Titelia

Holdings of Madison Large Cap Fund

MADISON FUNDS · 29 declared positions · as of Apr 30, 2026

Original filing · Net assets 327.3M $ · Ten largest lines: 55.7 % of the equity sleeve

Sector breakdown

  • Technology 17.9 %
  • Consumer discretionary 14.9 %
  • Financials 12.7 %
  • Industrials 12.1 %
  • Communication 11.2 %
  • Health care 3.2 %
  • Unattributed 28.1 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 100.0 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 89.4 %
  • BM 6.0 %
  • CA 3.3 %
  • CH 1.2 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValue (USD)Share
US26288.4M $89.42 %
BM119.4M $6.01 %
CA110.7M $3.33 %
CH14M $1.23 %

Positions

CompanySharesValue (USD)Weight
Alphabet Inc 69,97326.7M $8.17 %
Texas Instruments Inc 73,07520.5M $6.28 %
Amazon.com Inc 75,03519.9M $6.08 %
Arch Capital Group Ltd 205,15519.4M $5.92 %
Keysight Technologies Inc 54,14118.9M $5.79 %
Ferguson Enterprises Inc 66,55717.8M $5.44 %
Analog Devices Inc 38,01415.3M $4.67 %
Parker-Hannifin Corp 16,71915.2M $4.65 %
Visa Inc 44,15814.6M $4.45 %
Lowe's Cos Inc 47,13711.3M $3.44 %
Brookfield Corp 238,22410.7M $3.28 %
Danaher Corp 57,66910.3M $3.15 %
Agilent Technologies Inc 88,95010.3M $3.14 %
PACCAR Inc 85,91910.2M $3.12 %
Meta Platforms Inc 15,1689.3M $2.84 %
Progressive Corp/The 45,0389.1M $2.77 %
Marsh & McLennan Cos Inc 53,1438.9M $2.72 %
Airbnb Inc 62,7028.8M $2.69 %
Charles Schwab Corp/The 90,9808.3M $2.55 %
TJX Cos Inc/The 51,4528.1M $2.46 %
MSCI Inc 13,3737.9M $2.42 %
Honeywell International Inc 33,3807.2M $2.19 %
CDW Corp/DE 51,3137M $2.15 %
Deere & Co 10,7326.3M $1.93 %
Copart Inc 185,4506.1M $1.88 %
Gartner Inc 32,7034.9M $1.48 %
Alcon AG 53,1224M $1.22 %
Salesforce Inc 16,9433M $0.91 %
Workday Inc 20,3502.5M $0.76 %