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CBSE vs PTF

Shared holdings
8
CBSE covered by PTF
22.63%
PTF covered by CBSE
22.63%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 38 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

CBSE (April 30, 2026)

SecurityWeight
SEAGATE TECHNOLO3.48%
SABLE OFFSHORE CORP3.47%
PURECYCLE TECHNOLOGIES INC3.31%
MONOLITHIC POWER SYS INC3.26%
WESTERN DIGITAL CORP3.23%
QUANTA SVCS INC3.04%
VENTURE GLOBAL INC3.01%
LUMENTUM HOLDINGS INC3.01%
HALLIBURTON CO2.91%
SITIME CORP2.91%
SLB LTD2.90%
NVENT ELECTRIC2.87%
OSCAR HEALTH INC - CLASS A2.79%
LAM RESEARCH CORP2.76%
KLA CORP2.72%
SOLARIS OIL IN-A2.69%
PLANET LABS PBC A2.69%
INDIE SEMICONDUCTOR INC2.67%
CORNING INC2.63%
OKLO INC2.59%
STERLING INFRASTRUCTURE INC2.58%
VERTIV HOLDINGS CO2.57%
Viking Holdings Ltd2.52%
CARNIVAL CORP2.49%
CONSTELLATION ENERGY CORP2.46%
STRATEGY INC CL A2.44%
AMPHENOL CORPORATION CL A2.44%
TAIWAN SEMIC MFG CO LTD SP ADR2.44%
NRG ENERGY INC2.41%
KRYSTAL BIOTECH INC2.41%
X-ENERGY INC COM CL A2.37%
GE VERNOVA LLC2.35%
SERVICE CORP INTERNATIONAL INC2.26%
Curaleaf Holdings Inc2.10%
FREDDIE MAC2.00%
2x Long VIX Futures ETF1.82%
FEDERAL NATIONAL MORTGAGE ASSOCIATION1.74%
BLKR-LIQ T-INS1.64%

PTF (Jan. 31, 2026)

SecurityWeight
Invesco Private Prime Fund9.40%
NVIDIA CORP4.85%
APPLE INC4.19%
ONDAS INC3.83%
WESTERN DIGITAL CORP3.77%
Invesco Private Government Fund3.72%
MICRON TECHNOLOGY INC3.64%
KLA CORP3.62%
SEAGATE TECHNOLO3.53%
LUMENTUM HOLDINGS INC3.10%
COHERENT CORP3.06%
CIENA CORP3.06%
LAM RESEARCH CORP3.03%
ACM RESEARCH INC-CLASS A2.69%
TERADYNE INC2.65%
BROADCOM INC2.63%
INTEL CORP2.58%
SITIME CORP2.57%
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC2.55%
CORNING INC2.53%
VIAVI SOLUTIONS INC2.45%
AMPHENOL CORPORATION CL A2.34%
ALPHABET INC CL A2.24%
REDDIT INC-A2.18%
GPGI INC2.13%
NLIGHT INC2.12%
VISTANCE NETWORKS INC2.08%
INTERDIGITAL INC2.00%
INTL BUS MACH CORP1.99%
SEMTECH CORP1.95%
FIRST SOLAR INC1.68%
DIGITAL TURBINE INC1.57%
CLEAR SECURE INC1.54%
APPLOVIN CORP1.43%
PEGASYSTEMS INC1.25%
Invesco Government & Agency Portfolio, Institutional Class0.07%

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