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Holdings (Monthly) Guide ↗

Madison Aggressive Allocation Fund

· Madison Funds
Monthly Holdings $57M AUM 7 positions Period Apr 2026 Filed Jun 23, 2026 EDGAR ↗ ← All Funds
All 1 New 3 Added 7 Reduced 1 Exited · Apr 2026 vs Jan 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Madison Large Cap Fund 557492386 Jan 2026 168,571 -8,846 $5.1M -2.1% 9.27% EC
2 iShares MSCI Emerging Markets Asia ETF 464286426 Jan 2026 40,010 -906 $4.4M +6.8% 8.00% EC
3 Distillate US Fundamental Stability & Value ETF 26922A321 Jan 2026 69,522 -34,935 $4.1M -33.7% 7.55% EC
4 State Street SPDR S&P Bank ETF 78464A797 Jan 2026 53,287 -5,196 $3.4M -8.0% 6.22% EC
5 Vanguard FTSE Europe ETF 922042874 Jan 2026 27,525 -30,225 $2.4M -52.5% 4.36% EC
6 State Street Global Advisors 857509301 Jan 2026 1,973,985 -2,851,042 $2.0M -59.1% 3.59% STIV
7 Franklin FTSE Japan ETF 35473P744 Jan 2026 28,351 -14,709 $1.1M -31.5% 1.96% EC