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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 6 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 WPM Wheaton Precious Metals Corp Basic Materials 9,489.0 $1.2M 0.16% +218.0 +2.4% $130.84 -0.3%
102 FIX Comfort Systems USA Inc Industrials 882.0 $1.2M 0.16% NEW $1378.99 +34.6%
103 GWW WW Grainger Inc Industrials 1,105.0 $1.2M 0.16% -44.0 -3.8% $1090.81 +14.5%
104 TER Teradyne Inc Technology 3,960.0 $1.2M 0.15% -159.0 -3.9% $296.46 +29.6%
105 EW Edwards Lifesciences Corp Healthcare 14,418.0 $1.2M 0.15% -734.0 -4.8% $80.08 +8.0%
106 FERG Ferguson Enterprises Inc Industrials 4,892.0 $1.1M 0.15% -134.0 -2.7% $233.26 -2.9%
107 CARR Carrier Global Corp Industrials 20,038.0 $1.1M 0.15% -629.0 -3.0% $56.31 +13.1%
108 IDXX IDEXX Laboratories Inc Healthcare 1,997.0 $1.1M 0.15% -98.0 -4.7% $561.89 +1.1%
109 OXY Occidental Petroleum Corp Energy 17,262.0 $1.1M 0.15% -1K -7.0% $65.00 -11.5%
110 CVNA Carvana Co Consumer Cyclical 3,506.0 $1.1M 0.14% -47.0 -1.3% $314.38 -76.2%
111 WAB Westinghouse Air Brake Technologies Corp Industrials 4,329.0 $1.1M 0.14% -133.0 -3.0% $249.91 +4.6%
112 EBAY eBay Inc Consumer Cyclical 11,566.0 $1.1M 0.14% -325.0 -2.7% $91.02 +22.2%
113 CCJ Cameco Corp Energy 9,644.0 $1.0M 0.14% +698.0 +7.8% $108.40 +2.4%
114 ROK Rockwell Automation Inc Industrials 2,852.0 $1.0M 0.13% -126.0 -4.2% $358.88 +26.3%
115 CBRE CBRE Group Inc Real Estate 7,553.0 $1.0M 0.13% -87.0 -1.1% $135.46 -6.9%
116 MSTR Strategy Inc Technology 8,106.0 $1.0M 0.13% +1K +14.9% $124.80 +20.9%
117 COHR Coherent Corp Technology 4,231.0 $1.0M 0.13% NEW $238.21 +58.0%
118 NUE Nucor Corp Basic Materials 5,788.0 $979K 0.13% -260.0 -4.3% $169.10 +47.6%
119 JD JD.com Inc Consumer Cyclical 32,637.0 $965K 0.12% +5K +18.1% $29.57 -1.4%
120 ROP Roper Technologies Inc Industrials 2,671.0 $945K 0.12% -156.0 -5.5% $353.86 -9.7%
Page 6 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%