# Portfolio overlap — WLCIX vs MFSIX

Comparing **Allspring Large Company Value Fund** (2025-04-30) and **Madison Sustainable Equity Fund** (2025-01-31).

- Shared positions: 7
- Allspring Large Company Value Fund covered by Madison Sustainable Equity Fund: 0.1505049210261296934576091762
- Madison Sustainable Equity Fund covered by Allspring Large Company Value Fund: 0.1505049210261296934576091762

## Allspring Large Company Value Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| CANADIAN PACIFIC KANSAS CITY LTD | 0.043232 |  |
| ALPHABET INC CL C | 0.039539 | ✓ |
| INTERCONTINENTAL EXCHANGE INC | 0.039353 |  |
| CITIGROUP INC | 0.037417 |  |
| BERKSHIRE HATH-B | 0.035215 |  |
| BANK OF AMERICA CORPORATION | 0.034598 |  |
| MONDELEZ INTL INC | 0.034534 |  |
| LABCORP HOLDINGS INC | 0.032429 |  |
| AERCAP HOLDINGS NV | 0.031530 |  |
| THE CIGNA GROUP | 0.029935 |  |
| NEXTERA ENERGY INC | 0.029392 | ✓ |
| UNILEVER PLC-SPONSORED ADR DEPOSITARY RECEIPT | 0.027645 |  |
| DR HORTON INC | 0.027422 |  |
| RTX CORP | 0.026955 |  |
| MEDTRONIC PLC | 0.026810 |  |
| EXXON MOBIL CORP | 0.025488 |  |
| MICROSOFT CORP | 0.024402 | ✓ |
| ACCENTURE PLC CL A | 0.024306 | ✓ |
| FISERV INC | 0.023660 |  |
| GENERAL MOTORS CO | 0.023132 |  |
| PUBLIC STORAGE | 0.021797 |  |
| HONEYWELL INTL INC | 0.021335 |  |
| AMERICAN INTERNATIONAL GROUP | 0.020796 |  |
| WALMART INC | 0.020783 |  |
| CADENCE DESIGN SYSTEMS INC | 0.019636 |  |
| CONOCOPHILLIPS | 0.018818 |  |
| AIR LEASE CORP CL A | 0.017909 |  |
| CF INDUSTRIES HOLDINGS INC | 0.017899 |  |
| VERTEX PHARMACEUTICALS INC | 0.017840 | ✓ |
| NIKE INC CL B | 0.017045 |  |
| NXP SEMICONDUCTORS NV | 0.016819 |  |
| CBRE GROUP INC - CL A | 0.016713 |  |
| JOHNSON&JOHNSON | 0.014472 |  |
| L3HARRIS TECHNOLOGIES INC | 0.014392 |  |
| EOG RESOURCES INC | 0.014380 |  |
| EATON CORP PLC | 0.014142 |  |
| CATERPILLAR INC | 0.013811 |  |
| VULCAN MATERIALS CO | 0.013616 |  |
| DANAHER CORP | 0.013506 | ✓ |
| JPMORGAN CHASE and CO | 0.011976 | ✓ |
| Icon Public Limited Company | 0.011630 |  |
| INTL BUS MACH CORP | 0.011343 |  |
| ALLSPRING GOVERNMENT MONEY MAR | 0.009623 |  |
| SHERWIN WILLIAMS CO | 0.008734 |  |
| 3M CO | 0.003990 |  |

## 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 `0001752724-25-154574` (as of 2025-04-30)
  <https://www.sec.gov/Archives/edgar/data/1081400/000175272425154574/0001752724-25-154574-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>

---

_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 <https://fundwatcher.app/terms/>_