# Portfolio overlap — MCSDX vs MERAX

Comparing **NYLI WMC Enduring Capital Fund** (2026-01-31) and **Madison Mid Cap Fund** (2026-04-30).

- Shared positions: 6
- NYLI WMC Enduring Capital Fund covered by Madison Mid Cap Fund: 0.1566016408602860617263956238
- Madison Mid Cap Fund covered by NYLI WMC Enduring Capital Fund: 0.1566016408602860617263956239

## NYLI WMC Enduring Capital Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVR INC | 0.055063 |  |
| PACCAR INC | 0.052318 | ✓ |
| MARKEL GROUP INC | 0.051416 |  |
| M&T BANK CORP | 0.048073 |  |
| PROGRESSIVE CORP OHIO | 0.046710 |  |
| LINDE PLC | 0.046705 |  |
| CONSTELLATION SOFTWARE INC | 0.045915 |  |
| EXPEDITORS INTL OF WASH INC | 0.044193 | ✓ |
| AMPHENOL CORPORATION CL A | 0.043856 | ✓ |
| O'REILLY AUTOMOTIVE INC | 0.039889 |  |
| CREDIT ACCEPTANCE CORP | 0.039199 |  |
| BERKSHIRE HATH-B | 0.038473 |  |
| COPART INC | 0.037288 | ✓ |
| CINTAS CORP | 0.036060 |  |
| OLD DOMINION FRT | 0.033972 |  |
| SHERWIN WILLIAMS CO | 0.032179 |  |
| WASTE CONNECTIONS INC | 0.027869 |  |
| WATSCO INC | 0.027856 |  |
| BROOKFIELD CORP CL A | 0.027222 |  |
| COSTCO WHOLESALE CORP | 0.027037 |  |
| DEERE & CO | 0.024400 |  |
| DANAHER CORP | 0.023628 |  |
| BROWN FORMAN CORP NON VTG CL B | 0.019438 |  |
| BALL CORP | 0.019072 |  |
| IDEX CORPORATION | 0.018803 |  |
| CDW CORPORATION | 0.018530 | ✓ |
| NYLI U.S. Government Liquidity Fund | 0.016211 |  |
| PUBLIC STORAGE | 0.015605 |  |
| Short-Term Investment | 0.015287 |  |
| MSILF-GOVT-INS | 0.010920 |  |
| BROOKFIELD ASSET MANAGEMENT LTD A | 0.008746 | ✓ |
| Invesco Government & Agency Portfolio, Institutional Class | 0.006453 |  |
| Lumine Group Inc | 0.001613 |  |

## Madison Mid Cap Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ROSS STORES INC | 0.087004 |  |
| ARCH CAPITAL GROUP LTD | 0.076947 |  |
| AMPHENOL CORPORATION CL A | 0.049544 | ✓ |
| State Street Navigator Securities Lending Portfolio II | 0.046983 |  |
| CARLISLE COS INC | 0.042487 |  |
| BROWN & BROWN | 0.037762 |  |
| PACCAR INC | 0.036266 | ✓ |
| TELEDYNE TECHNOLOGIES INC | 0.034588 |  |
| LABCORP HOLDINGS INC | 0.033963 |  |
| CDW CORPORATION | 0.033146 | ✓ |
| MOELIS & CO-CL A | 0.030871 |  |
| COPART INC | 0.030210 | ✓ |
| MEDPACE HOLDINGS INC | 0.029260 |  |
| WR BERKLEY CORP | 0.029099 |  |
| MSA SAFETY INC | 0.026704 |  |
| MKS INSTRUMENTS INC | 0.025602 |  |
| ARISTA NETWORKS INC | 0.023630 |  |
| WATERS CORP | 0.022971 |  |
| BROOKFIELD ASSET MANAGEMENT LTD A | 0.021950 | ✓ |
| THOR INDUSTRIES INC | 0.020998 |  |
| LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL A | 0.020031 |  |
| LITHIA MOTORS INC CL A | 0.019841 |  |
| GARTNER INC | 0.019606 |  |
| FLOOR & DECOR-A | 0.019411 |  |
| SMITH (AO) CORP | 0.019284 |  |
| EXPEDITORS INTL OF WASH INC | 0.018993 | ✓ |
| ASBURY AUTOMOTIVE GROUP INC | 0.018449 |  |
| BIO-TECHNE CORP | 0.016880 |  |
| LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C | 0.015234 |  |
| TYLER TECHNOLOGIES INC | 0.014952 |  |
| SERVICETITAN INC-A | 0.014668 |  |
| CULLEN FROST BANKERS INC | 0.013206 |  |
| KINSALE CAPITAL GROUP INC | 0.012685 |  |
| GLACIER BANCORP INC | 0.012207 |  |
| GRACO INC | 0.009607 |  |
| BENTLEY SYSTEM-B | 0.008776 |  |
| State Street Navigator Securities Lending Government Money Market Portfolio | 0.006188 |  |


## Sources

- N-PORT (fund A) — accession `0002071691-26-006896` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/787441/000207169126006896/0002071691-26-006896-index.htm>
- N-PORT (fund B) — accession `0001410368-26-064090` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/1040612/000141036826064090/0001410368-26-064090-index.htm>

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