StockDriftsStockDriftsTop 50 Madison Asset Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ACGL | Arch Capital Group Ltd | 4.85% | 4.08M | $391.3M | -5.91%(-255.99K) | $55.92(+82.76%) | 2026-03-31 | |
| ROST | Ross Stores Inc | 3.8% | 1.41M | $306.1M | -6.27%(-94.46K) | $119.52(+78.57%) | 2026-03-31 | |
| PCAR | PACCAR Inc | 2.27% | 1.59M | $183.1M | -30.54%(-697.07K) | $67.21(+77.80%) | 2026-03-31 | |
| GOOG | Alphabet Inc | 2.24% | 629.6K | $180.6M | -18.24%(-140.41K) | $83.97(+324.16%) | 2026-03-31 | |
| APH | Amphenol Corp | 1.96% | 1.25M | $158.1M | -6.70%(-89.83K) | $40.46(+306.78%) | 2026-03-31 | |
| CSL | Carlisle Cos Inc | 1.88% | 453.8K | $151.4M | -4.59%(-21.82K) | $252.32(+45.34%) | 2026-03-31 | |
| BRO | Brown & Brown Inc | 1.87% | 2.31M | $150.5M | +16.13%(+320.51K) | $60.17(+16.33%) | 2026-03-31 | |
| AMZN | Amazon.com Inc | 1.72% | 667.1K | $138.9M | -5.10%(-35.88K) | $147.58(+64.43%) | 2026-03-31 | |
| CDW | CDW Corp/DE | 1.66% | 1.11M | $133.7M | -4.27%(-49.25K) | $172.36(-22.62%) | 2026-03-31 | |
| LH | Labcorp Holdings Inc | 1.62% | 490.5K | $130.9M | -6.72%(-35.33K) | $181.95(+57.73%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.57% | +31.56% |
| Top 20 Holdings Unweighted | +10.64% | +35.42% |
Sign up free to track Madison Asset Management, LLC, compare funds side by side, and get alerts the moment positions change.