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Madison Asset Management, LLC

Q1 2025 · 13F-HR

Madison Asset Management, LLCholdings as filed

Filed 2025-05-06 · accession 0001954889-25-000019

$8.98B
Reported value
349
Positions
2025-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
G0450A105ACGLArch Capital Group Ltd$465.3M5.18%4,837,602CommonSOLE
217204106CPRTCopart Inc$263.2M2.93%4,651,616CommonSOLE
115236101BROBrown & Brown Inc$256.4M2.86%2,060,954CommonSOLE
693718108PCARPACCAR Inc$250.2M2.79%2,569,851CommonSOLE
366651107ITGartner Inc$231.8M2.58%552,190CommonSOLE
778296103ROSTRoss Stores Inc$205.5M2.29%1,607,872CommonSOLE
02079K107GOOGAlphabet Inc$205.3M2.29%1,313,830CommonSOLE
142339100CSLCarlisle Cos Inc$175.4M1.95%515,134CommonSOLE
032095101APHAmphenol Corp$167.0M1.86%2,546,347CommonSOLE
530307305LBRDKLiberty Broadband Corp$151.5M1.69%1,781,745CommonSOLE
023135106AMZNAmazon.com Inc$144.3M1.61%758,621CommonSOLE
337738108FISVFiserv Inc$139.8M1.56%633,173CommonSOLE
12514G108CDWCDW Corp/DE$134.1M1.49%836,530CommonSOLE
084423102WRBWR Berkley Corp$131.1M1.46%1,842,275CommonSOLE
504922105LHLabcorp Holdings Inc Com Usd0.$129.6M1.44%556,683CommonSOLE
084670702BRK/BBerkshire Hathaway Inc$128.7M1.43%241,649CommonSOLE
256746108DLTRDollar Tree Inc$128.3M1.43%1,709,331CommonSOLE
92826C839VVisa Inc$127.9M1.43%365,051CommonSOLE
743315103PGRProgressive Corp$120.2M1.34%424,830CommonSOLE
882508104TXNTexas Instruments Inc$118.4M1.32%659,008CommonSOLE
55306N104MKSIMKS Instruments Inc$114.5M1.28%1,428,143CommonSOLE
941848103WATWaters Corp$114.0M1.27%309,319CommonSOLE
879360105TDYTeledyne Technologies Inc$110.7M1.23%222,515CommonSOLE
89531P105TREXTrex Co Inc$109.9M1.22%1,890,732CommonSOLE
032654105ADIAnalog Devices Inc$105.1M1.17%521,033CommonSOLE
548661107LOWLowe's Cos Inc$102.5M1.14%439,630CommonSOLE
G1151C101ACNAccenture PLC$95.5M1.06%305,935CommonSOLE
46137V241SPHQInvesco S&P 500 Quality ETF$94.7M1.06%1,427,903CommonSOLE
235851102DHRDanaher Corp Com Usd0.01$92.7M1.03%452,263CommonSOLE
113004105BAMBrookfield Asset Management Lt$92.2M1.03%1,901,985CommonSOLE
531229755FWONKLiberty Media Corp-Liberty For$87.4M0.97%971,418CommonSOLE
H01301128ALCAlcon Inc$86.9M0.97%915,229CommonSOLE
339750101FNDFloor & Decor Holdings Inc$85.6M0.95%1,063,511CommonSOLE
47103U852JMBSJanus Henderson Mortgage-Backe$83.5M0.93%1,848,438CommonSOLE
043436104ABGAsbury Automotive Group Inc$82.4M0.92%373,320CommonSOLE
536797103LADLithia Motors Inc$82.3M0.92%280,456CommonSOLE
00846U101AAgilent Technologies Inc$81.3M0.91%695,411CommonSOLE
49338L103KEYSKeysight Technologies Inc$81.0M0.90%540,801CommonSOLE
885160101THOThor Industries Inc$80.8M0.90%1,065,299CommonSOLE
571748102MRSHMarsh & McLennan Cos Inc$76.9M0.86%314,949CommonSOLE
595017104MCHPMicrochip Technology Inc$76.5M0.85%1,579,949CommonSOLE
49714P108KNSLKinsale Capital Group Inc$76.2M0.85%156,634CommonSOLE
31488V107FERGFerguson Enterprises Inc$75.8M0.84%472,848CommonSOLE
808513105SCHWCharles Schwab Corp/The$75.0M0.84%957,641CommonSOLE
701094104PHParker-Hannifin Corp$74.8M0.83%123,118CommonSOLE
60786M105MCMoelis & Co$73.8M0.82%1,264,200CommonSOLE
26922A321DSTLDistillate US Fundamental Stab$73.0M0.81%1,345,696CommonSOLE
302130109EXPDExpeditors International of Wa$65.9M0.73%548,284CommonSOLE
036752103ELVElevance Health Inc$65.1M0.72%149,572CommonSOLE
115637209BF/BBrown-Forman Corp$64.0M0.71%1,886,816CommonSOLE
557441201MSTIMadison Short-Term Strategic I$62.9M0.70%3,068,537CommonSOLE
11271J107BNBrookfield Corp$62.7M0.70%1,195,621CommonSOLE
872540109TJXTJX Cos Inc$61.8M0.69%507,201CommonSOLE
594918104MSFTMicrosoft Corp$61.1M0.68%162,642CommonSOLE
557441300MAGGMadison Aggregate Bond ETF$56.8M0.63%2,796,158CommonSOLE
557441508DIVLMadison Dividend Value ETF$54.4M0.61%2,484,841CommonSOLE
244199105DEDeere & Co$54.0M0.60%114,958CommonSOLE
040413205ANETArista Networks Inc$51.8M0.58%668,516CommonSOLE
855244109SBUXStarbucks Corp$49.8M0.56%507,950CommonSOLE
65339F101NEENextEra Energy Inc$48.8M0.54%688,093CommonSOLE
229899109CFRCullen/Frost Bankers Inc$47.2M0.53%376,784CommonSOLE
557441409CVRDMadison Covered Call ETF$47.0M0.52%2,668,145CommonSOLE
37637Q105GBCIGlacier Bancorp Inc$46.1M0.51%1,041,736CommonSOLE
037833100AAPLApple Inc$42.1M0.47%189,400CommonSOLE
384109104GGGGraco Inc$41.6M0.46%497,585CommonSOLE
808524854SCHRSchwab Intermediate-Term U.S.$41.5M0.46%1,670,536CommonSOLE
532457108LLYEli Lilly & Co$40.9M0.46%49,495CommonSOLE
437076102HDHome Depot Inc$38.1M0.42%104,048CommonSOLE
46625H100JPMJPMorgan Chase & Co$37.7M0.42%153,654CommonSOLE
09290D101BLKBlackrock Inc$37.4M0.42%39,531CommonSOLE
531229771FWONALiberty Media Corp-Liberty For$37.1M0.41%454,863CommonSOLE
438516106HONHoneywell International Inc$34.8M0.39%164,123CommonSOLE
03027X100AMTAmerican Tower Corp$34.6M0.39%159,006CommonSOLE
464286426EEMAiShares MSCI Emerging Markets$34.4M0.38%464,630CommonSOLE
G5960L103MDTMedtronic PLC$33.1M0.37%368,569CommonSOLE
478160104JNJJohnson & Johnson$32.3M0.36%194,894CommonSOLE
92204A702VGTVanguard Information Technolog$32.2M0.36%59,296CommonSOLE
053015103ADPAutomatic Data Processing Inc$30.0M0.33%98,041CommonSOLE
22160K105COSTCostco Wholesale Corp$29.3M0.33%30,955CommonSOLE
654106103NKENIKE Inc$28.8M0.32%453,617CommonSOLE
713448108PEPPepsiCo Inc$26.6M0.30%177,225CommonSOLE
68389X105ORCLOracle Corp$26.0M0.29%185,722CommonSOLE
20825C104COPConocoPhillips$25.7M0.29%244,527CommonSOLE
12572Q105CMECME Group Inc$24.0M0.27%90,279CommonSOLE
464287226AGGiShares Core U.S. Aggregate Bo$23.4M0.26%237,051CommonSOLE
78462F103SPYSPDR S&P 500 ETF Trust$22.9M0.26%40,939CommonSOLE
00724F101ADBEAdobe Inc$22.7M0.25%59,142CommonSOLE
464287804IJRiShares Core S&P Small-Cap ETF$22.4M0.25%214,597CommonSOLE
78468R606SPHYSPDR Portfolio High Yield Bond$22.1M0.25%944,127CommonSOLE
907818108UNPUnion Pacific Corp$21.9M0.24%92,811CommonSOLE
166764100CVXChevron Corp$21.9M0.24%131,058CommonSOLE
78464A797KBESPDR S&P Bank ETF$21.1M0.23%397,809CommonSOLE
20030N101CMCSAComcast Corp$20.0M0.22%540,662CommonSOLE
35473P744FLJPFranklin FTSE Japan ETF$19.7M0.22%670,993CommonSOLE
91324P102UNHUnitedHealth Group Inc$19.6M0.22%37,352CommonSOLE
47103U845JAAAJanus Henderson AAA CLO ETF$19.5M0.22%385,218CommonSOLE
30231G102XOMExxon Mobil Corp$18.8M0.21%158,218CommonSOLE
G87052109TELTE Connectivity PLC$18.7M0.21%132,258CommonSOLE
464287507IJHiShares Core S&P Mid-Cap ETF$18.6M0.21%319,386CommonSOLE
78467Y107MDYSPDR S&P MidCap 400 ETF Trust$18.6M0.21%34,904CommonSOLE
617446448MSMorgan Stanley$18.1M0.20%155,334CommonSOLE
G54950103LINLinde PLC$17.6M0.20%37,890CommonSOLE
26875P101EOGEOG Resources Inc$17.3M0.19%134,581CommonSOLE
464288661IEIiShares 3-7 Year Treasury Bond$17.0M0.19%143,739CommonSOLE
902973304USBU.S. Bancorp$16.7M0.19%395,490CommonSOLE
00287Y109ABBVAbbVie Inc$16.6M0.19%79,270CommonSOLE
464287440IEFiShares 7-10 Year Treasury Bon$16.6M0.18%173,999CommonSOLE
427866108HSYHershey Co/The$16.2M0.18%94,505CommonSOLE
46434V456IQLTiShares MSCI International Qua$16.0M0.18%404,125CommonSOLE
311900104FASTFastenal Co$16.0M0.18%206,477CommonSOLE
922042874VGKVanguard FTSE Europe ETF$15.3M0.17%217,323CommonSOLE
517834107LVSLas Vegas Sands Corp$15.2M0.17%392,600CommonSOLE
N07059210ASMLASML Holding NV - Spons NY Reg$14.3M0.16%21,620CommonSOLE
747525103QCOMQUALCOMM Inc$14.0M0.16%91,137CommonSOLE
00130H105AESAES Corp/VA$13.6M0.15%1,093,000CommonSOLE
773903109ROKRockwell Automation Inc$13.6M0.15%52,514CommonSOLE
002824100ABTAbbott Laboratories$13.2M0.15%99,145CommonSOLE
278865100ECLEcolab Inc$12.8M0.14%50,427CommonSOLE
922042775VEUVanguard FTSE All-World ex-US$12.6M0.14%208,218CommonSOLE
922908637VVVanguard Large-Cap ETF$12.5M0.14%48,639CommonSOLE
81369Y506XLEEnergy Select Sector SPDR Fund$12.4M0.14%132,514CommonSOLE
060505104BACBank of America Corp$12.3M0.14%294,901CommonSOLE
067901108ABXBarrick Gold Corp$12.2M0.14%629,500CommonSOLE
37954Y343MLPAGlobal X MLP ETF$11.6M0.13%217,710CommonSOLE
576485205MTDRMatador Resources Co$11.3M0.13%221,000CommonSOLE
294429105EFXEquifax Inc$11.0M0.12%45,294CommonSOLE
009158106APDAir Products & Chemicals Inc$10.4M0.12%35,368CommonSOLE
78468R101SPTSSPDR Portfolio Short Term Trea$10.4M0.12%354,843CommonSOLE
70450Y103PYPLPayPal Holdings Inc$10.3M0.11%157,300CommonSOLE
46138G300XSHQInvesco S&P SmallCap Quality E$10.1M0.11%255,241CommonSOLE
580135101MCDMcDonald's Corp$10.0M0.11%31,870CommonSOLE
742718109PGProcter & Gamble Co$9.7M0.11%56,787CommonSOLE
92206C409VCSHVanguard Short-Term Corporate$9.7M0.11%122,248CommonSOLE
704326107PAYXPaychex Inc$9.5M0.11%61,681CommonSOLE
H8817H100RIGTransocean Ltd$9.4M0.11%2,975,000CommonSOLE
126650100CVSCVS Health Corp$9.4M0.10%138,850CommonSOLE
464286608EZUiShares MSCI Eurozone ETF$9.2M0.10%172,657CommonSOLE
194162103CLColgate-Palmolive Co$8.9M0.10%95,434CommonSOLE
29261A100EHCEncompass Health Corp$8.4M0.09%82,974CommonSOLE
872590104TMUST-Mobile US Inc$8.3M0.09%31,000CommonSOLE
21036P108STZConstellation Brands Inc$8.0M0.09%43,400CommonSOLE
039483102ADMArcher-Daniels-Midland Co$7.8M0.09%162,900CommonSOLE
46429B291QLTAiShares Aaa - A Rated Corporat$7.8M0.09%164,426CommonSOLE
808524797SCHDSchwab US Dividend Equity ETF$7.6M0.08%270,502CommonSOLE
149123101CATCaterpillar Inc$7.3M0.08%22,176CommonSOLE
03743Q108APAAPA Corp$7.1M0.08%338,700CommonSOLE
92532F100VRTXVertex Pharmaceuticals Inc$7.0M0.08%14,396CommonSOLE
21874C102CNMCore & Main Inc$6.7M0.08%139,648CommonSOLE
82900L102SMPLSimply Good Foods Co/The$6.3M0.07%182,787CommonSOLE
92204A405VFHVanguard Financials ETF$6.2M0.07%51,746CommonSOLE
G0692U109AXSAxis Capital Holdings Ltd$6.2M0.07%61,613CommonSOLE
68404L201OPCHOption Care Health Inc$6.2M0.07%176,295CommonSOLE
42226A107HQYHealthEquity Inc$6.1M0.07%69,364CommonSOLE
810186106SMGScotts Miracle-Gro Co/The$6.1M0.07%111,385CommonSOLE
007903107AMDAdvanced Micro Devices Inc$6.0M0.07%58,687CommonSOLE
231021106CMICummins Inc$6.0M0.07%19,170CommonSOLE
741623102PRMBPrimo Brands Corp$6.0M0.07%168,884CommonSOLE
10316T104BOXBox Inc$5.9M0.07%191,805CommonSOLE
921908844VIGVanguard Dividend Appreciation$5.7M0.06%29,558CommonSOLE
749607107RLIRLI Corp$5.5M0.06%68,275CommonSOLE
78464A664SPTLSPDR Portfolio Long Term Treas$5.3M0.06%194,390CommonSOLE
739276103POWIPower Integrations Inc$5.2M0.06%102,726CommonSOLE
717081103PFEPfizer Inc$5.1M0.06%201,486CommonSOLE
19239V302CCOICogent Communications Holdings$5.0M0.06%81,264CommonSOLE
01609W102BABAAlibaba Group Holding Ltd - Sp$4.9M0.05%37,056CommonSOLE
971378104WSCWillScot Holdings Corp$4.8M0.05%171,528CommonSOLE
P73684113OSWOneSpaWorld Holdings Ltd$4.6M0.05%273,985CommonSOLE
452308109ITWIllinois Tool Works Inc$4.6M0.05%18,383CommonSOLE
421298100HAYWHayward Holdings Inc$4.5M0.05%326,579CommonSOLE
819047101SHAKShake Shack Inc$4.5M0.05%51,251CommonSOLE
98139A105WKWorkiva Inc$4.4M0.05%58,261CommonSOLE
78464A854SPYMSPDR Portfolio S&P 500 ETF$4.3M0.05%64,788CommonSOLE
346375108FORMFormFactor Inc$4.2M0.05%148,979CommonSOLE
13321L108CCJCameco Corp$4.2M0.05%102,202CommonSOLE
674215207CHRDChord Energy Corp$4.2M0.05%36,907CommonSOLE
05589G102BWINBaldwin Insurance Group Inc/Th$4.2M0.05%93,024CommonSOLE
88224Q107TCBITexas Capital Bancshares Inc$4.1M0.05%55,536CommonSOLE
75886F107REGNRegeneron Pharmaceuticals Inc$4.1M0.05%6,420CommonSOLE
464287200IVViShares Core S&P 500 ETF$4.1M0.05%7,215CommonSOLE
29362U104ENTGEntegris Inc$4.0M0.04%45,953CommonSOLE
40415F101HDBHDFC Bank Ltd - Spons ADR$4.0M0.04%59,818CommonSOLE
20717M1038QRConfluent Inc$4.0M0.04%169,061CommonSOLE
379577208GMEDGlobus Medical Inc$3.9M0.04%53,392CommonSOLE
224408104CRCrane Co$3.9M0.04%25,358CommonSOLE
52661A108DRSLeonardo DRS Inc$3.8M0.04%116,183CommonSOLE
204166102CVLTCommVault Systems Inc$3.7M0.04%23,695CommonSOLE
957638109WALWestern Alliance Bancorp$3.6M0.04%47,044CommonSOLE
384802104GWWWW Grainger Inc$3.6M0.04%3,629CommonSOLE
35671D857FCXFreeport-McMoRan Inc$3.6M0.04%94,628CommonSOLE
28035Q102EPCEdgewell Personal Care Co$3.5M0.04%113,698CommonSOLE
046353108AZNNAstraZeneca PLC - Spons ADR$3.5M0.04%47,863CommonSOLE
874039100TSMTaiwan Semiconductor Mfg Co Lt$3.4M0.04%20,250CommonSOLE
42824C109HPEHewlett Packard Enterprise Co$3.3M0.04%212,000CommonSOLE
93114W107WMMVYWal-Mart de Mexico SAB de CV -$3.1M0.03%113,524CommonSOLE
681116109OLLIOllie's Bargain Outlet Holding$3.1M0.03%26,563CommonSOLE
251566105DTEGYDeutsche Telekom AG - Spons AD$3.1M0.03%83,311CommonSOLE
009279100EADSYAirbus SE - Unspons ADR$3.0M0.03%68,433CommonSOLE
78709Y105SAIASaia Inc$3.0M0.03%8,557CommonSOLE
922908736VUGVanguard Growth ETF$3.0M0.03%8,031CommonSOLE
126501105CTSCTS Corp$3.0M0.03%71,135CommonSOLE
58506Q109MEDPMedpace Holdings Inc$3.0M0.03%9,683CommonSOLE
224441105CXTCrane NXT Co$2.9M0.03%57,333CommonSOLE
88032Q109TCEHYTencent Holdings Ltd - Unspons$2.9M0.03%45,722CommonSOLE
492460100KRYAYKerry Group PLC - Spons ADR$2.9M0.03%27,480CommonSOLE
72341E304PNGAYPing An Insurance Group Co of$2.9M0.03%240,404CommonSOLE
74435K204PUKPrudential PLC - Spons ADR$2.8M0.03%130,531CommonSOLE
49926D109KNKnowles Corp$2.8M0.03%184,094CommonSOLE
76156B107RVLVRevolve Group Inc$2.8M0.03%128,660CommonSOLE
835699307SONYSony Group Corp - Spons ADR$2.8M0.03%108,524CommonSOLE
67066G104NVDANVIDIA Corp$2.6M0.03%24,143CommonSOLE
624758108MWAMueller Water Products Inc$2.6M0.03%100,857CommonSOLE
171779309CIENCiena Corp$2.5M0.03%41,102CommonSOLE
78464A847SPMDSPDR Portfolio S&P 400 Mid Cap$2.5M0.03%48,524CommonSOLE
02079K305GOOGLAlphabet Inc$2.5M0.03%15,891CommonSOLE
58933Y105MRKMerck & Co Inc$2.4M0.03%26,986CommonSOLE
46641Q217BBJPJPMorgan BetaBuilders Japan ET$2.4M0.03%42,928CommonSOLE
001317205AAGIYAIA Group Ltd - Spons ADR$2.4M0.03%79,079CommonSOLE
803054204SAPSAP SE - Spons ADR$2.4M0.03%8,908CommonSOLE
405217100HAINHain Celestial Group Inc/The$2.4M0.03%576,039CommonSOLE
680665205OLNOlin Corp$2.3M0.03%96,793CommonSOLE
M2682V108CYBRCyberArk Software Ltd$2.3M0.03%6,911CommonSOLE
031162100AMGNAmgen Inc$2.3M0.03%7,408CommonSOLE
69807K105DQJCYPan Pacific International Hold$2.3M0.03%83,967CommonSOLE
54338V101LZAGYLonza Group AG - Unspons ADR$2.3M0.03%36,865CommonSOLE
918204108VFCVF Corp$2.3M0.03%146,046CommonSOLE
890880206TRYIYToray Industries Inc - Unspons$2.3M0.03%166,329CommonSOLE
497216101KIGRYKION Group AG - Unspons ADR$2.3M0.03%215,477CommonSOLE
456788108INFYInfosys Ltd - Spons ADR$2.2M0.03%122,955CommonSOLE
606822104MUFGMitsubishi UFJ Financial Group$2.2M0.02%162,038CommonSOLE
00687A107ADDYYadidas AG - Spons ADR$2.2M0.02%18,683CommonSOLE
344419106FMXFomento Economico Mexicano SAB$2.2M0.02%22,310CommonSOLE
444859102HUMHumana Inc$2.2M0.02%8,225CommonSOLE
78464A763SDYSPDR S&P Dividend ETF$2.1M0.02%15,793CommonSOLE
13646K108CPCanadian Pacific Kansas City L$2.1M0.02%30,234CommonSOLE
23381D102DSNKYDaiichi Sankyo Co Ltd - Spons$2.1M0.02%86,013CommonSOLE
465562106ITUBItau Unibanco Holding SA - Spo$2.0M0.02%371,738CommonSOLE
26922B667DSMCDistillate Small/Mid Cash Flow$2.0M0.02%64,509CommonSOLE
78409V104SPGIS&P Global Inc$2.0M0.02%3,987CommonSOLE
46137V308PKWInvesco BuyBack Achievers ETF$2.0M0.02%17,558CommonSOLE
826197501SIEGYSiemens AG - Spons ADR$2.0M0.02%17,103CommonSOLE
431636109HLMNHillman Solutions Corp$2.0M0.02%221,922CommonSOLE
84265V105SCCOSouthern Copper Corp$1.8M0.02%19,647CommonSOLE
579780206MKCMcCormick & Co Inc/MD$1.8M0.02%21,978CommonSOLE
780259305SHELShell PLC - Spons ADR$1.8M0.02%24,285CommonSOLE
30303M102METAMeta Platforms Inc$1.8M0.02%3,076CommonSOLE
142795202CABGYCarlsberg AS - Spons ADR$1.7M0.02%68,024CommonSOLE
74834L100DGXQuest Diagnostics Inc$1.7M0.02%10,022CommonSOLE
82674R103SXYAYSika AG - Unspons ADR$1.7M0.02%69,263CommonSOLE
89465J109TSRYYTreasury Wine Estates Ltd - Sp$1.7M0.02%273,264CommonSOLE
46434V860TFLOiShares Treasury Floating Rate$1.7M0.02%32,748CommonSOLE
52466B103LZLegalzoom.com Inc$1.6M0.02%190,695CommonSOLE
N3167Y103RACEFerrari NV$1.6M0.02%3,817CommonSOLE
92647X830VFLOVictoryShares Free Cash Flow E$1.6M0.02%47,198CommonSOLE
46284V101IRMIron Mountain Inc$1.6M0.02%18,531CommonSOLE
56501R106MFCManulife Financial Corp$1.5M0.02%48,849CommonSOLE
808524771FNDXSchwab Fundamental U.S. Large$1.5M0.02%62,853CommonSOLE
656531605NHYDYNorsk Hydro ASA - Spons ADR$1.5M0.02%254,651CommonSOLE
626425102MRAAYMurata Manufacturing Co Ltd -$1.5M0.02%189,445CommonSOLE
25746U109DDominion Energy Inc$1.4M0.02%24,521CommonSOLE
N6596X109NXPINXP Semiconductors NV$1.3M0.01%7,038CommonSOLE
26443V101DLTHDuluth Holdings Inc$1.3M0.01%762,777CommonSOLE
008474108AEMAgnico Eagle Mines Ltd$1.3M0.01%11,914CommonSOLE
949746101WMT2Wells Fargo & Co$1.3M0.01%17,703CommonSOLE
911312106UPSUnited Parcel Service Inc$1.3M0.01%11,522CommonSOLE
009126202AIQUYAir Liquide SA - Unspons ADR$1.3M0.01%33,153CommonSOLE
824551105SHECYShin-Etsu Chemical Co Ltd - Un$1.3M0.01%87,707CommonSOLE
020002101ALLAllstate Corp$1.2M0.01%5,969CommonSOLE
502441306LVMUYLVMH Moet Hennessy Louis Vuitt$1.2M0.01%9,871CommonSOLE
372303206GMABGenmab A/S - Spons ADR$1.2M0.01%62,363CommonSOLE
824841407SSDOYShiseido Co Ltd - Spons ADR$1.2M0.01%64,064CommonSOLE
464287499IWRiShares Russell Mid-Cap ETF$1.2M0.01%14,270CommonSOLE
654090109NJDCYNidec Corp - Spons ADR$1.2M0.01%276,986CommonSOLE
87155N109SYIEYSymrise AG - Unspons ADR$1.1M0.01%44,356CommonSOLE
51809L109LSRCYLasertec Corp - Unspons ADR$1.1M0.01%62,819CommonSOLE
461202103INTUIntuit Inc$1.1M0.01%1,737CommonSOLE
87612E106TGTTarget Corp$1.1M0.01%10,212CommonSOLE
98161H101WRDLYWorldline SA/France - Unspons$1.0M0.01%338,681CommonSOLE
H2906T109GRMNGarmin Ltd$951,8980.01%4,384CommonSOLE
609207105MDLZMondelez International Inc$940,4690.01%13,861CommonSOLE
464287614IWFiShares Russell 1000 Growth ET$881,0600.01%2,440CommonSOLE
57636Q104MAMastercard Inc$842,4600.01%1,537CommonSOLE
191216100KOCoca-Cola Co$825,6350.01%11,528CommonSOLE
89417E109TRVTravelers Cos Inc$762,1740.01%2,882CommonSOLE
94106L109WMWaste Management Inc$758,1950.01%3,275CommonSOLE
17275R102CSCOCisco Systems Inc$727,9930.01%11,797CommonSOLE
369550108GDGeneral Dynamics Corp$720,1560.01%2,642CommonSOLE
922908751VBVanguard Small-Cap ETF$688,7560.01%3,106CommonSOLE
90139K100QLTYGMO US Quality ETF$652,9280.01%20,887CommonSOLE
464287671IUSGiShares Core S&P U.S. Growth E$591,8120.01%4,657CommonSOLE
29273V100ETEnergy Transfer LP$566,9950.01%30,500CommonSOLE
464288679SHViShares Short Treasury Bond ET$545,5620.01%4,939CommonSOLE
375558103GILDGilead Sciences Inc$537,8400.01%4,800CommonSOLE
570535104MKLMarkel Corp$533,6580.01%285CommonSOLE
464288240ACWXiShares MSCI ACWI ex US ETF$499,3270.01%9,005CommonSOLE
808524805SCHFSchwab International Equity ET$497,2690.01%25,140CommonSOLE
550241103LUMNLumen Technologies Inc$486,0800.01%124,000CommonSOLE
254709108DFSEURDiscover Financial Services$485,4710.01%2,844CommonSOLE
001055102AFLAflac Inc$472,0020.01%4,245CommonSOLE
464288513HYGiShares iBoxx High Yield Corpo$465,4510.01%5,900CommonSOLE
46432F339QUALiShares Edge MSCI USA Quality$437,6490.00%2,561CommonSOLE
11135F101AVGOBroadcom Inc$426,6120.00%2,548CommonSOLE
018802108LNTAlliant Energy Corp$413,8590.00%6,431CommonSOLE
464287622IWBiShares Russell 1000 ETF$409,4270.00%1,335CommonSOLE
641069406NSRGYNestle SA - Spons ADR$394,1580.00%3,896CommonSOLE
464287481IWPiShares Russell Mid-Cap Growth$361,6340.00%3,078CommonSOLE
04247X102AWIArmstrong World Industries Inc$347,5180.00%2,467CommonSOLE
46432F842IEFAiShares Core MSCI EAFE ETF$346,5530.00%4,581CommonSOLE
143130102KMXCarMax Inc$333,2390.00%4,277CommonSOLE
464288588MBBiShares MBS ETF$330,0120.00%3,519CommonSOLE
025537101AEPAmerican Electric Power Co Inc$311,4200.00%2,850CommonNONE
37954Y632AIQGlobal X Artificial Intelligen$297,3340.00%8,173CommonSOLE
55277P104MGEEMGE Energy Inc$291,7040.00%3,138CommonSOLE
26969P108EXPEagle Materials Inc$288,5090.00%1,300CommonNONE
053332102AZOAutoZone Inc$274,5200.00%72CommonNONE
101137107BSXBoston Scientific Corp$272,3760.00%2,700CommonSOLE
922042858VWOVanguard FTSE Emerging Markets$264,8160.00%5,851CommonSOLE
459200101IBMInternational Business Machine$263,8280.00%1,061CommonSOLE
464287648IWOiShares Russell 2000 Growth ET$263,7070.00%1,032CommonSOLE
922908629VOVanguard Mid-Cap ETF$262,9280.00%1,017CommonSOLE
595112103MUMicron Technology Inc$260,6700.00%3,000CommonNONE
670346105NUENucor Corp$255,6020.00%2,124CommonSOLE
40637H109HALOHalozyme Therapeutics Inc$255,2400.00%4,000CommonNONE
201723103CMCCommercial Metals Co$253,0550.00%5,500CommonNONE
883556102TMOThermo Fisher Scientific Inc$252,7810.00%508CommonSOLE
497266106KEXKirby Corp$252,5250.00%2,500CommonNONE
172967424CCitigroup Inc$248,4650.00%3,500CommonNONE
G25508105CRHCRH PLC$246,3160.00%2,800CommonNONE
165167735EXEExpand Energy Corp$244,9040.00%2,200CommonNONE
31428X106FDXFedEx Corp$243,7800.00%1,000CommonNONE
09260D107BXBlackstone Group Inc/The$241,9590.00%1,731CommonSOLE
464287655IWMiShares Russell 2000 ETF$241,5820.00%1,211CommonSOLE
46982L108JJacobs Solutions Inc$240,1540.00%1,987CommonSOLE
931142103WMTWalmart Inc$234,9260.00%2,676CommonSOLE
92840M102VSTVistra Corp$234,8800.00%2,000CommonNONE
110122108BMYBristol-Myers Squibb Co$229,8100.00%3,768CommonSOLE
398905109GPIGroup 1 Automotive Inc$229,1700.00%600CommonNONE
89832Q109TFCTruist Financial Corp$226,3250.00%5,500CommonNONE
185899101CLFCleveland-Cliffs Inc$221,9400.00%27,000CommonNONE
75513E101RTXRaytheon Technologies Corp$213,9230.00%1,615CommonNONE
432748101HTHHilltop Holdings Inc$213,1500.00%7,000CommonNONE
98389B100XELXcel Energy Inc$212,3700.00%3,000CommonNONE
71424F105PRPermian Resources Corp$207,7500.00%15,000CommonNONE
90353T100UBERUber Technologies Inc$207,5780.00%2,849CommonNONE
00402L107ASOAcademy Sports & Outdoors Inc$205,2450.00%4,500CommonNONE
278642103EBAYeBay Inc$203,1900.00%3,000CommonNONE
126408103CSXCSX Corp$202,7140.00%6,888CommonSOLE
682680103OKEONEOK Inc$201,7140.00%2,033CommonNONE
05990K106BANCBanc of California Inc$184,4700.00%13,000CommonNONE
Y62132108NVGSNavigator Holdings Ltd$133,1000.00%10,000CommonNONE

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.