Madison Investment Advisors, LLC 13F 持仓 · 最近申报 2024年Q4
Madison Investment Advisors 在 2024年Q4（报告期截至 2024-12-31）的 SEC 13F 申报中报告了 335 只证券，申报市值合计 88.66 亿美元。前几大持仓：ACGL（4.62%）、GOOG（2.91%）、PCAR（2.87%）。本季前 25 大持仓中：新建仓 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ACGL | Arch Capital Group Ltd | $410.0M | 4.62% | 4.4M | 新建仓 |
| 2 | GOOG | Alphabet Inc | $257.8M | 2.91% | 1.4M | 新建仓 |
| 3 | PCAR | PACCAR Inc | $254.7M | 2.87% | 2.4M | 新建仓 |
| 4 | CPRT | Copart Inc | $253.7M | 2.86% | 4.4M | 新建仓 |
| 5 | IT | Gartner Inc | $244.8M | 2.76% | 505,292 | 新建仓 |
| 6 | ROST | Ross Stores Inc | $230.2M | 2.60% | 1.5M | 新建仓 |
| 7 | BRO | Brown & Brown Inc | $198.0M | 2.23% | 1.9M | 新建仓 |
| 8 | AMZN | Amazon.com Inc | $162.7M | 1.83% | 741,418 | 新建仓 |
| 9 | APH | Amphenol Corp | $157.7M | 1.78% | 2.3M | 新建仓 |
| 10 | CSL | Carlisle Cos Inc | $148.2M | 1.67% | 401,822 | 新建仓 |
| 11 | FISV | Fiserv Inc | $134.7M | 1.52% | 655,777 | 新建仓 |
| 12 | ANET | Arista Networks Inc | $133.6M | 1.51% | 1.2M | 新建仓 |
| 13 | CDW | CDW Corp/DE | $131.0M | 1.48% | 752,677 | 新建仓 |
| 14 | LH | Labcorp Holdings Inc Com Usd0. | $123.4M | 1.39% | 538,178 | 新建仓 |
| 15 | LBRDK | Liberty Broadband Corp | $122.7M | 1.38% | 1.6M | 新建仓 |
| 16 | V | Visa Inc | $119.0M | 1.34% | 376,465 | 新建仓 |
| 17 | TXN | Texas Instruments Inc | $115.1M | 1.30% | 613,706 | 新建仓 |
| 18 | DLTR | Dollar Tree Inc | $113.3M | 1.28% | 1.5M | 新建仓 |
| 19 | ADI | Analog Devices Inc | $111.5M | 1.26% | 524,664 | 新建仓 |
| 20 | BRKB | Berkshire Hathaway Inc | $111.3M | 1.26% | 245,479 | 新建仓 |
| 21 | LOW | Lowe's Cos Inc | $110.8M | 1.25% | 448,844 | 新建仓 |
| 22 | ACN | Accenture PLC | $107.3M | 1.21% | 305,088 | 新建仓 |
| 23 | WAT | Waters Corp | $104.6M | 1.18% | 282,076 | 新建仓 |
| 24 | PGR | Progressive Corp | $103.6M | 1.17% | 432,488 | 新建仓 |
| 25 | WRB | WR Berkley Corp | $98.4M | 1.11% | 1.7M | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2024-12-31
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