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FOCIX vs CLIP

Shared holdings
5
FOCIX covered by CLIP
19.28%
CLIP covered by FOCIX
19.28%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 14 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

FOCIX (Feb. 27, 2026)

SecurityWeight
Enterprise Products Partners LP33.84%
BANK OZK10.86%
U.S. Treasury Bills9.17%
XIB 0 03/03/266.89%
U.S. Treasury Bills6.89%
U.S. Treasury Bills6.87%
WR BERKLEY CORP6.18%
PROGRESSIVE CORP OHIO5.13%
U.S. Treasury Bills4.59%
MONEYMKT4.06%
CF INDUSTRIES HOLDINGS INC2.83%
Federal Home Loan Mortgage Corp. Series H, 5.10%, Perpetual2.43%
HOME BANCSHARES INC0.15%
EOG RESOURCES INC0.11%

CLIP (Feb. 28, 2026)

SecurityWeight
U.S. Treasury Bills7.93%
U.S. Treasury Bills6.70%
U.S. Treasury Bills6.70%
U.S. Treasury Bills6.50%
U.S. Treasury Bills6.15%
U.S. Treasury Bills5.47%
U.S. Treasury Bills5.41%
U.S. Treasury Bills5.28%
WIB 0 03/19/265.01%
U.S. Treasury Bills4.91%
UST BILLS 0% 05/14/20264.28%
U.S. Treasury Bills3.96%
U.S. Treasury Bills3.70%
XIB 0 03/03/263.66%
U.S. Treasury Bills3.66%
U.S. Treasury Bills3.59%
U.S. Treasury Bills3.57%
U.S. Treasury Bills3.34%
U.S. Treasury Bills2.84%
U.S. Treasury Bills2.80%
U.S. Treasury Bills2.68%
U.S. Treasury Bills1.86%
BNYREPOS0.00%

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