# Portfolio overlap — MFSIX vs FIDHX

Comparing **Madison Sustainable Equity Fund** (2025-01-31) and **Fidelity SAI Sustainable Future Fund** (2024-08-31).

- Shared positions: 23
- Madison Sustainable Equity Fund covered by Fidelity SAI Sustainable Future Fund: 0.2954555628321896606283668633
- Fidelity SAI Sustainable Future Fund covered by Madison Sustainable Equity Fund: 0.2954555628321896606283668633

## Madison Sustainable Equity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ALPHABET INC CL C | 0.075082 | ✓ |
| MICROSOFT CORP | 0.074957 | ✓ |
| LILLY ELI and CO | 0.061617 | ✓ |
| COSTCO WHOLESALE CORP | 0.053545 |  |
| APPLE INC | 0.045136 | ✓ |
| AMAZON.COM INC | 0.044824 | ✓ |
| VISA INC-CLASS A | 0.044188 | ✓ |
| JPMORGAN CHASE and CO | 0.037407 | ✓ |
| ORACLE CORP | 0.037115 | ✓ |
| NEXTERA ENERGY INC | 0.036028 | ✓ |
| UNITEDHEALTH GRP | 0.033621 | ✓ |
| PROGRESSIVE CORP OHIO | 0.030793 | ✓ |
| State Street Navigator Securities Lending Portfolio II | 0.029334 |  |
| ACCENTURE PLC CL A | 0.029116 | ✓ |
| TJX COS INC | 0.027775 | ✓ |
| LINDE PLC | 0.027500 | ✓ |
| AGILENT TECHNOLOGIES INC | 0.026808 | ✓ |
| US BANCORP DEL | 0.023705 | ✓ |
| HOME DEPOT INC | 0.023336 | ✓ |
| DANAHER CORP | 0.023081 | ✓ |
| QUALCOMM INC | 0.022299 | ✓ |
| TEXAS INSTRUMENTS INC | 0.021960 |  |
| ECOLAB INC | 0.021924 |  |
| BLACKROCK INC | 0.021501 |  |
| EQUIFAX INC | 0.020326 | ✓ |
| ANALOG DEVICES INC | 0.019274 | ✓ |
| KEYSIGHT TECHNOLOGIES INC | 0.018838 |  |
| TE CONNECTIVITY PLC | 0.018834 |  |
| SCHWAB CHARLES CORP | 0.018329 |  |
| ADOBE INC | 0.012389 | ✓ |
| UNION PACIFIC CORP | 0.011972 |  |
| VERTEX PHARMACEUTICALS INC | 0.007384 | ✓ |

## Fidelity SAI Sustainable Future Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MICROSOFT CORP | 0.072782 | ✓ |
| NVIDIA CORP | 0.064291 |  |
| Fidelity Cash Central Fund | 0.042081 |  |
| ALPHABET INC CL C | 0.034866 | ✓ |
| AMAZON.COM INC | 0.031928 | ✓ |
| LILLY ELI and CO | 0.021277 | ✓ |
| EATON CORP PLC | 0.020447 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.019177 |  |
| TRANE TECHNOLOGIES PLC | 0.018113 |  |
| BOSTON SCIENTIFIC CORP | 0.016578 |  |
| APOLLO GLOBAL MANAGEMENT INC | 0.015494 |  |
| UNITED RENTALS INC | 0.015196 |  |
| APPLE INC | 0.015129 | ✓ |
| INTL BUS MACH CORP | 0.014036 |  |
| BANK OF AMERICA CORPORATION | 0.013216 |  |
| MICRON TECHNOLOGY INC | 0.012336 |  |
| LINDE PLC | 0.012082 | ✓ |
| COMCAST CORP CL A | 0.012016 |  |
| UNITEDHEALTH GRP | 0.011762 | ✓ |
| FEDEX CORP | 0.011711 |  |
| REGENERON PHARMACEUTICALS INC | 0.011251 |  |
| GOLDMAN SACHS GROUP INC | 0.011047 |  |
| LOWES COS INC | 0.010986 |  |
| BAKER HUGHES CO | 0.010924 |  |
| QUALCOMM INC | 0.010788 | ✓ |
| DR HORTON INC | 0.010780 |  |
| NEXTERA ENERGY INC | 0.010597 | ✓ |
| THE CIGNA GROUP | 0.010479 |  |
| GENERAL DYNAMICS CORPORATION | 0.010379 |  |
| WALMART INC | 0.010176 |  |
| KKR & CO INC | 0.010119 |  |
| FREEPORT MCMORAN INC | 0.010015 |  |
| MORGAN STANLEY | 0.009368 |  |
| LONDON STOCK EXCHANGE GRP PLC | 0.009141 |  |
| CATERPILLAR INC | 0.008972 |  |
| US BANCORP DEL | 0.008939 | ✓ |
| HARTFORD INSURANCE GROUP INC/THE | 0.008790 |  |
| CAPITAL ONE FINANCIAL CORP | 0.008589 |  |
| ESTEE LAUDER COS INC CL A | 0.008568 |  |
| TARGET CORP | 0.008421 |  |
| AMERICAN EXPRESS CO | 0.008128 |  |
| ORACLE CORP | 0.007906 | ✓ |
| ACCENTURE PLC CL A | 0.007848 | ✓ |
| INTERCONTINENTAL EXCHANGE INC | 0.007754 |  |
| VERIZON COMMUNICATIONS INC | 0.007736 |  |
| GENERAL ELECTRIC CO | 0.007484 |  |
| METLIFE INC | 0.007307 |  |
| PUBLIC STORAGE | 0.007276 |  |
| LOCKHEED MARTIN CORP | 0.007095 |  |
| BRUNELLO CUCINEL | 0.006992 |  |


## Sources

- N-PORT (fund A) — accession `0001752724-25-065803` (as of 2025-01-31)
  <https://www.sec.gov/Archives/edgar/data/1040612/000175272425065803/0001752724-25-065803-index.htm>
- N-PORT (fund B) — accession `0001752724-24-242903` (as of 2024-08-31)
  <https://www.sec.gov/Archives/edgar/data/225322/000175272424242903/0001752724-24-242903-index.htm>

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