Verdicts genuinely change. Free email alert the moment CPCLX'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.
Calamos Phineus Long/Short Fund · CALAMOS INVESTMENT TRUST/IL
154 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 150% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
UNVERIFIED 33% of this fund's gross exposure is short across 106 positions. Our look-through asks what a fund owns and whether owning it is permissible; a short position is not ownership but an obligation to deliver something the fund does not hold, so a verdict computed as though this were a long-only portfolio would not describe it. The holdings are listed below, with the short positions marked.
154 holdings, 99 matched (65% of weight). Portfolio as of 2026-07-31, filed 2026-09-29. Source: SEC Form N-PORT.
1.28% of this portfolio’s income is non-permissible — weighted across holdings, computed over 58% of portfolio weight (93 of 154 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.
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| State Street SPDR S&P 500 ETF Trust | UNSCREENED | 25.40% | no in-house ratios for this holding |
| AMZN Amazon.com Inc | QUESTIONABLE | 6.48% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| Invesco QQQ Trust Series 1 | UNSCREENED | 6.41% | no in-house ratios for this holding |
| United States Oil Fund LP | UNSCREENED | 5.23% | no in-house ratios for this holding |
| MSFT Microsoft Corp | QUESTIONABLE | 5.06% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| NVDA NVIDIA Corp | COMPLIANT | 4.85% | AAOIFI1.1% Usmani12.1% Dow Jones Islamic0.9% S&P Shariah1.1% MSCI Islamic12.1% MSCI Islamic M-Series1.1% FTSE Shariah10.4% |
| State Street Global Advisors | UNSCREENED | 4.66% | no in-house ratios for this holding |
| UAL United Airlines Holdings Inc | NON_COMPLIANT | 4.05% | AAOIFI93.1% Usmani39.8% Dow Jones Islamic109.0% S&P Shariah132.3% MSCI Islamic39.8% MSCI Islamic M-Series132.3% FTSE Shariah31.3% |
| AVGO Broadcom Inc | COMPLIANT | 3.94% | AAOIFI3.8% Usmani32.5% Dow Jones Islamic4.4% S&P Shariah5.5% MSCI Islamic32.5% MSCI Islamic M-Series5.5% FTSE Shariah32.5% |
| INTU Intuit Inc | COMPLIANT | 3.83% | AAOIFI9.9% Usmani22.9% Dow Jones Islamic5.4% S&P Shariah5.3% MSCI Islamic22.9% MSCI Islamic M-Series5.3% FTSE Shariah20.8% |
| BA Boeing Co/The | NON_COMPLIANT | 3.82% | AAOIFI30.1% Usmani30.2% Dow Jones Islamic33.6% S&P Shariah36.0% MSCI Islamic30.2% MSCI Islamic M-Series36.0% FTSE Shariah30.2% |
| FCX Freeport-McMoRan Inc | COMPLIANT | 3.77% | AAOIFI9.4% Usmani17.3% Dow Jones Islamic14.8% S&P Shariah15.6% MSCI Islamic17.3% MSCI Islamic M-Series15.6% FTSE Shariah15.7% |
| MS Morgan Stanley | NON_COMPLIANT | 3.68% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| LHX L3Harris Technologies Inc | NON_COMPLIANT | 3.44% | AAOIFI20.0% Usmani22.2% Dow Jones Islamic19.0% S&P Shariah20.8% MSCI Islamic22.2% MSCI Islamic M-Series20.8% FTSE Shariah22.2% |
| META Meta Platforms Inc | QUESTIONABLE | 3.41% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| DASH DoorDash Inc | COMPLIANT | 3.26% | AAOIFI3.6% Usmani16.9% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic16.9% MSCI Islamic M-Series4.5% FTSE Shariah13.9% |
| MMM 3M Co | COMPLIANT | 3.18% | AAOIFI15.2% Usmani37.7% Dow Jones Islamic16.6% S&P Shariah18.5% MSCI Islamic37.7% MSCI Islamic M-Series18.5% FTSE Shariah35.9% |
| SHW Sherwin-Williams Co/The | COMPLIANT | 2.98% | AAOIFI18.0% Usmani52.7% Dow Jones Islamic16.6% S&P Shariah17.3% MSCI Islamic52.7% MSCI Islamic M-Series17.3% FTSE Shariah44.8% |
| WFC Wells Fargo & Co | NON_COMPLIANT | 2.97% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| CACI International Inc | UNSCREENED | 2.92% | no in-house ratios for this holding |
| UNP Union Pacific Corp | COMPLIANT | 2.75% | AAOIFI18.2% Usmani43.8% Dow Jones Islamic22.0% S&P Shariah22.4% MSCI Islamic43.8% MSCI Islamic M-Series22.4% FTSE Shariah42.6% |
| DDOG Datadog Inc | NON_COMPLIANT | 2.73% | AAOIFI1.7% Usmani16.9% Dow Jones Islamic2.4% S&P Shariah2.6% MSCI Islamic16.9% MSCI Islamic M-Series2.6% FTSE Shariah13.1% |
| J Jacobs Solutions Inc | COMPLIANT | 2.72% | AAOIFI23.7% Usmani34.5% Dow Jones Islamic24.8% S&P Shariah24.5% MSCI Islamic34.5% MSCI Islamic M-Series24.5% FTSE Shariah30.5% |
| DR Horton Inc | UNSCREENED | 2.51% | no in-house ratios for this holding |
| JCI Johnson Controls International plc | COMPLIANT | 2.38% | AAOIFI10.8% Usmani24.8% Dow Jones Islamic13.9% S&P Shariah16.1% MSCI Islamic24.8% MSCI Islamic M-Series16.1% FTSE Shariah24.8% |
| CP Canadian Pacific Kansas City Ltd | COMPLIANT | 2.30% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| RRX Regal Rexnord Corp | NON_COMPLIANT | 2.20% | AAOIFI43.7% Usmani34.7% Dow Jones Islamic44.5% S&P Shariah46.1% MSCI Islamic34.7% MSCI Islamic M-Series46.1% FTSE Shariah33.5% |
| EMR Emerson Electric Co | COMPLIANT | 2.09% | AAOIFI16.2% Usmani32.7% Dow Jones Islamic19.0% S&P Shariah20.6% MSCI Islamic32.7% MSCI Islamic M-Series20.6% FTSE Shariah31.1% |
| SPOT Spotify Technology SA | NON_COMPLIANT | 1.93% | AAOIFI1.6% Usmani9.7% Dow Jones Islamic1.5% S&P Shariah1.9% MSCI Islamic9.7% MSCI Islamic M-Series1.9% FTSE Shariah9.7% |
| C Citigroup Inc | NON_COMPLIANT | 1.77% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| SNPS Synopsys Inc | COMPLIANT | 1.72% | AAOIFI14.4% Usmani22.7% Dow Jones Islamic13.2% S&P Shariah13.2% MSCI Islamic22.7% MSCI Islamic M-Series13.2% FTSE Shariah21.0% |
| LUV Southwest Airlines Co | COMPLIANT | 1.68% | AAOIFI36.4% Usmani22.9% Dow Jones Islamic36.4% S&P Shariah38.5% MSCI Islamic22.9% MSCI Islamic M-Series38.5% FTSE Shariah19.7% |
| LITE Lumentum Holdings Inc | COMPLIANT | 1.54% | AAOIFI1.9% Usmani22.9% Dow Jones Islamic6.7% S&P Shariah9.4% MSCI Islamic22.9% MSCI Islamic M-Series9.4% FTSE Shariah22.4% |
| ORCL Oracle Corp | NON_COMPLIANT | 1.43% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| HALO Halozyme Therapeutics Inc | COMPLIANT | 1.23% | AAOIFI17.2% Usmani83.3% Dow Jones Islamic27.4% S&P Shariah30.4% MSCI Islamic83.3% MSCI Islamic M-Series30.4% FTSE Shariah83.3% |
| MDB MongoDB Inc | COMPLIANT | 1.09% | AAOIFI0.1% Usmani1.5% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.8% MSCI Islamic M-Series0.1% FTSE Shariah0.0% |
| AMD Advanced Micro Devices Inc | COMPLIANT | 0.86% | AAOIFI0.5% Usmani5.1% Dow Jones Islamic1.2% S&P Shariah1.3% MSCI Islamic5.1% MSCI Islamic M-Series1.3% FTSE Shariah3.8% |
| Options Clearing Corp. | UNSCREENED | 0.73% | no in-house ratios for this holding |
| Options Clearing Corp. | UNSCREENED | 0.67% | no in-house ratios for this holding |
| Options Clearing Corp. | UNSCREENED | 0.26% | no in-house ratios for this holding |
| Options Clearing Corp. | UNSCREENED | 0.21% | no in-house ratios for this holding |
| Options Clearing Corp. | UNSCREENED | 0.20% | no in-house ratios for this holding |
| Options Clearing Corp. | UNSCREENED | 0.18% | no in-house ratios for this holding |
| Options Clearing Corp. | UNSCREENED | 0.17% | no in-house ratios for this holding |
| Avantor Inc | UNSCREENED | 0.17% | no in-house ratios for this holding |
| Options Clearing Corp. | UNSCREENED | 0.16% | no in-house ratios for this holding |
| Options Clearing Corp. | UNSCREENED | 0.16% | no in-house ratios for this holding |
| BMNR BitMine Immersion Technologies Inc | COMPLIANT | 0.16% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic— S&P Shariah— MSCI Islamic0.0% MSCI Islamic M-Series— FTSE Shariah0.0% |
| GWRE Guidewire Software Inc | QUESTIONABLE | 0.15% | AAOIFI3.2% Usmani16.9% Dow Jones Islamic2.8% S&P Shariah3.2% MSCI Islamic16.9% MSCI Islamic M-Series3.2% FTSE Shariah15.5% |
| CHWY Chewy Inc | COMPLIANT | 0.15% | AAOIFI13.8% Usmani31.0% Dow Jones Islamic8.9% S&P Shariah10.1% MSCI Islamic31.0% MSCI Islamic M-Series10.1% FTSE Shariah15.8% |
| BBIO Bridgebio Pharma Inc | COMPLIANT | 0.15% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| BRO Brown & Brown Inc | NON_COMPLIANT | 0.15% | AAOIFI33.8% Usmani27.0% Dow Jones Islamic29.0% S&P Shariah30.8% MSCI Islamic27.0% MSCI Islamic M-Series30.8% FTSE Shariah26.0% |
| TTAN ServiceTitan Inc | COMPLIANT | 0.14% | AAOIFI2.7% Usmani8.5% Dow Jones Islamic1.7% S&P Shariahpass MSCI Islamic8.5% MSCI Islamic M-Seriespass FTSE Shariah5.8% |
| Options Clearing Corp. | UNSCREENED | 0.14% | no in-house ratios for this holding |
| RYAN Ryan Specialty Holdings Inc | NON_COMPLIANT | 0.14% | AAOIFI36.4% Usmani31.8% Dow Jones Islamic63.0% S&P Shariah65.1% MSCI Islamic31.8% MSCI Islamic M-Series65.1% FTSE Shariah30.4% |
| KNSL Kinsale Capital Group Inc | NON_COMPLIANT | 0.14% | AAOIFI2.6% Usmani3.5% Dow Jones Islamic2.3% S&P Shariah2.3% MSCI Islamic3.5% MSCI Islamic M-Series2.3% FTSE Shariah3.5% |
| ARES Ares Management Corp | NON_COMPLIANT | 0.14% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| AMCR Amcor PLC | NON_COMPLIANT | 0.14% | AAOIFI71.8% Usmani41.9% Dow Jones Islamic93.4% S&P Shariah101.7% MSCI Islamic41.8% MSCI Islamic M-Series101.7% FTSE Shariah38.9% |
| GFL GFL Environmental Inc | NON_COMPLIANT | 0.13% | AAOIFI29.3% Usmani38.5% Dow Jones Islamic34.1% S&P Shariah36.6% MSCI Islamic38.5% MSCI Islamic M-Series36.6% FTSE Shariah38.5% |
| MSTR Strategy Inc | COMPLIANT | 0.13% | AAOIFI12.5% Usmani12.9% Dow Jones Islamic7.5% S&P Shariah9.4% MSCI Islamic12.9% MSCI Islamic M-Series9.4% FTSE Shariah12.8% |
| QBTS D-Wave Quantum Inc | NON_COMPLIANT | 0.13% | AAOIFI0.8% Usmani4.1% Dow Jones Islamic0.9% S&P Shariah1.4% MSCI Islamic4.1% MSCI Islamic M-Series1.4% FTSE Shariah3.0% |
| ERIE Erie Indemnity Co | NON_COMPLIANT | 0.13% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| IONQ IonQ Inc | NON_COMPLIANT | 0.13% | AAOIFI0.3% Usmani0.8% Dow Jones Islamic0.4% S&P Shariah0.6% MSCI Islamic0.8% MSCI Islamic M-Series0.6% FTSE Shariah0.0% |
| Sprouts Farmers Market Inc | UNSCREENED | 0.13% | no in-house ratios for this holding |
| CELH Celsius Holdings Inc | NON_COMPLIANT | 0.13% | AAOIFI9.0% Usmani13.1% Dow Jones Islamic7.0% S&P Shariah6.0% MSCI Islamic13.1% MSCI Islamic M-Series6.0% FTSE Shariah13.1% |
| XP XP Inc | NON_COMPLIANT | 0.13% | AAOIFI15.5% Usmani0.5% Dow Jones Islamic3.1% S&P Shariah2.9% MSCI Islamic0.5% MSCI Islamic M-Series2.9% FTSE Shariah0.5% |
| BSX Boston Scientific Corp | COMPLIANT | 0.13% | AAOIFI19.4% Usmani27.9% Dow Jones Islamic10.0% S&P Shariah10.9% MSCI Islamic27.9% MSCI Islamic M-Series10.9% FTSE Shariah27.9% |
| AeroVironment Inc | UNSCREENED | 0.13% | no in-house ratios for this holding |
| RCL Royal Caribbean Cruises Ltd | NON_COMPLIANT | 0.13% | AAOIFI33.1% Usmani52.7% Dow Jones Islamic32.9% S&P Shariah40.4% MSCI Islamic52.7% MSCI Islamic M-Series40.4% FTSE Shariah51.2% |
| GIL.TO Gildan Activewear Inc | NON_COMPLIANT | 0.13% | AAOIFI43.5% Usmani41.2% Dow Jones Islamic35.1% S&P Shariah39.9% MSCI Islamic41.2% MSCI Islamic M-Series39.9% FTSE Shariah41.2% |
| KRMN Karman Holdings Inc | NON_COMPLIANT | 0.13% | AAOIFI0.5% Usmani8.6% Dow Jones Islamic0.3% S&P Shariahpass MSCI Islamic1.5% MSCI Islamic M-Seriespass FTSE Shariah0.4% |
| NU Holdings Ltd/Cayman Islands | UNSCREENED | 0.13% | no in-house ratios for this holding |
| OLLI Ollie's Bargain Outlet Holdings Inc | COMPLIANT | 0.13% | AAOIFI16.0% Usmani24.0% Dow Jones Islamic11.3% S&P Shariah12.2% MSCI Islamic24.0% MSCI Islamic M-Series12.2% FTSE Shariah0.1% |
| PODD Insulet Corp | COMPLIANT | 0.13% | AAOIFI9.6% Usmani30.0% Dow Jones Islamic5.3% S&P Shariah5.9% MSCI Islamic30.0% MSCI Islamic M-Series5.9% FTSE Shariah30.0% |
| FDS FactSet Research Systems Inc | COMPLIANT | 0.13% | AAOIFI14.6% Usmani37.5% Dow Jones Islamic12.1% S&P Shariah11.2% MSCI Islamic37.5% MSCI Islamic M-Series11.2% FTSE Shariah33.2% |
| NRG NRG Energy Inc | NON_COMPLIANT | 0.12% | AAOIFI85.9% Usmani53.8% Dow Jones Islamic81.4% S&P Shariah98.7% MSCI Islamic53.8% MSCI Islamic M-Series98.7% FTSE Shariah53.3% |
| Options Clearing Corp. | UNSCREENED | 0.12% | no in-house ratios for this holding |
| WAT Waters Corp | COMPLIANT | 0.12% | AAOIFI14.1% Usmani21.2% Dow Jones Islamic21.2% S&P Shariah23.3% MSCI Islamic21.2% MSCI Islamic M-Series23.3% FTSE Shariah19.7% |
| STLAM.MI Stellantis NV | NON_COMPLIANT | 0.12% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| Rigetti Computing Inc | UNSCREENED | 0.12% | no in-house ratios for this holding |
| Cava Group Inc | UNSCREENED | 0.12% | no in-house ratios for this holding |
| HLNE Hamilton Lane Inc | NON_COMPLIANT | 0.12% | AAOIFI5.8% Usmani10.8% Dow Jones Islamic3.9% S&P Shariah4.0% MSCI Islamic10.8% MSCI Islamic M-Series4.0% FTSE Shariah10.8% |
| BIO Bio-Rad Laboratories Inc | COMPLIANT | 0.12% | AAOIFI9.3% Usmani9.5% Dow Jones Islamic11.8% S&P Shariah11.6% MSCI Islamic9.5% MSCI Islamic M-Series11.6% FTSE Shariah7.8% |
| Options Clearing Corp. | UNSCREENED | 0.12% | no in-house ratios for this holding |
| GEHC GE HealthCare Technologies Inc | NON_COMPLIANT | 0.12% | AAOIFI34.9% Usmani28.5% Dow Jones Islamic30.2% S&P Shariah30.1% MSCI Islamic28.4% MSCI Islamic M-Series30.1% FTSE Shariah27.3% |
| LBRDA Liberty Broadband Corp | COMPLIANT | 0.12% | AAOIFI23.6% Usmani21.5% Dow Jones Islamic13.2% S&P Shariah12.7% MSCI Islamic21.5% MSCI Islamic M-Series12.7% FTSE Shariah21.5% |
| Carlyle Group Inc/The | UNSCREENED | 0.12% | no in-house ratios for this holding |
| TPG TPG Inc | NON_COMPLIANT | 0.12% | AAOIFI11.6% Usmani16.7% Dow Jones Islamic11.8% S&P Shariah13.1% MSCI Islamic16.7% MSCI Islamic M-Series13.1% FTSE Shariah16.7% |
| NTRA Natera Inc | COMPLIANT | 0.12% | AAOIFI0.5% Usmani9.0% Dow Jones Islamic0.9% S&P Shariah1.2% MSCI Islamic9.0% MSCI Islamic M-Series1.2% FTSE Shariah3.0% |
| ARE Alexandria Real Estate Equities Inc | NON_COMPLIANT | 0.12% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| COIN Coinbase Global Inc | NON_COMPLIANT | 0.12% | AAOIFI13.1% Usmani23.2% Dow Jones Islamic9.7% S&P Shariah10.8% MSCI Islamic23.2% MSCI Islamic M-Series10.8% FTSE Shariah22.5% |
| TSCO Tractor Supply Co | NON_COMPLIANT | 0.12% | AAOIFI35.6% Usmani53.8% Dow Jones Islamic25.1% S&P Shariah25.5% MSCI Islamic53.4% MSCI Islamic M-Series25.5% FTSE Shariah17.7% |
| Joby Aviation Inc | UNSCREENED | 0.12% | no in-house ratios for this holding |
| JHX James Hardie Industries PLC | COMPLIANT | 0.12% | AAOIFI21.1% Usmani33.5% Dow Jones Islamic37.1% S&P Shariah34.0% MSCI Islamic32.8% MSCI Islamic M-Series34.0% FTSE Shariah31.7% |
| CRCL Circle Internet Group Inc | NON_COMPLIANT | 0.12% | AAOIFI0.1% Usmani0.0% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic0.0% MSCI Islamic M-Seriesfail FTSE Shariah0.0% |
| RIVN Rivian Automotive Inc | NON_COMPLIANT | 0.12% | AAOIFI22.4% Usmani35.4% Dow Jones Islamic25.5% S&P Shariah24.9% MSCI Islamic34.7% MSCI Islamic M-Series24.9% FTSE Shariah29.4% |
| RKLB Rocket Lab Corp | COMPLIANT | 0.12% | AAOIFI0.3% Usmani2.9% Dow Jones Islamic0.4% S&P Shariah0.6% MSCI Islamic2.5% MSCI Islamic M-Series0.6% FTSE Shariah0.0% |
| RGEN Repligen Corp | COMPLIANT | 0.12% | AAOIFI7.3% Usmani23.4% Dow Jones Islamic8.8% S&P Shariah8.4% MSCI Islamic23.4% MSCI Islamic M-Series8.4% FTSE Shariah18.7% |
| MP MP Materials Corp | NON_COMPLIANT | 0.12% | AAOIFI13.4% Usmani25.6% Dow Jones Islamic11.8% S&P Shariah15.2% MSCI Islamic25.6% MSCI Islamic M-Series15.2% FTSE Shariah25.1% |
| SHOP Shopify Inc | COMPLIANT | 0.12% | AAOIFI0.1% Usmani1.2% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic1.2% MSCI Islamic M-Series0.1% FTSE Shariah0.0% |
| KTOS Kratos Defense & Security Solutions Inc | COMPLIANT | 0.12% | AAOIFI0.6% Usmani4.7% Dow Jones Islamic0.6% S&P Shariah0.8% MSCI Islamic1.3% MSCI Islamic M-Series0.8% FTSE Shariah0.0% |
| XEL Xcel Energy Inc | NON_COMPLIANT | 0.12% | AAOIFI82.6% Usmani47.8% Dow Jones Islamic94.9% S&P Shariah105.9% MSCI Islamic46.3% MSCI Islamic M-Series105.9% FTSE Shariah45.3% |
| CPNG Coupang Inc | COMPLIANT | 0.11% | AAOIFI20.5% Usmani32.4% Dow Jones Islamic13.3% S&P Shariah14.3% MSCI Islamic32.4% MSCI Islamic M-Series14.3% FTSE Shariah15.0% |
| QXO QXO Inc | NON_COMPLIANT | 0.11% | AAOIFI49.4% Usmani31.0% Dow Jones Islamic64.2% S&P Shariah94.5% MSCI Islamic30.2% MSCI Islamic M-Series94.5% FTSE Shariah26.6% |
| Oklo Inc | UNSCREENED | 0.11% | no in-house ratios for this holding |
| MOS Mosaic Co/The | NON_COMPLIANT | 0.11% | AAOIFI60.0% Usmani20.5% Dow Jones Islamic59.7% S&P Shariah57.0% MSCI Islamic20.5% MSCI Islamic M-Series57.0% FTSE Shariah19.6% |
| SMCI Super Micro Computer Inc | NON_COMPLIANT | 0.11% | AAOIFI17.4% Usmani15.3% Dow Jones Islamic20.6% S&P Shariah17.5% MSCI Islamic15.3% MSCI Islamic M-Series17.5% FTSE Shariah13.5% |
| FIGR Figure Technology Solutions Inc | NON_COMPLIANT | 0.11% | AAOIFI3.7% Usmani10.6% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic10.6% MSCI Islamic M-Seriesfail FTSE Shariah10.5% |
| CEG Constellation Energy Corp | COMPLIANT | 0.11% | AAOIFI18.4% Usmani19.8% Dow Jones Islamic20.8% S&P Shariah24.7% MSCI Islamic19.8% MSCI Islamic M-Series24.7% FTSE Shariah19.8% |
| SGI Somnigroup International Inc | NON_COMPLIANT | 0.11% | AAOIFI39.9% Usmani55.2% Dow Jones Islamic45.0% S&P Shariah52.4% MSCI Islamic55.2% MSCI Islamic M-Series52.4% FTSE Shariah38.0% |
| NKE NIKE Inc | COMPLIANT | 0.11% | AAOIFI19.4% Usmani28.7% Dow Jones Islamic21.0% S&P Shariah18.2% MSCI Islamic28.7% MSCI Islamic M-Series18.2% FTSE Shariah20.7% |
| CVNA Carvana Co | COMPLIANT | 0.11% | AAOIFI6.8% Usmani38.2% Dow Jones Islamic8.2% S&P Shariah10.9% MSCI Islamic38.2% MSCI Islamic M-Series10.9% FTSE Shariah35.5% |
| CYTK Cytokinetics Inc | NON_COMPLIANT | 0.11% | AAOIFI3.9% Usmani20.7% Dow Jones Islamic5.9% S&P Shariah6.2% MSCI Islamic20.7% MSCI Islamic M-Series6.2% FTSE Shariah14.3% |
| Insmed Inc | UNSCREENED | 0.11% | no in-house ratios for this holding |
| DKNG DraftKings Inc | NON_COMPLIANT | 0.11% | AAOIFI11.2% Usmani31.4% Dow Jones Islamic7.9% S&P Shariah7.7% MSCI Islamic31.4% MSCI Islamic M-Series7.7% FTSE Shariah29.5% |
| HOOD Robinhood Markets Inc | NON_COMPLIANT | 0.11% | AAOIFI0.2% Usmani0.4% Dow Jones Islamic0.3% S&P Shariah0.4% MSCI Islamic0.4% MSCI Islamic M-Series0.4% FTSE Shariah0.0% |
| RKT Rocket Cos Inc | NON_COMPLIANT | 0.11% | AAOIFI27.1% Usmani17.7% Dow Jones Islamic24.8% S&P Shariah26.9% MSCI Islamic17.7% MSCI Islamic M-Series26.9% FTSE Shariah17.7% |
| SOFI SoFi Technologies Inc | NON_COMPLIANT | 0.11% | AAOIFI14.6% Usmani5.5% Dow Jones Islamic15.6% S&P Shariah19.9% MSCI Islamic5.5% MSCI Islamic M-Series19.9% FTSE Shariah5.5% |
| IONS Ionis Pharmaceuticals Inc | NON_COMPLIANT | 0.11% | AAOIFI21.0% Usmani67.5% Dow Jones Islamic23.0% S&P Shariah25.1% MSCI Islamic67.5% MSCI Islamic M-Series25.1% FTSE Shariah58.8% |
| POOL Pool Corp | COMPLIANT | 0.11% | AAOIFI24.7% Usmani39.8% Dow Jones Islamic15.5% S&P Shariah14.1% MSCI Islamic39.8% MSCI Islamic M-Series14.1% FTSE Shariah31.2% |
| DKS Dick's Sporting Goods Inc | NON_COMPLIANT | 0.11% | AAOIFI48.9% Usmani33.2% Dow Jones Islamic33.0% S&P Shariah35.5% MSCI Islamic33.2% MSCI Islamic M-Series35.5% FTSE Shariah0.0% |
| HLI Houlihan Lokey Inc | NON_COMPLIANT | 0.11% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| MLM Martin Marietta Materials Inc | COMPLIANT | 0.11% | AAOIFI17.5% Usmani29.8% Dow Jones Islamic18.4% S&P Shariah18.9% MSCI Islamic29.8% MSCI Islamic M-Series18.9% FTSE Shariah27.9% |
| GLXY Galaxy Digital Inc | NON_COMPLIANT | 0.10% | AAOIFI0.0% Usmani0.0% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic0.0% MSCI Islamic M-Seriesfail FTSE Shariah0.0% |
| MDGL Madrigal Pharmaceuticals Inc | COMPLIANT | 0.10% | AAOIFI2.8% Usmani27.9% Dow Jones Islamic3.8% S&P Shariah4.6% MSCI Islamic27.9% MSCI Islamic M-Series4.6% FTSE Shariah27.4% |
| Paramount Skydance Corp | UNSCREENED | 0.10% | no in-house ratios for this holding |
| FTAI FTAI Aviation Ltd | COMPLIANT | 0.10% | AAOIFI17.1% Usmani76.9% Dow Jones Islamic19.5% S&P Shariah24.8% MSCI Islamic76.9% MSCI Islamic M-Series24.8% FTSE Shariah76.9% |
| Options Clearing Corp. | UNSCREENED | 0.09% | no in-house ratios for this holding |
| RBLX ROBLOX Corp | COMPLIANT | 0.09% | AAOIFI5.7% Usmani18.8% Dow Jones Islamic3.5% S&P Shariah4.2% MSCI Islamic18.8% MSCI Islamic M-Series4.2% FTSE Shariah10.4% |
| Options Clearing Corp. | UNSCREENED | 0.08% | no in-house ratios for this holding |
| Options Clearing Corp. | UNSCREENED | 0.08% | no in-house ratios for this holding |
| Options Clearing Corp. | UNSCREENED | 0.07% | no in-house ratios for this holding |
| Options Clearing Corp. | UNSCREENED | 0.07% | no in-house ratios for this holding |
| Options Clearing Corp. | UNSCREENED | 0.07% | no in-house ratios for this holding |
| Options Clearing Corp. | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Options Clearing Corp. | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Options Clearing Corp. | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Options Clearing Corp. | UNSCREENED | 0.05% | no in-house ratios for this holding |
| Options Clearing Corp. | UNSCREENED | 0.04% | no in-house ratios for this holding |
| Options Clearing Corp. | UNSCREENED | 0.04% | no in-house ratios for this holding |
| Options Clearing Corp. | UNSCREENED | 0.02% | no in-house ratios for this holding |
| Options Clearing Corp. | UNSCREENED | 0.02% | no in-house ratios for this holding |
| Options Clearing Corp. | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Options Clearing Corp. | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Options Clearing Corp. | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Options Clearing Corp. | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Options Clearing Corp. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Options Clearing Corp. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Options Clearing Corp. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Options Clearing Corp. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Options Clearing Corp. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Options Clearing Corp. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Options Clearing Corp. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Options Clearing Corp. | UNSCREENED | 0.00% | no in-house ratios for this holding |
The published standards disagree about this fund by 15 points of portfolio weight — 68.1% of it passes Dow Jones Islamic, 53.4% 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 66.8% ratios fail on 27.5% 55.6% not rated under AAOIFI
ratios pass on 55.0% ratios fail on 30.8% 64.1% not rated under Usmani
ratios pass on 68.1% ratios fail on 25.9% 55.9% not rated under Dow Jones Islamic
ratios pass on 66.6% ratios fail on 27.4% 55.8% not rated under S&P Shariah
ratios pass on 53.4% ratios fail on 32.2% 64.4% not rated under MSCI Islamic
ratios pass on 66.5% ratios fail on 27.4% 55.9% not rated under MSCI Islamic M-Series
ratios pass on 62.3% ratios fail on 23.5% 64.1% not rated under FTSE Shariah
99 of 154 listed holdings carry our own per-methodology verdicts (97% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 95 (95% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
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 |
|---|---|---|
| State Street SPDR S&P 500 ETF Trustnot matched to a ticker · short | 25.40% | Not screened |
| AMZNAmazon.com Inc | 6.48% | Questionable |
| Invesco QQQ Trust Series 1not matched to a ticker · short | 6.41% | Not screened |
| United States Oil Fund LPnot matched to a ticker · short | 5.23% | Not screened |
| MSFTMicrosoft Corp | 5.06% | Questionable |
| NVDANVIDIA Corp | 4.85% | Compliant |
| State Street Global Advisorsnot matched to a ticker | 4.66% | Not screened |
| UALUnited Airlines Holdings Inc | 4.05% | Non-compliant |
| AVGOBroadcom Inc | 3.94% | Compliant |
| INTUIntuit Inc | 3.83% | Compliant |
Top 10 of 154 holdings, 69.9% of the fund by weight. Every holding is screened, not only these.
The positions keeping this fund short of 100% compliant by weight.
Verdict history for CPCLX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
ℹ️ no compliance scan has run for 6 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.
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.
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.
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 40.30 | NEUTRAL |
| Stochastic %K (14) | 0.00 | BUY |
| CCI (20) | -167.61 | BUY |
| Williams %R (14) | -100.00 | BUY |
| MACD (12,26,9) | -0.03 | SELL |
| ROC (10) | -2.35 | SELL |
| Momentum (10) | -0.39 | SELL |
| EMA (10) | 16.36 | SELL |
| SMA (10) | 16.41 | SELL |
| EMA (20) | 16.40 | SELL |
| SMA (20) | 16.41 | SELL |
| EMA (30) | 16.41 | SELL |
| SMA (30) | 16.39 | SELL |
| EMA (50) | 16.39 | SELL |
| SMA (50) | 16.54 | SELL |
| EMA (100) | 16.23 | SELL |
| SMA (100) | 16.20 | SELL |
| EMA (200) | 16.02 | BUY |
| SMA (200) | 15.93 | BUY |
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
The questions worth asking about any verdict on this page, answered plainly.
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.
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.
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.
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.
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.
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.