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.
FULLERTHALER BEHAVIORAL UNCONSTRAINED EQUITY · Capitol Series Trust
24 holdings · as of 2026-06-30 (2.6 months ago)
NON-COMPLIANT 12.92% of portfolio weight is in non-compliant holdings, over the 5% threshold.
24 holdings, 20 matched (86% of weight). Portfolio as of 2026-06-30, filed 2026-08-27. Source: SEC Form N-PORT.
0.85% of this portfolio’s income is non-permissible — weighted across holdings, computed over 82% of portfolio weight (19 of 24 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.
73.3% compliant 0.0% questionable 12.9% non-compliant 13.8% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| ZBRA ZEBRA TECHNOLOGIES CORP | COMPLIANT | 4.72% | AAOIFI21.5% Usmani34.3% Dow Jones Islamic19.7% S&P Shariah20.1% MSCI Islamic34.3% MSCI Islamic M-Series20.1% FTSE Shariah32.0% |
| PH PARKER-HANNIFIN CORP | COMPLIANT | 4.62% | AAOIFI7.0% Usmani27.5% Dow Jones Islamic8.5% S&P Shariah9.7% MSCI Islamic27.2% MSCI Islamic M-Series9.7% FTSE Shariah26.5% |
| COKE COCA-COLA CONSOLIDATED INC | COMPLIANT | 4.52% | AAOIFI20.9% Usmani59.2% Dow Jones Islamic25.1% S&P Shariah29.1% MSCI Islamic59.1% MSCI Islamic M-Series29.1% FTSE Shariah56.7% |
| EXPE EXPEDIA GROUP INC | NON_COMPLIANT | 4.49% | AAOIFI15.9% Usmani19.6% Dow Jones Islamic22.4% S&P Shariah26.0% MSCI Islamic19.6% MSCI Islamic M-Series26.0% FTSE Shariah18.8% |
| AMAT APPLIED MATERIALS INC | COMPLIANT | 4.44% | AAOIFI1.9% Usmani16.6% Dow Jones Islamic3.4% S&P Shariah3.7% MSCI Islamic16.6% MSCI Islamic M-Series3.7% FTSE Shariah14.8% |
| UNP UNION PACIFIC CORP | COMPLIANT | 4.42% | AAOIFI18.2% Usmani43.8% Dow Jones Islamic22.0% S&P Shariah22.4% MSCI Islamic43.8% MSCI Islamic M-Series22.4% FTSE Shariah42.6% |
| MAS MASCO CORP | COMPLIANT | 4.42% | AAOIFI23.0% Usmani61.8% Dow Jones Islamic22.1% S&P Shariah22.3% MSCI Islamic61.5% MSCI Islamic M-Series22.3% FTSE Shariah56.3% |
| O'REILLY AUTOMOTIVE INC | UNSCREENED | 4.41% | no in-house ratios for this holding |
| EBAY EBAY INC | COMPLIANT | 4.40% | AAOIFI13.9% Usmani35.6% Dow Jones Islamic16.9% S&P Shariah19.4% MSCI Islamic35.6% MSCI Islamic M-Series19.4% FTSE Shariah33.4% |
| KLAC KLA CORP | COMPLIANT | 4.33% | AAOIFI2.5% Usmani34.3% Dow Jones Islamic4.0% S&P Shariah4.7% MSCI Islamic34.3% MSCI Islamic M-Series4.7% FTSE Shariah32.8% |
| EXEL EXELIXIS INC | COMPLIANT | 4.33% | AAOIFI1.2% Usmani6.7% Dow Jones Islamic1.5% S&P Shariah1.7% MSCI Islamic6.7% MSCI Islamic M-Series1.7% FTSE Shariah0.0% |
| FIRST CITIZENS BANCSHARES INC | UNSCREENED | 4.28% | no in-house ratios for this holding |
| SYF SYNCHRONY FINANCIAL | NON_COMPLIANT | 4.28% | AAOIFI85.9% Usmani18.3% Dow Jones Islamic91.8% S&P Shariah104.8% MSCI Islamic18.3% MSCI Islamic M-Series104.8% FTSE Shariah18.3% |
| WAT WATERS CORP | COMPLIANT | 4.25% | AAOIFI14.1% Usmani21.2% Dow Jones Islamic21.2% S&P Shariah23.3% MSCI Islamic21.2% MSCI Islamic M-Series23.3% FTSE Shariah19.7% |
| GNTX GENTEX CORP | COMPLIANT | 4.24% | AAOIFI0.2% Usmani0.4% Dow Jones Islamic0.2% S&P Shariah0.2% MSCI Islamic0.4% MSCI Islamic M-Series0.2% FTSE Shariah0.1% |
| ECL ECOLAB INC | COMPLIANT | 4.19% | AAOIFI17.0% Usmani44.6% Dow Jones Islamic18.1% S&P Shariah19.4% MSCI Islamic44.6% MSCI Islamic M-Series19.4% FTSE Shariah44.0% |
| CTAS CINTAS CORP | COMPLIANT | 4.18% | AAOIFI3.4% Usmani25.8% Dow Jones Islamic3.4% S&P Shariah3.7% MSCI Islamic25.8% MSCI Islamic M-Series3.7% FTSE Shariah23.1% |
| DG DOLLAR GENERAL CORP | NON_COMPLIANT | 4.15% | AAOIFI55.9% Usmani49.0% Dow Jones Islamic69.2% S&P Shariah65.1% MSCI Islamic49.0% MSCI Islamic M-Series65.1% FTSE Shariah14.2% |
| NYT NEW YORK TIMES COMPANY (THE) | COMPLIANT | 4.13% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| ROST ROSS STORES INC | COMPLIANT | 4.09% | AAOIFI6.4% Usmani29.7% Dow Jones Islamic8.5% S&P Shariah9.2% MSCI Islamic29.7% MSCI Islamic M-Series9.2% FTSE Shariah6.4% |
| TER TERADYNE INC | COMPLIANT | 4.08% | AAOIFI0.2% Usmani2.0% Dow Jones Islamic0.3% S&P Shariah0.4% MSCI Islamic2.0% MSCI Islamic M-Series0.4% FTSE Shariah0.0% |
| LRCX LAM RESEARCH CORP | COMPLIANT | 3.96% | AAOIFI1.0% Usmani17.5% Dow Jones Islamic2.1% S&P Shariah2.4% MSCI Islamic17.5% MSCI Islamic M-Series2.4% FTSE Shariah15.8% |
| ALLISON TRANSMISSION HOLDINGS INC | UNSCREENED | 3.95% | no in-house ratios for this holding |
| N/A | UNSCREENED | 1.15% | no in-house ratios for this holding |
The published standards disagree about this fund by 48 points of portfolio weight — 73.7% of it passes AAOIFI, 25.5% 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 73.7% ratios fail on 8.4% 17.9% not rated under AAOIFI
ratios pass on 38.4% ratios fail on 34.5% 27.1% not rated under Usmani
ratios pass on 69.2% ratios fail on 12.9% 17.9% not rated under Dow Jones Islamic
ratios pass on 73.7% ratios fail on 8.4% 17.9% not rated under S&P Shariah
ratios pass on 25.5% ratios fail on 47.4% 27.1% not rated under MSCI Islamic
ratios pass on 69.2% ratios fail on 12.9% 17.9% not rated under MSCI Islamic M-Series
ratios pass on 47.1% ratios fail on 30.5% 22.4% not rated under FTSE Shariah
20 of 24 listed holdings carry our own per-methodology verdicts (86% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none.
Methodology breakdown computing — it will appear here on its own.
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
FTZCX (FTZCX) 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.
Computing the full ratio and business-activity breakdown for FTZCX — this runs off the critical path so the page paints first. It will appear here on its own.
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) | 43.00 | NEUTRAL |
| Stochastic %K (14) | 21.86 | NEUTRAL |
| CCI (20) | -86.30 | NEUTRAL |
| Williams %R (14) | -78.14 | NEUTRAL |
| MACD (12,26,9) | -0.25 | SELL |
| ROC (10) | -1.49 | SELL |
| Momentum (10) | -1.14 | SELL |
| EMA (10) | 75.87 | SELL |
| SMA (10) | 75.96 | SELL |
| EMA (20) | 76.37 | SELL |
| SMA (20) | 76.75 | SELL |
| EMA (30) | 76.46 | SELL |
| SMA (30) | 77.27 | SELL |
| EMA (50) | 76.01 | SELL |
| SMA (50) | 76.56 | SELL |
| EMA (100) | 73.85 | BUY |
| SMA (100) | 73.82 | BUY |
| EMA (200) | 69.19 | BUY |
| SMA (200) | 69.34 | BUY |
The fund seeks to achieve its objective by investing at least 80% of its net assets (plus borrowings for investment purposes) in common stocks of companies of all market capitalizations based in the U.S. ("80% Policy"). It may invest a portion of its assets in real estate investment trusts ("REITs"), Business Development Companies (BDCs), and Exchange Traded Funds (ETFs whose investment characteristics are consistent with the fund's principal investment strategy. The fund is non-diversified.
Background via Yahoo Finance — informational, not part of the verdict.
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
Rate of change and relative volume against this symbol's own recent history. Momentum describes what price has done; it is not a claim about what it will do.
How the rest of the sector moved over the same window. Context for a price move, never a cause of one.
Peer movement computing — it will appear here on its own.
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.
Insider transactions reported in the last ninety days. Insiders sell for reasons that have nothing to do with a view, so a sale on its own is not a signal.
NO DATA 0 buys · 0 sells
The weekly CFTC Commitments of Traders report for the broad market it tracks, not for this symbol. Positioning context for the tape — it says nothing about this company.
NEUTRAL report date 2026-09-15 · Asset managers net 904684 (-7677)
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.