# Portfolio overlap — MFSIX vs ILESX

Comparing **Madison Sustainable Equity Fund** (2025-01-31) and **FIIG US LARGE CAP EQUITY** (2025-05-31).

- Shared positions: 15
- Madison Sustainable Equity Fund covered by FIIG US LARGE CAP EQUITY: 0.3335329261907783043784011223
- FIIG US LARGE CAP EQUITY covered by Madison Sustainable Equity Fund: 0.3335329261907783043784011221

## 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 |  |

## FIIG US LARGE CAP EQUITY — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.078041 |  |
| MICROSOFT CORP | 0.075742 | ✓ |
| APPLE INC | 0.062719 | ✓ |
| AMAZON.COM INC | 0.039925 | ✓ |
| ALPHABET INC CL A | 0.031139 |  |
| HOME DEPOT INC | 0.028442 | ✓ |
| INTUITIVE SURGICAL INC | 0.027819 |  |
| JPMORGAN CHASE and CO | 0.025707 | ✓ |
| AMERICAN EXPRESS CO | 0.024683 |  |
| NETFLIX INC | 0.024321 |  |
| GOLDMAN SACHS GROUP INC | 0.024194 |  |
| VISA INC-CLASS A | 0.020845 | ✓ |
| BANK OF AMERICA CORPORATION | 0.018966 |  |
| SALESFORCE INC | 0.018712 |  |
| CITIGROUP INC | 0.017703 |  |
| LILLY ELI and CO | 0.017338 | ✓ |
| ROCKWELL AUTOMATION INC | 0.016952 |  |
| BLACKROCK INC | 0.016451 | ✓ |
| US BANCORP DEL | 0.014636 | ✓ |
| MORGAN STANLEY | 0.014616 |  |
| JOHNSON&JOHNSON | 0.014592 |  |
| HEICO CORP | 0.014085 |  |
| RALPH LAUREN CORP | 0.013942 |  |
| BAKER HUGHES CO | 0.013062 |  |
| EATON CORP PLC | 0.012902 |  |
| CATERPILLAR INC | 0.012854 |  |
| EMERSON ELECTRIC CO | 0.012827 |  |
| EOG RESOURCES INC | 0.012759 |  |
| ORACLE CORP | 0.012228 | ✓ |
| NUCOR CORP | 0.011750 |  |
| ADOBE INC | 0.011150 | ✓ |
| JEFFERIES FINANCIAL GROUP INC | 0.011097 |  |
| KB HOME | 0.010911 |  |
| BIOGEN INC | 0.010895 |  |
| PROCTER & GAMBLE | 0.010838 |  |
| MERCK & CO | 0.010836 |  |
| CUMMINS INC | 0.010794 |  |
| NORFOLK SOUTHERN CORP | 0.010787 |  |
| AMGEN INC | 0.010644 |  |
| COSTCO WHOLESALE CORP | 0.010478 | ✓ |
| SLB LTD | 0.010320 |  |
| ABBVIE INC | 0.009998 |  |
| AUTODESK INC | 0.009943 |  |
| ABBOTT LABS | 0.009868 |  |
| QUALCOMM INC | 0.009751 | ✓ |
| ADV MICRO DEVICE | 0.008551 |  |
| T ROWE PRICE GRP | 0.008485 |  |
| OTIS WORLDWIDE CORP | 0.008324 |  |
| MARVELL TECHNOLOGY INC | 0.008084 |  |
| PFIZER INC | 0.007808 |  |


## 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 `0001752724-25-183321` (as of 2025-05-31)
  <https://www.sec.gov/Archives/edgar/data/1199046/000175272425183321/0001752724-25-183321-index.htm>

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