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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 17 of 18  ·  347 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 GILD Gilead Sciences Inc Healthcare 4,000.0 $505K 0.01% $126.34 +16.1%
322 XSHQ Invesco S&P SmallCap Quality E 10,428.0 $504K 0.01% -26K -71.3% $48.35 +0.7%
323 BA Boeing Co/The Industrials 2,290.0 $496K 0.01% NEW $216.47 -2.8%
324 IWP iShares Russell Mid-Cap Growth 3,078.0 $451K 0.01% $146.41 -3.2%
325 LNT Alliant Energy Corp Utilities 5,883.0 $449K 0.01% -548.0 -8.5% $76.29 -10.3%
326 IWB iShares Russell 1000 ETF 1,067.0 $437K 0.01% -1K -51.6% $409.51 +2.2%
327 IWO iShares Russell 2000 Growth ET 1,032.0 $407K 0.01% $393.96 -2.7%
328 VO Vanguard Morningstar Mid-Cap E 4,808.0 $387K 0.01% +2K +54.2% $80.57 +2.8%
329 STX Seagate Technology Holdings PL Technology 400.0 $386K 0.01% NEW $965.00 -17.7%
330 NUE Nucor Corp Basic Materials 1,679.0 $374K 0.00% -44.0 -2.5% $222.75 +9.8%
331 Nestle SA - Spons ADR 3,597.0 $369K 0.00% -43.0 -1.2% $102.69
332 VWO Vanguard FTSE Emerging Markets 5,851.0 $349K 0.00% $59.69 +0.5%
333 GLW Corning Inc Technology 1,361.0 $348K 0.00% NEW $255.43 -43.0%
334 WMT Walmart Inc Consumer Defensive 3,012.0 $341K 0.00% -164.0 -5.2% $113.26 -6.0%
335 MBB iShares MBS ETF 3,519.0 $333K 0.00% $94.52 -1.3%
336 JUST Goldman Sachs JUST US Large Ca 2,916.0 $311K 0.00% $106.70 +3.2%
337 BMO Bank of Montreal Financial Services 1,702.0 $301K 0.00% $176.70 -2.5%
338 QQQ Invesco QQQ Trust Series 1 Financial Services 400.0 $295K 0.00% $736.40 -4.1%
339 COF Capital One Financial Corp Financial Services 1,421.0 $285K 0.00% -1K -51.0% $200.62 +7.8%
340 MGEE MGE Energy Inc Utilities 3,138.0 $256K 0.00% $81.54 -2.7%
Page 17 of 18  ·  347 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%