# Portfolio overlap — PKB vs AIRR

Comparing **Invesco Building & Construction ETF** (2026-01-31) and **First Trust RBA American Industrial Renaissance ETF** (2026-03-31).

- Shared positions: 6
- Invesco Building & Construction ETF covered by First Trust RBA American Industrial Renaissance ETF: 0.1430099409644418463029173162
- First Trust RBA American Industrial Renaissance ETF covered by Invesco Building & Construction ETF: 0.1430099409644418463029173161

## Invesco Building & Construction ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| COMFORT SYSTEMS USA INC | 0.053553 | ✓ |
| CRH PLC | 0.048236 |  |
| MARTIN MAR MTLS | 0.047905 |  |
| Amrize Ltd. USD0.01 | 0.047590 |  |
| PULTEGROUP INC | 0.046561 |  |
| VULCAN MATERIALS CO | 0.046435 |  |
| JOHNSON CONTROLS | 0.046367 |  |
| TRACTOR SUPPLY CO. | 0.042591 |  |
| Invesco Private Prime Fund | 0.032110 |  |
| THERMON GROUP HOLDINGS INC | 0.032008 |  |
| TUTOR PERINI CORP | 0.029836 | ✓ |
| PRIMORIS SVCS CORP | 0.029035 | ✓ |
| MYR GROUP INC/DELAWARE | 0.028565 |  |
| INTERFACE INC | 0.028258 |  |
| ASTEC INDUSTRIES INC | 0.027788 |  |
| TITAN AMERICA SA COMMON STOCK | 0.027616 |  |
| FLUOR CORP | 0.027121 |  |
| VALMONT INDUSTRIES INC | 0.027063 |  |
| INSTALLED BUILDING PRODUCTS INC | 0.026812 |  |
| API GROUP CORP | 0.026686 |  |
| LOUISIANA PACIFIC CORP | 0.026145 |  |
| GREEN BRICK PARTNERS INC | 0.025958 |  |
| DYCOM INDUSTRIES INC | 0.025874 | ✓ |
| SOUTHWEST GAS HOLDINGS INC | 0.024918 |  |
| EVERUS CONSTRUCTION GROUP INC | 0.024783 | ✓ |
| US LIME & MINERA | 0.024073 |  |
| ARMSTRONG WORLD INDUSTRIES INC | 0.024012 |  |
| EAGLE MATERIALS INC | 0.023370 |  |
| ARGAN INC | 0.022596 | ✓ |
| KNIFE RIVER HOLDING CO W/I | 0.022552 |  |
| CAVCO INDUSTRIES INC | 0.020842 |  |
| Invesco Private Government Fund | 0.012362 |  |
| Invesco Government & Agency Portfolio, Institutional Class | 0.000380 |  |

## First Trust RBA American Industrial Renaissance ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ARGAN INC | 0.048898 | ✓ |
| MASTEC INC | 0.046442 |  |
| COMFORT SYSTEMS USA INC | 0.041806 | ✓ |
| STERLING INFRASTRUCTURE INC | 0.039581 |  |
| EMCOR GROUP INC | 0.035392 |  |
| PRIMORIS SVCS CORP | 0.033414 | ✓ |
| SAIA INC | 0.031665 |  |
| BWX TECHNOLOGIES INC | 0.031313 |  |
| SPX TECHNOLOGIES INC | 0.031288 |  |
| DYCOM INDUSTRIES INC | 0.030698 | ✓ |
| CH ROBINSON WORLDWIDE INC | 0.030495 |  |
| HUNTINGTON INGALLS INDUSTRIES INC | 0.030112 |  |
| CORE & MAIN IN-A | 0.027952 |  |
| OWENS CORNING INC | 0.027721 |  |
| CLEAN HARBORS INC | 0.024587 |  |
| RBC BEARINGS INC | 0.023163 |  |
| KARMAN HOLDINGS INC | 0.023129 |  |
| RYDER SYSTEM INC | 0.019680 |  |
| AAON INC | 0.019599 |  |
| OSHKOSH CORP | 0.019357 |  |
| KRATOS DEFENSE and SEC SOLTN INC | 0.019046 |  |
| KIRBY CORP | 0.019041 |  |
| FNB CORP PA | 0.018798 |  |
| GRANITE CONSTRUCTION INC | 0.018623 |  |
| POWELL INDUSTRIES INC | 0.018315 |  |
| APPLIED INDU TEC | 0.018296 |  |
| IES HOLDINGS INC | 0.018257 |  |
| WINTRUST FINL | 0.016938 |  |
| LANDSTAR SYSTEM INC | 0.015956 |  |
| OLD NATL BANCORP | 0.015729 |  |
| EVERUS CONSTRUCTION GROUP INC | 0.015627 | ✓ |
| ADVANCED DRAINAGE SYSTEMS INC | 0.015312 |  |
| FED SIGNAL CORP | 0.013714 |  |
| ASSOCIATED BANC CORP | 0.013625 |  |
| MSC INDUSTRIAL DIRECT CO CL A | 0.012968 |  |
| CONSTRUCTION PARTNERS INC CL A | 0.012706 |  |
| CSW INDUSTRI INC | 0.010633 |  |
| HERC HOLDINGS INC | 0.010048 |  |
| FULTON FINANCIAL CORP | 0.009549 |  |
| MUELLER WATER PRODUCTS INC A | 0.009124 |  |
| ZURN ELKAY WATER SOLUTIONS CORP | 0.009003 |  |
| MERCURY SYSTEMS INC | 0.008338 |  |
| TUTOR PERINI CORP | 0.008072 | ✓ |
| LEONARDO DRS INC | 0.007736 |  |
| XOMETRY INC-A | 0.006650 |  |
| WERNER ENTERPRISES INC | 0.006285 |  |
| SCHNEIDER NATL-B | 0.005956 |  |
| ATKORE INC | 0.005879 |  |
| ARCOSA INC | 0.005554 |  |
| FIRST FIN BANCRP | 0.005526 |  |


## Sources

- N-PORT (fund A) — accession `0001209466-26-000442` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1209466/000120946626000442/0001209466-26-000442-index.htm>
- N-PORT (fund B) — accession `0000940400-26-020407` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1552740/000094040026020407/0000940400-26-020407-index.htm>

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