# Portfolio overlap — VVPLX vs MFSIX

Comparing **Vulcan Value Partners Fund** (2025-07-31) and **Madison Sustainable Equity Fund** (2025-01-31).

- Shared positions: 5
- Vulcan Value Partners Fund covered by Madison Sustainable Equity Fund: 0.2096481557960674352441502376
- Madison Sustainable Equity Fund covered by Vulcan Value Partners Fund: 0.2096481557960674352441502376

## Vulcan Value Partners Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MICROSOFT CORP | 0.066389 | ✓ |
| AMAZON.COM INC | 0.051377 | ✓ |
| IQVIA HOLDINGS INC | 0.047539 |  |
| TPG INC | 0.046826 |  |
| ELEVANCE HEALTH INC | 0.045413 |  |
| SODEXO SA | 0.045197 |  |
| EVEREST RE GROUP | 0.044470 |  |
| JONES LANG LASALLE INC | 0.042520 |  |
| UNITEDHEALTH GRP | 0.039726 | ✓ |
| COSTAR GROUP INC | 0.039308 |  |
| ALPHABET INC CL C | 0.038399 | ✓ |
| STANLEY BLACK and DECKER INC | 0.036200 |  |
| QORVO INC | 0.035410 |  |
| TRANSDIGM GROUP INC | 0.033688 |  |
| NICE SYSTEM LTD SPONSORED ADR | 0.029176 |  |
| SALESFORCE INC | 0.027800 |  |
| MASTERCARD INC CL A | 0.027116 |  |
| MEDPACE HOLDINGS INC | 0.026684 |  |
| VISA INC-CLASS A | 0.026415 | ✓ |
| HEICO CORP CL A | 0.026149 |  |
| Invesco Government & Agency Portfolio, Institutional Class | 0.023711 |  |
| DIAGEO PLC | 0.022923 |  |
| SKYWORKS SOLUTIONS INC | 0.022387 |  |
| CARMAX INC | 0.021439 |  |
| CBRE GROUP INC - CL A | 0.021360 |  |
| ARES MANAGEMENT CORP CL A | 0.020098 |  |
| PERNOD RICARD SA | 0.018330 |  |
| PARTNERS GROUP HOLDING AG COMMON STOCK | 0.018174 |  |
| SS&C TECHNOLOGIE | 0.017875 |  |
| BUREAU VERITAS S | 0.013544 |  |
| CROWN HOLDINGS INC | 0.012958 |  |
| LVMH MOET HENNESSY LOUIS VUITTON SE | 0.011398 |  |

## 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 |  |


## Sources

- N-PORT (fund A) — accession `0001752724-25-213614` (as of 2025-07-31)
  <https://www.sec.gov/Archives/edgar/data/915802/000175272425213614/0001752724-25-213614-index.htm>
- N-PORT (fund B) — accession `0001752724-25-065803` (as of 2025-01-31)
  <https://www.sec.gov/Archives/edgar/data/1040612/000175272425065803/0001752724-25-065803-index.htm>

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_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._

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