Verdicts genuinely change. Free email alert the moment DHLYX'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.
DIAMOND HILL LARGE CAP FUND · Diamond Hill Funds
51 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 105% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT 46.46% of portfolio weight is in non-compliant holdings, over the 5% threshold.
51 holdings, 48 matched (93% of weight). Portfolio as of 2026-06-30, filed 2026-08-31. Source: SEC Form N-PORT.
2.67% of this portfolio’s income is non-permissible — weighted across holdings, computed over 70% of portfolio weight (39 of 51 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.
45.3% compliant 4.0% questionable 44.1% non-compliant 6.5% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| N/A | UNSCREENED | 5.33% | no in-house ratios for this holding |
| CL COLGATE-PALMOLIVE COMPANY | COMPLIANT | 4.90% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| BRK.B BERKSHIRE HATHAWAY INC | NON_COMPLIANT | 4.73% | no in-house ratios for this holding |
| ABT ABBOTT LABORATORIES | COMPLIANT | 4.37% | AAOIFI19.2% Usmani31.9% Dow Jones Islamic17.6% S&P Shariah18.3% MSCI Islamic31.9% MSCI Islamic M-Series18.3% FTSE Shariah30.8% |
| AON AON PLC | NON_COMPLIANT | 4.04% | AAOIFI22.9% Usmani29.4% Dow Jones Islamic20.7% S&P Shariah21.9% MSCI Islamic29.4% MSCI Islamic M-Series21.9% FTSE Shariah28.1% |
| AIG AMERICAN INTERNATIONAL GROUP INC | NON_COMPLIANT | 3.80% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| WM WASTE MANAGEMENT INC | COMPLIANT | 3.38% | AAOIFI25.8% Usmani50.3% Dow Jones Islamic26.5% S&P Shariah27.9% MSCI Islamic50.3% MSCI Islamic M-Series27.9% FTSE Shariah50.3% |
| COP CONOCOPHILLIPS | COMPLIANT | 2.89% | AAOIFI14.4% Usmani18.7% Dow Jones Islamic19.1% S&P Shariah18.8% MSCI Islamic18.7% MSCI Islamic M-Series18.8% FTSE Shariah18.7% |
| COF CAPITAL ONE FINANCIAL CORP | NON_COMPLIANT | 2.87% | AAOIFI38.5% Usmani7.6% Dow Jones Islamic49.3% S&P Shariah60.5% MSCI Islamic7.6% MSCI Islamic M-Series60.5% FTSE Shariah7.6% |
| MSFT MICROSOFT CORP | QUESTIONABLE | 2.86% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| DIS WALT DISNEY COMPANY (THE) | NON_COMPLIANT | 2.72% | AAOIFI25.4% Usmani22.5% Dow Jones Islamic24.6% S&P Shariah25.2% MSCI Islamic22.5% MSCI Islamic M-Series25.2% FTSE Shariah22.5% |
| ZTS ZOETIS INC | NON_COMPLIANT | 2.47% | AAOIFI29.0% Usmani61.3% Dow Jones Islamic15.4% S&P Shariah14.0% MSCI Islamic61.3% MSCI Islamic M-Series14.0% FTSE Shariah60.0% |
| SBAC SBA COMMUNICATIONS CORP | NON_COMPLIANT | 2.47% | AAOIFI63.3% Usmani108.4% Dow Jones Islamic58.7% S&P Shariah58.5% MSCI Islamic108.4% MSCI Islamic M-Series58.5% FTSE Shariah108.4% |
| FANG DIAMONDBACK ENERGY INC | COMPLIANT | 2.46% | AAOIFI22.6% Usmani18.0% Dow Jones Islamic28.3% S&P Shariah31.9% MSCI Islamic18.0% MSCI Islamic M-Series31.9% FTSE Shariah18.0% |
| EXR EXTRA SPACE STORAGE INC | NON_COMPLIANT | 2.36% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| KMB KIMBERLY CLARK CORP | COMPLIANT | 2.35% | AAOIFI18.7% Usmani35.1% Dow Jones Islamic17.1% S&P Shariah17.0% MSCI Islamic35.1% MSCI Islamic M-Series17.0% FTSE Shariah35.1% |
| TXN TEXAS INSTRUMENTS INC | COMPLIANT | 2.30% | AAOIFI5.9% Usmani39.2% Dow Jones Islamic7.6% S&P Shariah8.1% MSCI Islamic39.2% MSCI Islamic M-Series8.1% FTSE Shariah39.2% |
| EQH EQUITABLE HOLDINGS INC | NON_COMPLIANT | 2.23% | AAOIFI43.2% Usmani1.8% Dow Jones Islamic44.4% S&P Shariah47.8% MSCI Islamic1.8% MSCI Islamic M-Series47.8% FTSE Shariah1.8% |
| COO COOPER COMPANIES INC (THE) | COMPLIANT | 2.19% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| UNP UNION PACIFIC CORP | COMPLIANT | 2.18% | AAOIFI18.2% Usmani43.8% Dow Jones Islamic22.0% S&P Shariah22.4% MSCI Islamic43.8% MSCI Islamic M-Series22.4% FTSE Shariah42.6% |
| HUM HUMANA INC | NON_COMPLIANT | 2.09% | AAOIFI30.1% Usmani26.3% Dow Jones Islamic44.9% S&P Shariah38.8% MSCI Islamic26.3% MSCI Islamic M-Series38.8% FTSE Shariah25.3% |
| SYY SYSCO CORP | NON_COMPLIANT | 2.09% | AAOIFI38.2% Usmani54.1% Dow Jones Islamic41.2% S&P Shariah41.9% MSCI Islamic52.7% MSCI Islamic M-Series41.9% FTSE Shariah47.6% |
| BAC BANK OF AMERICA CORP | NON_COMPLIANT | 1.99% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| DE DEERE & COMPANY | NON_COMPLIANT | 1.90% | AAOIFI9.1% Usmani15.9% Dow Jones Islamic12.7% S&P Shariah13.8% MSCI Islamic15.9% MSCI Islamic M-Series13.8% FTSE Shariah15.9% |
| CRM SALESFORCE INC | COMPLIANT | 1.90% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| TMO THERMO FISHER SCIENTIFIC INC | COMPLIANT | 1.84% | AAOIFI20.5% Usmani40.3% Dow Jones Islamic23.4% S&P Shariah22.9% MSCI Islamic40.3% MSCI Islamic M-Series22.9% FTSE Shariah40.3% |
| V VISA INC | COMPLIANT | 1.73% | AAOIFI3.5% Usmani25.2% Dow Jones Islamic15.5% S&P Shariah16.7% MSCI Islamic25.2% MSCI Islamic M-Series16.7% FTSE Shariah25.2% |
| EQT EQT CORP | COMPLIANT | 1.65% | AAOIFI16.4% Usmani13.7% Dow Jones Islamic18.1% S&P Shariah21.8% MSCI Islamic13.7% MSCI Islamic M-Series21.8% FTSE Shariah13.7% |
| NVR NVR INC | COMPLIANT | 1.60% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| CARR CARRIER GLOBAL CORP | COMPLIANT | 1.55% | AAOIFI24.6% Usmani32.2% Dow Jones Islamic21.6% S&P Shariah22.4% MSCI Islamic32.2% MSCI Islamic M-Series22.4% FTSE Shariah30.7% |
| ADBE ADOBE INC | COMPLIANT | 1.48% | AAOIFI4.5% Usmani22.6% Dow Jones Islamic4.6% S&P Shariah3.8% MSCI Islamic22.6% MSCI Islamic M-Series3.8% FTSE Shariah21.2% |
| MLM MARTIN MARIETTA MATERIALS INC | COMPLIANT | 1.47% | AAOIFI17.5% Usmani29.8% Dow Jones Islamic18.4% S&P Shariah18.9% MSCI Islamic29.8% MSCI Islamic M-Series18.9% FTSE Shariah27.9% |
| ELV ELEVANCE HEALTH INC | NON_COMPLIANT | 1.42% | AAOIFI35.1% Usmani24.6% Dow Jones Islamic37.4% S&P Shariah33.5% MSCI Islamic24.6% MSCI Islamic M-Series33.5% FTSE Shariah24.6% |
| AMZN AMAZON.COM INC | QUESTIONABLE | 1.39% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| MDT MEDTRONIC PLC | COMPLIANT | 1.39% | AAOIFI24.4% Usmani31.5% Dow Jones Islamic26.4% S&P Shariah27.4% MSCI Islamic31.4% MSCI Islamic M-Series27.4% FTSE Shariah30.2% |
| LH LABCORP HOLDINGS INC | COMPLIANT | 1.36% | AAOIFI25.4% Usmani36.5% Dow Jones Islamic31.6% S&P Shariah33.5% MSCI Islamic36.2% MSCI Islamic M-Series33.5% FTSE Shariah31.6% |
| FERG FERGUSON ENTERPRISES INC | UNRATED | 1.35% | AAOIFI15.7% Usmani35.7% Dow Jones Islamic16.4% S&P Shariah17.1% MSCI Islamic35.7% MSCI Islamic M-Series17.1% FTSE Shariah25.4% |
| GIS GENERAL MILLS INC | NON_COMPLIANT | 1.33% | AAOIFI81.9% Usmani45.8% Dow Jones Islamic55.0% S&P Shariah49.4% MSCI Islamic45.8% MSCI Islamic M-Series49.4% FTSE Shariah44.5% |
| MET METLIFE INC | NON_COMPLIANT | 1.33% | AAOIFI47.5% Usmani3.9% Dow Jones Islamic56.2% S&P Shariah58.5% MSCI Islamic3.9% MSCI Islamic M-Series58.5% FTSE Shariah3.9% |
| LHX L3HARRIS TECHNOLOGIES INC | NON_COMPLIANT | 1.23% | AAOIFI20.0% Usmani22.2% Dow Jones Islamic19.0% S&P Shariah20.8% MSCI Islamic22.2% MSCI Islamic M-Series20.8% FTSE Shariah22.2% |
| BUILDERS FIRSTSOURCE INC | UNSCREENED | 1.19% | no in-house ratios for this holding |
| KEY KEYCORP | NON_COMPLIANT | 1.19% | AAOIFI47.1% Usmani5.7% Dow Jones Islamic56.9% S&P Shariah65.9% MSCI Islamic5.7% MSCI Islamic M-Series65.9% FTSE Shariah5.7% |
| PFE PFIZER INC | NON_COMPLIANT | 1.17% | AAOIFI39.8% Usmani31.4% Dow Jones Islamic46.1% S&P Shariah45.9% MSCI Islamic31.4% MSCI Islamic M-Series45.9% FTSE Shariah31.4% |
| DOV DOVER CORP | COMPLIANT | 1.14% | AAOIFI12.4% Usmani23.8% Dow Jones Islamic12.4% S&P Shariah13.2% MSCI Islamic23.8% MSCI Islamic M-Series13.2% FTSE Shariah23.8% |
| ACN ACCENTURE PLC | COMPLIANT | 1.09% | AAOIFI7.7% Usmani12.2% Dow Jones Islamic5.0% S&P Shariah4.7% MSCI Islamic12.2% MSCI Islamic M-Series4.7% FTSE Shariah7.5% |
| SOLV SOLVENTUM CORP | NON_COMPLIANT | 1.08% | AAOIFI32.5% Usmani37.1% Dow Jones Islamic39.6% S&P Shariah41.1% MSCI Islamic35.7% MSCI Islamic M-Series41.1% FTSE Shariah35.7% |
| FDX FEDEX CORP | NON_COMPLIANT | 1.03% | AAOIFI55.5% Usmani43.2% Dow Jones Islamic60.9% S&P Shariah62.7% MSCI Islamic41.7% MSCI Islamic M-Series62.7% FTSE Shariah24.3% |
| KMX CARMAX INC | NON_COMPLIANT | 0.93% | AAOIFI217.2% Usmani70.8% Dow Jones Islamic209.1% S&P Shariah190.0% MSCI Islamic70.1% MSCI Islamic M-Series190.0% FTSE Shariah68.2% |
| NUE NUCOR CORP | COMPLIANT | 0.91% | AAOIFI11.2% Usmani17.6% Dow Jones Islamic17.6% S&P Shariah17.3% MSCI Islamic17.6% MSCI Islamic M-Series17.3% FTSE Shariah17.6% |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | UNSCREENED | 0.36% | no in-house ratios for this holding |
| FDXF FEDEX FREIGHT HOLDING COMPANY INC | COMPLIANT | 0.27% | AAOIFI31.8% Usmani89.3% Dow Jones Islamic— S&P Shariah— MSCI Islamic89.3% MSCI Islamic M-Series— FTSE Shariah62.6% |
The published standards disagree about this fund by 14 points of portfolio weight — 46.2% of it passes AAOIFI, 31.8% 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 46.2% ratios fail on 29.4% 29.7% not rated under AAOIFI
ratios pass on 32.9% ratios fail on 40.9% 31.5% not rated under Usmani
ratios pass on 46.2% ratios fail on 29.2% 30.0% not rated under Dow Jones Islamic
ratios pass on 44.8% ratios fail on 30.5% 30.0% not rated under S&P Shariah
ratios pass on 31.8% ratios fail on 42.0% 31.5% not rated under MSCI Islamic
ratios pass on 44.8% ratios fail on 30.5% 30.0% not rated under MSCI Islamic M-Series
ratios pass on 35.3% ratios fail on 37.1% 32.9% not rated under FTSE Shariah
47 of 51 listed holdings carry our own per-methodology verdicts (94% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 43 (81% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| BRK.B BERKSHIRE HATHAWAY INC | 4.73% |
| AON AON PLC | 4.04% |
| AIG AMERICAN INTERNATIONAL GROUP INC | 3.80% |
| COF CAPITAL ONE FINANCIAL CORP | 2.87% |
| DIS WALT DISNEY COMPANY (THE) | 2.72% |
| ZTS ZOETIS INC | 2.47% |
| SBAC SBA COMMUNICATIONS CORP | 2.47% |
| EXR EXTRA SPACE STORAGE INC | 2.36% |
| EQH EQUITABLE HOLDINGS INC | 2.23% |
| HUM HUMANA INC | 2.09% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
DIAMOND HILL LARGE CAP FUND (DHLYX) 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 |
|---|---|---|
| N/Anot matched to a ticker | 5.33% | Not screened |
| CLCOLGATE-PALMOLIVE COMPANY | 4.90% | Compliant |
| BRK.BBERKSHIRE HATHAWAY INC | 4.73% | Non-compliant |
| ABTABBOTT LABORATORIES | 4.37% | Compliant |
| AONAON PLC | 4.04% | Non-compliant |
| AIGAMERICAN INTERNATIONAL GROUP INC | 3.80% | Non-compliant |
| WMWASTE MANAGEMENT INC | 3.38% | Compliant |
| COPCONOCOPHILLIPS | 2.89% | Compliant |
| COFCAPITAL ONE FINANCIAL CORP | 2.87% | Non-compliant |
| MSFTMICROSOFT CORP | 2.86% | Questionable |
Top 10 of 51 holdings, 39.2% 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 DHLYX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
Tracked since 2026-09-07.
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
This fund prices once a day, so its bars carry no intraday high or low — floor-trader pivots are not defined for it.
The range is measured volatility (ATR over the horizon), not a target — a wider band means a more volatile asset, not a stronger view. The direction is the indicator tally below. Every forecast is recorded when made and scored against the real price when it comes due, including the wrong ones. Not a recommendation, and not a fatwa.
Standard indicator thresholds (RSI 30/70, Stochastic 20/80, CCI ±100, Williams %R −80/−20, MACD histogram sign, price vs. average) computed on daily bars. A summary of what common indicators say — not a recommendation, and not this site's own trading verdict.
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 58.30 | NEUTRAL |
| Stochastic %K (14) | 100.00 | SELL |
| CCI (20) | 136.53 | SELL |
| Williams %R (14) | 0.00 | SELL |
| MACD (12,26,9) | 0.09 | BUY |
| ROC (10) | 2.47 | BUY |
| Momentum (10) | 0.83 | BUY |
| EMA (10) | 33.99 | BUY |
| SMA (10) | 33.83 | BUY |
| EMA (20) | 34.03 | BUY |
| SMA (20) | 33.93 | BUY |
| EMA (30) | 34.09 | BUY |
| SMA (30) | 34.18 | BUY |
| EMA (50) | 34.07 | BUY |
| SMA (50) | 34.48 | SELL |
| EMA (100) | 33.72 | BUY |
| SMA (100) | 33.65 | BUY |
| EMA (200) | 33.10 | BUY |
| SMA (200) | 33.02 | BUY |
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.