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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 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DVN Devon Energy Corp Energy 14,847.0 $747K 0.10% -1K -8.1% $50.32 -12.1%
142 ATO Atmos Energy Corp Utilities 4,041.0 $746K 0.10% -174.0 -4.1% $184.72 -6.8%
143 DOW Dow Inc Basic Materials 17,679.0 $736K 0.10% -952.0 -5.1% $41.65 -17.1%
144 XYL Xylem Inc/NY Industrials 6,141.0 $734K 0.10% -264.0 -4.1% $119.50 -8.8%
145 WAT Waters Corp Healthcare 2,450.0 $730K 0.10% +883.0 +56.4% $297.80 +22.0%
146 DOV Dover Corp Industrials 3,466.0 $722K 0.09% -101.0 -2.8% $208.45 +1.7%
147 TCOM TRIP.COM GROUP Consumer Cyclical 13,634.0 $679K 0.09% +2K +21.0% $49.79 -4.9%
148 BIIB Biogen Inc Healthcare 3,675.0 $674K 0.09% -171.0 -4.5% $183.33 +7.7%
149 HUBB Hubbell Inc Industrials 1,328.0 $652K 0.09% -81.0 -5.8% $490.74 -3.6%
150 ON ON Semiconductor Corp Technology 10,389.0 $643K 0.08% -364.0 -3.4% $61.92 +101.6%
151 PPG PPG Industries Inc Basic Materials 5,880.0 $628K 0.08% -32.0 -0.5% $106.88 +6.4%
152 STLD Steel Dynamics Inc Basic Materials 3,469.0 $624K 0.08% -131.0 -3.6% $180.00 +45.1%
153 Q Qnity Electronics Inc Technology 5,361.0 $619K 0.08% -146.0 -2.6% $115.38 +37.4%
154 TSCO Tractor Supply Co Consumer Cyclical 13,473.0 $610K 0.08% -524.0 -3.7% $45.30 -30.9%
155 Expand Energy Corp 5,465.0 $600K 0.08% -520.0 -8.7% $109.78
156 FLEX Flex Ltd Technology 9,118.0 $597K 0.08% -569.0 -5.9% $65.46 +121.5%
157 OMC Omnicom Group Inc Communication Services 7,879.0 $593K 0.08% +6K +291.6% $75.31 -1.5%
158 PHM PulteGroup Inc Consumer Cyclical 4,949.0 $582K 0.08% -164.0 -3.2% $117.61 -0.2%
159 ULTA ULTA BEAUTY INC Consumer Cyclical 1,103.0 $577K 0.07% -84.0 -7.1% $522.71 -0.6%
160 CHD Church & Dwight Co Inc Consumer Defensive 6,132.0 $572K 0.07% -192.0 -3.0% $93.32 +5.0%
Page 8 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%