Verdicts genuinely change. Free email alert the moment SSHVX'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.
SOUND SHORE FUND · SOUND SHORE FUND, INC.
40 holdings
NON-COMPLIANT 58.33% of portfolio weight is in non-compliant holdings, over the 5% threshold.
40 holdings, 37 matched (91% of weight). Portfolio as of 2026-06-30, filed 2026-08-17. Source: SEC Form N-PORT.
0.77% of this portfolio’s income is non-permissible — weighted across holdings, computed over 75% of portfolio weight (31 of 40 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.
27.6% compliant 4.8% questionable 58.3% non-compliant 9.2% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| Teva Pharmaceutical Industries | UNSCREENED | 4.32% | no in-house ratios for this holding |
| LUV Southwest Airlines Co | COMPLIANT | 3.67% | AAOIFI36.4% Usmani22.9% Dow Jones Islamic36.4% S&P Shariah38.5% MSCI Islamic22.9% MSCI Islamic M-Series38.5% FTSE Shariah19.7% |
| BAC Bank of America Corp | NON_COMPLIANT | 3.47% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| AAL American Airlines Group Inc | NON_COMPLIANT | 3.13% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| SW Smurfit Westrock PLC | NON_COMPLIANT | 2.98% | AAOIFI61.2% Usmani31.3% Dow Jones Islamic62.7% S&P Shariah90.7% MSCI Islamic31.3% MSCI Islamic M-Series90.7% FTSE Shariah31.3% |
| QCOM QUALCOMM Inc | COMPLIANT | 2.93% | AAOIFI8.3% Usmani25.7% Dow Jones Islamic8.6% S&P Shariah8.7% MSCI Islamic25.7% MSCI Islamic M-Series8.7% FTSE Shariah25.7% |
| ELV Elevance Health Inc | NON_COMPLIANT | 2.75% | AAOIFI35.1% Usmani24.6% Dow Jones Islamic37.4% S&P Shariah33.5% MSCI Islamic24.6% MSCI Islamic M-Series33.5% FTSE Shariah24.6% |
| DIS Walt Disney Co/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% |
| OC Owens Corning | NON_COMPLIANT | 2.72% | AAOIFI43.5% Usmani37.4% Dow Jones Islamic40.6% S&P Shariah39.3% MSCI Islamic37.4% MSCI Islamic M-Series39.3% FTSE Shariah33.2% |
| VST Vistra Corp | NON_COMPLIANT | 2.67% | AAOIFI39.4% Usmani46.0% Dow Jones Islamic36.7% S&P Shariah46.3% MSCI Islamic46.0% MSCI Islamic M-Series46.3% FTSE Shariah46.0% |
| TEL TE Connectivity PLC | COMPLIANT | 2.63% | AAOIFI9.5% Usmani21.6% Dow Jones Islamic10.3% S&P Shariah11.2% MSCI Islamic21.6% MSCI Islamic M-Series11.2% FTSE Shariah21.6% |
| QXO QXO Inc | NON_COMPLIANT | 2.60% | AAOIFI49.4% Usmani31.0% Dow Jones Islamic64.2% S&P Shariah94.5% MSCI Islamic30.2% MSCI Islamic M-Series94.5% FTSE Shariah26.6% |
| First American Government Obligations Fund | UNSCREENED | 2.59% | no in-house ratios for this holding |
| BA Boeing Co/The | NON_COMPLIANT | 2.59% | AAOIFI30.1% Usmani30.2% Dow Jones Islamic33.6% S&P Shariah36.0% MSCI Islamic30.2% MSCI Islamic M-Series36.0% FTSE Shariah30.2% |
| MHK Mohawk Industries Inc | NON_COMPLIANT | 2.53% | AAOIFI29.9% Usmani17.1% Dow Jones Islamic31.4% S&P Shariah32.2% MSCI Islamic17.1% MSCI Islamic M-Series32.2% FTSE Shariah13.9% |
| INCY Incyte Corp | COMPLIANT | 2.52% | AAOIFI0.1% Usmani0.7% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.3% MSCI Islamic M-Series0.1% FTSE Shariah0.0% |
| BP.L BP PLC | NON_COMPLIANT | 2.49% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| C Citigroup Inc | NON_COMPLIANT | 2.49% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| BRK.B Berkshire Hathaway Inc | NON_COMPLIANT | 2.49% | no in-house ratios for this holding |
| UPS United Parcel Service Inc | NON_COMPLIANT | 2.48% | AAOIFI32.8% Usmani40.2% Dow Jones Islamic40.1% S&P Shariah37.0% MSCI Islamic40.2% MSCI Islamic M-Series37.0% FTSE Shariah34.4% |
| EQT EQT Corp | COMPLIANT | 2.46% | AAOIFI16.4% Usmani13.7% Dow Jones Islamic18.1% S&P Shariah21.8% MSCI Islamic13.7% MSCI Islamic M-Series21.8% FTSE Shariah13.7% |
| GOOG Alphabet Inc | QUESTIONABLE | 2.43% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| PFE Pfizer Inc | NON_COMPLIANT | 2.42% | AAOIFI39.8% Usmani31.4% Dow Jones Islamic46.1% S&P Shariah45.9% MSCI Islamic31.4% MSCI Islamic M-Series45.9% FTSE Shariah31.4% |
| AMZN Amazon.com Inc | QUESTIONABLE | 2.41% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| TMO Thermo Fisher Scientific Inc | COMPLIANT | 2.39% | AAOIFI20.5% Usmani40.3% Dow Jones Islamic23.4% S&P Shariah22.9% MSCI Islamic40.3% MSCI Islamic M-Series22.9% FTSE Shariah40.3% |
| OMC Omnicom Group Inc | NON_COMPLIANT | 2.38% | AAOIFI50.5% Usmani22.5% Dow Jones Islamic63.9% S&P Shariah66.1% MSCI Islamic22.5% MSCI Islamic M-Series66.1% FTSE Shariah18.7% |
| NESN.SW Nestle SA | COMPLIANT | 2.37% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| NXPI NXP Semiconductors NV | COMPLIANT | 2.34% | AAOIFI22.1% Usmani46.1% Dow Jones Islamic22.1% S&P Shariah22.0% MSCI Islamic46.1% MSCI Islamic M-Series22.0% FTSE Shariah45.1% |
| WFC Wells Fargo & Co | NON_COMPLIANT | 2.33% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| GM General Motors Co | NON_COMPLIANT | 2.32% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| Public Service Enterprise Grou | UNSCREENED | 2.31% | no in-house ratios for this holding |
| REGN Regeneron Pharmaceuticals Inc | COMPLIANT | 2.29% | AAOIFI2.4% Usmani6.5% Dow Jones Islamic3.0% S&P Shariah2.7% MSCI Islamic4.8% MSCI Islamic M-Series2.7% FTSE Shariah4.8% |
| GEHC GE HealthCare Technologies Inc | NON_COMPLIANT | 2.07% | AAOIFI34.9% Usmani28.5% Dow Jones Islamic30.2% S&P Shariah30.1% MSCI Islamic28.4% MSCI Islamic M-Series30.1% FTSE Shariah27.3% |
| CSX CSX Corp | COMPLIANT | 2.04% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| NFG National Fuel Gas Co | NON_COMPLIANT | 2.01% | AAOIFI44.7% Usmani34.1% Dow Jones Islamic50.5% S&P Shariah57.4% MSCI Islamic34.1% MSCI Islamic M-Series57.4% FTSE Shariah34.1% |
| ZBH Zimmer Biomet Holdings Inc | NON_COMPLIANT | 1.98% | AAOIFI40.7% Usmani32.8% Dow Jones Islamic39.1% S&P Shariah36.3% MSCI Islamic32.8% MSCI Islamic M-Series36.3% FTSE Shariah32.8% |
| GPC Genuine Parts Co | NON_COMPLIANT | 1.97% | AAOIFI31.0% Usmani28.0% Dow Jones Islamic35.7% S&P Shariah34.4% MSCI Islamic28.0% MSCI Islamic M-Series34.4% FTSE Shariah20.1% |
| ORCL Oracle Corp | NON_COMPLIANT | 1.93% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| MDT Medtronic PLC | COMPLIANT | 1.90% | AAOIFI24.4% Usmani31.5% Dow Jones Islamic26.4% S&P Shariah27.4% MSCI Islamic31.4% MSCI Islamic M-Series27.4% FTSE Shariah30.2% |
| KD Kyndryl Holdings Inc | NON_COMPLIANT | 0.83% | AAOIFI228.4% Usmani56.0% Dow Jones Islamic108.6% S&P Shariah116.1% MSCI Islamic54.4% MSCI Islamic M-Series116.1% FTSE Shariah47.2% |
The published standards disagree about this fund by 19 points of portfolio weight — 47.9% of it passes Usmani, 28.8% 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 29.6% ratios fail on 54.0% 16.3% not rated under AAOIFI
ratios pass on 47.9% ratios fail on 27.7% 24.3% not rated under Usmani
ratios pass on 30.7% ratios fail on 50.0% 19.3% not rated under Dow Jones Islamic
ratios pass on 28.8% ratios fail on 49.6% 21.6% not rated under S&P Shariah
ratios pass on 37.6% ratios fail on 30.1% 32.3% not rated under MSCI Islamic
ratios pass on 28.8% ratios fail on 51.9% 19.3% not rated under MSCI Islamic M-Series
ratios pass on 47.7% ratios fail on 25.0% 27.3% not rated under FTSE Shariah
36 of 40 listed holdings carry our own per-methodology verdicts (88% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 32 (78% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| BAC Bank of America Corp | 3.47% |
| AAL American Airlines Group Inc | 3.13% |
| SW Smurfit Westrock PLC | 2.98% |
| ELV Elevance Health Inc | 2.75% |
| DIS Walt Disney Co/The | 2.72% |
| OC Owens Corning | 2.72% |
| VST Vistra Corp | 2.67% |
| QXO QXO Inc | 2.60% |
| BA Boeing Co/The | 2.59% |
| MHK Mohawk Industries Inc | 2.53% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
SOUND SHORE FUND (SSHVX) 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 |
|---|---|---|
| Teva Pharmaceutical Industriesnot matched to a ticker | 4.32% | Not screened |
| LUVSouthwest Airlines Co | 3.67% | Compliant |
| BACBank of America Corp | 3.47% | Non-compliant |
| AALAmerican Airlines Group Inc | 3.13% | Non-compliant |
| SWSmurfit Westrock PLC | 2.98% | Non-compliant |
| QCOMQUALCOMM Inc | 2.93% | Compliant |
| ELVElevance Health Inc | 2.75% | Non-compliant |
| DISWalt Disney Co/The | 2.72% | Non-compliant |
| OCOwens Corning | 2.72% | Non-compliant |
| VSTVistra Corp | 2.67% | Non-compliant |
Top 10 of 40 holdings, 31.4% 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 SSHVX. 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) | 44.40 | NEUTRAL |
| Stochastic %K (14) | 35.56 | NEUTRAL |
| CCI (20) | -42.48 | NEUTRAL |
| Williams %R (14) | -64.44 | NEUTRAL |
| MACD (12,26,9) | -0.01 | SELL |
| ROC (10) | -1.66 | SELL |
| Momentum (10) | -0.73 | SELL |
| EMA (10) | 43.13 | BUY |
| SMA (10) | 43.00 | BUY |
| EMA (20) | 43.39 | SELL |
| SMA (20) | 43.43 | SELL |
| EMA (30) | 43.58 | SELL |
| SMA (30) | 43.74 | SELL |
| EMA (50) | 43.69 | SELL |
| SMA (50) | 44.21 | SELL |
| EMA (100) | 43.34 | SELL |
| SMA (100) | 43.62 | SELL |
| EMA (200) | 42.18 | BUY |
| SMA (200) | 42.24 | 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.