# Portfolio overlap — LCSSX vs NLCAX

Comparing **ClearBridge Select Fund** (2026-04-30) and **VOYA LARGE-CAP GROWTH FUND** (2026-02-28).

- Shared positions: 17
- ClearBridge Select Fund covered by VOYA LARGE-CAP GROWTH FUND: 0.2691411982158639493620427778
- VOYA LARGE-CAP GROWTH FUND covered by ClearBridge Select Fund: 0.2691411982158639493620427778

## ClearBridge Select Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.070347 | ✓ |
| APPLE INC | 0.045775 | ✓ |
| MICROSOFT CORP | 0.033763 | ✓ |
| CASEY'S GENERAL | 0.030336 |  |
| COMFORT SYSTEMS USA INC | 0.028830 | ✓ |
| BAKER HUGHES CO | 0.028175 |  |
| VERTIV HOLDINGS CO | 0.027118 | ✓ |
| L3HARRIS TECHNOLOGIES INC | 0.026535 |  |
| LAM RESEARCH CORP | 0.024984 | ✓ |
| PERFORMANCE FOOD GROUP CO | 0.023316 |  |
| MERCADOLIBRE INC | 0.020462 |  |
| APPLOVIN CORP | 0.019313 | ✓ |
| CBRE GROUP INC - CL A | 0.017861 |  |
| SCHWAB CHARLES CORP | 0.017715 |  |
| LOWES COS INC | 0.017710 | ✓ |
| MONSTER BEVERAGE CORP | 0.017060 |  |
| JPMorgan 100% U.S. Treasury Securities Money Market Fund, Class L | 0.016276 |  |
| Western Asset Premier Institutional US Treasury Reserves | 0.016276 |  |
| BURLINGTON STORES INC | 0.015624 |  |
| INTERCONTINENTAL EXCHANGE INC | 0.015568 |  |
| SHOPIFY INC CL A | 0.015293 |  |
| VULCAN MATERIALS CO | 0.014951 | ✓ |
| ARGENX SE SPONSORED ADR | 0.014093 |  |
| EXPAND ENERGY CORP | 0.014047 |  |
| UNITED RENTALS INC | 0.013903 |  |
| HEALTHEQUITY INC | 0.013328 |  |
| REGENERON PHARMACEUTICALS INC | 0.013165 | ✓ |
| DATABRICKS INC PRIVATE PLACEMENT SER H | 0.012929 |  |
| COHERENT CORP | 0.012621 |  |
| GXO LOGISTICS INC | 0.011964 |  |
| DATABRICKS SERIES J Private Placement | 0.011919 |  |
| DIAMONDBACK ENERGY INC | 0.011844 |  |
| SERVICENOW INC | 0.011635 |  |
| VERTEX PHARMACEUTICALS INC | 0.011558 | ✓ |
| WINTRUST FINL | 0.010807 |  |
| LIVE NATION ENTERTAINMENT INC | 0.010411 |  |
| GLOBAL-E ONLINE LTD | 0.009923 |  |
| COPART INC | 0.009869 |  |
| FORTINET INC | 0.009788 |  |
| INSULET CORP | 0.009659 |  |
| ASM INTL NV | 0.009305 |  |
| ALPHABET INC CL A | 0.009294 | ✓ |
| CHARLES RIVER LABS INTL INC | 0.009282 |  |
| LYV 3.125 01/15/29 | 0.008956 |  |
| CASELLA WASTE SYS INC CL A | 0.008807 |  |
| DOCUSIGN INC | 0.008644 |  |
| LATTICE SEMICONDUCTOR CORP | 0.008628 |  |
| REDDIT INC-A | 0.008096 | ✓ |
| CLEAN HARBORS INC | 0.007931 |  |
| ANTHROPIC PRIVATE PLACEMENT | 0.007771 |  |

## VOYA LARGE-CAP GROWTH FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.133962 | ✓ |
| APPLE INC | 0.120088 | ✓ |
| ALPHABET INC CL A | 0.082505 | ✓ |
| MICROSOFT CORP | 0.079347 | ✓ |
| BROADCOM INC | 0.054668 |  |
| AMAZON.COM INC | 0.047662 |  |
| LILLY ELI and CO | 0.032566 |  |
| VISA INC-CLASS A | 0.031266 |  |
| TESLA INC | 0.025856 |  |
| META PLATFORMS INC CL A | 0.015887 |  |
| HOWMET AEROSPACE INC | 0.015743 |  |
| LAM RESEARCH CORP | 0.015172 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.014078 |  |
| SPOTIFY TECHNOLOGY SA | 0.013192 | ✓ |
| COCA-COLA CO/THE | 0.012517 |  |
| LOWES COS INC | 0.012033 | ✓ |
| MCKESSON CORP | 0.011601 |  |
| HEICO CORP | 0.011584 |  |
| SNOWFLAKE INC CL A | 0.011421 |  |
| O'REILLY AUTOMOTIVE INC | 0.011215 |  |
| VERTEX PHARMACEUTICALS INC | 0.010764 | ✓ |
| COMFORT SYSTEMS USA INC | 0.010713 | ✓ |
| DOLLAR TREE INC | 0.010350 |  |
| ROYAL CARIBBEAN CRUISES LTD | 0.010150 |  |
| CUMMINS INC | 0.009902 |  |
| CLOUDFLARE INC-A | 0.009353 |  |
| INTUITIVE SURGICAL INC | 0.009038 |  |
| WILLIAMS-SONOMA INC | 0.009016 |  |
| MONOLITHIC POWER SYS INC | 0.008948 |  |
| VERTIV HOLDINGS CO | 0.008839 | ✓ |
| VULCAN MATERIALS CO | 0.008524 | ✓ |
| MICRON TECHNOLOGY INC | 0.008498 |  |
| SHERWIN WILLIAMS CO | 0.008173 |  |
| STARBUCKS CORP | 0.008146 | ✓ |
| ROCKET COS INC-A | 0.008058 |  |
| DOORDASH INC-A | 0.007837 |  |
| APPLOVIN CORP | 0.007830 | ✓ |
| CROWDSTRIKE HOLDINGS INC | 0.007818 | ✓ |
| ONTO INNOVATION INC | 0.007719 |  |
| AXON ENTERPRISE INC | 0.007603 |  |
| REGENERON PHARMACEUTICALS INC | 0.007119 | ✓ |
| LPL FINL HLDGS INC | 0.006996 |  |
| WALMART INC | 0.006736 |  |
| WELLTOWER INC | 0.006319 |  |
| ROBLOX CORP - A | 0.006195 |  |
| ASTRAZENECA PLC | 0.005844 |  |
| WATERS CORP | 0.005814 |  |
| VISTRA CORP | 0.005538 |  |
| REDDIT INC-A | 0.005204 | ✓ |
| DANAHER CORP | 0.004927 |  |


## Sources

- N-PORT (fund A) — accession `0000940400-26-024965` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/880366/000094040026024965/0000940400-26-024965-index.htm>
- N-PORT (fund B) — accession `0000940400-26-015350` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1063946/000094040026015350/0000940400-26-015350-index.htm>

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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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