Madison Asset Management, LLC 13F 持仓 · 2026年Q2
Madison Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 347 只证券，申报市值合计 83.87 亿美元。前几大持仓：ACGL（4.40%）、GOOG（2.57%）、APH（2.47%）。本季前 25 大持仓中：增持 4 只、减持 21 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ACGL | Arch Capital Group Ltd | $368.8M | 4.40% | 3.8M | 减持 |
| 2 | GOOG | Alphabet Inc | $215.6M | 2.57% | 610,192 | 减持 |
| 3 | APH | Amphenol Corp | $207.4M | 2.47% | 1.2M | 减持 |
| 4 | ROST | Ross Stores Inc | $188.7M | 2.25% | 886,641 | 减持 |
| 5 | PCAR | PACCAR Inc | $177.6M | 2.12% | 1.5M | 减持 |
| 6 | TXN | Texas Instruments Inc | $171.6M | 2.05% | 575,695 | 减持 |
| 7 | AMZN | Amazon.com Inc | $156.4M | 1.86% | 656,264 | 减持 |
| 8 | CSL | Carlisle Cos Inc | $152.9M | 1.82% | 421,406 | 减持 |
| 9 | CDW | CDW Corp/DE | $150.6M | 1.80% | 1.1M | 减持 |
| 10 | MKSI | MKS Inc | $140.9M | 1.68% | 316,694 | 减持 |
| 11 | KEYS | Keysight Technologies Inc | $139.4M | 1.66% | 398,124 | 减持 |
| 12 | BRO | Brown & Brown Inc | $138.6M | 1.65% | 2.2M | 减持 |
| 13 | LH | Labcorp Holdings Inc | $133.5M | 1.59% | 476,643 | 减持 |
| 14 | V | Visa Inc | $131.3M | 1.57% | 382,662 | 减持 |
| 15 | MEDP | Medpace Holdings Inc | $129.0M | 1.54% | 243,502 | 减持 |
| 16 | ADI | Analog Devices Inc | $124.4M | 1.48% | 313,234 | 减持 |
| 17 | TDY | Teledyne Technologies Inc | $122.6M | 1.46% | 183,824 | 减持 |
| 18 | MSA | MSA Safety Inc | $115.3M | 1.37% | 660,573 | 增持 |
| 19 | CPRT | Copart Inc | $113.1M | 1.35% | 4.0M | 增持 |
| 20 | MC | Moelis & Co | $109.1M | 1.30% | 1.7M | 减持 |
| 21 | WRB | WR Berkley Corp | $105.6M | 1.26% | 1.5M | 减持 |
| 22 | WAT | Waters Corp | $105.0M | 1.25% | 279,856 | 增持 |
| 23 | AOS | A O Smith Corp | $92.0M | 1.10% | 1.5M | 增持 |
| 24 | FWONK | Liberty Media Corp-Liberty For | $91.7M | 1.09% | 964,340 | 减持 |
| 25 | PH | Parker-Hannifin Corp | $86.4M | 1.03% | 88,312 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR