Madison Large Cap Fund Maintains Position on Agilent Technologies (A) Amid AI Fears
Key takeaways
- A copy of the letter is available to download here.
- In its first-quarter 2026 investor letter, Madison Large Cap Fund highlighted Agilent Technologies, Inc.
- Madison Large Cap Fund stated the following regarding Agilent Technologies, Inc.
Madison Large Cap Fund Maintains Position on Agilent Technologies (A) Amid AI Fears Soumya Eswaran Tue, June 16, 2026 at 8:16 PM GMT+7 3 min read A ^GSPC Madison Investments, an investment advisor, released its first-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter is available to download here. The Madison Large Cap Fund (Class I) declined 2.7% in the quarter, outperforming the S&P 500 s -4.33% return. The fund focuses on long-term capital appreciation. The quarter saw a shift in the equity market beyond the mega-cap technology stocks into physical economy stocks, influenced by fears of AI disruption. Additionally, rising commodity prices due to the Middle East conflict reignited inflation concerns, benefiting sectors such as Energy, Materials, Utilities, Staples, and Real Estate, which the Fund does not invest in, impacting its relative performance. Please review the Fund’s top five holdings to gain insights into their key selections for 2026.
In its first-quarter 2026 investor letter, Madison Large Cap Fund highlighted Agilent Technologies, Inc. (NYSE:A). Agilent Technologies, Inc. (NYSE:A) is a leading global provider of application-focused solutions to the life sciences, diagnostics, and applied chemical markets. On June 15, 2026, Agilent Technologies, Inc. (NYSE:A) closed at $130.59 per share. One-month return of Agilent Technologies, Inc. (NYSE:A) was 14.75%, and its shares gained 17.50% over the past 52 weeks. Agilent Technologies, Inc. (NYSE:A) has a market capitalization of $36.88 billion.
Madison Large Cap Fund stated the following regarding Agilent Technologies, Inc. (NYSE:A) in its Q1 2026 investor letter: