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PDP vs PTF

Shared holdings
23
PDP covered by PTF
28.45%
PTF covered by PDP
28.45%

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.

PDP (Jan. 31, 2026)

SecurityWeight
COMFORT SYSTEMS USA INC3.00%
APPLE INC2.76%
AMPHENOL CORPORATION CL A2.74%
BROADCOM INC2.61%
MEDPACE HOLDINGS INC1.97%
KLA CORP1.97%
CARVANA CO CL A1.91%
APPLOVIN CORP1.83%
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC1.81%
HOWMET AEROSPACE INC1.77%
QUANTA SVCS INC1.75%
ATI INC1.74%
CARPENTER TECHNOLOGY CORP1.73%
WESTERN DIGITAL CORP1.69%
APPLIED MATERIALS INC1.62%
MICRON TECHNOLOGY INC1.58%
SEAGATE TECHNOLO1.46%
MUELLER INDUSTRIES INC1.43%
ALPHABET INC CL A1.41%
INSMED INC1.35%
LAM RESEARCH CORP1.32%
API GROUP CORP1.29%
TENET HEALTHCARE CORP1.28%
GE VERNOVA LLC1.28%
CIENA CORP1.24%
CURTISS WRIGHT CORPORATION1.22%
JABIL INC1.22%
Invesco Private Prime Fund1.16%
NATERA INC1.10%
MCKESSON CORP1.02%
GENERAL ELECTRIC CO1.02%
INTUITIVE SURGICAL INC1.01%
ENSIGN GROUP INC1.01%
MICROSOFT CORP1.00%
BRIDGEBIO PHARMA INC1.00%
PERFORMANCE FOOD GROUP CO0.99%
MASTEC INC0.98%
INTERACTIVE BROKERS GROUP INC0.98%
PARKER HANNIFIN CORP0.97%
TAPESTRY INC0.94%
COHERENT CORP0.93%
CATERPILLAR INC0.91%
FTAI AVIATION LT0.91%
CARDINAL HEALTH INC0.91%
SPX TECHNOLOGIES INC0.90%
NEWMONT CORP0.84%
DYCOM INDUSTRIES INC0.83%
ALBEMARLE CORP0.83%
TERADYNE INC0.82%
CASEY'S GENERAL0.78%

PTF (Jan. 31, 2026)

SecurityWeight
Invesco Private Prime Fund9.40%
NVIDIA CORP4.85%
APPLE INC4.19%
ONDAS INC3.83%
WESTERN DIGITAL CORP3.77%
Invesco Private Government Fund3.72%
MICRON TECHNOLOGY INC3.64%
KLA CORP3.62%
SEAGATE TECHNOLO3.53%
LUMENTUM HOLDINGS INC3.10%
COHERENT CORP3.06%
CIENA CORP3.06%
LAM RESEARCH CORP3.03%
ACM RESEARCH INC-CLASS A2.69%
TERADYNE INC2.65%
BROADCOM INC2.63%
INTEL CORP2.58%
SITIME CORP2.57%
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC2.55%
CORNING INC2.53%
VIAVI SOLUTIONS INC2.45%
AMPHENOL CORPORATION CL A2.34%
ALPHABET INC CL A2.24%
REDDIT INC-A2.18%
GPGI INC2.13%
NLIGHT INC2.12%
VISTANCE NETWORKS INC2.08%
INTERDIGITAL INC2.00%
INTL BUS MACH CORP1.99%
SEMTECH CORP1.95%
FIRST SOLAR INC1.68%
DIGITAL TURBINE INC1.57%
CLEAR SECURE INC1.54%
APPLOVIN CORP1.43%
PEGASYSTEMS INC1.25%
Invesco Government & Agency Portfolio, Institutional Class0.07%

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