BPTRXETF / FundBaron Partners Fund
Verdicts genuinely change. Free email alert the moment BPTRX's does — no target price to set, unlike "Alert" above.
Whether this fund clears the published standards, and the filings behind that answer. The screen runs first and nothing on the trading side can override it.
Structure, momentum, positioning and levels. Separate from the Sharia verdict above, which this side never overrides.
Baron Partners Fund · BARON SELECT FUNDS
31 holdings
This fund holds short positions, so exposure is counted gross — long and short both count as exposure rather than netting off, and the weights below therefore sum to 107% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT At least 23.53% of portfolio weight is in non-compliant holdings — already over the 5% threshold, so the verdict is settled whatever the unmatched 40% turns out to be. Matching more holdings can only raise this share, never lower it.
31 holdings, 27 matched (63% of weight). Portfolio as of 2026-06-30, filed 2026-08-28. Source: SEC Form N-PORT.
2.11% of this portfolio’s income is non-permissible — weighted across holdings, computed over 61% of portfolio weight (26 of 31 holdings). The common approach purifies that proportion of income received — dividends — not of the position’s value. We report the ratio; what to do with it is a question for your own scholar.
Portfolio shares are withheld: coverage is below the floor needed to state one. The holdings themselves are below, because the names are evidence you can check.
All holdings (31)
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| Space Exploration Technologies Corp | UNSCREENED | 34.96% | no in-house ratios for this holding |
| TSLA Tesla Inc | COMPLIANT | 15.04% | AAOIFI1.1% Usmani10.8% Dow Jones Islamic1.3% S&P Shariah1.5% MSCI Islamic10.6% MSCI Islamic M-Series1.5% FTSE Shariah6.1% |
| H Hyatt Hotels Corp | NON_COMPLIANT | 4.30% | AAOIFI30.0% Usmani32.3% Dow Jones Islamic31.2% S&P Shariah32.4% MSCI Islamic32.3% MSCI Islamic M-Series32.4% FTSE Shariah30.6% |
| SCHW Charles Schwab Corp/The | NON_COMPLIANT | 4.26% | AAOIFI14.6% Usmani5.3% Dow Jones Islamic18.7% S&P Shariah22.0% MSCI Islamic5.3% MSCI Islamic M-Series22.0% FTSE Shariah5.3% |
| MSCI MSCI Inc | COMPLIANT | 4.18% | AAOIFI15.7% Usmani116.8% Dow Jones Islamic15.3% S&P Shariah15.6% MSCI Islamic116.8% MSCI Islamic M-Series15.6% FTSE Shariah113.9% |
| SHOP Shopify Inc | COMPLIANT | 3.96% | AAOIFI0.1% Usmani1.2% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic1.2% MSCI Islamic M-Series0.1% FTSE Shariah0.0% |
| ACGL Arch Capital Group Ltd | NON_COMPLIANT | 3.49% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| SPOT Spotify Technology SA | NON_COMPLIANT | 3.26% | AAOIFI1.6% Usmani9.7% Dow Jones Islamic1.5% S&P Shariah1.9% MSCI Islamic9.7% MSCI Islamic M-Series1.9% FTSE Shariah9.7% |
| FDS FactSet Research Systems Inc | COMPLIANT | 2.74% | AAOIFI14.6% Usmani37.5% Dow Jones Islamic12.1% S&P Shariah11.2% MSCI Islamic37.5% MSCI Islamic M-Series11.2% FTSE Shariah33.2% |
| IT Gartner Inc | NON_COMPLIANT | 2.64% | AAOIFI28.3% Usmani46.3% Dow Jones Islamic13.9% S&P Shariah12.2% MSCI Islamic46.3% MSCI Islamic M-Series12.2% FTSE Shariah41.4% |
| IDXX IDEXX Laboratories Inc | COMPLIANT | 2.47% | AAOIFI1.4% Usmani16.8% Dow Jones Islamic1.3% S&P Shariah1.3% MSCI Islamic16.8% MSCI Islamic M-Series1.3% FTSE Shariah13.1% |
| CSGP CoStar Group Inc | QUESTIONABLE | 2.46% | AAOIFI9.1% Usmani11.4% Dow Jones Islamic4.2% S&P Shariah3.9% MSCI Islamic11.3% MSCI Islamic M-Series3.9% FTSE Shariah9.8% |
| Choice Hotels International Inc | UNSCREENED | 2.44% | no in-house ratios for this holding |
| VRSK Verisk Analytics Inc | QUESTIONABLE | 2.43% | AAOIFI18.2% Usmani101.0% Dow Jones Islamic13.7% S&P Shariah13.5% MSCI Islamic100.6% MSCI Islamic M-Series13.5% FTSE Shariah97.3% |
| Vail Resorts Inc | UNSCREENED | 2.42% | no in-house ratios for this holding |
| GWRE Guidewire Software Inc | QUESTIONABLE | 2.39% | AAOIFI3.2% Usmani16.9% Dow Jones Islamic2.8% S&P Shariah3.2% MSCI Islamic16.9% MSCI Islamic M-Series3.2% FTSE Shariah15.5% |
| RRR Red Rock Resorts Inc | NON_COMPLIANT | 2.03% | AAOIFI59.8% Usmani83.3% Dow Jones Islamic64.6% S&P Shariah67.1% MSCI Islamic82.2% MSCI Islamic M-Series67.1% FTSE Shariah82.0% |
| BIRK Birkenstock Holding Plc | COMPLIANT | 1.92% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| KNSL Kinsale Capital Group Inc | NON_COMPLIANT | 1.83% | AAOIFI2.6% Usmani3.5% Dow Jones Islamic2.3% S&P Shariah2.3% MSCI Islamic3.5% MSCI Islamic M-Series2.3% FTSE Shariah3.5% |
| ONON On Holding AG | COMPLIANT | 1.74% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| MORN Morningstar Inc | COMPLIANT | 1.64% | AAOIFI25.6% Usmani48.7% Dow Jones Islamic18.5% S&P Shariah17.7% MSCI Islamic48.7% MSCI Islamic M-Series17.7% FTSE Shariah43.9% |
| AMZN Amazon.com Inc | QUESTIONABLE | 0.84% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| MRNA Moderna Inc | NON_COMPLIANT | 0.77% | AAOIFI2.2% Usmani11.7% Dow Jones Islamic7.4% S&P Shariah5.1% MSCI Islamic11.4% MSCI Islamic M-Series5.1% FTSE Shariah5.4% |
| GOOG Alphabet Inc | QUESTIONABLE | 0.54% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| FIG Figma Inc | NON_COMPLIANT | 0.51% | AAOIFI0.5% Usmani2.9% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic2.9% MSCI Islamic M-Seriesfail FTSE Shariah0.0% |
| GLPI Gaming and Leisure Properties Inc | NON_COMPLIANT | 0.44% | AAOIFI66.7% Usmani57.1% Dow Jones Islamic65.1% S&P Shariah68.3% MSCI Islamic57.1% MSCI Islamic M-Series68.3% FTSE Shariah57.1% |
| HEI HEICO Corp | COMPLIANT | 0.35% | AAOIFI5.8% Usmani25.6% Dow Jones Islamic31.9% S&P Shariah36.0% MSCI Islamic25.6% MSCI Islamic M-Series36.0% FTSE Shariah25.6% |
| LLY Eli Lilly & Co | COMPLIANT | 0.34% | AAOIFI5.2% Usmani38.6% Dow Jones Islamic6.4% S&P Shariah6.9% MSCI Islamic38.6% MSCI Islamic M-Series6.9% FTSE Shariah38.6% |
| State Street Global Advisors | UNSCREENED | 0.22% | no in-house ratios for this holding |
| HEI HEICO Corp | COMPLIANT | 0.17% | AAOIFI5.8% Usmani25.6% Dow Jones Islamic31.9% S&P Shariah36.0% MSCI Islamic25.6% MSCI Islamic M-Series36.0% FTSE Shariah25.6% |
| GOOG Alphabet Inc | QUESTIONABLE | 0.11% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
The published standards disagree about this fund by 24 points of portfolio weight — 49.9% of it passes AAOIFI, 25.6% passes MSCI Islamic. Which number is yours depends on which standard you follow.
These bars are the financial-ratio result under each standard — debt, receivables and interest income. They do not screen what the business does, so a holding can pass every ratio here and still be questionable or non-compliant on activity. The blended verdict above accounts for both.
ratios pass on 49.9% ratios fail on 13.3% 43.7% not rated under AAOIFI
ratios pass on 28.7% ratios fail on 28.6% 49.6% not rated under Usmani
ratios pass on 49.9% ratios fail on 13.3% 43.7% not rated under Dow Jones Islamic
ratios pass on 49.3% ratios fail on 13.3% 44.2% not rated under S&P Shariah
ratios pass on 25.6% ratios fail on 31.0% 50.2% not rated under MSCI Islamic
ratios pass on 49.3% ratios fail on 13.3% 44.2% not rated under MSCI Islamic M-Series
ratios pass on 31.4% ratios fail on 25.9% 49.6% not rated under FTSE Shariah
25 of 31 listed holdings carry our own per-methodology verdicts (67% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 24 (65% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| H Hyatt Hotels Corp | 4.30% |
| SCHW Charles Schwab Corp/The | 4.26% |
| ACGL Arch Capital Group Ltd | 3.49% |
| SPOT Spotify Technology SA | 3.26% |
| IT Gartner Inc | 2.64% |
| RRR Red Rock Resorts Inc | 2.03% |
| KNSL Kinsale Capital Group Inc | 1.83% |
| MRNA Moderna Inc | 0.77% |
| FIG Figma Inc | 0.51% |
| GLPI Gaming and Leisure Properties Inc | 0.44% |
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Baron Partners Fund (BPTRX) is currently considered not halal (non-compliant), per our own look-through to its filed holdings. See its filed holdings and the weight breakdown below for the reasoning.
Screened on its holdings, not its name
HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A holding it cannot cover far enough is reported as unrated rather than counted as a pass.
| Holding | Weight | Verdict |
|---|---|---|
| Space Exploration Technologies Corpnot matched to a ticker | 34.96% | Not screened |
| TSLATesla Inc | 15.04% | Compliant |
| HHyatt Hotels Corp | 4.30% | Non-compliant |
| SCHWCharles Schwab Corp/The | 4.26% | Non-compliant |
| MSCIMSCI Inc | 4.18% | Compliant |
| SHOPShopify Inc | 3.96% | Compliant |
| ACGLArch Capital Group Ltd | 3.49% | Non-compliant |
| SPOTSpotify Technology SA | 3.26% | Non-compliant |
| FDSFactSet Research Systems Inc | 2.74% | Compliant |
| ITGartner Inc | 2.64% | Non-compliant |
Top 10 of 31 holdings, 78.8% of the fund by weight. Every holding is screened, not only these.
What holds the number back
The positions keeping this fund short of 100% compliant by weight.
- Space Exploration Technologies Corpnot screened34.96%
- Hnon-compliant4.30%
- SCHWnon-compliant4.26%
- ACGLnon-compliant3.49%
- SPOTnon-compliant3.26%
- ITnon-compliant2.64%
What changed, and when
Verdict history for BPTRX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
- 2026-09-07 No change recorded No verdict change for BPTRX has been recorded since tracking began. The scan ledger records that the compliance detectors ran, not which symbols each pass covered.
ℹ️ no compliance scan has run for 2 days - this is not a reading of today
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
This fund prices once a day, so its bars carry no intraday high or low — floor-trader pivots are not defined for it.
Price Forecast
The range is measured volatility (ATR over the horizon), not a target — a wider band means a more volatile asset, not a stronger view. The direction is the indicator tally below. Every forecast is recorded when made and scored against the real price when it comes due, including the wrong ones. Not a recommendation, and not a fatwa.
Technical Summary
Standard indicator thresholds (RSI 30/70, Stochastic 20/80, CCI ±100, Williams %R −80/−20, MACD histogram sign, price vs. average) computed on daily bars. A summary of what common indicators say — not a recommendation, and not this site's own trading verdict.
Every indicator, and what it reads
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 55.80 | NEUTRAL |
| Stochastic %K (14) | 50.91 | NEUTRAL |
| CCI (20) | 42.50 | NEUTRAL |
| Williams %R (14) | -49.09 | NEUTRAL |
| MACD (12,26,9) | 0.03 | BUY |
| ROC (10) | 0.79 | BUY |
| Momentum (10) | 2.21 | BUY |
| EMA (10) | 282.94 | BUY |
| SMA (10) | 282.17 | BUY |
| EMA (20) | 280.17 | BUY |
| SMA (20) | 280.42 | BUY |
| EMA (30) | 277.77 | BUY |
| SMA (30) | 276.08 | BUY |
| EMA (50) | 274.04 | BUY |
| SMA (50) | 273.81 | BUY |
| EMA (100) | 267.17 | BUY |
| SMA (100) | 268.02 | BUY |
| EMA (200) | 256.50 | BUY |
| SMA (200) | 256.40 | BUY |
SMC — Top Down
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
Before you act on this
The questions worth asking about any verdict on this page, answered plainly.
Is a fund screened on its name?
No. HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A fund marketed as Islamic still gets the same look-through as any other.
What does unrated weight mean?
It is the share of the fund whose holdings HTR cannot cover far enough to rate. It is reported as unrated rather than counted as compliant, because a holding nobody screened should not look like one that passed.
Does the issuer's board make it compliant?
It matters, and it is noted, but it does not replace the look-through. The board's judgement and the holdings screen are shown separately so you can see when they agree and when they do not.
How often is this re-screened?
When the fund files new holdings, and on a rolling basis besides. The date on the verdict above is the last time this fund was actually recomputed.
Open research, not a fatwa. HTR applies published screening standards to filings and publishes what they say, including when they disagree. Nothing here is financial advice or a recommendation to buy or sell. Verdicts can change when new filings land.
Compare with
Same screen, different answers. Comparison is where the standards disagreeing becomes useful rather than confusing.
Peer screening computing — it will appear here on its own.
AI Summary
Plain-language summary of the evidence already on this page — the Sharia screen, structure, momentum, and order flow above. It explains the read; it doesn't make the call. Generated on demand (a live AI call), never run automatically.