Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
IPEIX vs CONNORS HEDGED EQUITY FUND
Shared holdings
15
IPEIX covered by B
26.28%
B covered by IPEIX
26.28%
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.
IPEIX (Dec. 31, 2025)
| Security | Weight | |
|---|---|---|
| ALPHABET INC CL A | 4.38% | |
| CHEVRON CORP | 4.26% | |
| BANK OF AMERICA CORPORATION | 3.12% | |
| WELLS FARGO & CO | 2.63% | |
| AMAZON.COM INC | 2.49% | |
| WELLTOWER INC | 2.40% | |
| DUKE ENERGY CORP NEW | 2.33% | |
| INTERCONTINENTAL EXCHANGE INC | 2.29% | |
| AMERICAN INTERNATIONAL GROUP | 2.17% | |
| 3M CO | 2.16% | |
| PFIZER INC | 2.13% | |
| CISCO SYSTEMS INC | 2.10% | |
| PHILIP MORRIS INTL INC | 2.07% | |
| STATE STREET CORP | 2.06% | |
| ASSURANT INC | 1.98% | |
| INTL BUS MACH CORP | 1.95% | |
| COCA-COLA CO/THE | 1.95% | |
| BXP INC | 1.92% | |
| PROCTER & GAMBLE | 1.85% | |
| HUMANA INC | 1.77% | |
| PNC FINANCIAL SERVICES GRP INC | 1.76% | |
| PARKER HANNIFIN CORP | 1.75% | |
| AT&T INC | 1.68% | |
| WALT DISNEY CO/T | 1.66% | |
| LOWES COS INC | 1.60% | |
| SYNCHRONY FINANCIAL | 1.55% | |
| ASTRAZENECA PLC SPONS ADR | 1.52% | |
| VALLEY NATL BANCORP | 1.48% | |
| THERMO FISHER SCIENTIFIC INC | 1.48% | |
| LAZARD INC CL A | 1.44% | |
| PUB SERV ENTERP | 1.40% | |
| MICRON TECHNOLOGY INC | 1.30% | |
| DTE ENERGY CO | 1.29% | |
| DANAHER CORP | 1.24% | |
| EXPAND ENERGY CORP | 1.20% | |
| BOEING CO/THE | 1.17% | |
| WILLIAMS-SONOMA INC | 1.13% | |
| ALCOA CORP | 1.10% | |
| UNITED RENTALS INC | 1.09% | |
| STIFEL FINANCIAL CORP | 1.09% | |
| TAKE-TWO INTERACTV SOFTWR INC | 1.06% | |
| NUCOR CORP | 1.05% | |
| THE BOOKING HOLDINGS INC | 1.04% | |
| MCCORMICK-N/V | 1.03% | |
| VERTEX PHARMACEUTICALS INC | 1.00% | |
| DOLLAR TREE INC | 0.98% | |
| BlackRock Liquidity FedFund - Institutional Class | 0.93% | |
| SAIA INC | 0.90% | |
| UL SOLUTIONS INC CL A | 0.88% | |
| ADV MICRO DEVICE | 0.87% |
CONNORS HEDGED EQUITY FUND (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| APPLE INC | 4.80% | |
| FRST AM-GV OB-X | 4.22% | |
| ALPHABET INC CL A | 4.08% | |
| NVIDIA CORP | 3.73% | |
| AMAZON.COM INC | 3.59% | |
| MICROSOFT CORP | 3.37% | |
| WILLIAMS COS INC | 2.66% | |
| META PLATFORMS INC CL A | 2.50% | |
| LINDE PLC | 2.40% | |
| CISCO SYSTEMS INC | 2.40% | |
| JPMORGAN CHASE and CO | 2.38% | |
| TJX COS INC | 2.22% | |
| LILLY ELI and CO | 2.12% | |
| QUANTA SVCS INC | 2.12% | |
| BROADCOM INC | 2.11% | |
| EATON CORP PLC | 2.06% | |
| ABBVIE INC | 2.00% | |
| DUKE ENERGY CORP NEW | 1.94% | |
| WELLTOWER INC | 1.94% | |
| WELLS FARGO & CO | 1.90% | |
| MORGAN STANLEY | 1.87% | |
| CHUBB LTD | 1.87% | |
| LOWES COS INC | 1.84% | |
| AT&T INC | 1.82% | |
| WASTE MANAGEMENT INC | 1.78% | |
| RTX CORP | 1.75% | |
| COCA-COLA CO/THE | 1.74% | |
| VISA INC-CLASS A | 1.74% | |
| CHEVRON CORP | 1.73% | |
| WALMART INC | 1.73% | |
| ABBOTT LABS | 1.70% | |
| SCHWAB CHARLES CORP | 1.69% | |
| QNITY ELECTRONICS INC | 1.65% | |
| PROLOGIS INC REIT | 1.58% | |
| CATERPILLAR INC | 1.56% | |
| MEDTRONIC PLC | 1.51% | |
| PROCTER & GAMBLE | 1.50% | |
| STRYKER CORP | 1.46% | |
| BOEING CO/THE | 1.44% | |
| PALO ALTO NETWORKS INC | 1.42% | |
| CBOE GLOBAL MARKETS INC | 1.41% | |
| ACCENTURE PLC-A | 1.41% | |
| SALESFORCE INC | 1.25% | |
| TAPESTRY INC | 1.14% | |
| INTL BUS MACH CORP | 1.13% | |
| DUPONT DE NEMOURS INC | 1.12% | |
| MCDONALDS CORP | 1.02% | |
| DANAHER CORP | 0.89% | |
| NIKE INC CL B | 0.86% | |
| TESLA INC | 0.79% |
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