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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 8 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 WY Weyerhaeuser Co Real Estate 18,405.0 $450K 0.06% -679.0 -3.6% $24.43 +0.9%
142 TWLO Twilio Inc Communication Services 3,571.0 $449K 0.06% -152.0 -4.1% $125.82 +48.4%
143 EL Estee Lauder Cos Inc/The Consumer Defensive 6,236.0 $448K 0.06% -74.0 -1.2% $71.77 +28.3%
144 WST West Pharmaceutical Services Inc Healthcare 1,785.0 $447K 0.06% -100.0 -5.3% $250.64 +28.8%
145 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 4,941.0 $447K 0.06% -273.0 -5.2% $90.42 -8.1%
146 FTV Fortive Corp Technology 7,907.0 $437K 0.06% -442.0 -5.3% $55.28 +7.5%
147 HPQ HP Inc Technology 22,723.0 $437K 0.06% -2K -8.5% $19.21 +28.9%
148 CSGP CoStar Group Inc Real Estate 10,646.0 $429K 0.06% -329.0 -3.0% $40.34 -20.1%
149 PTC PTC Inc Technology 2,977.0 $424K 0.06% -159.0 -5.1% $142.49 -2.5%
150 Hologic Inc 5,608.0 $424K 0.06% -263.0 -4.5% $75.59
151 JBHT JB Hunt Transport Services Inc Industrials 1,932.0 $409K 0.05% -83.0 -4.1% $211.90 +29.0%
152 FFIV F5 Inc Technology 1,390.0 $402K 0.05% -125.0 -8.2% $289.33 +31.9%
153 LULU Lululemon Athletica Inc Consumer Cyclical 2,622.0 $401K 0.05% -107.0 -3.9% $153.10 -14.1%
154 SUI Sun Communities Inc Real Estate 3,108.0 $391K 0.05% -112.0 -3.5% $125.96 -1.6%
155 Aptiv PLC 5,551.0 $385K 0.05% -167.0 -2.9% $69.44
156 TRMB Trimble Inc Technology 5,889.0 $384K 0.05% -382.0 -6.1% $65.23 -15.3%
157 J Jacobs Solutions Inc Industrials 2,957.0 $376K 0.05% -174.0 -5.6% $127.28 -6.8%
158 GPC Genuine Parts Co Consumer Cyclical 3,559.0 $376K 0.05% -89.0 -2.4% $105.75 -7.1%
159 PODD Insulet Corp Healthcare 1,784.0 $374K 0.05% -63.0 -3.4% $209.84 -31.8%
160 IEX IDEX Corp Industrials 1,926.0 $365K 0.05% -63.0 -3.2% $189.55 +10.8%
Page 8 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%