BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 5 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TER Teradyne Inc Technology 3,960.0 $1.2M 0.15% -159.0 -3.9% $296.46 +29.1%
82 EW Edwards Lifesciences Corp Healthcare 14,418.0 $1.2M 0.15% -734.0 -4.8% $80.08 +8.8%
83 FERG Ferguson Enterprises Inc Industrials 4,892.0 $1.1M 0.15% -134.0 -2.7% $233.26 -2.8%
84 CARR Carrier Global Corp Industrials 20,038.0 $1.1M 0.15% -629.0 -3.0% $56.31 +14.0%
85 IDXX IDEXX Laboratories Inc Healthcare 1,997.0 $1.1M 0.15% -98.0 -4.7% $561.89 +1.5%
86 OXY Occidental Petroleum Corp Energy 17,262.0 $1.1M 0.15% -1K -7.0% $65.00 -11.6%
87 CVNA Carvana Co Consumer Cyclical 3,506.0 $1.1M 0.14% -47.0 -1.3% $314.38 -76.3%
88 WAB Westinghouse Air Brake Technologies Corp Industrials 4,329.0 $1.1M 0.14% -133.0 -3.0% $249.91 +4.6%
89 EBAY eBay Inc Consumer Cyclical 11,566.0 $1.1M 0.14% -325.0 -2.7% $91.02 +22.3%
90 ROK Rockwell Automation Inc Industrials 2,852.0 $1.0M 0.13% -126.0 -4.2% $358.88 +27.2%
91 CBRE CBRE Group Inc Real Estate 7,553.0 $1.0M 0.13% -87.0 -1.1% $135.46 -6.9%
92 NUE Nucor Corp Basic Materials 5,788.0 $979K 0.13% -260.0 -4.3% $169.10 +46.8%
93 ROP Roper Technologies Inc Industrials 2,671.0 $945K 0.12% -156.0 -5.5% $353.86 -9.5%
94 GRMN Garmin Ltd Technology 4,057.0 $941K 0.12% -233.0 -5.4% $232.01 +1.7%
95 VMC Vulcan Materials Co Basic Materials 3,381.0 $921K 0.12% -98.0 -2.8% $272.30 +1.4%
96 ODFL Old Dominion Freight Line Inc Industrials 4,709.0 $920K 0.12% -196.0 -4.0% $195.40 +13.9%
97 TTWO Take-Two Interactive Software Inc Communication Services 4,638.0 $916K 0.12% -157.0 -3.3% $197.50 +10.4%
98 ADM Archer-Daniels-Midland Co Consumer Defensive 12,415.0 $902K 0.12% -171.0 -1.4% $72.69 +10.2%
99 MLM Martin Marietta Materials Inc Basic Materials 1,532.0 $902K 0.12% -45.0 -2.9% $588.68 -2.7%
100 DHI DR Horton Inc Consumer Cyclical 6,545.0 $898K 0.12% -380.0 -5.5% $137.22 +7.0%
Page 5 of 9  ·  175 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%