Madison-Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "JWN",
  "MC",
  "MGEE",
  "ITUB",
  "AES",
  null,
  "ENTG",
  "OLLI",
  "HUM",
  "FWONK",
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "APD",
  "BABA",
  "MWA",
  "ATI",
  "ALL",
  "GOOGL",
  "RIG",
  "ABG",
  null,
  "ASML",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "BRO",
  "KMX",
  "CP.TO",
  null,
  "GMAB",
  "FORM",
  "WRB",
  "BSX",
  null,
  null,
  "CMI",
  "D",
  "PUK",
  "EHC",
  "SMPL",
  null,
  "EOG",
  null,
  "EXPD",
  "OSW",
  "FERG",
  "FCX",
  "GD",
  "GILD",
  "HON",
  "HD",
  "AZN",
  "MCD",
  "INTU",
  null,
  null,
  "FMX",
  "DLTH",
  null,
  "UNP",
  "GBCI",
  "QCOM",
  "SCCO",
  null,
  null,
  "HWM",
  "ITW",
  "META",
  null,
  null,
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  "FWONA",
  "LIN",
  "MMC",
  "DRS",
  "MA",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MDT",
  null,
  "APA",
  null,
  null,
  null,
  null,
  "MSFT",
  "MUFG",
  null,
  "MS",
  "TMUS",
  "FND",
  "HQY",
  "NTRS",
  "HUN",
  "ADM",
  "PCAR",
  "BX",
  "HSY",
  "FAST",
  "IJR",
  "ANET",
  "ORCL",
  "PAYX",
  null,
  "IWF",
  null,
  "PYPL",
  "PEP",
  "IRM",
  null,
  "PGR",
  null,
  "IVV",
  null,
  "PHM",
  "UNH",
  null,
  null,
  "AAPL",
  "SPY",
  null,
  null,
  "ECL",
  "NVDA",
  "HPE",
  "PFE",
  "PG",
  "MRK",
  "KEYS",
  "MKC",
  "AMGN",
  "DGX",
  "REGN",
  "FNDX",
  "ROK",
  "IEFA",
  "SPGI",
  null,
  null,
  null,
  null,
  null,
  null,
  "NOW",
  "ROST",
  "SHEL",
  "SAP",
  null,
  null,
  "AMT",
  null,
  null,
  "SPLG",
  null,
  "SBUX",
  "TEL",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TRV",
  "UPS",
  "VV",
  "SCHW",
  "ALC",
  "EPC",
  "VWO",
  "AWI",
  "PRMB",
  "VIG",
  "LAD",
  "LZ",
  null,
  "IWO",
  "GMED",
  "RVLV",
  "IEF",
  "GGG",
  "TSM",
  "IT",
  "SMG",
  null,
  "BN.TO",
  null,
  "VRTX",
  null,
  null,
  "RLI",
  "MEDP",
  null,
  "SAIA",
  "MTDR",
  "MKSI",
  "TCBI",
  "ACGL",
  "AFL",
  "THO",
  "APH",
  "AMD",
  "SONY",
  "VFC",
  "SDY",
  "FI",
  "DLTR",
  "DEO",
  "WM",
  "IWP",
  "IWR",
  "EFX",
  "OPCH",
  "HAIN",
  null,
  "KN",
  "RACE",
  "AMZN",
  null,
  "OLN",
  null,
  "HDB",
  "VEU",
  "VGT",
  "USB",
  "VUG",
  "VFH",
  "VGK",
  null,
  "VB",
  "V",
  "WMT",
  "WAT",
  "WFC",
  "WAL",
  "WHR",
  "WSC",
  null,
  "WK",
  "IUSG",
  "SOLV",
  "LNT",
  "POWI",
  "GRMN",
  "HAYW",
  "AEM",
  "SCHD",
  "SCHF",
  "LVS",
  "LUMN",
  "HLMN",
  "INFY",
  "LBRDK",
  "JCI",
  "NXPI",
  "LH",
  "MFC",
  "MKL",
  null,
  "TDY",
  "SHAK",
  "GWW",
  "NUE",
  null,
  "ADP",
  "AXS",
  "BAC",
  null,
  "BRK-B",
  "BMY",
  "BOX",
  "BF-B",
  "BAM.TO",
  "CCJ",
  "CSL",
  "CDW",
  "CVX",
  "CIEN",
  "CHRD",
  "CSCO",
  "CME",
  "KO",
  "CCOI",
  "CMCSA",
  "CL",
  "COP",
  "CVLT",
  "CFLT",
  "STZ",
  "CPRT",
  "COST",
  "GLW",
  "CNM",
  "CXT",
  "CR",
  "CVS",
  "CSX",
  "CTS",
  "CFR",
  "CYBR",
  "DHR",
  "DE",
  "DFS",
  "J",
  "ADI",
  "IWB",
  "NEE",
  "NKE",
  "IWM",
  "MDY",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PH",
  null,
  "MCHP",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR/A • 2024-12-31

SEC FilingSEC DataHachi Filing

Report Date: 2024-12-31
Filing Date: 2025-02-11
Total Holdings: 335
Total Value: 8865557072
Accession Number: 0001954889-25-000011
Form Type: 13F-HR/A
CIK: madison-investment-advisors
Manager Name: Madison-Investment-Advisors

Data Enrichment

79% identified

265 identified70 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

335 positions • $8.9B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 16 of 17

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Broadcom Inc.

AVGO|11135F101

Shares:2.5K

Value:$576.1K

% of Portfolio:0.0% ($576.1K/$8.9B)

90139K100

Shares:16.1K

Value:$513.4K

% of Portfolio:0.0% ($513.4K/$8.9B)

MARKEL GROUP INC.

MKL|570535104

Shares:285

Value:$492.7K

% of Portfolio:0.0% ($492.7K/$8.9B)

Discover Financial Services

DFS|254709108

Shares:2.8K

Value:$492.7K

% of Portfolio:0.0% ($492.7K/$8.9B)

464287499

IWR|464287499

Shares:5.4K

Value:$475.0K

% of Portfolio:0.0% ($475.0K/$8.9B)

808524805

SCHF|808524805

Shares:25.1K

Value:$465.1K

% of Portfolio:0.0% ($465.1K/$8.9B)

464288513

Shares:5.9K

Value:$464.0K

% of Portfolio:0.0% ($464.0K/$8.9B)

AFLAC INC

AFL|001055102

Shares:4.2K

Value:$439.1K

% of Portfolio:0.0% ($439.1K/$8.9B)

78468R663

Shares:4.4K

Value:$399.6K

% of Portfolio:0.0% ($399.6K/$8.9B)

464287481

IWP|464287481

Shares:3.1K

Value:$390.1K

% of Portfolio:0.0% ($390.1K/$8.9B)

ALLIANT ENERGY CORP

LNT|018802108

Shares:6.4K

Value:$380.4K

% of Portfolio:0.0% ($380.4K/$8.9B)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:4.0K

Value:$369.5K

% of Portfolio:0.0% ($369.5K/$8.9B)

464288679

Shares:3.3K

Value:$358.1K

% of Portfolio:0.0% ($358.1K/$8.9B)

464287671

IUSG|464287671

Shares:2.6K

Value:$357.7K

% of Portfolio:0.0% ($357.7K/$8.9B)

00214Q104

Shares:6.1K

Value:$345.3K

% of Portfolio:0.0% ($345.3K/$8.9B)

JACOBS SOLUTIONS INC.

J|46982L108

Shares:2.6K

Value:$344.5K

% of Portfolio:0.0% ($344.5K/$8.9B)

464288588

Shares:3.5K

Value:$322.6K

% of Portfolio:0.0% ($322.6K/$8.9B)

Solventum Corp

SOLV|83444M101

Shares:4.9K

Value:$322.0K

% of Portfolio:0.0% ($322.0K/$8.9B)

46432F842

IEFA|46432F842

Shares:4.6K

Value:$322.0K

% of Portfolio:0.0% ($322.0K/$8.9B)

Blackstone Inc.

BX|09260D107

Shares:1.7K

Value:$298.5K

% of Portfolio:0.0% ($298.5K/$8.9B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Broadcom Inc.(AVGOcusip11135F101)	2.5K	QoQ- YoY-	All Managers (Combined)	$576.1K	0.0% ($576.1K/$8.9B)	QoQ- YoY-
(cusip90139K100)✕	16.1K	QoQ- YoY-	All Managers (Combined)	$513.4K	0.0% ($513.4K/$8.9B)	QoQ- YoY-
MARKEL GROUP INC.(MKLcusip570535104)	285	QoQ- YoY-	All Managers (Combined)	$492.7K	0.0% ($492.7K/$8.9B)	QoQ- YoY-
Discover Financial Services(DFScusip254709108)	2.8K	QoQ- YoY-	All Managers (Combined)	$492.7K	0.0% ($492.7K/$8.9B)	QoQ- YoY-
(IWRcusip464287499)	5.4K	QoQ- YoY-	All Managers (Combined)	$475.0K	0.0% ($475.0K/$8.9B)	QoQ- YoY-
(SCHFcusip808524805)	25.1K	QoQ- YoY-	All Managers (Combined)	$465.1K	0.0% ($465.1K/$8.9B)	QoQ- YoY-
(cusip464288513)✕	5.9K	QoQ- YoY-	All Managers (Combined)	$464.0K	0.0% ($464.0K/$8.9B)	QoQ- YoY-
AFLAC INC(AFLcusip001055102)	4.2K	QoQ- YoY-	All Managers (Combined)	$439.1K	0.0% ($439.1K/$8.9B)	QoQ- YoY-
(cusip78468R663)✕	4.4K	QoQ- YoY-	All Managers (Combined)	$399.6K	0.0% ($399.6K/$8.9B)	QoQ- YoY-
(IWPcusip464287481)	3.1K	QoQ- YoY-	All Managers (Combined)	$390.1K	0.0% ($390.1K/$8.9B)	QoQ- YoY-
ALLIANT ENERGY CORP(LNTcusip018802108)	6.4K	QoQ- YoY-	All Managers (Combined)	$380.4K	0.0% ($380.4K/$8.9B)	QoQ- YoY-
GILEAD SCIENCES, INC.(GILDcusip375558103)	4.0K	QoQ- YoY-	All Managers (Combined)	$369.5K	0.0% ($369.5K/$8.9B)	QoQ- YoY-
(cusip464288679)✕	3.3K	QoQ- YoY-	All Managers (Combined)	$358.1K	0.0% ($358.1K/$8.9B)	QoQ- YoY-
(IUSGcusip464287671)	2.6K	QoQ- YoY-	All Managers (Combined)	$357.7K	0.0% ($357.7K/$8.9B)	QoQ- YoY-
(cusip00214Q104)✕	6.1K	QoQ- YoY-	All Managers (Combined)	$345.3K	0.0% ($345.3K/$8.9B)	QoQ- YoY-
JACOBS SOLUTIONS INC.(Jcusip46982L108)	2.6K	QoQ- YoY-	All Managers (Combined)	$344.5K	0.0% ($344.5K/$8.9B)	QoQ- YoY-
(cusip464288588)✕	3.5K	QoQ- YoY-	All Managers (Combined)	$322.6K	0.0% ($322.6K/$8.9B)	QoQ- YoY-
Solventum Corp(SOLVcusip83444M101)	4.9K	QoQ- YoY-	All Managers (Combined)	$322.0K	0.0% ($322.0K/$8.9B)	QoQ- YoY-
(IEFAcusip46432F842)	4.6K	QoQ- YoY-	All Managers (Combined)	$322.0K	0.0% ($322.0K/$8.9B)	QoQ- YoY-
Blackstone Inc.(BXcusip09260D107)	1.7K	QoQ- YoY-	All Managers (Combined)	$298.5K	0.0% ($298.5K/$8.9B)	QoQ- YoY-