74,562-82.3% -$589.25万 减仓
CAT Caterpillar Inc $130.24万0.02%1,223 -576-32.0% -$61.34万 减仓
— Adyen NV - Unspons ADR $131.16万0.02%140,879 26,22622.9% $24.42万 加仓
WSC WillScot Holdings Corp $132.10万0.02%45,772 670.1% $1,934 加仓
— Air Liquide SA - Unspons ADR $140.23万0.02%35,520 2,9479.0% $11.63万 加仓
CMI Cummins Inc $146.07万0.02%2,048 -7,538-78.6% -$537.62万 减仓
SLB SLB Ltd $149.07万0.02%32,065 00.0% — 不变
— Lonza Group AG - Unspons ADR $150.41万0.02%22,283 -118-0.5% -$7,965 减仓
SHEL Shell PLC - Spons ADR $153.08万0.02%19,742 3,62822.5% $28.13万 加仓
— Sony Financial Group Inc - Uns $154.36万0.02%355,678 1,2340.3% $5,356 加仓
PANW Palo Alto Networks Inc $155.91万0.02%4,572 661.5% $2.25万 加仓
— Toray Industries Inc - Unspons $157.52万0.02%113,406 -609-0.5% -$8,459 减仓
SONY Sony Group Corp - Spons ADR $159.12万0.02%79,324 -388-0.5% -$7,783 减仓
— KION Group AG - Unspons ADR $160.83万0.02%145,417 -784-0.5% -$8,671 减仓
IWR iShares Russell Mid-Cap ETF $161.27万0.02%14,618 4,86449.9% $53.66万 加仓
INFY Infosys Ltd - Spons ADR $161.78万0.02%154,225 30,03724.2% $31.51万 加仓
— PRADA SpA - Unspons ADR $164.16万0.02%163,473 31,82124.2% $31.95万 加仓
— Sika AG - Unspons ADR $167.63万0.02%81,533 2050.3% $4,215 加仓
WSE Wise Group PLC $172.54万0.02%144,869 144,869— $172.54万 新建仓
FMX Fomento Economico Mexicano SAB $172.65万0.02%13,499 -3,182-19.1% -$40.70万 减仓
IWM iShares Russell 2000 ETF $175.91万0.02%5,855 00.0% — 不变
CE Celanese Corp $176.76万0.02%38,427 38,427— $176.76万 新建仓
OLLI Ollie's Bargain Outlet Holding $177.15万0.02%23,042 320.1% $2,460 加仓
BDC Belden Inc $183.89万0.02%15,336 15,336— $183.89万 新建仓
FNDX Schwab Fundamental U.S. Large $189.00万0.02%60,771 00.0% — 不变
BCD abrdn Bloomberg All Commodity $190.71万0.02%55,844 10,12022.1% $34.56万 加仓
— Shin-Etsu Chemical Co Ltd - Un $191.44万0.02%88,343 -343-0.4% -$7,433 减仓
SPGI S&P Global Inc $194.10万0.02%4,766 1,16632.4% $47.49万 加仓