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FFNHX vs PPA

Shared holdings
13
FFNHX covered by PPA
30.25%
PPA covered by FFNHX
30.25%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

FFNHX (March 31, 2026)

SecurityWeight
GE VERNOVA LLC7.45%
GENERAL ELECTRIC CO7.34%
BOEING CO/THE5.98%
TRANE TECHNOLOGIES PLC4.81%
HOWMET AEROSPACE INC4.81%
PARKER HANNIFIN CORP4.46%
EATON CORP PLC3.46%
INGERSOLL RAND INC3.05%
ITT INC2.94%
RTX CORP2.73%
QUANTA SVCS INC2.70%
CATERPILLAR INC2.66%
DOVER CORP2.51%
WESTINGHOUSE AIR BRAKE TECH CORP2.49%
CUMMINS INC2.37%
PACCAR INC2.27%
DEERE & CO2.00%
TRANSDIGM GROUP INC1.84%
OLD DOMINION FRT1.81%
CINTAS CORP1.81%
UBER TECHNOLOGIES INC1.81%
AMETEK INC NEW1.76%
3M CO1.68%
GENERAL DYNAMICS CORPORATION1.68%
JOHNSON CONTROLS INTERNATIONAL PLC1.66%
REPUBLIC SVCS1.57%
SIMPSON MFG1.39%
CH ROBINSON WORLDWIDE INC1.33%
UNITED RENTALS INC1.32%
STANDARDAERO INC1.28%
COMFORT SYSTEMS USA INC1.23%
ACUITY INC1.23%
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC1.21%
XPO LOGISTICS INC1.07%
AXON ENTERPRISE INC1.06%
WW GRAINGER INC1.02%
RBC BEARINGS INC0.99%
HEICO CORP CL A0.97%
CACI INTL-A0.93%
ARMSTRONG WORLD INDUSTRIES INC0.84%
TEXTRON INC0.74%
Fidelity Cash Central Fund0.68%
WILLSCOT MOBILE MINI HOLDINGS CORP0.58%
KBR INC0.49%
James Hardie Industries Public Limited Company0.48%
Fidelity Securities Lending Cash Central Fund0.43%
GPGI INC0.41%
LEIDOS HOLDINGS INC0.34%
CSX CORP0.28%
BETA TECHNOLOGIES INC0.01%

PPA (Jan. 31, 2026)

SecurityWeight
LOCKHEED MARTIN CORP8.62%
RTX CORP8.30%
BOEING CO/THE8.27%
GENERAL ELECTRIC CO7.48%
NORTHROP GRUMMAN CORP5.81%
GENERAL DYNAMICS CORPORATION4.73%
L3HARRIS TECHNOLOGIES INC4.04%
HONEYWELL INTL INC4.04%
Invesco Private Prime Fund3.57%
HOWMET AEROSPACE INC3.48%
PARKER HANNIFIN CORP3.02%
TRANSDIGM GROUP INC2.70%
Elbit Systems Ltd ILS12.59%
AMPHENOL CORPORATION CL A2.38%
ROCKET LAB CORP1.69%
EATON CORP PLC1.62%
AXON ENTERPRISE INC1.40%
Invesco Private Government Fund1.39%
KRATOS DEFENSE and SEC SOLTN INC1.38%
CURTISS WRIGHT CORPORATION1.32%
HEICO CORP1.30%
LEIDOS HOLDINGS INC1.27%
HUNTINGTON INGALLS INDUSTRIES INC1.25%
AEROVIRONMENT INC1.10%
BWX TECHNOLOGIES INC1.06%
PALANTIR TECHNOLOGIES INC1.04%
WOODWARD INC1.00%
TEXTRON INC0.96%
CACI INTL-A0.93%
ATI INC0.91%
CAE INC0.82%
LEONARDO DRS INC0.80%
STANDARDAERO INC0.79%
KARMAN HOLDINGS INC0.78%
TELEDYNE TECHNOLOGIES INC0.72%
BOOZ ALLEN HAMILTON HLDG CL A0.59%
PLANET LABS PBC A0.58%
KEYSIGHT TECHNOLOGIES INC0.54%
MOOG INC-CLASS A0.52%
HEXCEL CORPORATION0.49%
MERCURY SYSTEMS INC0.45%
AMENTUM HOLDINGS INC0.44%
VIASAT INC0.42%
TTM TECHNOLOGIES INC0.37%
AAR CORP0.33%
KBR INC0.31%
SCIENCE APPLICATIONS INTERNATIONAL CORP0.28%
LOAR HOLDINGS INC0.27%
PARSONS CORP0.25%
OSI SYSTEMS INC0.25%

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