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Portfolio (Quarterly) Guide ↗

Madison Asset Management, LLC

· CIK 0001299351
13F Portfolio $8.4B AUM 347 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 38 New 121 Added 161 Reduced 33 Exited
Page 8 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CAT Caterpillar Inc Industrials 1,223.0 $1.3M 0.02% -7K -85.4% $1064.90 -23.8%
142 VCSH Vanguard Short-Term Corporate 16,090.0 $1.3M 0.01% -95K -85.6% $79.03 -0.5%
143 Deutsche Telekom AG - Spons AD 41,314.0 $1.1M 0.01% -29K -40.9% $27.28
144 STT State Street Corp Financial Services 5,538.0 $939K 0.01% -5K -48.2% $169.60 +12.6%
145 WFC Wells Fargo & Co Financial Services 10,950.0 $905K 0.01% -671.0 -5.8% $82.64 +2.5%
146 OLN Olin Corp Basic Materials 45,501.0 $902K 0.01% -52K -53.4% $19.82 -11.4%
147 GRMN Garmin Ltd Technology 3,651.0 $867K 0.01% -733.0 -16.7% $237.54 +22.6%
148 VB Vanguard Morningstar Small-Cap 2,683.0 $813K 0.01% -262.0 -8.9% $303.12 -0.1%
149 TRV Travelers Cos Inc Financial Services 1,798.0 $594K 0.01% -328.0 -15.4% $330.12 +12.2%
150 ALL Allstate Corp Financial Services 2,285.0 $544K 0.01% -4K -61.3% $237.94 +9.4%
151 ABT Abbott Laboratories Healthcare 5,989.0 $543K 0.01% -92K -93.9% $90.74 +28.6%
152 XSHQ Invesco S&P SmallCap Quality E 10,428.0 $504K 0.01% -26K -71.3% $48.35 +0.7%
153 LNT Alliant Energy Corp Utilities 5,883.0 $449K 0.01% -548.0 -8.5% $76.29 -10.3%
154 IWB iShares Russell 1000 ETF 1,067.0 $437K 0.01% -1K -51.6% $409.51 +2.2%
155 NUE Nucor Corp Basic Materials 1,679.0 $374K 0.00% -44.0 -2.5% $222.75 +9.8%
156 Nestle SA - Spons ADR 3,597.0 $369K 0.00% -43.0 -1.2% $102.69
157 WMT Walmart Inc Consumer Defensive 3,012.0 $341K 0.00% -164.0 -5.2% $113.26 -6.0%
158 COF Capital One Financial Corp Financial Services 1,421.0 $285K 0.00% -1K -51.0% $200.62 +7.8%
159 ORCL Oracle Corp Technology 1,727.0 $253K 0.00% -131K -98.7% $146.55 -2.8%
160 TFLO iShares Treasury Floating Rate 4,473.0 $226K 0.00% -2K -32.0% $50.63 -0.0%
Page 8 of 9  ·  161 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.1%
Financial Services 24.0%
Industrials 17.6%
Healthcare 13.2%
Consumer Cyclical 13.0%
Consumer Defensive 2.0%
Energy 1.5%
Basic Materials 1.3%
Utilities 1.1%
Communication Services 0.9%