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ITB vs RSPD

Shared holdings
6
ITB covered by RSPD
12.26%
RSPD covered by ITB
12.26%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 49 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

ITB (March 31, 2026)

SecurityWeight
DR HORTON INC14.56%
PULTEGROUP INC8.90%
LENNAR CORP CL A7.38%
NVR INC7.25%
TOLL BROTHERS INC5.09%
SHERWIN WILLIAMS CO4.54%
LOWES COS INC4.37%
HOME DEPOT INC4.28%
TOPBUILD CORP3.86%
LENNOX INTL INC3.20%
BlackRock Cash Funds: Institutional, SL Agency Shares3.04%
MASCO CORPORATION2.65%
INSTALLED BUILDING PRODUCTS INC2.36%
TAYLOR MORRISON HOME CORP2.24%
BUILDERS FIRSTSOURCE1.97%
OWENS CORNING INC1.92%
MERITAGE HOMES CORP1.63%
SKYLINE CHAMPION CORP1.62%
TRI POINTE HOMES INC1.55%
SIMPSON MFG1.54%
CAVCO INDUSTRIES INC1.48%
KB HOME1.29%
EAGLE MATERIALS INC1.29%
M/I HOMES INC1.26%
FLOOR & DECOR-A1.18%
UFP INDUSTRIES INC1.16%
MOHAWK INDUSTRIES INC1.10%
FORTUNE BRANDS INNOVATIONS INC1.01%
TREX CO INC0.84%
GREEN BRICK PARTNERS INC0.77%
GRIFFON CORP0.61%
HAYWARD HOLDINGS INC0.58%
CENTURY COMMUNITIES INC0.57%
LGI HOMES INC0.32%
LENNAR CORP CL B0.30%
LEGGETT & PLATT0.29%
LA-Z-BOY INC0.29%
GIBRALTAR INDUSTRIES INC0.25%
MASTERBRAND INC0.23%
BEAZER HOMES USA INC0.20%
HOVNANIAN ENTERPRISES INC CL A0.20%
QUANEX BUILDING PRODUCTS0.18%
DREAM FINDERS HOMES INC0.16%
BlackRock Cash Funds: Treasury, SL Agency Shares0.14%
AMER WOODMARK CO0.13%
ETHAN ALLEN INTERIORS INC0.11%
ARHAUS INC0.08%
JELD-WEN HOLDING INC0.02%
S P MID 400 EMINI JUN260.00%

RSPD (Jan. 31, 2026)

SecurityWeight
ROYAL CARIBBEAN2.54%
DECKERS OUTDOOR CORP2.42%
CHIPOTLE MEXICAN GRILL INC2.34%
CARNIVAL CORP2.33%
NORWEGIAN CRUISE2.33%
DARDEN RESTAURANTS INC2.27%
EBAY INC2.25%
HILTON WORLDWIDE HOLDINGS INC2.24%
MARRIOTT INTL-A2.24%
STARBUCKS CORP2.24%
WILLIAMS-SONOMA INC2.23%
HASBRO INC2.22%
LOWES COS INC2.21%
AUTOZONE INC2.21%
YUM! BRANDS INC2.20%
TAPESTRY INC2.20%
ULTA BEAUTY INC2.20%
HOME DEPOT INC2.18%
GENUINE PARTS CO2.16%
POOL CORP2.15%
O'REILLY AUTOMOTIVE INC2.14%
GENERAL MOTORS CO2.12%
ROSS STORES INC2.12%
FORD MOTOR CO2.11%
AMAZON.COM INC2.11%
MCDONALDS CORP2.07%
AIRBNB INC CLASS A2.07%
NVR INC2.06%
RALPH LAUREN CORP2.02%
DOMINOS PIZZA INC2.00%
PULTEGROUP INC2.00%
EXPEDIA INC1.97%
APTIV PLC1.97%
TRACTOR SUPPLY CO.1.96%
TJX COS INC1.96%
GARMIN LTD1.96%
DR HORTON INC1.96%
TESLA INC1.95%
THE BOOKING HOLDINGS INC1.94%
NIKE INC CL B1.92%
LULULEMON ATHLETICA INC1.90%
DOORDASH INC-A1.89%
LENNAR CORP CL A1.86%
MGM RESORTS INTERNATIONAL1.84%
BEST BUY CO INC1.79%
WYNN RESORTS LTD1.77%
CARVANA CO CL A1.75%
LAS VEGAS SANDS CORP1.62%
Invesco Government & Agency Portfolio, Institutional Class0.02%

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