Madison, WICIK 12993514 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
341 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Arch Cap Group Ltd | 4.33M | $415.57M | 4.8% | −375.5K | Reduced |
| 2 | Ross Stores Inc | 1.51M | $271.54M | 3.1% | −85.6K | Reduced |
| 3 | Paccar Inc | 2.28M | $249.95M | 2.9% | −178.6K | Reduced |
| 4 | Alphabet Inc |
| 770.0K |
| $241.62M |
| 2.8% |
| −70.6K |
| Reduced |
| 5 | Amphenol Corp New | 1.34M | $181.20M | 2.1% | −1.10M | Reduced |
| 6 | Gartner Inc | 675.4K | $170.39M | 2.0% | −40.4K | Reduced |
| 7 | Amazon Com Inc | 703.0K | $162.26M | 1.9% | −33.2K | Reduced |
| 8 | Copart Inc | 4.07M | $159.43M | 1.8% | −438.2K | Reduced |
| 9 | Brown & Brown Inc | 1.99M | $158.37M | 1.8% | −21.6K | Reduced |
| 10 | Cdw Corp | 1.15M | $157.22M | 1.8% | −141.8K | Reduced |
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