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Portfolio (Quarterly) Guide ↗

Wahed Invest LLC

· CIK 0001763146
13F Portfolio $770M AUM 225 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 28 Added 175 Reduced 8 Exited
Page 3 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NEM Newmont Corp Basic Materials 30,367.0 $3.3M 0.43% +2K +5.7% $108.25 -1.0%
42 PANW Palo Alto Networks Inc Technology 20,127.0 $3.2M 0.42% +2K +13.8% $160.32 +59.7%
43 DHR Danaher Corp Healthcare 16,125.0 $3.1M 0.40% -450.0 -2.7% $189.60 -5.9%
44 SYK Stryker Corp Healthcare 8,731.0 $2.9M 0.37% -330.0 -3.6% $328.59 -6.6%
45 VRTX Vertex Pharmaceuticals Inc Healthcare 6,415.0 $2.9M 0.37% -356.0 -5.3% $446.54 -0.7%
46 SU Suncor Energy Inc Energy 43,388.0 $2.9M 0.37% +2K +3.9% $65.93 -2.7%
47 MDT Medtronic PLC Healthcare 32,258.0 $2.8M 0.36% -2K -4.5% $86.65 -12.7%
48 NOW ServiceNow Inc Technology 26,431.0 $2.8M 0.36% -785.0 -2.9% $104.55 +2.7%
49 MCK McKesson Corp Healthcare 3,121.0 $2.7M 0.35% -184.0 -5.6% $865.36 -12.2%
50 GLW Corning Inc Technology 19,441.0 $2.6M 0.34% -1K -5.4% $135.97 +41.0%
51 ADBE Adobe Inc Technology 10,314.0 $2.5M 0.33% -688.0 -6.2% $243.08 -0.9%
52 APP AppLovin Corp Technology 6,171.0 $2.5M 0.32% NEW $398.00 +49.9%
53 VRT Vertiv Holdings Co Industrials 9,582.0 $2.4M 0.31% -435.0 -4.3% $250.58 +26.0%
54 TT Trane Technologies PLC Industrials 5,708.0 $2.4M 0.31% -159.0 -2.7% $416.74 +9.1%
55 Sandisk Corp/DE 3,721.0 $2.4M 0.31% NEW $635.34
56 CNQ CANADIAN NAT RES LTD Energy 48,434.0 $2.4M 0.31% +3K +6.2% $48.63 -5.1%
57 BSX Boston Scientific Corp Healthcare 37,311.0 $2.3M 0.30% -2K -4.0% $62.75 -21.6%
58 WDC Western Digital Corp Technology 8,459.0 $2.3M 0.30% -498.0 -5.6% $270.49 +101.8%
59 AEM Agnico Eagle Mines Ltd Basic Materials 10,551.0 $2.1M 0.28% +620.0 +6.2% $202.34 -12.3%
60 MRVL MARVELL TECHNOLOGY INC Technology 21,451.0 $2.1M 0.28% -1K -5.8% $99.05 +98.8%
Page 3 of 12  ·  225 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 45.5%
Communication Services 15.7%
Healthcare 12.3%
Energy 6.7%
Consumer Cyclical 6.4%
Industrials 5.0%
Consumer Defensive 3.3%
Basic Materials 3.1%
Utilities 1.1%
Real Estate 1.0%