# Portfolio overlap — PLADX vs VFSTX Comparing **Aristotle Short Duration Income Fund** (2026-03-31) and **VANGUARD SHORT-TERM INVESTMENT-GRADE FUND** (2026-01-31). - Shared positions: 86 - Aristotle Short Duration Income Fund covered by VANGUARD SHORT-TERM INVESTMENT-GRADE FUND: 0.06696795698555002089593679834 - VANGUARD SHORT-TERM INVESTMENT-GRADE FUND covered by Aristotle Short Duration Income Fund: 0.06696795698555002089593679837 ## Aristotle Short Duration Income Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | US TREASURY N/B | 0.032130 | | | US BANK MMDA - USBGFS 9 | 0.023135 | | | US TREASURY N/B | 0.020425 | ✓ | | US TREASURY N/B | 0.018779 | | | US TREASURY N/B | 0.014711 | | | MONEYMKT | 0.013332 | | | NAVSL 2021-CA A 144A 1.06% 10-15-69 | 0.010599 | | | Magnetite XXIII Ltd | 0.010300 | | | PUBLIC SERVICE | 0.010143 | ✓ | | MORGAN STANLEY | 0.009914 | | | US TREASURY N/B | 0.009748 | | | BOOZ ALLEN HAMILTON INC REGD 144A P/P 3.87500000 | 0.009236 | | | DTE ENERGY CO | 0.008866 | ✓ | | VENTURE GLOBAL CALCASIEU SR SECURED 144A 08/29 3.875 | 0.008828 | ✓ | | WELLS FARGO CO | 0.008763 | ✓ | | TRANSDIGM TERM J 1LN 02/28/2031 | 0.007793 | | | BANK OF AMER CRP | 0.006783 | | | Bravo Residential Funding Trust 2025-NQM9 | 0.006751 | | | VICI PROPERTIES LP SR UNSECURED 04/28 4.75 | 0.006737 | | | JPMORGAN CHASE | 0.006665 | | | GOLDMAN SACHS GP | 0.006386 | ✓ | | NORDSON CORP | 0.006250 | ✓ | | NAVIENT STUDENT LOAN TRUST NAVSL 2020 EA A 144A | 0.006202 | | | Salesforce Inc | 0.006054 | | | WELLS FARGO CO | 0.006044 | | | MICROCHIP TECH | 0.005931 | ✓ | | Aspen Insurance Holdings Ltd 5.75 07/01/2030 | 0.005830 | | | LPL HOLDINGS INC | 0.005801 | ✓ | | AOMT 2026-2 4.684% 02/25/2071 144A | 0.005777 | | | HYUNDAI CAPITAL AMERICA REGD 144A P/P 4.87500000 | 0.005526 | | | US TREASURY N/B | 0.005507 | | | Palmer Square Loan Funding 2025-3 Ltd | 0.005494 | | | JPMORGAN CHASE | 0.005465 | ✓ | | FEDEX FREIGHT HO | 0.005388 | ✓ | | MORGAN STANLEY | 0.005341 | ✓ | | Fidelity National Information Services Inc | 0.005329 | | | CONCENTRIX CORP | 0.005257 | | | Neuberger Berman Loan Advisers Clo 43 Ltd | 0.005158 | | | AM AIRLIN 16-3 A | 0.005145 | | | ATWALD 4.625 11/15/28 | 0.005081 | ✓ | | BNP Paribas | 0.005078 | ✓ | | EATON CORP | 0.005058 | | | CONSTL ENRGY GEN | 0.004946 | ✓ | | Ellucian Holdings, Inc., First Lien Term Loan B1 | 0.004928 | | | SDART 2025-1 B | 0.004925 | | | J.P. Morgan Mortgage Trust, Series 2025-NQM5, Class A1A | 0.004899 | | | BROADCOM INC | 0.004813 | ✓ | | AM AIRLN 15-2 AA | 0.004796 | | | Navient Private Education Refi Loan Trust, Series 2024-A, Class A | 0.004776 | | | PSTAT 2025-3A A1 | 0.004764 | | ## VANGUARD SHORT-TERM INVESTMENT-GRADE FUND — top positions | Security | Weight | Shared | |----------|--------|--------| | US TREASURY N/B | 0.007858 | | | US TREASURY N/B | 0.007126 | | | Vanguard Market Liquidity Fund | 0.006747 | | | US TREASURY N/B | 0.006103 | | | ABBVIE INC | 0.005884 | | | BOEING CO | 0.005747 | | | US TREASURY N/B | 0.005738 | | | US TREASURY N/B | 0.005516 | | | US TREASURY N/B | 0.005380 | | | US TREASURY N/B | 0.005200 | | | US TREASURY N/B | 0.004970 | | | US TREASURY N/B | 0.004948 | | | US TREASURY N/B | 0.004785 | | | US TREASURY N/B | 0.004769 | | | PFIZER INVSTMNT | 0.004401 | | | MARS INC SR UNSECURED 144A 03/28 4.6 | 0.003806 | | | UNITED MEXICAN | 0.003641 | | | META PLATFORMS | 0.003543 | ✓ | | BAT INTL FINANCE | 0.003410 | | | MARS INC | 0.003189 | | | NETFLIX INC | 0.003172 | | | Mexico Government International Bonds | 0.003105 | | | LOWE'S COS INC | 0.003018 | | | AMGEN INC | 0.002878 | | | REGIONS FINL | 0.002827 | | | ORACLE CORP | 0.002793 | | | MORGAN STANLEY | 0.002743 | | | BAT CAPITAL CORP | 0.002691 | | | KSA SUKUK LTD | 0.002662 | | | UNITED MEXICAN | 0.002645 | | | COF V5.463 07/26/30 | 0.002599 | ✓ | | US TREASURY N/B | 0.002585 | | | The Goldman Sachs Group, Inc. 4.153 10/21/2029 | 0.002577 | ✓ | | AT&T INC | 0.002543 | | | UBS GROUP | 0.002504 | ✓ | | AMEREN CORP | 0.002503 | ✓ | | PNC FINANCIAL | 0.002496 | | | SAUDI INTERNATIONAL BOND 5.125000% 01/13/2028 | 0.002474 | | | US TREASURY N/B | 0.002389 | ✓ | | ROYAL BK CANADA | 0.002345 | | | NORTHROP GRUMMAN | 0.002345 | | | GOLDMAN SACHS GP | 0.002341 | | | GOLDMAN SACHS GP | 0.002339 | | | SPRINT CAP CORP | 0.002331 | | | GOLDMAN SACHS GP | 0.002308 | ✓ | | US TREASURY N/B | 0.002284 | | | FIFTH THIRD BANC | 0.002257 | | | US TREASURY N/B | 0.002234 | | | ABBVIE INC | 0.002212 | | | T-MOBILE USA INC | 0.002203 | | ## Sources - N-PORT (fund A) — accession `0000894189-26-015803` (as of 2026-03-31) - N-PORT (fund B) — accession `0000106444-26-000145` (as of 2026-01-31) --- _Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._ _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._ _Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See _