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Madison Asset Management, LLC

Q3 2024 · 13F-HR

Madison Asset Management, LLCholdings as filed

Filed 2024-11-12 · accession 0001954889-24-000003

$8.89B
Reported value
328
Positions
2024-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
G0450A105ACGLArch Capital Group Ltd$471.4M5.30%4,213,516CommonSOLE
366651107ITGartner Inc$235.9M2.65%465,569CommonSOLE
693718108PCARPACCAR Inc$229.5M2.58%2,325,256CommonSOLE
02079K107GOOGAlphabet Inc$228.4M2.57%1,365,906CommonSOLE
217204106CPRTCopart Inc$218.0M2.45%4,159,546CommonSOLE
778296103ROSTRoss Stores Inc$203.1M2.28%1,349,187CommonSOLE
115236101BROBrown & Brown Inc$179.7M2.02%1,734,746CommonSOLE
142339100CSLCarlisle Cos Inc$167.2M1.88%371,790CommonSOLE
023135106AMZNAmazon.com Inc$139.2M1.57%747,114CommonSOLE
032095101APHAmphenol Corp$135.3M1.52%2,075,843CommonSOLE
256746108DLTRDollar Tree Inc$127.5M1.43%1,812,970CommonSOLE
032654105ADIAnalog Devices Inc$122.2M1.37%531,004CommonSOLE
530307305LBRDKLiberty Broadband Corp$119.9M1.35%1,551,396CommonSOLE
882508104TXNTexas Instruments Inc$119.7M1.35%579,530CommonSOLE
337738108FISVFiserv Inc$118.9M1.34%661,692CommonSOLE
548661107LOWLowe's Cos Inc$116.9M1.31%431,428CommonSOLE
084670702BRK/BBerkshire Hathaway Inc$113.9M1.28%247,572CommonSOLE
12514G108CDWCDW Corp/DE$113.7M1.28%502,552CommonSOLE
339750101FNDFloor & Decor Holdings Inc$112.8M1.27%908,834CommonSOLE
92826C839VVisa Inc$111.4M1.25%405,250CommonSOLE
G1151C101ACNAccenture PLC$110.7M1.25%313,273CommonSOLE
743315103PGRProgressive Corp$110.5M1.24%435,468CommonSOLE
504922105LHLabcorp Holdings Inc Com Usd0.$110.5M1.24%494,339CommonSOLE
60786M105MCMoelis & Co$106.8M1.20%1,559,321CommonSOLE
040413106ANETEURArista Networks Inc$106.5M1.20%277,469CommonSOLE
00846U101AAgilent Technologies Inc$103.9M1.17%699,474CommonSOLE
701094104PHParker-Hannifin Corp$103.2M1.16%163,296CommonSOLE
885160101THOThor Industries Inc$101.2M1.14%920,977CommonSOLE
H01301128ALCAlcon Inc$93.9M1.06%938,107CommonSOLE
902973304USBU.S. Bancorp$93.2M1.05%2,037,539CommonSOLE
941848103WATWaters Corp$92.8M1.04%257,871CommonSOLE
46137V241SPHQInvesco S&P 500 Quality ETF$91.2M1.03%1,355,696CommonSOLE
084423102WRBWR Berkley Corp$88.2M0.99%1,553,936CommonSOLE
55306N104MKSIMKS Instruments Inc$87.1M0.98%801,348CommonSOLE
49338L103KEYSKeysight Technologies Inc$86.7M0.97%545,426CommonSOLE
879360105TDYTeledyne Technologies Inc$81.0M0.91%185,107CommonSOLE
26922A321DSTLDistillate US Fundamental Stab$80.3M0.90%1,415,814CommonSOLE
235851102DHRDanaher Corp Com Usd0.01$79.2M0.89%284,896CommonSOLE
47103U852JMBSJanus Henderson Mortgage-Backe$78.3M0.88%1,677,710CommonSOLE
115637209BF/BBrown-Forman Corp$77.4M0.87%1,573,446CommonSOLE
113004105BAMBrookfield Asset Management Lt$74.7M0.84%1,579,950CommonSOLE
043436104ABGAsbury Automotive Group Inc$73.1M0.82%306,580CommonSOLE
536797103LADLithia Motors Inc$73.1M0.82%230,251CommonSOLE
557441409CVRDMadison Covered Call ETF$72.7M0.82%3,726,642CommonSOLE
04247X102AWIArmstrong World Industries Inc$65.0M0.73%494,367CommonSOLE
11271J107BNBrookfield Corp$64.7M0.73%1,218,119CommonSOLE
808513105SCHWCharles Schwab Corp/The$63.7M0.72%982,609CommonSOLE
65339F101NEENextEra Energy Inc$61.8M0.70%731,658CommonSOLE
594918104MSFTMicrosoft Corp$61.7M0.69%143,446CommonSOLE
557441201MSTIMadison Short-Term Strategic I$61.6M0.69%2,972,579CommonSOLE
302130109EXPDExpeditors International of Wa$61.2M0.69%465,903CommonSOLE
31488V107FERGFerguson Enterprises Inc$61.0M0.69%307,344CommonSOLE
595017104MCHPMicrochip Technology Inc$60.7M0.68%756,325CommonSOLE
872540109TJXTJX Cos Inc$60.5M0.68%515,033CommonSOLE
571748102MRSHMarsh & McLennan Cos Inc$60.5M0.68%271,209CommonSOLE
557441300MAGGMadison Aggregate Bond ETF$58.2M0.65%2,779,486CommonSOLE
531229755FWONKLiberty Media Corp-Liberty For$56.8M0.64%733,333CommonSOLE
557441508DIVLMadison Dividend Value ETF$56.0M0.63%2,574,005CommonSOLE
143130102KMXCarMax Inc$55.7M0.63%720,456CommonSOLE
808524854SCHRSchwab Intermediate-Term U.S.$55.4M0.62%1,095,057CommonSOLE
855244109SBUXStarbucks Corp$53.7M0.60%551,093CommonSOLE
244199105DEDeere & Co$49.4M0.55%118,259CommonSOLE
037833100AAPLApple Inc$46.0M0.52%197,303CommonSOLE
437076102HDHome Depot Inc$44.8M0.50%110,638CommonSOLE
532457108LLYEli Lilly & Co$44.3M0.50%50,026CommonSOLE
92204A702VGTVanguard Information Technolog$41.9M0.47%71,434CommonSOLE
654106103NKENIKE Inc$39.9M0.45%451,206CommonSOLE
37637Q105GBCIGlacier Bancorp Inc$39.8M0.45%870,902CommonSOLE
036752103ELVElevance Health Inc$39.1M0.44%75,179CommonSOLE
09290D101BLKBlackrock Inc$37.1M0.42%39,023CommonSOLE
053015103ADPAutomatic Data Processing Inc$36.6M0.41%132,186CommonSOLE
384109104GGGGraco Inc$36.0M0.41%411,729CommonSOLE
229899109CFRCullen/Frost Bankers Inc$35.2M0.40%314,864CommonSOLE
G5960L103MDTMedtronic PLC$34.8M0.39%387,081CommonSOLE
46625H100JPMJPMorgan Chase & Co$34.1M0.38%161,933CommonSOLE
713448108PEPPepsiCo Inc$32.9M0.37%193,705CommonSOLE
531229771FWONALiberty Media Corp-Liberty For$32.5M0.37%454,863CommonSOLE
46434V860TFLOiShares Treasury Floating Rate$32.4M0.36%641,025CommonSOLE
12572Q105CMECME Group Inc$31.6M0.35%143,044CommonSOLE
438516106HONHoneywell International Inc$31.5M0.35%152,483CommonSOLE
22160K105COSTCostco Wholesale Corp$31.4M0.35%35,458CommonSOLE
311900104FASTFastenal Co$31.3M0.35%438,854CommonSOLE
464288661IEIiShares 3-7 Year Treasury Bond$29.5M0.33%246,935CommonSOLE
464286426EEMAiShares MSCI Emerging Markets$29.1M0.33%371,107CommonSOLE
78462F103SPYSPDR S&P 500 ETF Trust$28.7M0.32%50,044CommonSOLE
68389X105ORCLOracle Corp$28.6M0.32%167,705CommonSOLE
03027X100AMTAmerican Tower Corp$27.7M0.31%119,025CommonSOLE
20825C104COPConocoPhillips$26.9M0.30%255,902CommonSOLE
478160104JNJJohnson & Johnson$26.9M0.30%166,035CommonSOLE
907818108UNPUnion Pacific Corp$23.4M0.26%95,070CommonSOLE
46429B291QLTAiShares Aaa - A Rated Corporat$23.3M0.26%474,529CommonSOLE
922042874VGKVanguard FTSE Europe ETF$23.2M0.26%326,627CommonSOLE
617446448MSMorgan Stanley$23.1M0.26%221,191CommonSOLE
20030N101CMCSAComcast Corp$22.9M0.26%547,959CommonSOLE
002824100ABTAbbott Laboratories$22.7M0.26%199,294CommonSOLE
91324P102UNHUnitedHealth Group Inc$22.2M0.25%37,951CommonSOLE
464287440IEFiShares 7-10 Year Treasury Bon$21.7M0.24%221,045CommonSOLE
464287507IJHiShares Core S&P Mid-Cap ETF$21.3M0.24%341,519CommonSOLE
35473P744FLJPFranklin FTSE Japan ETF$21.2M0.24%696,436CommonSOLE
166764100CVXChevron Corp$20.9M0.23%141,785CommonSOLE
517834107LVSLas Vegas Sands Corp$20.5M0.23%407,600CommonSOLE
464287226AGGiShares Core U.S. Aggregate Bo$19.9M0.22%196,531CommonSOLE
30231G102XOMExxon Mobil Corp$19.8M0.22%168,627CommonSOLE
427866108HSYHershey Co/The$19.5M0.22%101,765CommonSOLE
81369Y506XLEEnergy Select Sector SPDR Fund$19.1M0.21%217,640CommonSOLE
26875P101EOGEOG Resources Inc$18.7M0.21%151,756CommonSOLE
G54950103LINLinde PLC$18.5M0.21%38,854CommonSOLE
921908844VIGVanguard Dividend Appreciation$18.4M0.21%92,943CommonSOLE
00287Y109ABBVAbbVie Inc$17.9M0.20%90,757CommonSOLE
78468R101SPTSSPDR Portfolio Short Term Trea$17.8M0.20%604,435CommonSOLE
46434V456IQLTiShares MSCI International Qua$17.2M0.19%414,375CommonSOLE
464287804IJRiShares Core S&P Small-Cap ETF$15.7M0.18%134,117CommonSOLE
747525103QCOMQUALCOMM Inc$15.5M0.17%91,093CommonSOLE
00130H105AESAES Corp/VA$14.6M0.16%728,000CommonSOLE
651639106NEMNewmont Corp$14.0M0.16%261,375CommonSOLE
911312106UPSUnited Parcel Service Inc$13.7M0.15%100,375CommonSOLE
580135101MCDMcDonald's Corp$13.5M0.15%44,383CommonSOLE
009158106APDAir Products & Chemicals Inc$13.4M0.15%44,922CommonSOLE
060505104BACBank of America Corp$13.2M0.15%333,550CommonSOLE
294429105EFXEquifax Inc$13.1M0.15%44,697CommonSOLE
278865100ECLEcolab Inc$13.0M0.15%51,047CommonSOLE
171779309CIENCiena Corp$12.6M0.14%204,214CommonSOLE
067901108ABXBarrick Gold Corp$12.5M0.14%629,500CommonSOLE
G87052109TELTE Connectivity PLC$12.2M0.14%80,961CommonSOLE
922908637VVVanguard Large-Cap ETF$12.0M0.14%45,742CommonSOLE
922042775VEUVanguard FTSE All-World ex-US$11.9M0.13%189,679CommonSOLE
70450Y103PYPLPayPal Holdings Inc$11.9M0.13%152,300CommonSOLE
H8817H100RIGTransocean Ltd$11.8M0.13%2,775,000CommonSOLE
194162103CLColgate-Palmolive Co$11.3M0.13%109,170CommonSOLE
21036P108STZConstellation Brands Inc$11.2M0.13%43,400CommonSOLE
742718109PGProcter & Gamble Co$11.0M0.12%63,461CommonSOLE
039483102ADMArcher-Daniels-Midland Co$10.6M0.12%177,400CommonSOLE
231021106CMICummins Inc$10.6M0.12%32,619CommonSOLE
00724F101ADBEAdobe Inc$10.1M0.11%19,518CommonSOLE
03743Q108APAAPA Corp$9.8M0.11%399,900CommonSOLE
149123101CATCaterpillar Inc$9.7M0.11%24,766CommonSOLE
576485205MTDRMatador Resources Co$9.7M0.11%196,000CommonSOLE
704326107PAYXPaychex Inc$9.5M0.11%70,475CommonSOLE
29261A100EHCEncompass Health Corp$9.5M0.11%97,798CommonSOLE
P73684113OSWOneSpaWorld Holdings Ltd$9.0M0.10%547,405CommonSOLE
126650100CVSCVS Health Corp$8.7M0.10%138,850CommonSOLE
78467Y107MDYSPDR S&P MidCap 400 ETF Trust$8.3M0.09%14,503CommonSOLE
19239V302CCOICogent Communications Holdings$8.2M0.09%108,074CommonSOLE
37954Y343MLPAGlobal X MLP ETF$8.2M0.09%170,521CommonSOLE
86614U1007SUSummit Materials Inc$8.0M0.09%205,995CommonSOLE
291011104EMREmerson Electric Co$7.6M0.09%69,944CommonSOLE
655664100JWNUSDNordstrom Inc$7.3M0.08%324,000CommonSOLE
25746U109DDominion Energy Inc$7.2M0.08%124,470CommonSOLE
21874C102CNMCore & Main Inc$7.1M0.08%160,078CommonSOLE
10316T104BOXBox Inc$7.1M0.08%215,665CommonSOLE
810186106SMGScotts Miracle-Gro Co/The$7.0M0.08%81,078CommonSOLE
665859104NTRSNorthern Trust Corp$7.0M0.08%77,588CommonSOLE
75886F107REGNRegeneron Pharmaceuticals Inc$6.9M0.08%6,559CommonSOLE
92532F100VRTXVertex Pharmaceuticals Inc$6.7M0.08%14,511CommonSOLE
971378104WSCWillScot Holdings Corp$6.3M0.07%168,565CommonSOLE
224408104CRCrane Co$6.3M0.07%39,861CommonSOLE
87612E106TGTTarget Corp$6.3M0.07%40,164CommonSOLE
82900L102SMPLSimply Good Foods Co/The$6.0M0.07%171,818CommonSOLE
717081103PFEPfizer Inc$5.9M0.07%203,208CommonSOLE
92206C409VCSHVanguard Short-Term Corporate$5.8M0.07%72,867CommonSOLE
78464A664SPTLSPDR Portfolio Long Term Treas$5.8M0.07%199,027CommonSOLE
872590104TMUST-Mobile US Inc$5.8M0.06%28,000CommonSOLE
42226A107HQYHealthEquity Inc$5.4M0.06%66,459CommonSOLE
384802104GWWWW Grainger Inc$5.4M0.06%5,219CommonSOLE
40415F101HDBHDFC Bank Ltd - Spons ADR$5.4M0.06%86,659CommonSOLE
461202103INTUIntuit Inc$5.4M0.06%8,713CommonSOLE
46434V639HEZUiShares Currency Hedged MSCI E$5.3M0.06%145,131CommonSOLE
29362U104ENTGEntegris Inc$5.2M0.06%46,577CommonSOLE
01609W102BABAAlibaba Group Holding Ltd - Sp$5.2M0.06%49,074CommonSOLE
819047101SHAKShake Shack Inc$5.1M0.06%49,445CommonSOLE
949746101WMT2Wells Fargo & Co$5.1M0.06%89,728CommonSOLE
G0692U109AXSAxis Capital Holdings Ltd$5.0M0.06%62,435CommonSOLE
33740F888UCONFirst Trust TCW Unconstrained$4.9M0.05%193,005CommonSOLE
452308109ITWIllinois Tool Works Inc$4.8M0.05%18,268CommonSOLE
35671D857FCXFreeport-McMoRan Inc$4.7M0.05%94,413CommonSOLE
251566105DTEGYDeutsche Telekom AG - Spons AD$4.7M0.05%159,496CommonSOLE
739276103POWIPower Integrations Inc$4.7M0.05%72,574CommonSOLE
204166102CVLTCommVault Systems Inc$4.6M0.05%30,214CommonSOLE
421298100HAYWHayward Holdings Inc$4.5M0.05%295,195CommonSOLE
74167P108BCBUSDPrimo Water Corp$4.3M0.05%171,234CommonSOLE
52661A108DRSLeonardo DRS Inc$4.3M0.05%151,741CommonSOLE
046353108AZNNAstraZeneca PLC - Spons ADR$4.2M0.05%54,510CommonSOLE
680665205OLNOlin Corp$4.2M0.05%88,221CommonSOLE
464287200IVViShares Core S&P 500 ETF$4.2M0.05%7,255CommonSOLE
28035Q102EPCEdgewell Personal Care Co$4.2M0.05%115,056CommonSOLE
874039100TSMTaiwan Semiconductor Mfg Co Lt$4.2M0.05%24,053CommonSOLE
88224Q107TCBITexas Capital Bancshares Inc$4.1M0.05%57,082CommonSOLE
808524797SCHDSchwab US Dividend Equity ETF$4.0M0.05%47,510CommonSOLE
126501105CTSCTS Corp$4.0M0.05%82,731CommonSOLE
N07059210ASMLASML Holding NV - Spons NY Reg$4.0M0.04%4,780CommonSOLE
88032Q109TCEHYTencent Holdings Ltd - Unspons$3.9M0.04%70,577CommonSOLE
346375108FORMFormFactor Inc$3.8M0.04%83,332CommonSOLE
46641Q217BBJPJPMorgan BetaBuilders Japan ET$3.8M0.04%64,045CommonSOLE
20717M1038QRConfluent Inc$3.7M0.04%182,987CommonSOLE
05589G102BWINBaldwin Insurance Group Inc/Th$3.7M0.04%74,151CommonSOLE
13321L108CCJCameco Corp$3.7M0.04%76,481CommonSOLE
001317205AAGIYAIA Group Ltd - Spons ADR$3.7M0.04%103,774CommonSOLE
405217100HAINHain Celestial Group Inc/The$3.6M0.04%419,866CommonSOLE
456788108INFYInfosys Ltd - Spons ADR$3.5M0.04%158,801CommonSOLE
68404L201OPCHOption Care Health Inc$3.5M0.04%111,995CommonSOLE
957638109WALWestern Alliance Bancorp$3.5M0.04%40,241CommonSOLE
93114W107WMMVYWal-Mart de Mexico SAB de CV -$3.4M0.04%113,101CommonSOLE
76156B107RVLVRevolve Group Inc$3.4M0.04%136,355CommonSOLE
58933Y105MRKMerck & Co Inc$3.4M0.04%29,582CommonSOLE
492460100KRYAYKerry Group PLC - Spons ADR$3.3M0.04%32,244CommonSOLE
00687A107ADDYYadidas AG - Spons ADR$3.3M0.04%25,077CommonSOLE
69807K105DQJCYPan Pacific International Hold$3.3M0.04%125,607CommonSOLE
224441105CXTCrane NXT Co$3.3M0.04%58,098CommonSOLE
803054204SAPSAP SE - Spons ADR$3.2M0.04%13,938CommonSOLE
890880206TRYIYToray Industries Inc - Unspons$3.2M0.04%270,675CommonSOLE
84265V105SCCOSouthern Copper Corp$3.2M0.04%27,301CommonSOLE
009279100EADSYAirbus SE - Unspons ADR$3.1M0.04%86,173CommonSOLE
17275R102CSCOCisco Systems Inc$3.1M0.04%58,817CommonSOLE
681116109OLLIOllie's Bargain Outlet Holding$3.1M0.04%32,186CommonSOLE
54338V101LZAGYLonza Group AG - Unspons ADR$3.1M0.03%48,847CommonSOLE
M2682V108CYBRCyberArk Software Ltd$3.1M0.03%10,570CommonSOLE
641069406NSRGYNestle SA - Spons ADR$3.1M0.03%30,367CommonSOLE
674215207CHRDChord Energy Corp$3.0M0.03%22,906CommonSOLE
78464A854SPYMSPDR Portfolio S&P 500 ETF$3.0M0.03%43,827CommonSOLE
72341E304PNGAYPing An Insurance Group Co of$2.9M0.03%235,187CommonSOLE
46284V101IRMIron Mountain Inc$2.9M0.03%24,369CommonSOLE
444859102HUMHumana Inc$2.9M0.03%9,130CommonSOLE
465562106ITUBItau Unibanco Holding SA - Spo$2.9M0.03%433,907CommonSOLE
67066G104NVDANVIDIA Corp$2.9M0.03%23,741CommonSOLE
26443V101DLTHDuluth Holdings Inc$2.9M0.03%762,777CommonSOLE
97717X701HEDJWisdomTree Europe Hedged Equit$2.8M0.03%63,216CommonSOLE
92204A504VHTVanguard Health Care ETF$2.8M0.03%10,058CommonSOLE
13646K108CPCanadian Pacific Kansas City L$2.8M0.03%33,036CommonSOLE
497216101KIGRYKION Group AG - Unspons ADR$2.8M0.03%286,422CommonSOLE
835699307SONYSony Group Corp - Spons ADR$2.8M0.03%28,896CommonSOLE
379577208GMEDGlobus Medical Inc$2.7M0.03%38,439CommonSOLE
02079K305GOOGLAlphabet Inc$2.7M0.03%16,168CommonSOLE
89465J109TSRYYTreasury Wine Estates Ltd - Sp$2.6M0.03%313,194CommonSOLE
46137V308PKWInvesco BuyBack Achievers ETF$2.6M0.03%23,058CommonSOLE
826197501SIEGYSiemens AG - Spons ADR$2.6M0.03%26,046CommonSOLE
M6191J100FROGJFrog Ltd$2.6M0.03%90,247CommonSOLE
464287341IXCiShares Global Energy ETF$2.5M0.03%62,262CommonSOLE
23381D102DSNKYDaiichi Sankyo Co Ltd - Spons$2.5M0.03%76,223CommonSOLE
78709Y105SAIASaia Inc$2.5M0.03%5,655CommonSOLE
031162100AMGNAmgen Inc$2.4M0.03%7,591CommonSOLE
56501R106MFCManulife Financial Corp$2.4M0.03%81,184CommonSOLE
344419106FMXFomento Economico Mexicano SAB$2.4M0.03%23,835CommonSOLE
74435K204PUKPrudential PLC - Spons ADR$2.3M0.03%126,289CommonSOLE
861012102STMSTMicroelectronics NV - Spons$2.3M0.03%77,959CommonSOLE
98139A105WKWorkiva Inc$2.3M0.03%28,534CommonSOLE
82674R103SXYAYSika AG - Unspons ADR$2.3M0.03%68,162CommonSOLE
78464A763SDYSPDR S&P Dividend ETF$2.2M0.03%15,793CommonSOLE
922908736VUGVanguard Growth ETF$2.2M0.03%5,833CommonSOLE
624758108MWAMueller Water Products Inc$2.2M0.02%102,090CommonSOLE
N6596X109NXPINXP Semiconductors NV$2.2M0.02%8,972CommonSOLE
656531605NHYDYNorsk Hydro ASA - Spons ADR$2.1M0.02%320,898CommonSOLE
780259305SHELShell PLC - Spons ADR$2.1M0.02%31,160CommonSOLE
626425102MRAAYMurata Manufacturing Co Ltd -$2.0M0.02%207,454CommonSOLE
78409V104SPGIS&P Global Inc$2.0M0.02%3,937CommonSOLE
26922B667DSMCDistillate Small/Mid Cash Flow$2.0M0.02%56,043CommonSOLE
502441306LVMUYLVMH Moet Hennessy Louis Vuitt$2.0M0.02%13,142CommonSOLE
824551105SHECYShin-Etsu Chemical Co Ltd - Un$2.0M0.02%95,504CommonSOLE
30303M102METAMeta Platforms Inc$2.0M0.02%3,425CommonSOLE
N3167Y103RACEFerrari NV$2.0M0.02%4,165CommonSOLE
219350105GLWCorning Inc$2.0M0.02%43,348CommonSOLE
824841407SSDOYShiseido Co Ltd - Spons ADR$1.8M0.02%66,372CommonSOLE
447011107HUNHuntsman Corp$1.8M0.02%74,210CommonSOLE
606822104MUFGMitsubishi UFJ Financial Group$1.8M0.02%171,978CommonSOLE
009126202AIQUYAir Liquide SA - Unspons ADR$1.7M0.02%44,044CommonSOLE
51809L109LSRCYLasertec Corp - Unspons ADR$1.7M0.02%51,136CommonSOLE
431636109HLMNHillman Solutions Corp$1.7M0.02%159,430CommonSOLE
372303206GMABGenmab A/S - Spons ADR$1.7M0.02%67,689CommonSOLE
98161H101WRDLYWorldline SA/France - Unspons$1.6M0.02%453,057CommonSOLE
87155N109SYIEYSymrise AG - Unspons ADR$1.6M0.02%46,561CommonSOLE
001744101AMNAMN Healthcare Services Inc$1.6M0.02%37,327CommonSOLE
654090109NJDCYNidec Corp - Spons ADR$1.6M0.02%147,721CommonSOLE
579780206MKCMcCormick & Co Inc/MD$1.5M0.02%18,749CommonSOLE
25243Q205DEODiageo PLC - Spons ADR$1.5M0.02%10,877CommonSOLE
42824C109HPEHewlett Packard Enterprise Co$1.5M0.02%74,227CommonSOLE
808524771FNDXSchwab Fundamental U.S. Large$1.5M0.02%20,951CommonSOLE
46432F339QUALiShares Edge MSCI USA Quality$1.5M0.02%8,162CommonSOLE
38046C109GOGOGogo Inc$1.2M0.01%170,540CommonSOLE
52466B103LZLegalzoom.com Inc$1.2M0.01%192,636CommonSOLE
74834L100DGXQuest Diagnostics Inc$1.2M0.01%7,675CommonSOLE
020002101ALLAllstate Corp$1.1M0.01%5,969CommonSOLE
125269100CFCF Industries Holdings Inc$1.1M0.01%13,000CommonSOLE
57636Q104MAMastercard Inc$955,0090.01%1,934CommonSOLE
008474108AEMAgnico Eagle Mines Ltd$925,3120.01%11,486CommonSOLE
464287614IWFiShares Russell 1000 Growth ET$915,9270.01%2,440CommonSOLE
550241103LUMNLumen Technologies Inc$880,4000.01%124,000CommonSOLE
191216100KOCoca-Cola Co$841,7680.01%11,714CommonSOLE
369550108GDGeneral Dynamics Corp$798,4120.01%2,642CommonSOLE
89417E109TRVTravelers Cos Inc$792,0280.01%3,383CommonSOLE
H2906T109GRMNGarmin Ltd$771,7160.01%4,384CommonSOLE
92647X830VFLOVictoryShares Free Cash Flow E$742,7570.01%22,305CommonSOLE
94106L109WMWaste Management Inc$679,8900.01%3,275CommonSOLE
464287671IUSGiShares Core S&P U.S. Growth E$613,7770.01%4,653CommonSOLE
001055102AFLAflac Inc$488,3420.01%4,368CommonSOLE
464288513HYGiShares iBoxx High Yield Corpo$473,7700.01%5,900CommonSOLE
570535104MKLMarkel Corp$447,7320.01%285CommonSOLE
11135F101AVGOBroadcom Inc$428,6630.00%2,485CommonSOLE
78468R663BILSPDR Bloomberg 1-3 Month T-Bil$401,3020.00%4,371CommonSOLE
254709108DFSEURDiscover Financial Services$398,9850.00%2,844CommonSOLE
018802108LNTAlliant Energy Corp$390,3200.00%6,431CommonSOLE
464287481IWPiShares Russell Mid-Cap Growth$366,8830.00%3,128CommonSOLE
464288679SHViShares Short Treasury Bond ET$362,7560.00%3,279CommonSOLE
46432F842IEFAiShares Core MSCI EAFE ETF$357,5470.00%4,581CommonSOLE
83444M101SOLVSolventum Corp$339,8850.00%4,875CommonSOLE
46982L108JJacobs Solutions Inc$337,4830.00%2,578CommonSOLE
464288588MBBiShares MBS ETF$337,1550.00%3,519CommonSOLE
375558103GILDGilead Sciences Inc$335,3600.00%4,000CommonSOLE
883556102TMOThermo Fisher Scientific Inc$332,1720.00%537CommonSOLE
670346105NUENucor Corp$330,7480.00%2,200CommonSOLE
00214Q104ARKKARK Innovation ETF$319,8770.00%6,730CommonSOLE
745867101PHMPulteGroup Inc$307,1540.00%2,140CommonSOLE
464288612GVIiShares Intermediate Governmen$306,3060.00%2,860CommonSOLE
464287648IWOiShares Russell 2000 Growth ET$293,0880.00%1,032CommonSOLE
55277P104MGEEMGE Energy Inc$286,9650.00%3,138CommonSOLE
464287101OEFiShares S&P 100 ETF$277,3140.00%1,002CommonSOLE
464287655IWMiShares Russell 2000 ETF$267,4980.00%1,211CommonSOLE
09260D107BXBlackstone Group Inc/The$265,0680.00%1,731CommonSOLE
464287622IWBiShares Russell 1000 ETF$262,6710.00%835CommonSOLE
931142103WMTWalmart Inc$256,4620.00%3,176CommonSOLE
443201108HWMHowmet Aerospace Inc$250,6250.00%2,500CommonSOLE
101137107BSXBoston Scientific Corp$247,2100.00%2,950CommonSOLE
126408103CSXCSX Corp$237,8430.00%6,888CommonSOLE
038222105AMATApplied Materials Inc$231,7510.00%1,147CommonSOLE
125523100CICigna Corp$217,9110.00%629CommonSOLE
749607107RLIRLI Corp$216,0420.00%1,394CommonSOLE
92345Y106VRSKVerisk Analytics Inc$215,7080.00%805CommonSOLE
110122108BMYBristol-Myers Squibb Co$210,4780.00%4,068CommonSOLE
G51502105JCIJohnson Controls International$209,5470.00%2,700CommonSOLE
464287499IWRiShares Russell Mid-Cap ETF$201,4500.00%2,286CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.