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FTZIX vs SOXY

Shared holdings
5
FTZIX covered by SOXY
14.75%
SOXY covered by FTZIX
14.75%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 24 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

FTZIX (March 31, 2026)

SecurityWeight
COCA COLA CONSOLIDATED INC4.92%
NEW YORK TIMES CO CL A4.83%
ROSS STORES INC4.67%
EBAY INC4.61%
WATERS CORP4.58%
EXPEDIA INC4.58%
LAM RESEARCH CORP4.57%
EXELIXIS INC4.55%
ALLISON TRANSMISSION HLDGS INC4.52%
SYNCHRONY FINANCIAL4.50%
GENTEX CORP4.47%
O'REILLY AUTOMOTIVE INC4.45%
FIRST CITIZENS BANCSHARES INC CL A4.38%
UNION PACIFIC CORP4.38%
TERADYNE INC4.29%
ZEBRA TECHNOLOGIES CORP CL A4.25%
CINTAS CORP4.17%
ECOLAB INC3.93%
MASCO CORPORATION3.93%
PARKER HANNIFIN CORP3.90%
APPLIED MATERIALS INC3.76%
DOLLAR GENERAL CORP3.69%
KLA CORP3.58%
US ULTRA BOND CBT Sep250.48%

SOXY (Jan. 31, 2026)

SecurityWeight
FRST AM-GV OB-X8.22%
BROADCOM INC5.69%
ASML HOLDING-NY5.45%
US ULTRA BOND CBT Sep255.32%
LAM RESEARCH CORP4.85%
MICRON TECHNOLOGY INC4.26%
INTEL CORP4.04%
TEXAS INSTRUMENTS INC3.98%
QUALCOMM INC3.71%
TAIWAN SEMIC MFG CO LTD SP ADR3.71%
APPLIED MATERIALS INC3.71%
ANALOG DEVICES INC3.69%
ADV MICRO DEVICE3.56%
ACM RESEARCH INC-CLASS A3.55%
KLA CORP3.54%
MONOLITHIC POWER SYS INC3.41%
NXP SEMICONDUCTORS NV3.24%
MARVELL TECHNOLOGY INC3.22%
ARM HOLDINGS LTD3.21%
CADENCE DESIGN SYSTEMS INC3.15%
MICROCHIP TECHNOLOGY2.85%
SYNOPSYS INC2.60%
TERADYNE INC2.45%
LATTICE SEMICONDUCTOR CORP2.33%
ASE Technology Holding Company Ltd. ADR1.92%
United Microelectronics Corp. SPON ADS REP 5 ORD TWD101.79%
STMicroelectronics N.V. SPON ADR EACH REP 1 ORD SHS1.00%
ON SEMICONDUCTOR CORP0.96%
NVIDIA CORP0.58%

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