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PKB vs NRSH

Shared holdings
4
PKB covered by NRSH
10.61%
NRSH covered by PKB
10.61%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 33 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

PKB (Jan. 31, 2026)

SecurityWeight
COMFORT SYSTEMS USA INC5.36%
CRH PLC4.82%
MARTIN MAR MTLS4.79%
Amrize Ltd. USD0.014.76%
PULTEGROUP INC4.66%
VULCAN MATERIALS CO4.64%
JOHNSON CONTROLS4.64%
TRACTOR SUPPLY CO.4.26%
Invesco Private Prime Fund3.21%
THERMON GROUP HOLDINGS INC3.20%
TUTOR PERINI CORP2.98%
PRIMORIS SVCS CORP2.90%
MYR GROUP INC/DELAWARE2.86%
INTERFACE INC2.83%
ASTEC INDUSTRIES INC2.78%
TITAN AMERICA SA COMMON STOCK2.76%
FLUOR CORP2.71%
VALMONT INDUSTRIES INC2.71%
INSTALLED BUILDING PRODUCTS INC2.68%
API GROUP CORP2.67%
LOUISIANA PACIFIC CORP2.61%
GREEN BRICK PARTNERS INC2.60%
DYCOM INDUSTRIES INC2.59%
SOUTHWEST GAS HOLDINGS INC2.49%
EVERUS CONSTRUCTION GROUP INC2.48%
US LIME & MINERA2.41%
ARMSTRONG WORLD INDUSTRIES INC2.40%
EAGLE MATERIALS INC2.34%
ARGAN INC2.26%
KNIFE RIVER HOLDING CO W/I2.26%
CAVCO INDUSTRIES INC2.08%
Invesco Private Government Fund1.24%
Invesco Government & Agency Portfolio, Institutional Class0.04%

NRSH (Jan. 31, 2026)

SecurityWeight
MICRON TECHNOLOGY INC5.37%
LAM RESEARCH CORP4.54%
ASTRONICS CORP4.35%
MERCURY SYSTEMS INC3.95%
CH ROBINSON WORLDWIDE INC3.88%
PRIMORIS SVCS CORP3.67%
BWX TECHNOLOGIES INC3.67%
MYR GROUP INC/DELAWARE3.58%
STERLING INFRASTRUCTURE INC3.55%
CENTRUS ENERGY CORP CL A3.49%
ATI INC3.45%
NVIDIA CORP3.41%
ARGAN INC3.39%
Grupo Aeroportuario del Centro Norte S.A.B. de C.V. SER'B' NPV3.39%
DYCOM INDUSTRIES INC3.29%
ROCKWELL AUTOMATION INC3.25%
NETSCOUT SYSTEMS INC3.16%
CISCO SYSTEMS INC3.13%
LEIDOS HOLDINGS INC3.10%
AMERICAN TOWER CORP3.10%
BROADCOM INC2.89%
CELESTICA INC SUB VTG2.88%
QORVO INC2.77%
SANMINA CORP2.76%
CROWDSTRIKE HOLDINGS INC2.73%
QUALYS INC2.70%
TENABLE HOLDINGS INC2.62%
NETAPP INC2.60%
CALIX NETWORKS INC2.60%
PALANTIR TECHNOLOGIES INC2.49%
FRST AM-GV OB-X0.22%

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