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Madison Investment Advisors, LLC
Period ended Dec 31, 2024 · Latest filing Feb 11, 2025
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Dec 31, 2024: $8,865,557,072
More quarters will appear as history becomes available.
Top holdings
Top 10 at Dec 31, 2024. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- Arch Capital Group Ltd · COM · G0450A105 · shares: $410,010,430
- Alphabet Inc · COM · 02079K107 · shares: $257,773,745
- PACCAR Inc · COM · 693718108 · shares: $254,650,943
- Copart Inc · COM · 217204106 · shares: $253,685,743
- Gartner Inc · COM · 366651107 · shares: $244,798,663
- Ross Stores Inc · COM · 778296103 · shares: $230,204,012
- Brown & Brown Inc · COM · 115236101 · shares: $198,030,811
- Amazon.com Inc · COM · 023135106 · shares: $162,659,701
- Amphenol Corp · COM · 032095101 · shares: $157,748,897
- Carlisle Cos Inc · COM · 142339100 · shares: $148,208,203
Reported holdings
335 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| Broadcom Inc | COM | 11135F101 | — | 2,485 shares | $576,122 |
| GMO US Quality ETF | ETF | 90139K100 | — | 16,058 shares | $513,374 |
| Markel Corp | COM | 570535104 | — | 285 shares | $492,732 |
| Discover Financial Services | COM | 254709108 | — | 2,844 shares | $492,666 |
| iShares Russell Mid-Cap ETF | ETF | 464287499 | — | 5,373 shares | $474,991 |
| Schwab International Equity ET | ETF | 808524805 | — | 25,140 shares | $465,090 |
| iShares iBoxx High Yield Corpo | ETF | 464288513 | — | 5,900 shares | $464,035 |
| Aflac Inc | COM | 001055102 | — | 4,245 shares | $439,103 |
| SPDR Bloomberg 1-3 Month T-Bil | ETF | 78468R663 | — | 4,371 shares | $399,641 |
| iShares Russell Mid-Cap Growth | ETF | 464287481 | — | 3,078 shares | $390,137 |
| Alliant Energy Corp | COM | 018802108 | — | 6,431 shares | $380,352 |
| Gilead Sciences Inc | COM | 375558103 | — | 4,000 shares | $369,480 |
| iShares Short Treasury Bond ET | ETF | 464288679 | — | 3,252 shares | $358,078 |
| iShares Core S&P U.S. Growth E | ETF | 464287671 | — | 2,567 shares | $357,711 |
| ARK Innovation ETF | ETF | 00214Q104 | — | 6,082 shares | $345,275 |
| Jacobs Solutions Inc | COM | 46982L108 | — | 2,578 shares | $344,496 |
| iShares MBS ETF | ETF | 464288588 | — | 3,519 shares | $322,622 |
| Solventum Corp | COM | 83444M101 | — | 4,875 shares | $322,043 |
| iShares Core MSCI EAFE ETF | ETF | 46432F842 | — | 4,581 shares | $321,953 |
| Blackstone Group Inc/The | COM | 09260D107 | — | 1,731 shares | $298,459 |
| iShares Russell 2000 Growth ET | ETF | 464287648 | — | 1,032 shares | $297,030 |
| MGE Energy Inc | COM | 55277P104 | — | 3,138 shares | $294,842 |
| Allegheny Technologies Inc | COM | 01741R102 | — | 5,000 shares | $275,200 |
| Howmet Aerospace Inc | COM | 443201108 | — | 2,500 shares | $273,425 |
| Thermo Fisher Scientific Inc | COM | 883556102 | — | 519 shares | $269,999 |
| iShares Russell 2000 ETF | ETF | 464287655 | — | 1,211 shares | $267,583 |
| Boston Scientific Corp | COM | 101137107 | — | 2,950 shares | $263,494 |
| Vanguard FTSE Emerging Markets | ETF | 922042858 | — | 5,851 shares | $257,678 |
| Nucor Corp | COM | 670346105 | — | 2,161 shares | $252,210 |
| Walmart Inc | COM | 931142103 | — | 2,676 shares | $241,777 |
| PulteGroup Inc | COM | 745867101 | — | 2,140 shares | $233,046 |
| CSX Corp | COM | 126408103 | — | 6,888 shares | $222,276 |
| ServiceNow Inc | COM | 81762P102 | — | 208 shares | $220,505 |
| Bristol-Myers Squibb Co | COM | 110122108 | — | 3,768 shares | $213,118 |
| Johnson Controls International | COM | G51502105 | — | 2,700 shares | $213,111 |