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Madison Asset Management, LLC

Q4 2024 · 13F-HR

Madison Asset Management, LLCholdings as filed

Filed 2025-02-10 · accession 0001954889-25-000006

$8.87B
Reported value
335
Positions
2024-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
G0450A105ACGLArch Capital Group Ltd$410.0M4.62%4,439,745CommonSOLE
02079K107GOOGAlphabet Inc$257.8M2.91%1,353,569CommonSOLE
693718108PCARPACCAR Inc$254.7M2.87%2,448,096CommonSOLE
217204106CPRTCopart Inc$253.7M2.86%4,420,382CommonSOLE
366651107ITGartner Inc$244.8M2.76%505,292CommonSOLE
778296103ROSTRoss Stores Inc$230.2M2.60%1,521,809CommonSOLE
115236101BROBrown & Brown Inc$198.0M2.23%1,941,098CommonSOLE
023135106AMZNAmazon.com Inc$162.7M1.83%741,418CommonSOLE
032095101APHAmphenol Corp$157.7M1.78%2,271,402CommonSOLE
142339100CSLCarlisle Cos Inc$148.2M1.67%401,822CommonSOLE
337738108FISVFiserv Inc$134.7M1.52%655,777CommonSOLE
040413205ANETArista Networks Inc$133.6M1.51%1,208,442CommonSOLE
12514G108CDWCDW Corp/DE$131.0M1.48%752,677CommonSOLE
504922105LHLabcorp Holdings Inc Com Usd0.$123.4M1.39%538,178CommonSOLE
530307305LBRDKLiberty Broadband Corp$122.7M1.38%1,641,438CommonSOLE
92826C839VVisa Inc$119.0M1.34%376,465CommonSOLE
882508104TXNTexas Instruments Inc$115.1M1.30%613,706CommonSOLE
256746108DLTRDollar Tree Inc$113.3M1.28%1,512,075CommonSOLE
032654105ADIAnalog Devices Inc$111.5M1.26%524,664CommonSOLE
084670702BRK/BBerkshire Hathaway Inc$111.3M1.26%245,479CommonSOLE
548661107LOWLowe's Cos Inc$110.8M1.25%448,844CommonSOLE
G1151C101ACNAccenture PLC$107.3M1.21%305,088CommonSOLE
941848103WATWaters Corp$104.6M1.18%282,076CommonSOLE
743315103PGRProgressive Corp$103.6M1.17%432,488CommonSOLE
084423102WRBWR Berkley Corp$98.4M1.11%1,682,258CommonSOLE
339750101FNDFloor & Decor Holdings Inc$97.6M1.10%978,458CommonSOLE
55306N104MKSIMKS Instruments Inc$97.5M1.10%933,936CommonSOLE
902973304USBU.S. Bancorp$96.6M1.09%2,018,822CommonSOLE
885160101THOThor Industries Inc$95.7M1.08%999,768CommonSOLE
879360105TDYTeledyne Technologies Inc$94.7M1.07%204,082CommonSOLE
113004105BAMBrookfield Asset Management Lt$94.1M1.06%1,736,887CommonSOLE
00846U101AAgilent Technologies Inc$94.1M1.06%700,094CommonSOLE
536797103LADLithia Motors Inc$91.2M1.03%255,125CommonSOLE
46137V241SPHQInvesco S&P 500 Quality ETF$88.6M1.00%1,322,117CommonSOLE
49338L103KEYSKeysight Technologies Inc$88.2M0.99%548,874CommonSOLE
60786M105MCMoelis & Co$86.1M0.97%1,164,887CommonSOLE
043436104ABGAsbury Automotive Group Inc$82.4M0.93%339,160CommonSOLE
701094104PHParker-Hannifin Corp$79.5M0.90%125,068CommonSOLE
H01301128ALCAlcon Inc$79.0M0.89%931,197CommonSOLE
595017104MCHPMicrochip Technology Inc$78.7M0.89%1,371,603CommonSOLE
531229755FWONKLiberty Media Corp-Liberty For$78.3M0.88%845,119CommonSOLE
47103U852JMBSJanus Henderson Mortgage-Backe$75.8M0.85%1,715,313CommonSOLE
04247X102AWIArmstrong World Industries Inc$75.2M0.85%532,387CommonSOLE
26922A321DSTLDistillate US Fundamental Stab$72.4M0.82%1,318,928CommonSOLE
808513105SCHWCharles Schwab Corp/The$71.2M0.80%961,439CommonSOLE
11271J107BNBrookfield Corp$69.7M0.79%1,213,230CommonSOLE
235851102DHRDanaher Corp Com Usd0.01$64.2M0.72%279,500CommonSOLE
557441201MSTIMadison Short-Term Strategic I$63.0M0.71%3,096,207CommonSOLE
594918104MSFTMicrosoft Corp$62.3M0.70%147,855CommonSOLE
872540109TJXTJX Cos Inc$61.9M0.70%512,440CommonSOLE
115637209BF/BBrown-Forman Corp$61.2M0.69%1,611,231CommonSOLE
571748102MRSHMarsh & McLennan Cos Inc$57.9M0.65%272,729CommonSOLE
557441300MAGGMadison Aggregate Bond ETF$57.4M0.65%2,862,010CommonSOLE
808524854SCHRSchwab Intermediate-Term U.S.$56.3M0.63%2,316,840CommonSOLE
557441409CVRDMadison Covered Call ETF$56.1M0.63%2,987,290CommonSOLE
302130109EXPDExpeditors International of Wa$55.0M0.62%496,852CommonSOLE
557441508DIVLMadison Dividend Value ETF$53.5M0.60%2,519,603CommonSOLE
31488V107FERGFerguson Enterprises Inc$52.2M0.59%300,601CommonSOLE
65339F101NEENextEra Energy Inc$50.4M0.57%702,937CommonSOLE
244199105DEDeere & Co$50.1M0.57%118,311CommonSOLE
855244109SBUXStarbucks Corp$49.6M0.56%544,004CommonSOLE
037833100AAPLApple Inc$48.6M0.55%193,953CommonSOLE
37637Q105GBCIGlacier Bancorp Inc$47.8M0.54%951,224CommonSOLE
229899109CFRCullen/Frost Bankers Inc$46.2M0.52%344,307CommonSOLE
437076102HDHome Depot Inc$41.7M0.47%107,182CommonSOLE
09290D101BLKBlackrock Inc$38.8M0.44%37,884CommonSOLE
92204A702VGTVanguard Information Technolog$38.8M0.44%62,334CommonSOLE
532457108LLYEli Lilly & Co$38.3M0.43%49,648CommonSOLE
531229771FWONALiberty Media Corp-Liberty For$38.2M0.43%454,863CommonSOLE
384109104GGGGraco Inc$38.2M0.43%453,186CommonSOLE
46625H100JPMJPMorgan Chase & Co$38.1M0.43%159,007CommonSOLE
053015103ADPAutomatic Data Processing Inc$37.1M0.42%126,846CommonSOLE
46429B291QLTAiShares Aaa - A Rated Corporat$33.6M0.38%718,296CommonSOLE
654106103NKENIKE Inc$33.1M0.37%437,701CommonSOLE
78462F103SPYSPDR S&P 500 ETF Trust$32.8M0.37%55,969CommonSOLE
464286426EEMAiShares MSCI Emerging Markets$31.6M0.36%440,473CommonSOLE
438516106HONHoneywell International Inc$30.9M0.35%136,726CommonSOLE
22160K105COSTCostco Wholesale Corp$30.7M0.35%33,543CommonSOLE
G5960L103MDTMedtronic PLC$29.9M0.34%374,646CommonSOLE
03027X100AMTAmerican Tower Corp$29.7M0.33%161,703CommonSOLE
478160104JNJJohnson & Johnson$29.5M0.33%203,767CommonSOLE
464288661IEIiShares 3-7 Year Treasury Bond$27.7M0.31%239,844CommonSOLE
713448108PEPPepsiCo Inc$27.7M0.31%182,097CommonSOLE
68389X105ORCLOracle Corp$27.7M0.31%166,029CommonSOLE
12572Q105CMECME Group Inc$24.8M0.28%106,780CommonSOLE
20825C104COPConocoPhillips$24.6M0.28%248,409CommonSOLE
036752103ELVElevance Health Inc$22.9M0.26%62,081CommonSOLE
78467Y107MDYSPDR S&P MidCap 400 ETF Trust$22.7M0.26%39,842CommonSOLE
20030N101CMCSAComcast Corp$22.5M0.25%599,394CommonSOLE
002824100ABTAbbott Laboratories$22.0M0.25%194,717CommonSOLE
907818108UNPUnion Pacific Corp$22.0M0.25%96,522CommonSOLE
464287507IJHiShares Core S&P Mid-Cap ETF$21.4M0.24%343,931CommonSOLE
617446448MSMorgan Stanley$21.0M0.24%166,706CommonSOLE
464287804IJRiShares Core S&P Small-Cap ETF$20.9M0.24%181,321CommonSOLE
517834107LVSLas Vegas Sands Corp$20.2M0.23%392,600CommonSOLE
464287440IEFiShares 7-10 Year Treasury Bon$19.9M0.22%214,991CommonSOLE
35473P744FLJPFranklin FTSE Japan ETF$19.8M0.22%693,406CommonSOLE
166764100CVXChevron Corp$19.7M0.22%135,929CommonSOLE
91324P102UNHUnitedHealth Group Inc$19.0M0.21%37,613CommonSOLE
464287226AGGiShares Core U.S. Aggregate Bo$18.6M0.21%192,007CommonSOLE
00724F101ADBEAdobe Inc$18.2M0.21%41,002CommonSOLE
26875P101EOGEOG Resources Inc$17.4M0.20%141,981CommonSOLE
30231G102XOMExxon Mobil Corp$17.3M0.20%160,838CommonSOLE
427866108HSYHershey Co/The$16.7M0.19%98,690CommonSOLE
G87052109TELTE Connectivity PLC$16.7M0.19%116,845CommonSOLE
311900104FASTFastenal Co$16.2M0.18%225,521CommonSOLE
G54950103LINLinde PLC$16.1M0.18%38,352CommonSOLE
46434V456IQLTiShares MSCI International Qua$15.7M0.18%423,358CommonSOLE
00287Y109ABBVAbbVie Inc$15.0M0.17%84,227CommonSOLE
N07059210ASMLASML Holding NV - Spons NY Reg$14.8M0.17%21,296CommonSOLE
78464A797KBESPDR S&P Bank ETF$14.4M0.16%260,368CommonSOLE
46434V860TFLOiShares Treasury Floating Rate$14.3M0.16%283,868CommonSOLE
060505104BACBank of America Corp$14.0M0.16%317,607CommonSOLE
747525103QCOMQUALCOMM Inc$13.8M0.16%89,805CommonSOLE
773903109ROKRockwell Automation Inc$13.7M0.15%47,812CommonSOLE
70450Y103PYPLPayPal Holdings Inc$13.4M0.15%157,300CommonSOLE
922908637VVVanguard Large-Cap ETF$13.3M0.15%49,354CommonSOLE
009158106APDAir Products & Chemicals Inc$12.6M0.14%43,473CommonSOLE
576485205MTDRMatador Resources Co$12.4M0.14%221,000CommonSOLE
78468R101SPTSSPDR Portfolio Short Term Trea$12.3M0.14%424,210CommonSOLE
278865100ECLEcolab Inc$12.0M0.13%51,018CommonSOLE
81369Y506XLEEnergy Select Sector SPDR Fund$11.8M0.13%137,780CommonSOLE
922042775VEUVanguard FTSE All-World ex-US$11.4M0.13%199,205CommonSOLE
294429105EFXEquifax Inc$11.4M0.13%44,753CommonSOLE
H8817H100RIGTransocean Ltd$11.2M0.13%2,975,000CommonSOLE
231021106CMICummins Inc$10.8M0.12%31,062CommonSOLE
78468R606SPHYSPDR Portfolio High Yield Bond$10.5M0.12%446,102CommonSOLE
86614U1007SUSummit Materials Inc$10.4M0.12%205,995CommonSOLE
580135101MCDMcDonald's Corp$10.2M0.12%35,220CommonSOLE
00130H105AESAES Corp/VA$10.2M0.12%793,000CommonSOLE
742718109PGProcter & Gamble Co$10.1M0.11%60,507CommonSOLE
922042874VGKVanguard FTSE Europe ETF$10.0M0.11%156,918CommonSOLE
46138G300XSHQInvesco S&P SmallCap Quality E$9.9M0.11%234,561CommonSOLE
067901108ABXBarrick Gold Corp$9.8M0.11%629,500CommonSOLE
21036P108STZConstellation Brands Inc$9.6M0.11%43,400CommonSOLE
704326107PAYXPaychex Inc$9.6M0.11%68,126CommonSOLE
194162103CLColgate-Palmolive Co$9.5M0.11%104,266CommonSOLE
911312106UPSUnited Parcel Service Inc$9.1M0.10%72,280CommonSOLE
37954Y343MLPAGlobal X MLP ETF$8.9M0.10%180,931CommonSOLE
921908844VIGVanguard Dividend Appreciation$8.6M0.10%44,126CommonSOLE
149123101CATCaterpillar Inc$8.5M0.10%23,476CommonSOLE
03743Q108APAAPA Corp$8.3M0.09%358,700CommonSOLE
039483102ADMArcher-Daniels-Midland Co$8.2M0.09%162,900CommonSOLE
21874C102CNMCore & Main Inc$8.1M0.09%160,078CommonSOLE
29261A100EHCEncompass Health Corp$8.1M0.09%87,907CommonSOLE
47103U845JAAAJanus Henderson AAA CLO ETF$7.7M0.09%151,773CommonSOLE
665859104NTRSNorthern Trust Corp$7.5M0.08%73,265CommonSOLE
82900L102SMPLSimply Good Foods Co/The$7.2M0.08%184,809CommonSOLE
007903107AMDAdvanced Micro Devices Inc$7.1M0.08%58,687CommonSOLE
P73684113OSWOneSpaWorld Holdings Ltd$7.0M0.08%352,297CommonSOLE
42226A107HQYHealthEquity Inc$6.7M0.08%70,155CommonSOLE
810186106SMGScotts Miracle-Gro Co/The$6.4M0.07%96,461CommonSOLE
971378104WSCWillScot Holdings Corp$6.3M0.07%189,619CommonSOLE
19239V302CCOICogent Communications Holdings$6.3M0.07%82,163CommonSOLE
10316T104BOXBox Inc$6.3M0.07%198,815CommonSOLE
126650100CVSCVS Health Corp$6.2M0.07%138,850CommonSOLE
92532F100VRTXVertex Pharmaceuticals Inc$5.8M0.07%14,522CommonSOLE
819047101SHAKShake Shack Inc$5.8M0.07%44,901CommonSOLE
92206C409VCSHVanguard Short-Term Corporate$5.6M0.06%71,599CommonSOLE
G0692U109AXSAxis Capital Holdings Ltd$5.5M0.06%62,435CommonSOLE
461202103INTUIntuit Inc$5.4M0.06%8,539CommonSOLE
717081103PFEPfizer Inc$5.4M0.06%202,029CommonSOLE
741623102PRMBPrimo Brands Corp$5.3M0.06%171,234CommonSOLE
739276103POWIPower Integrations Inc$5.2M0.06%84,436CommonSOLE
20717M1038QRConfluent Inc$5.1M0.06%182,987CommonSOLE
78464A664SPTLSPDR Portfolio Long Term Treas$5.1M0.06%194,270CommonSOLE
46434V639HEZUiShares Currency Hedged MSCI E$5.1M0.06%141,577CommonSOLE
42824C109HPEHewlett Packard Enterprise Co$4.8M0.05%225,613CommonSOLE
40415F101HDBHDFC Bank Ltd - Spons ADR$4.8M0.05%75,341CommonSOLE
346375108FORMFormFactor Inc$4.6M0.05%105,606CommonSOLE
33740F888UCONFirst Trust TCW Unconstrained$4.6M0.05%188,108CommonSOLE
29362U104ENTGEntegris Inc$4.6M0.05%46,577CommonSOLE
75886F107REGNRegeneron Pharmaceuticals Inc$4.6M0.05%6,445CommonSOLE
98139A105WKWorkiva Inc$4.6M0.05%41,787CommonSOLE
421298100HAYWHayward Holdings Inc$4.5M0.05%295,195CommonSOLE
452308109ITWIllinois Tool Works Inc$4.4M0.05%17,327CommonSOLE
88224Q107TCBITexas Capital Bancshares Inc$4.4M0.05%56,113CommonSOLE
379577208GMEDGlobus Medical Inc$4.2M0.05%51,330CommonSOLE
874039100TSMTaiwan Semiconductor Mfg Co Lt$4.2M0.05%21,236CommonSOLE
464287200IVViShares Core S&P 500 ETF$4.2M0.05%7,101CommonSOLE
68404L201OPCHOption Care Health Inc$4.1M0.05%178,236CommonSOLE
674215207CHRDChord Energy Corp$4.1M0.05%35,094CommonSOLE
957638109WALWestern Alliance Bancorp$4.0M0.04%47,526CommonSOLE
171779309CIENCiena Corp$3.9M0.04%46,537CommonSOLE
808524797SCHDSchwab US Dividend Equity ETF$3.9M0.04%142,530CommonSOLE
224408104CRCrane Co$3.9M0.04%25,621CommonSOLE
28035Q102EPCEdgewell Personal Care Co$3.9M0.04%115,056CommonSOLE
384802104GWWWW Grainger Inc$3.8M0.04%3,642CommonSOLE
52661A108DRSLeonardo DRS Inc$3.8M0.04%117,318CommonSOLE
126501105CTSCTS Corp$3.8M0.04%71,823CommonSOLE
01609W102BABAAlibaba Group Holding Ltd - Sp$3.8M0.04%44,641CommonSOLE
655664100JWNUSDNordstrom Inc$3.8M0.04%156,000CommonSOLE
78464A854SPYMSPDR Portfolio S&P 500 ETF$3.7M0.04%54,221CommonSOLE
204166102CVLTCommVault Systems Inc$3.6M0.04%23,933CommonSOLE
76156B107RVLVRevolve Group Inc$3.6M0.04%107,686CommonSOLE
405217100HAINHain Celestial Group Inc/The$3.6M0.04%582,645CommonSOLE
78709Y105SAIASaia Inc$3.5M0.04%7,573CommonSOLE
88032Q109TCEHYTencent Holdings Ltd - Unspons$3.4M0.04%63,794CommonSOLE
35671D857FCXFreeport-McMoRan Inc$3.4M0.04%88,983CommonSOLE
224441105CXTCrane NXT Co$3.4M0.04%58,098CommonSOLE
251566105DTEGYDeutsche Telekom AG - Spons AD$3.4M0.04%113,147CommonSOLE
046353108AZNNAstraZeneca PLC - Spons ADR$3.3M0.04%50,789CommonSOLE
680665205OLNOlin Corp$3.3M0.04%98,170CommonSOLE
46641Q217BBJPJPMorgan BetaBuilders Japan ET$3.3M0.04%60,232CommonSOLE
67066G104NVDANVIDIA Corp$3.2M0.04%23,741CommonSOLE
05589G102BWINBaldwin Insurance Group Inc/Th$3.2M0.04%81,541CommonSOLE
13321L108CCJCameco Corp$3.1M0.04%60,932CommonSOLE
456788108INFYInfosys Ltd - Spons ADR$3.1M0.03%140,495CommonSOLE
02079K305GOOGLAlphabet Inc$3.0M0.03%16,102CommonSOLE
93114W107WMMVYWal-Mart de Mexico SAB de CV -$3.0M0.03%115,129CommonSOLE
M2682V108CYBRCyberArk Software Ltd$3.0M0.03%9,081CommonSOLE
681116109OLLIOllie's Bargain Outlet Holding$2.9M0.03%26,807CommonSOLE
009279100EADSYAirbus SE - Unspons ADR$2.9M0.03%73,591CommonSOLE
949746101WMT2Wells Fargo & Co$2.9M0.03%41,587CommonSOLE
492460100KRYAYKerry Group PLC - Spons ADR$2.9M0.03%28,769CommonSOLE
922908736VUGVanguard Growth ETF$2.8M0.03%6,894CommonSOLE
69807K105DQJCYPan Pacific International Hold$2.8M0.03%102,111CommonSOLE
97717X701HEDJWisdomTree Europe Hedged Equit$2.8M0.03%63,216CommonSOLE
58933Y105MRKMerck & Co Inc$2.8M0.03%27,684CommonSOLE
78464A847SPMDSPDR Portfolio S&P 400 Mid Cap$2.6M0.03%48,222CommonSOLE
46284V101IRMIron Mountain Inc$2.6M0.03%24,369CommonSOLE
918204108VFCVF Corp$2.5M0.03%118,327CommonSOLE
803054204SAPSAP SE - Spons ADR$2.5M0.03%10,194CommonSOLE
49926D109KNKnowles Corp$2.5M0.03%124,841CommonSOLE
835699307SONYSony Group Corp - Spons ADR$2.5M0.03%116,706CommonSOLE
13646K108CPCanadian Pacific Kansas City L$2.5M0.03%34,118CommonSOLE
00687A107ADDYYadidas AG - Spons ADR$2.4M0.03%20,010CommonSOLE
72341E304PNGAYPing An Insurance Group Co of$2.4M0.03%205,106CommonSOLE
26443V101DLTHDuluth Holdings Inc$2.4M0.03%762,777CommonSOLE
54338V101LZAGYLonza Group AG - Unspons ADR$2.3M0.03%39,540CommonSOLE
58506Q109MEDPMedpace Holdings Inc$2.3M0.03%6,946CommonSOLE
624758108MWAMueller Water Products Inc$2.3M0.03%102,090CommonSOLE
001317205AAGIYAIA Group Ltd - Spons ADR$2.2M0.03%77,552CommonSOLE
890880206TRYIYToray Industries Inc - Unspons$2.2M0.02%176,054CommonSOLE
872590104TMUST-Mobile US Inc$2.2M0.02%10,000CommonSOLE
23381D102DSNKYDaiichi Sankyo Co Ltd - Spons$2.2M0.02%80,170CommonSOLE
92204A405VFHVanguard Financials ETF$2.1M0.02%18,066CommonSOLE
464288240ACWXiShares MSCI ACWI ex US ETF$2.1M0.02%40,589CommonSOLE
26922B667DSMCDistillate Small/Mid Cash Flow$2.1M0.02%60,481CommonSOLE
78464A763SDYSPDR S&P Dividend ETF$2.1M0.02%15,793CommonSOLE
444859102HUMHumana Inc$2.0M0.02%8,032CommonSOLE
606822104MUFGMitsubishi UFJ Financial Group$2.0M0.02%173,804CommonSOLE
46137V308PKWInvesco BuyBack Achievers ETF$2.0M0.02%17,558CommonSOLE
30303M102METAMeta Platforms Inc$2.0M0.02%3,425CommonSOLE
N6596X109NXPINXP Semiconductors NV$2.0M0.02%9,645CommonSOLE
344419106FMXFomento Economico Mexicano SAB$2.0M0.02%23,437CommonSOLE
826197501SIEGYSiemens AG - Spons ADR$2.0M0.02%20,649CommonSOLE
78409V104SPGIS&P Global Inc$2.0M0.02%3,976CommonSOLE
031162100AMGNAmgen Inc$1.9M0.02%7,472CommonSOLE
84265V105SCCOSouthern Copper Corp$1.9M0.02%21,061CommonSOLE
74435K204PUKPrudential PLC - Spons ADR$1.9M0.02%120,277CommonSOLE
465562106ITUBItau Unibanco Holding SA - Spo$1.9M0.02%373,870CommonSOLE
497216101KIGRYKION Group AG - Unspons ADR$1.8M0.02%223,979CommonSOLE
89465J109TSRYYTreasury Wine Estates Ltd - Sp$1.8M0.02%251,009CommonSOLE
87612E106TGTTarget Corp$1.8M0.02%12,950CommonSOLE
56501R106MFCManulife Financial Corp$1.7M0.02%55,798CommonSOLE
82674R103SXYAYSika AG - Unspons ADR$1.7M0.02%71,853CommonSOLE
749607107RLIRLI Corp$1.7M0.02%10,211CommonSOLE
780259305SHELShell PLC - Spons ADR$1.6M0.02%26,300CommonSOLE
N3167Y103RACEFerrari NV$1.5M0.02%3,536CommonSOLE
808524771FNDXSchwab Fundamental U.S. Large$1.5M0.02%62,853CommonSOLE
626425102MRAAYMurata Manufacturing Co Ltd -$1.5M0.02%183,897CommonSOLE
579780206MKCMcCormick & Co Inc/MD$1.5M0.02%19,099CommonSOLE
46432F339QUALiShares Edge MSCI USA Quality$1.5M0.02%8,162CommonSOLE
52466B103LZLegalzoom.com Inc$1.4M0.02%192,636CommonSOLE
219350105GLWCorning Inc$1.4M0.02%30,404CommonSOLE
656531605NHYDYNorsk Hydro ASA - Spons ADR$1.4M0.02%257,302CommonSOLE
98161H101WRDLYWorldline SA/France - Unspons$1.4M0.02%326,736CommonSOLE
502441306LVMUYLVMH Moet Hennessy Louis Vuitt$1.4M0.02%10,535CommonSOLE
447011107HUNHuntsman Corp$1.3M0.02%74,210CommonSOLE
824551105SHECYShin-Etsu Chemical Co Ltd - Un$1.3M0.01%77,757CommonSOLE
92647X830VFLOVictoryShares Free Cash Flow E$1.2M0.01%36,399CommonSOLE
88160R101TSLATesla Inc$1.2M0.01%3,067CommonSOLE
87155N109SYIEYSymrise AG - Unspons ADR$1.2M0.01%46,326CommonSOLE
74834L100DGXQuest Diagnostics Inc$1.2M0.01%7,817CommonSOLE
020002101ALLAllstate Corp$1.2M0.01%5,969CommonSOLE
009126202AIQUYAir Liquide SA - Unspons ADR$1.1M0.01%35,571CommonSOLE
464287341IXCiShares Global Energy ETF$1.1M0.01%28,196CommonSOLE
25746U109DDominion Energy Inc$1.1M0.01%19,684CommonSOLE
464287622IWBiShares Russell 1000 ETF$1.0M0.01%3,189CommonSOLE
25243Q205DEODiageo PLC - Spons ADR$1.0M0.01%8,038CommonSOLE
57636Q104MAMastercard Inc$1.0M0.01%1,934CommonSOLE
431636109HLMNHillman Solutions Corp$999,9280.01%102,662CommonSOLE
464287614IWFiShares Russell 1000 Growth ET$979,8550.01%2,440CommonSOLE
372303206GMABGenmab A/S - Spons ADR$978,8860.01%46,904CommonSOLE
654090109NJDCYNidec Corp - Spons ADR$972,3510.01%218,016CommonSOLE
008474108AEMAgnico Eagle Mines Ltd$915,0570.01%11,700CommonSOLE
H2906T109GRMNGarmin Ltd$904,2440.01%4,384CommonSOLE
51809L109LSRCYLasertec Corp - Unspons ADR$882,5380.01%46,819CommonSOLE
963320106WHRWhirlpool Corp$823,1110.01%7,190CommonSOLE
143130102KMXCarMax Inc$819,1220.01%10,019CommonSOLE
824841407SSDOYShiseido Co Ltd - Spons ADR$811,5980.01%45,853CommonSOLE
922908751VBVanguard Small-Cap ETF$746,3100.01%3,106CommonSOLE
89417E109TRVTravelers Cos Inc$725,0790.01%3,010CommonSOLE
191216100KOCoca-Cola Co$717,7330.01%11,528CommonSOLE
17275R102CSCOCisco Systems Inc$698,3820.01%11,797CommonSOLE
369550108GDGeneral Dynamics Corp$696,1410.01%2,642CommonSOLE
94106L109WMWaste Management Inc$660,8620.01%3,275CommonSOLE
550241103LUMNLumen Technologies Inc$658,4400.01%124,000CommonSOLE
641069406NSRGYNestle SA - Spons ADR$654,8260.01%8,015CommonSOLE
11135F101AVGOBroadcom Inc$576,1220.01%2,485CommonSOLE
90139K100QLTYGMO US Quality ETF$513,3740.01%16,058CommonSOLE
570535104MKLMarkel Corp$492,7320.01%285CommonSOLE
254709108DFSEURDiscover Financial Services$492,6660.01%2,844CommonSOLE
464287499IWRiShares Russell Mid-Cap ETF$474,9910.01%5,373CommonSOLE
808524805SCHFSchwab International Equity ET$465,0900.01%25,140CommonSOLE
464288513HYGiShares iBoxx High Yield Corpo$464,0350.01%5,900CommonSOLE
001055102AFLAflac Inc$439,1030.00%4,245CommonSOLE
78468R663BILSPDR Bloomberg 1-3 Month T-Bil$399,6410.00%4,371CommonSOLE
464287481IWPiShares Russell Mid-Cap Growth$390,1370.00%3,078CommonSOLE
018802108LNTAlliant Energy Corp$380,3520.00%6,431CommonSOLE
375558103GILDGilead Sciences Inc$369,4800.00%4,000CommonSOLE
464288679SHViShares Short Treasury Bond ET$358,0780.00%3,252CommonSOLE
464287671IUSGiShares Core S&P U.S. Growth E$357,7110.00%2,567CommonSOLE
00214Q104ARKKARK Innovation ETF$345,2750.00%6,082CommonSOLE
46982L108JJacobs Solutions Inc$344,4960.00%2,578CommonSOLE
464288588MBBiShares MBS ETF$322,6220.00%3,519CommonSOLE
83444M101SOLVSolventum Corp$322,0430.00%4,875CommonSOLE
46432F842IEFAiShares Core MSCI EAFE ETF$321,9530.00%4,581CommonSOLE
09260D107BXBlackstone Group Inc/The$298,4590.00%1,731CommonSOLE
464287648IWOiShares Russell 2000 Growth ET$297,0300.00%1,032CommonSOLE
55277P104MGEEMGE Energy Inc$294,8420.00%3,138CommonSOLE
01741R102ATIAllegheny Technologies Inc$275,2000.00%5,000CommonSOLE
443201108HWMHowmet Aerospace Inc$273,4250.00%2,500CommonSOLE
883556102TMOThermo Fisher Scientific Inc$269,9990.00%519CommonSOLE
464287655IWMiShares Russell 2000 ETF$267,5830.00%1,211CommonSOLE
101137107BSXBoston Scientific Corp$263,4940.00%2,950CommonSOLE
922042858VWOVanguard FTSE Emerging Markets$257,6780.00%5,851CommonSOLE
670346105NUENucor Corp$252,2100.00%2,161CommonSOLE
931142103WMTWalmart Inc$241,7770.00%2,676CommonSOLE
745867101PHMPulteGroup Inc$233,0460.00%2,140CommonSOLE
126408103CSXCSX Corp$222,2760.00%6,888CommonSOLE
81762P102NOWServiceNow Inc$220,5050.00%208CommonSOLE
110122108BMYBristol-Myers Squibb Co$213,1180.00%3,768CommonSOLE
G51502105JCIJohnson Controls International$213,1110.00%2,700CommonSOLE

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.