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OFVIX vs PKW

Shared holdings
22
OFVIX covered by PKW
27.58%
PKW covered by OFVIX
27.58%

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.

OFVIX (Jan. 31, 2026)

SecurityWeight
GENERAL MOTORS CO4.87%
TAPESTRY INC4.79%
HCA HEALTHCARE INC4.72%
ALTRIA GROUP INC4.65%
METLIFE INC4.18%
SYNCHRONY FINANCIAL4.04%
EBAY INC3.42%
KRAFT HEINZ CO/T3.28%
JABIL INC3.14%
NORTHERN TRUST CORP2.90%
COMCAST CORP CL A2.72%
DR HORTON INC2.58%
WELLS FARGO & CO2.22%
CHEVRON CORP2.16%
PFIZER INC2.13%
TRUIST FINL CORP2.02%
EOG RESOURCES INC2.01%
THE CIGNA GROUP1.91%
MEDTRONIC PLC1.88%
M&T BANK CORP1.88%
RELIANCE STEEL and ALUMINUM CO1.68%
EXXON MOBIL CORP1.65%
BANK OF AMERICA CORPORATION1.62%
VERIZON COMMUNICATIONS INC1.59%
VALERO ENERGY CORP1.58%
EXPEDIA INC1.49%
PRINCIPAL FINL GROUP INC1.48%
BANK OF NEW YORK MELLON CORP1.46%
PAYPAL HOLDINGS1.44%
STATE STREET CORP1.44%
TWILIO INC CLASS A1.39%
GENERAL MILLS INC1.38%
AMERICAN INTERNATIONAL GROUP1.36%
MARATHON PETROLEUM CORP1.29%
CARLISLE COS INC1.28%
CITIGROUP INC1.14%
DEVON ENERGY CORP1.08%
HP INC1.07%
UNITED PARCEL SERVICE INC CL B1.02%
NUCOR CORP0.95%
VERISIGN INC0.94%
REGIONS FINANCIAL CORP0.93%
PHILLIPS 660.91%
AFLAC INC0.88%
LYONDELLBASELL INDS CLASS A0.85%
APTIV PLC0.79%
KROGER CO0.70%
DOLLAR TREE INC0.68%
SOUTHWEST AIRLINES CO0.60%
NVR INC0.57%

PKW (April 30, 2026)

SecurityWeight
Invesco Private Prime Fund5.88%
CITIGROUP INC4.95%
JOHNSON CONTROLS4.28%
WELLS FARGO & CO3.99%
HCA HEALTHCARE INC3.37%
MARATHON PETROLEUM CORP3.30%
GENERAL MOTORS CO3.21%
ADOBE INC3.18%
AFLAC INC2.54%
PAYPAL HOLDINGS2.30%
Invesco Private Government Fund2.26%
EBAY INC2.07%
CARRIER GLOBAL CORP2.04%
ELECTRONIC ARTS INC1.99%
AMERICAN INTERNATIONAL GROUP1.78%
KROGER CO1.72%
FISERV INC1.65%
DR HORTON INC1.57%
JABIL INC1.46%
M&T BANK CORP1.38%
TAPESTRY INC1.30%
AerCap Holdings N.V. (Ireland)1.21%
IQVIA HOLDINGS INC1.21%
NRG ENERGY INC1.19%
SYNCHRONY FINANCIAL1.05%
FIRST CITIZENS BANCSHARES INC CL A0.97%
LOEWS CORP0.95%
HUNT J B TRANSPORT SERVICES IN0.92%
CF INDUSTRIES HOLDINGS INC0.86%
FORTIVE CORP0.84%
NVR INC0.78%
SOUTHWEST AIRLINES CO0.78%
TALEN ENERGY CORP0.75%
DOLLAR TREE INC0.75%
TEXTRON INC0.75%
LAS VEGAS SANDS CORP0.74%
Viking Holdings Ltd0.68%
BALL CORP0.67%
CARLISLE COS INC0.61%
CHARTER COMMUNICATIONS INC A0.60%
ROIVANT SCIENCES0.57%
TOLL BROTHERS INC0.55%
TENET HEALTHCARE CORP0.55%
FIRST HORIZON CORP0.52%
UNUM GROUP0.52%
EXELIXIS INC0.52%
MURPHY USA INC0.49%
RENAISSANCERE0.49%
GARTNER INC0.46%
EQUITABLE HOLDINGS INC0.45%

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