Wahed Invest LLC

CIK

1763146

Location

NEW YORK, NY

Portfolio Value

Small $722,414,949

Diversification

Diversified

Filing Date

Global Rank

#2,127 / 8,605 ▲ 74 · as of Mar 2026

Top Industry

Semiconductors 13.5%

3Y Alpha vs SPY

-1.8%

Period ended 3 months ago

Filed May 13, 2026 · 57d

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+67.6%

SPY

+76.5%

Annualised alpha

-2.1%

Max drawdown

−21.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

217 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

13.3%

−1.4 pts

Top 5

38.2%

−6.3 pts

Top 10

52.0%

−4.4 pts

HHI

412

Diversified−124

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	46.8%	$337,954,002	59
Healthcare	13.1%	$94,594,408	33
Communication Services	11.9%	$85,928,244	10
Energy	6.9%	$50,072,835	15
Consumer Cyclical	6.7%	$48,335,808	26
Industrials	6.2%	$44,907,476	36
Basic Materials	3.7%	$26,408,549	18
Consumer Defensive	3.4%	$24,564,945	12
Real Estate	1.0%	$7,300,868	6
Utilities	0.3%	$2,347,814	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
INFY	Infosys Ltd	+63,779	131,584	$1,777,699
OMC	Omnicom Group Inc.	+5,867	7,879	$593,367
JD	JD.com, Inc.	+4,999	32,637	$965,076
B	Barrick Mining Corp	+2,845	35,604	$1,452,287
CNQ	CANADIAN NATURAL RESOURCES Ltd	+2,842	48,434	$2,360,188
PANW	Palo Alto Networks Inc	+2,440	20,127	$3,226,760
CP	Canadian Pacific Kansas City Ltd/Cn	+2,438	20,352	$1,600,888
TCOM	Trip.com Group Ltd	+2,366	13,634	$678,836
PDD	PDD Holdings Inc.	+2,365	17,129	$1,750,241
SU	Suncor Energy Inc	+1,646	43,388	$2,868,380
NEM	NEWMONT Corp /DE/	+1,642	30,367	$3,287,227
ALC	Alcon Inc	+1,338	11,273	$849,420
CNI	Canadian National Railway Co	+1,163	12,204	$1,254,205
MSTR	Strategy Inc	+1,053	8,106	$1,011,628
LLY	ELI LILLY & Co	+900	20,185	$18,565,557
WAT	Waters Corp /De/	+883	2,450	$729,610
CCJ	Cameco Corp	+698	9,644	$1,047,434
WCN	Waste Connections, Inc.	+672	5,761	$935,816
AEM	Agnico Eagle Mines Ltd	+620	10,551	$2,141,641
GFS	GLOBALFOUNDRIES Inc.	+413	3,115	$138,555
RACE	Ferrari N.V.	+373	2,757	$933,106
MU	Micron Technology Inc	+267	29,687	$10,029,456
WPM	Wheaton Precious Metals Corp.	+218	9,489	$1,243,153
ROL	Rollins Inc	+180	7,571	$404,367
SOLS	Solstice Advanced Materials Inc.	+56	4,234	$322,461
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−30,485	62,438	$21,100,922
T	At&T Inc.	−7,486	174,486	$5,058,349
MSFT	Microsoft Corp	−7,267	188,046	$69,608,987
AAPL	Apple Inc.	−6,762	377,165	$95,720,705
PFE	Pfizer Inc	−5,989	143,611	$4,032,596
INTC	Intel Corp	−5,912	110,296	$4,867,362
XOM	Exxon Mobil Corp	−5,604	105,624	$17,920,167
GOOGL	Alphabet Inc.	−5,443	147,637	$42,454,495
CSCO	Cisco Systems, Inc.	−5,324	99,489	$7,719,351
MRK	Merck & Co., Inc.	−3,357	62,990	$7,577,067
SLB	Slb Limited/Nv	−3,311	36,176	$1,859,084
CVX	Chevron Corp	−2,804	46,516	$9,624,160
JNJ	Johnson & Johnson	−2,735	60,639	$14,822,597
COP	Conocophillips	−2,335	30,594	$4,038,408
BKR	Baker Hughes Co	−2,227	23,887	$1,458,301
HPQ	Hp Inc	−2,110	22,723	$436,508
AMD	Advanced Micro Devices Inc	−2,000	40,404	$8,219,385
PG	PROCTER & GAMBLE Co	−1,940	59,914	$8,653,978
LRCX	Lam Research Corp	−1,842	31,214	$6,669,183
ABT	Abbott Laboratories	−1,828	43,769	$4,493,763
CRM	Salesforce, Inc.	−1,691	22,895	$4,273,809
KVUE	Kenvue Inc.	−1,680	48,364	$833,795
JCI	Johnson Controls International plc	−1,671	15,711	$2,057,355
UBER	Uber Technologies, Inc	−1,667	51,367	$3,694,828
QCOM	Qualcomm Inc/De	−1,656	26,791	$3,450,144
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 positions

Ticker	Company	Shares	Value
AVGO	Broadcom Inc.	116,280	$35,989,822
KO	Coca Cola Co	98,842	$7,516,934
IBM	International Business Machines Corp	23,631	$5,727,918
APP	AppLovin Corp	6,171	$2,456,058
SNDK	Sandisk Corp	3,721	$2,364,100
SNPS	Synopsys Inc	4,838	$1,918,170
SRE	Sempra	16,480	$1,601,361
CIEN	Ciena Corp	3,485	$1,352,981
FIX	Comfort Systems USA Inc	882	$1,216,269
COHR	Coherent Corp.	4,231	$1,007,866
RBLX	Roblox Corp	15,908	$899,756
DGX	Quest Diagnostics Inc	2,836	$555,799
NTAP	NetApp, Inc.	4,909	$502,632
CDW	CDW Corp	3,259	$394,404
TEAM	Atlassian Corp	4,171	$284,670
VGNT	Versigent PLC	1,850	$58,922
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
MPC	Marathon Petroleum Corp	8,006	$1,302,015
MCHP	Microchip Technology Inc	13,894	$885,325
STE	STERIS plc	2,583	$654,842
ALLE	Allegion plc	2,262	$360,155
CF	CF Industries Holdings, Inc.	4,245	$328,308
ZBRA	Zebra Technologies Corp	1,334	$323,921
LYB	LyondellBasell Industries N.V.	6,743	$291,971
ALGN	Align Technology Inc	1,801	$281,226
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

217 positions · $722,414,949 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 217 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	377,165	-6,762	$95,720,705	−8.3%	13.25%
MSFT	Microsoft Corp Technology	Reduced	188,046	-7,267	$69,608,987	−26.3%	9.64%
GOOGL	Alphabet Inc. Communication Services	Reduced	147,637	-5,443	$42,454,495	−11.4%	5.88%
AVGO	Broadcom Inc. Technology	NEW	116,280	NEW	$35,989,822	NEW	4.98%
META	Meta Platforms, Inc. Communication Services	Reduced	55,873	-1,623	$31,966,619	−15.8%	4.42%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	73,060	-1,253	$27,160,055	−18.7%	3.76%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	62,438	-30,485	$21,100,922	−25.3%	2.92%
LLY	ELI LILLY & Co Healthcare	Added	20,185	+900	$18,565,557	−10.4%	2.57%
XOM	Exxon Mobil Corp Energy	Reduced	105,624	-5,604	$17,920,167	+33.9%	2.48%
JNJ	Johnson & Johnson Healthcare	Reduced	60,639	-2,735	$14,822,597	+13.0%	2.05%
MU	Micron Technology Inc Technology	Added	29,687	+267	$10,029,456	+19.4%	1.39%
CVX	Chevron Corp Energy	Reduced	46,516	-2,804	$9,624,160	+28.0%	1.33%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	59,914	-1,940	$8,653,978	−2.4%	1.20%
AMD	Advanced Micro Devices Inc Technology	Reduced	40,404	-2,000	$8,219,385	−9.5%	1.14%
CSCO	Cisco Systems, Inc. Technology	Reduced	99,489	-5,324	$7,719,351	−4.4%	1.07%
MRK	Merck & Co., Inc. Healthcare	Reduced	62,990	-3,357	$7,577,067	+8.5%	1.05%
KO	Coca Cola Co Consumer Defensive	NEW	98,842	NEW	$7,516,934	NEW	1.04%
AMAT	Applied Materials Inc /De Technology	Reduced	19,682	-1,436	$6,727,110	+24.0%	0.93%
LRCX	Lam Research Corp Technology	Reduced	31,214	-1,842	$6,669,183	+17.9%	0.92%
GEV	GE Vernova Inc. Industrials	Reduced	6,836	-361	$5,967,144	+26.9%	0.83%
LIN	Linde PLC Basic Materials	Reduced	11,907	-456	$5,903,014	+12.0%	0.82%
IBM	International Business Machines Corp Technology	NEW	23,631	NEW	$5,727,918	NEW	0.79%
T	At&T Inc. Communication Services	Reduced	174,486	-7,486	$5,058,349	+11.9%	0.70%
INTC	Intel Corp Technology	Reduced	110,296	-5,912	$4,867,362	+13.5%	0.67%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	9,522	-420	$4,680,348	−18.8%	0.65%
TXN	Texas Instruments Inc Technology	Reduced	23,432	-499	$4,549,088	+9.6%	0.63%
ABT	Abbott Laboratories Healthcare	Reduced	43,769	-1,828	$4,493,763	−21.3%	0.62%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	28,127	-1,324	$4,491,881	−0.7%	0.62%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	31,533	-1,263	$4,394,754	+9.2%	0.61%
CRM	Salesforce, Inc. Technology	Reduced	22,895	-1,691	$4,273,809	−34.4%	0.59%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	8,820	-474	$4,065,931	−22.8%	0.56%
COP	Conocophillips Energy	Reduced	30,594	-2,335	$4,038,408	+31.0%	0.56%
PFE	Pfizer Inc Healthcare	Reduced	143,611	-5,989	$4,032,596	+8.3%	0.56%
ADI	Analog Devices Inc Technology	Reduced	12,364	-700	$3,933,482	+11.0%	0.54%
UBER	Uber Technologies, Inc Technology	Reduced	51,367	-1,667	$3,694,828	−14.7%	0.51%
QCOM	Qualcomm Inc/De Technology	Reduced	26,791	-1,656	$3,450,144	−29.1%	0.48%
WELL	Welltower Inc. Real Estate	Reduced	17,343	-768	$3,428,884	+2.0%	0.47%
NEM	NEWMONT Corp /DE/ Basic Materials	Added	30,367	+1,642	$3,287,227	+14.6%	0.46%
PANW	Palo Alto Networks Inc Technology	Added	20,127	+2,440	$3,226,760	−1.0%	0.45%
DHR	Danaher Corp /De/ Healthcare	Reduced	16,125	-450	$3,057,300	−19.4%	0.42%
SYK	Stryker Corp Healthcare	Reduced	8,731	-330	$2,868,919	−9.9%	0.40%
SU	Suncor Energy Inc Energy	Added	43,388	+1,646	$2,868,380	+54.9%	0.40%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Reduced	6,415	-356	$2,864,554	−6.7%	0.40%
MDT	Medtronic plc Healthcare	Reduced	32,258	-1,512	$2,795,155	−13.8%	0.39%
NOW	ServiceNow, Inc. Technology	Reduced	26,431	-785	$2,763,361	−33.7%	0.38%
MCK	Mckesson Corp Healthcare	Reduced	3,121	-184	$2,700,788	−0.4%	0.37%
GLW	Corning Inc /Ny Technology	Reduced	19,441	-1,116	$2,643,392	+46.9%	0.37%
ADBE	Adobe Inc. Technology	Reduced	10,314	-688	$2,507,127	−34.9%	0.35%
APP	AppLovin Corp Communication Services	NEW	6,171	NEW	$2,456,058	NEW	0.34%
VRT	Vertiv Holdings Co Industrials	Reduced	9,582	-435	$2,401,057	+48.0%	0.33%