# Portfolio overlap — RSIPX vs IPLIX

Comparing **Columbia Disciplined Core Fund** (2026-01-31) and **VOYA INDEX PLUS LARGECAP PORTFOLIO** (2026-03-31).

- Shared positions: 51
- Columbia Disciplined Core Fund covered by VOYA INDEX PLUS LARGECAP PORTFOLIO: 0.4707207005123572220144526296
- VOYA INDEX PLUS LARGECAP PORTFOLIO covered by Columbia Disciplined Core Fund: 0.4707207005123572220144526295

## Columbia Disciplined Core Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.094442 | ✓ |
| ALPHABET INC CL A | 0.074614 | ✓ |
| APPLE INC | 0.060432 | ✓ |
| MICROSOFT CORP | 0.043197 | ✓ |
| META PLATFORMS INC CL A | 0.041034 | ✓ |
| AMAZON.COM INC | 0.032813 | ✓ |
| CHEVRON CORP | 0.022563 | ✓ |
| BRISTOL-MYERS SQUIBB CO | 0.020213 | ✓ |
| ALTRIA GROUP INC | 0.018544 | ✓ |
| CITIGROUP INC | 0.018294 | ✓ |
| GENERAL DYNAMICS CORPORATION | 0.017674 |  |
| THE BOOKING HOLDINGS INC | 0.017646 | ✓ |
| SYNCHRONY FINANCIAL | 0.016852 | ✓ |
| ARISTA NETWORKS INC | 0.016826 | ✓ |
| ALLSTATE CORPORATION | 0.015802 | ✓ |
| PENTAIR PLC | 0.015732 |  |
| QUALCOMM INC | 0.015238 | ✓ |
| SALESFORCE INC | 0.015113 | ✓ |
| VIATRIS INC | 0.015093 | ✓ |
| ADOBE INC | 0.015049 | ✓ |
| BANK OF NEW YORK MELLON CORP | 0.014416 | ✓ |
| PROCTER & GAMBLE | 0.014226 |  |
| CHARLES RIVER LABS INTL INC | 0.013493 |  |
| CF INDUSTRIES HOLDINGS INC | 0.013402 |  |
| SNAP-ON INCORPORATED | 0.013363 |  |
| PALANTIR TECHNOLOGIES INC | 0.013152 | ✓ |
| RALPH LAUREN CORP | 0.013064 | ✓ |
| BLACKROCK INC | 0.013029 |  |
| COLUMBIA SHORT TERM CASH FUND | 0.012715 |  |
| TAPESTRY INC | 0.012685 |  |
| APTIV PLC | 0.012267 |  |
| MCKESSON CORP | 0.011648 | ✓ |
| BROADCOM INC | 0.011119 | ✓ |
| TESLA INC | 0.010939 | ✓ |
| S&P GLOBAL INC | 0.010793 |  |
| VISA INC-CLASS A | 0.010133 | ✓ |
| CISCO SYSTEMS INC | 0.009618 | ✓ |
| NEWMONT CORP | 0.008730 | ✓ |
| PG&E CORP | 0.008587 | ✓ |
| MICRON TECHNOLOGY INC | 0.008002 | ✓ |
| PFIZER INC | 0.007840 |  |
| DELTA AIR LI | 0.007828 | ✓ |
| US BANCORP DEL | 0.007789 | ✓ |
| AMERICAN TOWER CORP | 0.007729 |  |
| MASTERCARD INC CL A | 0.007711 | ✓ |
| SCHWAB CHARLES CORP | 0.007115 | ✓ |
| ADV MICRO DEVICE | 0.007046 | ✓ |
| AUTOMATIC DATA PROCESSING INC | 0.006838 |  |
| ABBVIE INC | 0.006710 | ✓ |
| BROADRIDGE FINL | 0.005908 |  |

## VOYA INDEX PLUS LARGECAP PORTFOLIO — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.079425 | ✓ |
| APPLE INC | 0.061369 | ✓ |
| ALPHABET INC CL A | 0.049963 | ✓ |
| MICROSOFT CORP | 0.048683 | ✓ |
| AMAZON.COM INC | 0.040125 | ✓ |
| BROADCOM INC | 0.024123 | ✓ |
| META PLATFORMS INC CL A | 0.022360 | ✓ |
| JOHNSON&JOHNSON | 0.015960 |  |
| MSILF-GOVT-INS | 0.015719 |  |
| TESLA INC | 0.014252 | ✓ |
| TJX COS INC | 0.010402 |  |
| CITIGROUP INC | 0.009869 | ✓ |
| BERKSHIRE HATH-B | 0.009000 |  |
| APPLIED MATERIALS INC | 0.008442 |  |
| EXXON MOBIL CORP | 0.008260 | ✓ |
| T-MOBILE US INC | 0.008254 |  |
| SCHWAB CHARLES CORP | 0.008199 | ✓ |
| LAM RESEARCH CORP | 0.008194 |  |
| CME GROUP INC CL A | 0.008178 | ✓ |
| MEDTRONIC PLC | 0.007596 |  |
| JPMORGAN CHASE and CO | 0.007502 |  |
| LILLY ELI and CO | 0.007212 |  |
| KLA CORP | 0.007193 | ✓ |
| COLGATE-PALMOLIVE CO | 0.007091 | ✓ |
| ALTRIA GROUP INC | 0.006944 | ✓ |
| UBER TECHNOLOGIES INC | 0.006768 | ✓ |
| MONSTER BEVERAGE CORP | 0.006642 |  |
| MCKESSON CORP | 0.006565 | ✓ |
| QUALCOMM INC | 0.006437 | ✓ |
| US FOODS HOLDING CORP | 0.006425 |  |
| EDISON INTL | 0.006405 | ✓ |
| CBOE GLOBAL MARKETS INC | 0.006369 | ✓ |
| MERCK & CO | 0.006335 |  |
| BRISTOL-MYERS SQUIBB CO | 0.006272 | ✓ |
| NETFLIX INC | 0.006236 |  |
| PARKER HANNIFIN CORP | 0.006110 |  |
| THE BOOKING HOLDINGS INC | 0.006096 | ✓ |
| INGERSOLL RAND INC | 0.006059 |  |
| PG&E CORP | 0.005993 | ✓ |
| MICRON TECHNOLOGY INC | 0.005903 | ✓ |
| HARTFORD INSURANCE GROUP INC/THE | 0.005889 |  |
| VALERO ENERGY CORP | 0.005868 | ✓ |
| CINTAS CORP | 0.005587 |  |
| CARDINAL HEALTH INC | 0.005497 |  |
| ARISTA NETWORKS INC | 0.005394 | ✓ |
| PEPSICO INC | 0.005321 |  |
| SIMON PROPERTY | 0.005247 |  |
| ADV MICRO DEVICE | 0.005141 | ✓ |
| HONEYWELL INTL INC | 0.004859 |  |
| AMERIPRISE FINANCIAL INC | 0.004812 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-033327` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1352280/000141036826033327/0001410368-26-033327-index.htm>
- N-PORT (fund B) — accession `0000940400-26-022808` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1015965/000094040026022808/0000940400-26-022808-index.htm>

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