Verdicts genuinely change. Free email alert the moment NYVTX'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.
Davis New York Venture Fund · DAVIS NEW YORK VENTURE FUND INC
46 holdings
NON-COMPLIANT 46.75% of portfolio weight is in non-compliant holdings, over the 5% threshold.
46 holdings, 30 matched (76% of weight). Portfolio as of 2026-07-31, filed 2026-09-28. Source: SEC Form N-PORT.
2.95% of this portfolio’s income is non-permissible — weighted across holdings, computed over 65% of portfolio weight (27 of 46 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.
15.2% compliant 13.8% questionable 46.7% non-compliant 24.2% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| COF CAPITAL ONE FINANCIAL CORP | NON_COMPLIANT | 6.09% | AAOIFI38.5% Usmani7.6% Dow Jones Islamic49.3% S&P Shariah60.5% MSCI Islamic7.6% MSCI Islamic M-Series60.5% FTSE Shariah7.6% |
| US BANCORP | UNSCREENED | 5.36% | no in-house ratios for this holding |
| CVS CVS HEALTH CORP | NON_COMPLIANT | 5.22% | AAOIFI61.7% Usmani30.1% Dow Jones Islamic84.9% S&P Shariah88.7% MSCI Islamic30.1% MSCI Islamic M-Series88.7% FTSE Shariah24.2% |
| AMZN AMAZON.COM INC | QUESTIONABLE | 4.78% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| VTRS VIATRIS INC | NON_COMPLIANT | 4.67% | AAOIFI65.8% Usmani38.9% Dow Jones Islamic100.2% S&P Shariah105.1% MSCI Islamic38.9% MSCI Islamic M-Series105.1% FTSE Shariah38.1% |
| DVN DEVON ENERGY CORP | COMPLIANT | 4.55% | AAOIFI22.3% Usmani16.8% Dow Jones Islamic46.9% S&P Shariah45.5% MSCI Islamic16.7% MSCI Islamic M-Series45.5% FTSE Shariah16.1% |
| MGM MGM RESORTS INTERNATIONAL | NON_COMPLIANT | 4.39% | AAOIFI288.8% Usmani75.7% Dow Jones Islamic297.5% S&P Shariah266.6% MSCI Islamic75.2% MSCI Islamic M-Series266.6% FTSE Shariah15.2% |
| GOOG ALPHABET INC CL A | QUESTIONABLE | 4.29% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| 005930.KS SAMSUNG ELECTRONICS CO LTD | COMPLIANT | 3.59% | AAOIFI1.4% Usmani5.3% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic4.5% MSCI Islamic M-Seriespass FTSE Shariah4.5% |
| BRK.B BERKSHIRE HATHAWAY INC CL A | NON_COMPLIANT | 3.58% | no in-house ratios for this holding |
| JBS NV A | UNSCREENED | 3.53% | no in-house ratios for this holding |
| META META PLATFORMS INC CLASS A | QUESTIONABLE | 3.41% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| TXN TEXAS INSTRUMENTS INC | COMPLIANT | 2.84% | AAOIFI5.9% Usmani39.2% Dow Jones Islamic7.6% S&P Shariah8.1% MSCI Islamic39.2% MSCI Islamic M-Series8.1% FTSE Shariah39.2% |
| TSN TYSON FOODS INC CL A | NON_COMPLIANT | 2.78% | AAOIFI45.2% Usmani22.5% Dow Jones Islamic40.2% S&P Shariah41.7% MSCI Islamic22.5% MSCI Islamic M-Series41.7% FTSE Shariah22.5% |
| LYONDELLBASELL INDU CL A | UNSCREENED | 2.64% | no in-house ratios for this holding |
| CI CIGNA GROUP | NON_COMPLIANT | 2.42% | AAOIFI42.7% Usmani20.3% Dow Jones Islamic40.5% S&P Shariah38.8% MSCI Islamic20.3% MSCI Islamic M-Series38.8% FTSE Shariah20.3% |
| PING AN INSURANCE GROUP CO H | UNSCREENED | 2.32% | no in-house ratios for this holding |
| UNH UNITEDHEALTH GROUP INC | NON_COMPLIANT | 2.22% | AAOIFI20.4% Usmani23.7% Dow Jones Islamic20.4% S&P Shariah18.8% MSCI Islamic23.7% MSCI Islamic M-Series18.8% FTSE Shariah23.7% |
| SAP SAP SE | COMPLIANT | 2.17% | AAOIFI3.5% Usmani13.0% Dow Jones Islamic3.1% S&P Shariah3.4% MSCI Islamic10.6% MSCI Islamic M-Series3.4% FTSE Shariah10.6% |
| MKL MARKEL GROUP INC | NON_COMPLIANT | 2.05% | AAOIFI19.3% Usmani6.1% Dow Jones Islamic18.3% S&P Shariah19.5% MSCI Islamic6.1% MSCI Islamic M-Series19.5% FTSE Shariah6.1% |
| WELLS FARGO + CO | UNSCREENED | 1.86% | no in-house ratios for this holding |
| TOURMALINE OIL CORP | UNSCREENED | 1.84% | no in-house ratios for this holding |
| BAER.SW JULIUS BAER GROUP LTD | NON_COMPLIANT | 1.80% | AAOIFI28.4% Usmani4.0% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic4.0% MSCI Islamic M-Seriesfail FTSE Shariah4.0% |
| SOLV SOLVENTUM CORP | NON_COMPLIANT | 1.77% | AAOIFI32.5% Usmani37.1% Dow Jones Islamic39.6% S&P Shariah41.1% MSCI Islamic35.7% MSCI Islamic M-Series41.1% FTSE Shariah35.7% |
| CB CHUBB LTD | NON_COMPLIANT | 1.74% | AAOIFI13.3% Usmani6.3% Dow Jones Islamic14.8% S&P Shariah15.8% MSCI Islamic6.3% MSCI Islamic M-Series15.8% FTSE Shariah6.3% |
| TECK RESOURCES LTD CLS B | UNSCREENED | 1.66% | no in-house ratios for this holding |
| PRX.AS PROSUS NV | NON_COMPLIANT | 1.62% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| STONEX REPO | UNSCREENED | 1.51% | no in-house ratios for this holding |
| 9961.HK TRIP.COM GROUP LTD ADR | NON_COMPLIANT | 1.29% | AAOIFIfail Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| PINS PINTEREST INC CLASS A | QUESTIONABLE | 1.29% | AAOIFI1.9% Usmani4.5% Dow Jones Islamic1.4% S&P Shariah1.3% MSCI Islamic4.5% MSCI Islamic M-Series1.3% FTSE Shariah0.0% |
| 1299.HK AIA GROUP LTD | NON_COMPLIANT | 1.20% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| 92S.SG DIDI GLOBAL INC | NON_COMPLIANT | 1.11% | AAOIFI46.9% Usmani9.5% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic8.7% MSCI Islamic M-Seriesfail FTSE Shariah8.7% |
| DGX QUEST DIAGNOSTICS INC | COMPLIANT | 1.10% | AAOIFI24.4% Usmani37.7% Dow Jones Islamic32.1% S&P Shariah35.4% MSCI Islamic37.7% MSCI Islamic M-Series35.4% FTSE Shariah33.3% |
| DANSKE.CO DANSKE BANK A/S | NON_COMPLIANT | 1.08% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| OC OWENS CORNING | NON_COMPLIANT | 1.00% | AAOIFI43.5% Usmani37.4% Dow Jones Islamic40.6% S&P Shariah39.3% MSCI Islamic37.4% MSCI Islamic M-Series39.3% FTSE Shariah33.2% |
| COP CONOCOPHILLIPS | COMPLIANT | 0.94% | AAOIFI14.4% Usmani18.7% Dow Jones Islamic19.1% S&P Shariah18.8% MSCI Islamic18.7% MSCI Islamic M-Series18.8% FTSE Shariah18.7% |
| AGCO CORP | UNSCREENED | 0.88% | no in-house ratios for this holding |
| Nomura Repo | UNSCREENED | 0.87% | no in-house ratios for this holding |
| PPLI PEOPLE INC | NON_COMPLIANT | 0.61% | AAOIFI48.7% Usmani18.8% Dow Jones Islamic49.3% S&P Shariah48.2% MSCI Islamic18.8% MSCI Islamic M-Series48.2% FTSE Shariah18.8% |
| RESTAURANT BRANDS INTERN | UNSCREENED | 0.59% | no in-house ratios for this holding |
| BREAN REPO | UNSCREENED | 0.55% | no in-house ratios for this holding |
| ORASCOM CONSTRUCTION PLC | UNSCREENED | 0.26% | no in-house ratios for this holding |
| NASPERS LTD N SHS | UNSCREENED | 0.21% | no in-house ratios for this holding |
| 456040.KS OCI NV | NON_COMPLIANT | 0.11% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ASAC II LP UNIT SEALED | UNSCREENED | 0.06% | no in-house ratios for this holding |
| ANGI INC | UNSCREENED | 0.04% | no in-house ratios for this holding |
The published standards disagree about this fund by 15 points of portfolio weight — 41.7% of it passes FTSE Shariah, 26.8% passes S&P Shariah. 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 31.2% ratios fail on 40.9% 27.8% not rated under AAOIFI
ratios pass on 39.6% ratios fail on 32.6% 27.8% not rated under Usmani
ratios pass on 27.9% ratios fail on 44.2% 27.8% not rated under Dow Jones Islamic
ratios pass on 26.8% ratios fail on 45.3% 27.8% not rated under S&P Shariah
ratios pass on 35.3% ratios fail on 32.6% 32.0% not rated under MSCI Islamic
ratios pass on 26.8% ratios fail on 45.3% 27.8% not rated under MSCI Islamic M-Series
ratios pass on 41.7% ratios fail on 30.5% 27.8% not rated under FTSE Shariah
29 of 46 listed holdings carry our own per-methodology verdicts (72% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 24 (67% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| COF CAPITAL ONE FINANCIAL CORP | 6.09% |
| CVS CVS HEALTH CORP | 5.22% |
| VTRS VIATRIS INC | 4.67% |
| MGM MGM RESORTS INTERNATIONAL | 4.39% |
| BRK.B BERKSHIRE HATHAWAY INC CL A | 3.58% |
| TSN TYSON FOODS INC CL A | 2.78% |
| CI CIGNA GROUP | 2.42% |
| UNH UNITEDHEALTH GROUP INC | 2.22% |
| MKL MARKEL GROUP INC | 2.05% |
| BAER.SW JULIUS BAER GROUP LTD | 1.80% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Davis New York Venture Fund (NYVTX) 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 |
|---|---|---|
| COFCAPITAL ONE FINANCIAL CORP | 6.09% | Non-compliant |
| US BANCORPnot matched to a ticker | 5.36% | Not screened |
| CVSCVS HEALTH CORP | 5.22% | Non-compliant |
| AMZNAMAZON.COM INC | 4.78% | Questionable |
| VTRSVIATRIS INC | 4.67% | Non-compliant |
| DVNDEVON ENERGY CORP | 4.55% | Compliant |
| MGMMGM RESORTS INTERNATIONAL | 4.39% | Non-compliant |
| GOOGALPHABET INC CL A | 4.29% | Questionable |
| 005930.KSSAMSUNG ELECTRONICS CO LTD | 3.59% | Compliant |
| BRK.BBERKSHIRE HATHAWAY INC CL A | 3.58% | Non-compliant |
Top 10 of 46 holdings, 46.5% 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 NYVTX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
ℹ️ no compliance scan has run for 3 days - this is not a reading of today
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) | 47.90 | NEUTRAL |
| Stochastic %K (14) | 74.16 | NEUTRAL |
| CCI (20) | 6.87 | NEUTRAL |
| Williams %R (14) | -25.84 | NEUTRAL |
| MACD (12,26,9) | 0.03 | BUY |
| ROC (10) | 0.10 | BUY |
| Momentum (10) | 0.03 | BUY |
| EMA (10) | 29.80 | BUY |
| SMA (10) | 29.67 | BUY |
| EMA (20) | 29.96 | BUY |
| SMA (20) | 29.95 | BUY |
| EMA (30) | 30.10 | SELL |
| SMA (30) | 30.22 | SELL |
| EMA (50) | 30.23 | SELL |
| SMA (50) | 30.52 | SELL |
| EMA (100) | 30.04 | SELL |
| SMA (100) | 30.37 | SELL |
| EMA (200) | 29.02 | BUY |
| SMA (200) | 29.28 | 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.