# Portfolio overlap — ISCSX vs CBLAX

Comparing **VY(R) COLUMBIA CONTRARIAN CORE PORTFOLIO** (2026-03-31) and **Columbia Balanced Fund** (2026-02-28).

- Shared positions: 75
- VY(R) COLUMBIA CONTRARIAN CORE PORTFOLIO covered by Columbia Balanced Fund: 0.5746525305184941371996552984
- Columbia Balanced Fund covered by VY(R) COLUMBIA CONTRARIAN CORE PORTFOLIO: 0.5746525305184941371996552984

## VY(R) COLUMBIA CONTRARIAN CORE PORTFOLIO — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.081304 | ✓ |
| APPLE INC | 0.061412 | ✓ |
| MICROSOFT CORP | 0.059023 | ✓ |
| AMAZON.COM INC | 0.047340 | ✓ |
| ALPHABET INC CL A | 0.030696 | ✓ |
| BROADCOM INC | 0.026819 | ✓ |
| ALPHABET INC CL C | 0.025153 | ✓ |
| BlackRock Liquidity FedFund - Institutional Class | 0.023195 |  |
| LILLY ELI and CO | 0.023060 | ✓ |
| BERKSHIRE HATH-B | 0.020918 |  |
| META PLATFORMS INC CL A | 0.020138 | ✓ |
| HONEYWELL INTL INC | 0.018855 | ✓ |
| CHEVRON CORP | 0.018452 | ✓ |
| EBAY INC | 0.017898 | ✓ |
| NETFLIX INC | 0.017551 | ✓ |
| VISA INC-CLASS A | 0.017350 | ✓ |
| CONOCOPHILLIPS | 0.015879 | ✓ |
| TEXAS INSTRUMENTS INC | 0.015158 | ✓ |
| TE CONNECTIVITY PLC | 0.015061 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.014979 | ✓ |
| BLACKROCK INC | 0.013910 | ✓ |
| VERTEX PHARMACEUTICALS INC | 0.013833 | ✓ |
| EQUINIX INC | 0.013750 | ✓ |
| ABBVIE INC | 0.013437 | ✓ |
| BANK OF AMERICA CORPORATION | 0.013227 | ✓ |
| WALMART INC | 0.013120 | ✓ |
| BOEING CO/THE | 0.012746 | ✓ |
| DTE ENERGY CO | 0.012698 | ✓ |
| PEPSICO INC | 0.012464 | ✓ |
| APPLIED MATERIALS INC | 0.011931 | ✓ |
| EATON CORP PLC | 0.011741 | ✓ |
| EOG RESOURCES INC | 0.011692 | ✓ |
| THERMO FISHER SCIENTIFIC INC | 0.011207 | ✓ |
| WELLS FARGO & CO | 0.010560 | ✓ |
| JPMORGAN CHASE and CO | 0.010521 | ✓ |
| PUB SERV ENTERP | 0.010474 | ✓ |
| MORGAN STANLEY | 0.009646 | ✓ |
| MASTERCARD INC CL A | 0.009641 | ✓ |
| TESLA INC | 0.009039 | ✓ |
| AON PLC | 0.008905 | ✓ |
| ORACLE CORP | 0.008751 | ✓ |
| STARBUCKS CORP | 0.008570 | ✓ |
| LAM RESEARCH CORP | 0.008453 | ✓ |
| THE CIGNA GROUP | 0.008392 | ✓ |
| ABBOTT LABS | 0.008297 | ✓ |
| IQVIA HOLDINGS INC | 0.007268 | ✓ |
| MARVELL TECHNOLOGY INC | 0.007169 | ✓ |
| CARRIER GLOBAL CORP | 0.007068 | ✓ |
| DELL TECHNOLOGIES INC CL C | 0.006711 | ✓ |
| JACOBS SOLUTIONS INC | 0.006488 | ✓ |

## Columbia Balanced Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.047108 | ✓ |
| APPLE INC | 0.036456 | ✓ |
| MICROSOFT CORP | 0.035713 | ✓ |
| COLUMBIA SHORT TERM CASH FUND | 0.034079 |  |
| ISH CORE EAFE | 0.028559 |  |
| AMAZON.COM INC | 0.026348 | ✓ |
| ALPHABET INC CL A | 0.018971 | ✓ |
| LILLY ELI and CO | 0.015970 | ✓ |
| BROADCOM INC | 0.015788 | ✓ |
| ALPHABET INC CL C | 0.015580 | ✓ |
| META PLATFORMS INC CL A | 0.014450 | ✓ |
| HONEYWELL INTL INC | 0.013203 | ✓ |
| VISA INC-CLASS A | 0.011130 | ✓ |
| NETFLIX INC | 0.009991 | ✓ |
| TEXAS INSTRUMENTS INC | 0.009984 | ✓ |
| BLACKROCK INC | 0.009501 | ✓ |
| CHEVRON CORP | 0.009498 | ✓ |
| TE CONNECTIVITY PLC | 0.009460 | ✓ |
| EBAY INC | 0.009460 | ✓ |
| Uniform Mortgage-Backed Security, TBA | 0.009300 |  |
| BANK OF AMERICA CORPORATION | 0.008780 | ✓ |
| VERTEX PHARMACEUTICALS INC | 0.008549 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.008373 | ✓ |
| BOEING CO/THE | 0.008314 | ✓ |
| APPLIED MATERIALS INC | 0.007832 | ✓ |
| CONOCOPHILLIPS | 0.007792 | ✓ |
| WALMART INC | 0.007710 | ✓ |
| EQUINIX INC | 0.007440 | ✓ |
| FREDDIE MAC POOL FR 11/52 FIXED 4 | 0.007397 |  |
| DTE ENERGY CO | 0.007333 | ✓ |
| EATON CORP PLC | 0.007041 | ✓ |
| TESLA INC | 0.006953 | ✓ |
| WELLS FARGO & CO | 0.006852 | ✓ |
| PEPSICO INC | 0.006843 | ✓ |
| ABBVIE INC | 0.006386 | ✓ |
| PUB SERV ENTERP | 0.006370 | ✓ |
| MORGAN STANLEY | 0.006239 | ✓ |
| STARBUCKS CORP | 0.006160 | ✓ |
| JPMORGAN CHASE and CO | 0.006134 | ✓ |
| THERMO FISHER SCIENTIFIC INC | 0.006091 | ✓ |
| LAM RESEARCH CORP | 0.006017 | ✓ |
| ABBOTT LABS | 0.005951 | ✓ |
| EOG RESOURCES INC | 0.005734 | ✓ |
| MASTERCARD INC CL A | 0.005695 | ✓ |
| SCHWAB CHARLES CORP | 0.005682 | ✓ |
| AON PLC | 0.005464 | ✓ |
| FR SL1547 | 0.005355 |  |
| THE CIGNA GROUP | 0.005074 | ✓ |
| CARRIER GLOBAL CORP | 0.004939 | ✓ |
| ORACLE CORP | 0.004933 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000940400-26-022823` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1039001/000094040026022823/0000940400-26-022823-index.htm>
- N-PORT (fund B) — accession `0001410368-26-040888` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/773757/000141036826040888/0001410368-26-040888-index.htm>

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