Verdicts genuinely change. Free email alert the moment COHOX's does — no target price to set, unlike "Alert" above.
Whether this fund clears the published standards, and the filings behind that answer. The screen runs first and nothing on the trading side can override it.
Structure, momentum, positioning and levels. Separate from the Sharia verdict above, which this side never overrides.
Coho Relative Value Equity Fund · Managed Portfolio Series
30 holdings
This fund holds short positions, so exposure is counted gross — long and short both count as exposure rather than netting off, and the weights below therefore sum to 171% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT At least 50.30% of portfolio weight is in non-compliant holdings — already over the 5% threshold, so the verdict is settled whatever the unmatched 63% turns out to be. Matching more holdings can only raise this share, never lower it.
30 holdings, 20 matched (63% of weight). Portfolio as of 2025-10-31, filed 2025-12-29. Source: SEC Form N-PORT.
4.39% of this portfolio’s income is non-permissible — weighted across holdings, computed over 63% of portfolio weight (20 of 30 holdings). The common approach purifies that proportion of income received — dividends — not of the position’s value. We report the ratio; what to do with it is a question for your own scholar.
Portfolio shares are withheld: coverage is below the floor needed to state one. The holdings themselves are below, because the names are evidence you can check.
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| ROST Ross Stores Inc | COMPLIANT | 9.88% | AAOIFI6.4% Usmani29.7% Dow Jones Islamic8.5% S&P Shariah9.2% MSCI Islamic29.7% MSCI Islamic M-Series9.2% FTSE Shariah6.4% |
| COR Cencora Inc | COMPLIANT | 8.79% | AAOIFI18.9% Usmani14.0% Dow Jones Islamic20.8% S&P Shariah22.7% MSCI Islamic14.0% MSCI Islamic M-Series22.7% FTSE Shariah14.0% |
| 097023DG7 | UNSCREENED | 8.52% | no in-house ratios for this holding |
| US Bancorp | UNSCREENED | 7.30% | no in-house ratios for this holding |
| 742718109 | UNSCREENED | 6.87% | no in-house ratios for this holding |
| US BANK MMDA - USBFS 2 | UNSCREENED | 6.86% | no in-house ratios for this holding |
| 912797QW0 | UNSCREENED | 6.85% | no in-house ratios for this holding |
| SYY Sysco Corp | NON_COMPLIANT | 6.84% | AAOIFI38.2% Usmani54.1% Dow Jones Islamic41.2% S&P Shariah41.9% MSCI Islamic52.7% MSCI Islamic M-Series41.9% FTSE Shariah47.6% |
| LOW Lowe's Cos Inc | NON_COMPLIANT | 6.79% | AAOIFI35.6% Usmani71.7% Dow Jones Islamic30.1% S&P Shariah31.0% MSCI Islamic71.7% MSCI Islamic M-Series31.0% FTSE Shariah63.7% |
| WRB W R Berkley Corp | NON_COMPLIANT | 6.56% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| UNH UnitedHealth Group Inc | NON_COMPLIANT | 6.38% | AAOIFI20.4% Usmani23.7% Dow Jones Islamic20.4% S&P Shariah18.8% MSCI Islamic23.7% MSCI Islamic M-Series18.8% FTSE Shariah23.7% |
| AZO AutoZone Inc | COMPLIANT | 6.08% | AAOIFI25.3% Usmani60.6% Dow Jones Islamic21.8% S&P Shariah22.9% MSCI Islamic60.6% MSCI Islamic M-Series22.9% FTSE Shariah43.3% |
| KDP Keurig Dr Pepper Inc | NON_COMPLIANT | 6.04% | AAOIFI58.6% Usmani30.8% Dow Jones Islamic63.3% S&P Shariah63.1% MSCI Islamic29.6% MSCI Islamic M-Series63.1% FTSE Shariah28.3% |
| Service Corp International/US | UNSCREENED | 5.89% | no in-house ratios for this holding |
| 904767704 | UNSCREENED | 5.68% | no in-house ratios for this holding |
| ICLR ICON PLC | COMPLIANT | 5.67% | AAOIFI17.7% Usmani13.7% Dow Jones Islamic16.8% S&P Shariah13.2% MSCI Islamic13.7% MSCI Islamic M-Series13.2% FTSE Shariah12.9% |
| MCHP Microchip Technology Inc | COMPLIANT | 5.48% | AAOIFI13.8% Usmani38.2% Dow Jones Islamic15.3% S&P Shariah14.3% MSCI Islamic38.2% MSCI Islamic M-Series14.3% FTSE Shariah37.2% |
| STE STERIS PLC | COMPLIANT | 5.34% | AAOIFI9.4% Usmani19.1% Dow Jones Islamic9.1% S&P Shariah9.3% MSCI Islamic19.1% MSCI Islamic M-Series9.3% FTSE Shariah17.6% |
| 25468PDK9 | UNSCREENED | 5.16% | no in-house ratios for this holding |
| Philip Morris International In | UNSCREENED | 5.16% | no in-house ratios for this holding |
| MDLZ Mondelez International Inc | COMPLIANT | 4.95% | AAOIFI24.4% Usmani27.5% Dow Jones Islamic24.3% S&P Shariah23.4% MSCI Islamic26.9% MSCI Islamic M-Series23.4% FTSE Shariah25.8% |
| WW Grainger Inc | UNSCREENED | 4.88% | no in-house ratios for this holding |
| STT State Street Corp | NON_COMPLIANT | 4.52% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| MRSH Marsh & McLennan Cos Inc | NON_COMPLIANT | 4.28% | AAOIFI24.1% Usmani35.8% Dow Jones Islamic22.1% S&P Shariah22.2% MSCI Islamic35.8% MSCI Islamic M-Series22.2% FTSE Shariah32.7% |
| KO Coca-Cola Co/The | COMPLIANT | 3.99% | AAOIFI11.9% Usmani43.4% Dow Jones Islamic14.9% S&P Shariah15.9% MSCI Islamic43.4% MSCI Islamic M-Series15.9% FTSE Shariah41.8% |
| DGX Quest Diagnostics Inc | COMPLIANT | 3.59% | AAOIFI24.4% Usmani37.7% Dow Jones Islamic32.1% S&P Shariah35.4% MSCI Islamic37.7% MSCI Islamic M-Series35.4% FTSE Shariah33.3% |
| APD Air Products and Chemicals Inc | COMPLIANT | 3.57% | AAOIFI0.9% Usmani1.5% Dow Jones Islamic1.0% S&P Shariah1.0% MSCI Islamic1.5% MSCI Islamic M-Series1.0% FTSE Shariah0.3% |
| UPS United Parcel Service Inc | NON_COMPLIANT | 3.14% | AAOIFI32.8% Usmani40.2% Dow Jones Islamic40.1% S&P Shariah37.0% MSCI Islamic40.2% MSCI Islamic M-Series37.0% FTSE Shariah34.4% |
| GPN Global Payments Inc | NON_COMPLIANT | 3.13% | AAOIFI95.7% Usmani36.9% Dow Jones Islamic108.0% S&P Shariah96.7% MSCI Islamic36.9% MSCI Islamic M-Series96.7% FTSE Shariah36.9% |
| STZ Constellation Brands Inc | NON_COMPLIANT | 2.62% | AAOIFI49.1% Usmani49.0% Dow Jones Islamic38.2% S&P Shariah33.6% MSCI Islamic49.0% MSCI Islamic M-Series33.6% FTSE Shariah46.1% |
The published standards disagree about this fund by 26 points of portfolio weight — 64.4% of it passes AAOIFI, 38.3% passes MSCI Islamic. Which number is yours depends on which standard you follow.
These bars are the financial-ratio result under each standard — debt, receivables and interest income. They do not screen what the business does, so a holding can pass every ratio here and still be questionable or non-compliant on activity. The blended verdict above accounts for both.
ratios pass on 64.4% ratios fail on 39.6% 66.7% not rated under AAOIFI
ratios pass on 47.0% ratios fail on 57.0% 66.7% not rated under Usmani
ratios pass on 62.4% ratios fail on 41.6% 66.7% not rated under Dow Jones Islamic
ratios pass on 58.8% ratios fail on 45.2% 66.7% not rated under S&P Shariah
ratios pass on 38.3% ratios fail on 65.8% 66.7% not rated under MSCI Islamic
ratios pass on 58.8% ratios fail on 45.2% 66.7% not rated under MSCI Islamic M-Series
ratios pass on 54.9% ratios fail on 49.2% 66.7% not rated under FTSE Shariah
20 of 30 listed holdings carry our own per-methodology verdicts (108% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none.
| Non-compliant holding | Weight |
|---|---|
| SYY Sysco Corp | 6.84% |
| LOW Lowe's Cos Inc | 6.79% |
| WRB W R Berkley Corp | 6.56% |
| UNH UnitedHealth Group Inc | 6.38% |
| KDP Keurig Dr Pepper Inc | 6.04% |
| STT State Street Corp | 4.52% |
| MRSH Marsh & McLennan Cos Inc | 4.28% |
| UPS United Parcel Service Inc | 3.14% |
| GPN Global Payments Inc | 3.13% |
| STZ Constellation Brands Inc | 2.62% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Coho Relative Value Equity Fund (COHOX) is currently considered not halal (non-compliant), per our own look-through to its filed holdings. See its filed holdings and the weight breakdown below for the reasoning.
HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A holding it cannot cover far enough is reported as unrated rather than counted as a pass.
| Holding | Weight | Verdict |
|---|---|---|
| ROSTRoss Stores Inc | 9.88% | Compliant |
| CORCencora Inc | 8.79% | Compliant |
| 097023DG7not matched to a ticker | 8.52% | Not screened |
| US Bancorpnot matched to a ticker | 7.30% | Not screened |
| 742718109not matched to a ticker | 6.87% | Not screened |
| US BANK MMDA - USBFS 2not matched to a ticker | 6.86% | Not screened |
| 912797QW0not matched to a ticker | 6.85% | Not screened |
| SYYSysco Corp | 6.84% | Non-compliant |
| LOWLowe's Cos Inc | 6.79% | Non-compliant |
| WRBW R Berkley Corp | 6.56% | Non-compliant |
Top 10 of 30 holdings, 75.3% of the fund by weight. Every holding is screened, not only these.
The positions keeping this fund short of 100% compliant by weight.
Verdict history for COHOX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
Tracked since 2026-09-07.
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
The questions worth asking about any verdict on this page, answered plainly.
No. HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A fund marketed as Islamic still gets the same look-through as any other.
It is the share of the fund whose holdings HTR cannot cover far enough to rate. It is reported as unrated rather than counted as compliant, because a holding nobody screened should not look like one that passed.
It matters, and it is noted, but it does not replace the look-through. The board's judgement and the holdings screen are shown separately so you can see when they agree and when they do not.
When the fund files new holdings, and on a rolling basis besides. The date on the verdict above is the last time this fund was actually recomputed.
Open research, not a fatwa. HTR applies published screening standards to filings and publishes what they say, including when they disagree. Nothing here is financial advice or a recommendation to buy or sell. Verdicts can change when new filings land.
Same screen, different answers. Comparison is where the standards disagreeing becomes useful rather than confusing.
Peer screening computing — it will appear here on its own.
Plain-language summary of the evidence already on this page — the Sharia screen, structure, momentum, and order flow above. It explains the read; it doesn't make the call. Generated on demand (a live AI call), never run automatically.