CPZETF / FundCalamos Long/Short Equity & Dynamic Income Trust
Verdicts genuinely change. Free email alert the moment CPZ's does — no target price to set, unlike a price alert.
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 Long/Short Equity & Dynamic Income Trust
786 holdings · as of 2026-07-31 (3.4 months ago) The fund may have traded since. SEC Form N-PORT is filed quarterly and lags the period it covers, so these are the most recent holdings on file, not the fund’s holdings today.
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 188% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
UNVERIFIED 27% of this fund's gross exposure is short across 111 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.
786 holdings, 326 matched (60% of weight). Portfolio as of 2026-07-31, filed 2026-09-29. Source: SEC Form N-PORT.
1.79% of this portfolio’s income is non-permissible — weighted across holdings, computed over 44% of portfolio weight (269 of 786 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 (786) · showing 501–750
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| BUCKEYE PARTNERS LP | UNSCREENED | 0.05% | no in-house ratios for this holding |
| SVC ABS LLC | UNSCREENED | 0.05% | no in-house ratios for this holding |
| ENB.TO ENBRIDGE INC | NON_COMPLIANT | 0.05% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| WASTE PRO USA INC | UNSCREENED | 0.05% | no in-house ratios for this holding |
| STANDARD BUILDING SOLUTI | UNSCREENED | 0.05% | no in-house ratios for this holding |
| TRANSDIGM INC | UNSCREENED | 0.05% | no in-house ratios for this holding |
| SS&C Technologies Inc | UNSCREENED | 0.05% | no in-house ratios for this holding |
| HUB INTERNATIONAL LTD | UNSCREENED | 0.05% | no in-house ratios for this holding |
| THC TENET HEALTHCARE CORP | NON_COMPLIANT | 0.05% | AAOIFI63.5% Usmani43.2% Dow Jones Islamic83.2% S&P Shariah95.3% MSCI Islamic43.2% MSCI Islamic M-Series95.3% FTSE Shariah43.2% |
| CRESCENT ENERGY FINANCE | UNSCREENED | 0.05% | no in-house ratios for this holding |
| SPEEDWAY MOT/SPEEDWAY FD | UNSCREENED | 0.05% | no in-house ratios for this holding |
| HUB INTERNATIONAL LTD | UNSCREENED | 0.05% | no in-house ratios for this holding |
| VENTURE GLOBAL PLAQUE | UNSCREENED | 0.05% | no in-house ratios for this holding |
| UNITED RENTALS NORTH AM | UNSCREENED | 0.05% | no in-house ratios for this holding |
| EQPT EQUIPMENTSHARE.COM INC | NON_COMPLIANT | 0.05% | AAOIFI89.5% Usmani65.0% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic62.0% MSCI Islamic M-Seriesfail FTSE Shariah51.1% |
| BROOKFIELD PPTY REIT INC | UNSCREENED | 0.05% | no in-house ratios for this holding |
| Camelot US Acquisition LLC | UNSCREENED | 0.05% | no in-house ratios for this holding |
| Jazz Financing Lux Sarl | UNSCREENED | 0.05% | no in-house ratios for this holding |
| ON ON SEMICONDUCTOR CORP | COMPLIANT | 0.05% | AAOIFI16.9% Usmani34.9% Dow Jones Islamic18.0% S&P Shariah16.5% MSCI Islamic34.7% MSCI Islamic M-Series16.5% FTSE Shariah33.1% |
| AMERICAN AXLE & MFG INC | UNSCREENED | 0.05% | no in-house ratios for this holding |
| ET ENERGY TRANSFER LP | NON_COMPLIANT | 0.05% | AAOIFI94.8% Usmani47.4% Dow Jones Islamic120.8% S&P Shariah134.5% MSCI Islamic47.4% MSCI Islamic M-Series134.5% FTSE Shariah46.2% |
| GENESIS ENERGY LP/FIN | UNSCREENED | 0.05% | no in-house ratios for this holding |
| IRM Iron Mountain Inc | NON_COMPLIANT | 0.05% | AAOIFI57.3% Usmani93.4% Dow Jones Islamic66.1% S&P Shariah73.7% MSCI Islamic90.9% MSCI Islamic M-Series73.7% FTSE Shariah79.0% |
| AMER AIRLINE 21-1B PTT | UNSCREENED | 0.05% | no in-house ratios for this holding |
| HUGHES SATELLITE SYSTEMS | UNSCREENED | 0.05% | no in-house ratios for this holding |
| DTE DTE Energy Co | NON_COMPLIANT | 0.05% | AAOIFI90.3% Usmani46.4% Dow Jones Islamic93.7% S&P Shariah101.8% MSCI Islamic46.4% MSCI Islamic M-Series101.8% FTSE Shariah45.9% |
| ENTERPRISE PRODUCTS OPER | UNSCREENED | 0.04% | no in-house ratios for this holding |
| STAPLES INC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| ACRISURE LLC / FIN INC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| HILCORP ENERGY I/HILCORP | UNSCREENED | 0.04% | no in-house ratios for this holding |
| STINGRAY COMPUTE | UNSCREENED | 0.04% | no in-house ratios for this holding |
| APLD COMPUTECO 3 LLC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| PR RNO PROPERTY OWNER 1 | UNSCREENED | 0.04% | no in-house ratios for this holding |
| AMYNTA AGENCY BORROWER INC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| TELEPHONE & DATA SYS | UNSCREENED | 0.04% | no in-house ratios for this holding |
| HILCORP ENERGY I/HILCORP | UNSCREENED | 0.04% | no in-house ratios for this holding |
| MACY'S RETAIL HLDGS LLC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| SWORD PURCHASER LLC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| GLOBAL NET LEASE/GLOBAL | UNSCREENED | 0.04% | no in-house ratios for this holding |
| CREDIT ACCEPTANC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| PTON PELOTON INTERACTIVE INC | NON_COMPLIANT | 0.04% | AAOIFI73.9% Usmani85.1% Dow Jones Islamic61.8% S&P Shariah68.9% MSCI Islamic85.1% MSCI Islamic M-Series68.9% FTSE Shariah65.2% |
| JETBLUE 2020-1 CLASS B | UNSCREENED | 0.04% | no in-house ratios for this holding |
| ALASKA AIRLINES 2020 TR | UNSCREENED | 0.04% | no in-house ratios for this holding |
| BATH & BODY WORKS INC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| BFH BREAD FINANCIAL HLDGS | NON_COMPLIANT | 0.04% | AAOIFI101.5% Usmani19.3% Dow Jones Islamic143.0% S&P Shariah165.3% MSCI Islamic19.3% MSCI Islamic M-Series165.3% FTSE Shariah19.3% |
| CLOUD SOFTWARE GRP LLC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| TWLO TWILIO INC | COMPLIANT | 0.04% | AAOIFI3.1% Usmani9.8% Dow Jones Islamic5.4% S&P Shariah6.4% MSCI Islamic9.8% MSCI Islamic M-Series6.4% FTSE Shariah9.2% |
| ET ENERGY TRANSFER LP | NON_COMPLIANT | 0.04% | AAOIFI94.8% Usmani47.4% Dow Jones Islamic120.8% S&P Shariah134.5% MSCI Islamic47.4% MSCI Islamic M-Series134.5% FTSE Shariah46.2% |
| AEP AMERICAN ELECTRIC POWER | NON_COMPLIANT | 0.04% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CNP CENTERPOINT ENERGY INC | NON_COMPLIANT | 0.04% | AAOIFI86.5% Usmani47.1% Dow Jones Islamic92.6% S&P Shariah102.9% MSCI Islamic47.1% MSCI Islamic M-Series102.9% FTSE Shariah47.0% |
| GLOBAL NET LEASE INC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| TAYLOR MORRISON COMM | UNSCREENED | 0.04% | no in-house ratios for this holding |
| PIONEER OPCO LLC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| FEDERAL REALTY INVS TRST | UNSCREENED | 0.04% | no in-house ratios for this holding |
| GVA GRANITE CONSTRUCTION INC | NON_COMPLIANT | 0.04% | AAOIFI33.2% Usmani36.3% Dow Jones Islamic37.9% S&P Shariah45.5% MSCI Islamic36.3% MSCI Islamic M-Series45.5% FTSE Shariah32.6% |
| QVC INC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| COLUMBUS MCKINNON CORPORATION | UNSCREENED | 0.04% | no in-house ratios for this holding |
| AMC GLOBAL MEDIA INC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| BRITISH AIR 21-1 B PTT | UNSCREENED | 0.04% | no in-house ratios for this holding |
| AMER AIRLINE 26-1B PTT | UNSCREENED | 0.04% | no in-house ratios for this holding |
| MHO M/I HOMES INC | COMPLIANT | 0.04% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| EQPT EQUIPMENTSHARE.COM INC | NON_COMPLIANT | 0.04% | AAOIFI89.5% Usmani65.0% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic62.0% MSCI Islamic M-Seriesfail FTSE Shariah51.1% |
| Broadstreet Partners Inc | UNSCREENED | 0.04% | no in-house ratios for this holding |
| GPI GROUP 1 AUTOMOTIVE INC | NON_COMPLIANT | 0.04% | AAOIFI107.4% Usmani35.1% Dow Jones Islamic73.5% S&P Shariah78.9% MSCI Islamic35.1% MSCI Islamic M-Series78.9% FTSE Shariah32.8% |
| CHS/COMMUNITY HEALTH SYS | UNSCREENED | 0.04% | no in-house ratios for this holding |
| CAESARS ENTERTAIN INC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| PARAMOUNT GLOBAL | UNSCREENED | 0.04% | no in-house ratios for this holding |
| EMBC EMBECTA CORP | NON_COMPLIANT | 0.04% | AAOIFI467.7% Usmani118.7% Dow Jones Islamic228.0% S&P Shariah214.9% MSCI Islamic116.2% MSCI Islamic M-Series214.9% FTSE Shariah115.0% |
| Options Clearing Corp. | UNSCREENED | 0.04% | no in-house ratios for this holding |
| Clear Channel Outdoor Holdings Inc | UNSCREENED | 0.04% | no in-house ratios for this holding |
| UNITED AIRLINES INC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| SIX FLAGS/CANADA WON | UNSCREENED | 0.04% | no in-house ratios for this holding |
| GSY.TO GOEASY LTD | NON_COMPLIANT | 0.04% | AAOIFI684.3% Usmani81.4% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic80.3% MSCI Islamic M-Seriesfail FTSE Shariah80.3% |
| VSAT ViaSat Inc | NON_COMPLIANT | 0.04% | AAOIFI66.2% Usmani45.8% Dow Jones Islamic158.7% S&P Shariah186.6% MSCI Islamic45.8% MSCI Islamic M-Series186.6% FTSE Shariah42.6% |
| CLEAR CHANNEL OUTDOOR HO | UNSCREENED | 0.04% | no in-house ratios for this holding |
| COHR COHERENT CORP | COMPLIANT | 0.04% | AAOIFI6.0% Usmani19.3% Dow Jones Islamic12.1% S&P Shariah15.9% MSCI Islamic19.3% MSCI Islamic M-Series15.9% FTSE Shariah17.6% |
| UNITED NATURAL FOODS INC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| Options Clearing Corp. | UNSCREENED | 0.04% | no in-house ratios for this holding |
| IQVIA INC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| TRIP TripAdvisor Inc | NON_COMPLIANT | 0.04% | AAOIFI78.5% Usmani35.3% Dow Jones Islamic79.4% S&P Shariah119.1% MSCI Islamic33.8% MSCI Islamic M-Series119.1% FTSE Shariah32.6% |
| GUITAR CENTER 3L NOTES | UNSCREENED | 0.04% | no in-house ratios for this holding |
| BEACH ACQUISITION BIDCO | UNSCREENED | 0.04% | no in-house ratios for this holding |
| CZR Caesars Entertainment Inc | NON_COMPLIANT | 0.04% | AAOIFI193.4% Usmani78.3% Dow Jones Islamic192.1% S&P Shariah165.8% MSCI Islamic36.9% MSCI Islamic M-Series165.8% FTSE Shariah36.9% |
| WILLIAMS SCOTSMAN INC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| ACA ARCOSA INC | UNRATED | 0.04% | AAOIFI20.6% Usmani28.5% Dow Jones Islamic28.5% S&P Shariah31.0% MSCI Islamic28.5% MSCI Islamic M-Series31.0% FTSE Shariah27.1% |
| Cushman & Wakefield U.S. Borrower, LLC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| PENN PENN ENTERTAINMENT INC | NON_COMPLIANT | 0.03% | AAOIFI294.9% Usmani62.1% Dow Jones Islamic263.4% S&P Shariah245.6% MSCI Islamic47.5% MSCI Islamic M-Series245.6% FTSE Shariah19.7% |
| LUMN LUMEN TECHNOLOGIES INC | NON_COMPLIANT | 0.03% | AAOIFI193.3% Usmani43.8% Dow Jones Islamic204.7% S&P Shariah270.5% MSCI Islamic43.8% MSCI Islamic M-Series270.5% FTSE Shariah42.9% |
| CHS/COMMUNITY HEALTH SYS | UNSCREENED | 0.03% | no in-house ratios for this holding |
| OTEX OPEN TEXT INC | NON_COMPLIANT | 0.03% | AAOIFI74.5% Usmani45.6% Dow Jones Islamic85.6% S&P Shariah78.8% MSCI Islamic45.6% MSCI Islamic M-Series78.8% FTSE Shariah44.0% |
| GLOBAL NET LEASE INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| Options Clearing Corp. | UNSCREENED | 0.03% | no in-house ratios for this holding |
| DAN DANA INC | NON_COMPLIANT | 0.03% | AAOIFI42.8% Usmani24.1% Dow Jones Islamic58.3% S&P Shariah64.9% MSCI Islamic24.1% MSCI Islamic M-Series64.9% FTSE Shariah21.5% |
| NCL CORPORATION LTD | UNSCREENED | 0.03% | no in-house ratios for this holding |
| VENTURE GLOBAL LNG INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| BATH & BODY WORKS INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| SYNERGY INFRASTRUCTURE H | UNSCREENED | 0.03% | no in-house ratios for this holding |
| CLARIOS GLOBAL LP/US FIN | UNSCREENED | 0.03% | no in-house ratios for this holding |
| NWL NEWELL BRANDS INC | NON_COMPLIANT | 0.03% | AAOIFI213.0% Usmani50.1% Dow Jones Islamic243.5% S&P Shariah226.3% MSCI Islamic50.1% MSCI Islamic M-Series226.3% FTSE Shariah45.3% |
| NMRK NEWMARK GROUP INC | NON_COMPLIANT | 0.03% | AAOIFI50.7% Usmani26.3% Dow Jones Islamic51.6% S&P Shariah58.7% MSCI Islamic26.3% MSCI Islamic M-Series58.7% FTSE Shariah16.7% |
| Ineos US Finance LLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| GENESIS ENERGY LP/FIN | UNSCREENED | 0.03% | no in-house ratios for this holding |
| MPH ACQUISITION HOLDINGS | UNSCREENED | 0.03% | no in-house ratios for this holding |
| DLX DELUXE CORP | NON_COMPLIANT | 0.03% | AAOIFI125.5% Usmani57.5% Dow Jones Islamic155.1% S&P Shariah163.4% MSCI Islamic54.6% MSCI Islamic M-Series163.4% FTSE Shariah52.8% |
| Avis Budget Car Rental LLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| ADIENT GLOBAL HOLDINGS | UNSCREENED | 0.03% | no in-house ratios for this holding |
| ACA ARCOSA INC | UNRATED | 0.03% | AAOIFI20.6% Usmani28.5% Dow Jones Islamic28.5% S&P Shariah31.0% MSCI Islamic28.5% MSCI Islamic M-Series31.0% FTSE Shariah27.1% |
| HRI HERC HOLDINGS INC | NON_COMPLIANT | 0.03% | AAOIFI200.8% Usmani69.0% Dow Jones Islamic211.0% S&P Shariah223.1% MSCI Islamic69.0% MSCI Islamic M-Series223.1% FTSE Shariah57.7% |
| HRI HERC HOLDINGS INC | NON_COMPLIANT | 0.03% | AAOIFI200.8% Usmani69.0% Dow Jones Islamic211.0% S&P Shariah223.1% MSCI Islamic69.0% MSCI Islamic M-Series223.1% FTSE Shariah57.7% |
| EHC ENCOMPASS HEALTH CORP | COMPLIANT | 0.03% | AAOIFI23.9% Usmani38.1% Dow Jones Islamic26.5% S&P Shariah29.4% MSCI Islamic38.1% MSCI Islamic M-Series29.4% FTSE Shariah35.3% |
| NEPTUNE BIDCO US INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| RKT ROCKET COS INC | NON_COMPLIANT | 0.03% | AAOIFI27.1% Usmani17.7% Dow Jones Islamic24.8% S&P Shariah26.9% MSCI Islamic17.7% MSCI Islamic M-Series26.9% FTSE Shariah17.7% |
| BRANDYWINE OPER PARTNERS | UNSCREENED | 0.03% | no in-house ratios for this holding |
| VENTURE GLOBAL LNG INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| NWL NEWELL BRANDS INC | NON_COMPLIANT | 0.03% | AAOIFI213.0% Usmani50.1% Dow Jones Islamic243.5% S&P Shariah226.3% MSCI Islamic50.1% MSCI Islamic M-Series226.3% FTSE Shariah45.3% |
| CHDN CHURCHILL DOWNS INC | NON_COMPLIANT | 0.03% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| VENTURE GLOBAL LNG INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| VOYAGER PARENT LLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| Q QNITY ELECTRONICS INC | COMPLIANT | 0.03% | AAOIFI17.6% Usmani31.6% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic31.6% MSCI Islamic M-Seriespass FTSE Shariah28.1% |
| ARCHES BUYER INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| VFH PARENT / VALOR CO | UNSCREENED | 0.03% | no in-house ratios for this holding |
| FORESTAR GROUP INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| TIME WARNER CABLE LLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| BBD-A.TO BOMBARDIER INC | COMPLIANT | 0.03% | AAOIFI23.1% Usmani38.0% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic38.0% MSCI Islamic M-Seriesfail FTSE Shariah38.0% |
| TRANSDIGM INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| GGAM FINANCE LTD | UNSCREENED | 0.03% | no in-house ratios for this holding |
| ASHTON WOODS USA/FINANCE | UNSCREENED | 0.03% | no in-house ratios for this holding |
| UNIVISION COMMUNICATIONS | UNSCREENED | 0.03% | no in-house ratios for this holding |
| ONEMAIN FINANCE CORP | UNSCREENED | 0.03% | no in-house ratios for this holding |
| XYZ BLOCK INC | NON_COMPLIANT | 0.03% | AAOIFI12.2% Usmani15.3% Dow Jones Islamic14.3% S&P Shariah14.7% MSCI Islamic15.3% MSCI Islamic M-Series14.7% FTSE Shariah14.6% |
| OSAIC HOLDINGS INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| CUSHMAN & WAKEFIELD US | UNSCREENED | 0.03% | no in-house ratios for this holding |
| Chinos Intermediate Holdings A Inc | UNSCREENED | 0.03% | no in-house ratios for this holding |
| GTN GRAY MEDIA INC | NON_COMPLIANT | 0.03% | AAOIFI1180.6% Usmani56.4% Dow Jones Islamic1327.9% S&P Shariah1203.9% MSCI Islamic56.4% MSCI Islamic M-Series1203.9% FTSE Shariah55.6% |
| PATK PATRICK INDUSTRIES INC | NON_COMPLIANT | 0.03% | AAOIFI62.1% Usmani51.4% Dow Jones Islamic51.9% S&P Shariah58.1% MSCI Islamic51.4% MSCI Islamic M-Series58.1% FTSE Shariah44.2% |
| BRINK'S CO/THE | UNSCREENED | 0.03% | no in-house ratios for this holding |
| HRI HERC HOLDINGS INC | NON_COMPLIANT | 0.03% | AAOIFI200.8% Usmani69.0% Dow Jones Islamic211.0% S&P Shariah223.1% MSCI Islamic69.0% MSCI Islamic M-Series223.1% FTSE Shariah57.7% |
| CLEAR CHANNEL OUTDOOR HO | UNSCREENED | 0.03% | no in-house ratios for this holding |
| CC CHEMOURS CO | NON_COMPLIANT | 0.03% | AAOIFI189.6% Usmani57.6% Dow Jones Islamic171.4% S&P Shariah148.1% MSCI Islamic57.6% MSCI Islamic M-Series148.1% FTSE Shariah54.2% |
| CHDN CHURCHILL DOWNS INC | NON_COMPLIANT | 0.03% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BFH BREAD FINANCIAL HLDGS | NON_COMPLIANT | 0.03% | AAOIFI101.5% Usmani19.3% Dow Jones Islamic143.0% S&P Shariah165.3% MSCI Islamic19.3% MSCI Islamic M-Series165.3% FTSE Shariah19.3% |
| FERTITTA ENTERTAINMENT | UNSCREENED | 0.03% | no in-house ratios for this holding |
| NCL CORPORATION LTD | UNSCREENED | 0.03% | no in-house ratios for this holding |
| GHC GRAHAM HOLDINGS CO | QUESTIONABLE | 0.03% | AAOIFI25.8% Usmani15.4% Dow Jones Islamic29.5% S&P Shariah33.0% MSCI Islamic15.4% MSCI Islamic M-Series33.0% FTSE Shariah10.3% |
| AMYNTA AGENCY/WARRANTY | UNSCREENED | 0.03% | no in-house ratios for this holding |
| AMNEAL PHARMACEUTICALS L | UNSCREENED | 0.03% | no in-house ratios for this holding |
| ALL ALLSTATE CORP | NON_COMPLIANT | 0.03% | AAOIFI11.4% Usmani6.0% Dow Jones Islamic14.1% S&P Shariah15.6% MSCI Islamic6.0% MSCI Islamic M-Series15.6% FTSE Shariah6.0% |
| VENTURE GLOBAL LNG INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| WILLIAM CARTER | UNSCREENED | 0.03% | no in-house ratios for this holding |
| OTEX OPEN TEXT CORP | NON_COMPLIANT | 0.03% | AAOIFI74.5% Usmani45.6% Dow Jones Islamic85.6% S&P Shariah78.8% MSCI Islamic45.6% MSCI Islamic M-Series78.8% FTSE Shariah44.0% |
| COF CAPITAL ONE FINANCIAL CO | NON_COMPLIANT | 0.03% | AAOIFI38.5% Usmani7.6% Dow Jones Islamic49.3% S&P Shariah60.5% MSCI Islamic7.6% MSCI Islamic M-Series60.5% FTSE Shariah7.6% |
| ENS ENERSYS | COMPLIANT | 0.03% | AAOIFI17.1% Usmani28.3% Dow Jones Islamic22.3% S&P Shariah24.2% MSCI Islamic28.2% MSCI Islamic M-Series24.2% FTSE Shariah26.3% |
| NWL NEWELL BRANDS INC | NON_COMPLIANT | 0.03% | AAOIFI213.0% Usmani50.1% Dow Jones Islamic243.5% S&P Shariah226.3% MSCI Islamic50.1% MSCI Islamic M-Series226.3% FTSE Shariah45.3% |
| TREEHOUSE FOODS INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| ENR ENERGIZER HOLDINGS INC | NON_COMPLIANT | 0.03% | AAOIFI233.9% Usmani76.2% Dow Jones Islamic205.2% S&P Shariah194.6% MSCI Islamic76.1% MSCI Islamic M-Series194.6% FTSE Shariah74.0% |
| GEN GEN DIGITAL INC | NON_COMPLIANT | 0.03% | AAOIFI44.3% Usmani52.6% Dow Jones Islamic51.3% S&P Shariah54.5% MSCI Islamic52.6% MSCI Islamic M-Series54.5% FTSE Shariah52.1% |
| VSAT VIASAT INC | NON_COMPLIANT | 0.03% | AAOIFI66.2% Usmani45.8% Dow Jones Islamic158.7% S&P Shariah186.6% MSCI Islamic45.8% MSCI Islamic M-Series186.6% FTSE Shariah42.6% |
| MAGNOLIA OIL GAS/MAG FIN | UNSCREENED | 0.03% | no in-house ratios for this holding |
| Boots Group Bidco Ltd | UNSCREENED | 0.03% | no in-house ratios for this holding |
| CC Chemours Company (The) | NON_COMPLIANT | 0.03% | AAOIFI189.6% Usmani57.6% Dow Jones Islamic171.4% S&P Shariah148.1% MSCI Islamic57.6% MSCI Islamic M-Series148.1% FTSE Shariah54.2% |
| ACADEMY LTD | UNSCREENED | 0.03% | no in-house ratios for this holding |
| LAD LITHIA MOTORS INC | NON_COMPLIANT | 0.03% | AAOIFI123.1% Usmani39.9% Dow Jones Islamic131.6% S&P Shariah134.2% MSCI Islamic39.9% MSCI Islamic M-Series134.2% FTSE Shariah37.4% |
| GOODYEAR TIRE & RUBBER | UNSCREENED | 0.03% | no in-house ratios for this holding |
| QTS Thunder Managing Issuer LLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| Cincinnati Bell Inc | UNSCREENED | 0.03% | no in-house ratios for this holding |
| SIRIUS XM RADIO LLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| WR GRACE HOLDING LLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| AAP ADVANCE AUTO PARTS | NON_COMPLIANT | 0.03% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahpass |
| SCRIPPS ESCROW II INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| SV RNO PROPERTY OWNER 1 | UNSCREENED | 0.03% | no in-house ratios for this holding |
| NCL CORPORATION LTD | UNSCREENED | 0.03% | no in-house ratios for this holding |
| UNITED NATURAL FOODS INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| CLOUD SOFTWARE GRP LLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| JELDWEN HOLDING | UNSCREENED | 0.03% | no in-house ratios for this holding |
| UWMC UWM HOLDINGS LLC | NON_COMPLIANT | 0.03% | AAOIFI132.9% Usmani16.6% Dow Jones Islamic663.7% S&P Shariah613.5% MSCI Islamic16.6% MSCI Islamic M-Series613.5% FTSE Shariah16.6% |
| CCO HLDGS LLC/CAP CORP | UNSCREENED | 0.03% | no in-house ratios for this holding |
| INEOS FINANCE PLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| GRAPHIC PACKAGING INTERN | UNSCREENED | 0.03% | no in-house ratios for this holding |
| EW SCRIPPS CO | UNSCREENED | 0.03% | no in-house ratios for this holding |
| ZI TECH LLC/ZI FIN CORP | UNSCREENED | 0.03% | no in-house ratios for this holding |
| Cloud Software Group Inc | UNSCREENED | 0.03% | no in-house ratios for this holding |
| DISH DBS CORP | UNSCREENED | 0.03% | no in-house ratios for this holding |
| SLGN SILGAN HOLDINGS INC | NON_COMPLIANT | 0.03% | AAOIFI111.4% Usmani50.5% Dow Jones Islamic99.0% S&P Shariah101.1% MSCI Islamic50.5% MSCI Islamic M-Series101.1% FTSE Shariah50.5% |
| GM GENERAL MOTORS CO | NON_COMPLIANT | 0.03% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| EPR EPR Properties | NON_COMPLIANT | 0.03% | AAOIFI71.8% Usmani54.4% Dow Jones Islamic86.7% S&P Shariah95.5% MSCI Islamic54.4% MSCI Islamic M-Series95.5% FTSE Shariah54.4% |
| WILLIAMS SCOTSMAN INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| GPI GROUP 1 AUTOMOTIVE INC | NON_COMPLIANT | 0.03% | AAOIFI107.4% Usmani35.1% Dow Jones Islamic73.5% S&P Shariah78.9% MSCI Islamic35.1% MSCI Islamic M-Series78.9% FTSE Shariah32.8% |
| GTN GRAY MEDIA INC | NON_COMPLIANT | 0.02% | AAOIFI1180.6% Usmani56.4% Dow Jones Islamic1327.9% S&P Shariah1203.9% MSCI Islamic56.4% MSCI Islamic M-Series1203.9% FTSE Shariah55.6% |
| DIRECTV FINANCING LLC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| DISH DBS CORP | UNSCREENED | 0.02% | no in-house ratios for this holding |
| BBD-A.TO BOMBARDIER INC | COMPLIANT | 0.02% | AAOIFI23.1% Usmani38.0% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic38.0% MSCI Islamic M-Seriesfail FTSE Shariah38.0% |
| TRANSDIGM INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| BUCKEYE PARTNERS LP | UNSCREENED | 0.02% | no in-house ratios for this holding |
| CHARLOTTE BUYER INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| TIME WARNER CABLE LLC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| FICO FAIR ISAAC CORP | COMPLIANT | 0.02% | AAOIFI27.8% Usmani274.8% Dow Jones Islamic14.4% S&P Shariah15.5% MSCI Islamic274.8% MSCI Islamic M-Series15.5% FTSE Shariah274.0% |
| DIRECTV FIN LLC/COINC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| GOOG ALPHABET INC | QUESTIONABLE | 0.02% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| GOOG ALPHABET INC | QUESTIONABLE | 0.02% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| BUCKEYE PARTNERS LP | UNSCREENED | 0.02% | no in-house ratios for this holding |
| RR DONNELLEY & SONS CO | UNSCREENED | 0.02% | no in-house ratios for this holding |
| DIRECTV FINANCING LLC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| Audacy Capital Corp | UNSCREENED | 0.02% | no in-house ratios for this holding |
| DISCOVERY HOLDINGS INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| KSS KOHL'S CORPORATION | NON_COMPLIANT | 0.02% | AAOIFI183.9% Usmani44.5% Dow Jones Islamic249.6% S&P Shariah219.6% MSCI Islamic30.1% MSCI Islamic M-Series219.6% FTSE Shariah9.9% |
| NEE NEXTERA ENERGY INC | NON_COMPLIANT | 0.02% | AAOIFI55.9% Usmani44.2% Dow Jones Islamic61.0% S&P Shariah66.0% MSCI Islamic44.2% MSCI Islamic M-Series66.0% FTSE Shariah44.2% |
| MPH ACQUISITION HOLDINGS | UNSCREENED | 0.02% | no in-house ratios for this holding |
| MET MetLife Inc | NON_COMPLIANT | 0.02% | AAOIFI47.5% Usmani3.9% Dow Jones Islamic56.2% S&P Shariah58.5% MSCI Islamic3.9% MSCI Islamic M-Series58.5% FTSE Shariah3.9% |
| WHIRLPOOL CORP | UNSCREENED | 0.02% | no in-house ratios for this holding |
| Options Clearing Corp. | UNSCREENED | 0.02% | no in-house ratios for this holding |
| BBD-A.TO BOMBARDIER INC | COMPLIANT | 0.02% | AAOIFI23.1% Usmani38.0% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic38.0% MSCI Islamic M-Seriesfail FTSE Shariah38.0% |
| WHIRLPOOL CORP | UNSCREENED | 0.02% | no in-house ratios for this holding |
| CCO HLDGS LLC/CAP CORP | UNSCREENED | 0.02% | no in-house ratios for this holding |
| FICO FAIR ISAAC CORP | COMPLIANT | 0.02% | AAOIFI27.8% Usmani274.8% Dow Jones Islamic14.4% S&P Shariah15.5% MSCI Islamic274.8% MSCI Islamic M-Series15.5% FTSE Shariah274.0% |
| Cheniere Energy Partners LP | UNSCREENED | 0.02% | no in-house ratios for this holding |
| OAK-EAGLE ACQUIRECO INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| SYNERGY INFRASTRUCTURE H | UNSCREENED | 0.02% | no in-house ratios for this holding |
| COLUMBUS MCKINNON CORP | UNSCREENED | 0.02% | no in-house ratios for this holding |
| STANDARD BUILDING SOLUTI | UNSCREENED | 0.02% | no in-house ratios for this holding |
| PRESTIGE BRANDS INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| AAP ADVANCE AUTO PARTS | NON_COMPLIANT | 0.02% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahpass |
| EHC ENCOMPASS HEALTH CORP | COMPLIANT | 0.02% | AAOIFI23.9% Usmani38.1% Dow Jones Islamic26.5% S&P Shariah29.4% MSCI Islamic38.1% MSCI Islamic M-Series29.4% FTSE Shariah35.3% |
| VENTURE GLOBAL LNG INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| LEVEL 3 FINANCING INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| VENTURE GLOBAL PLAQUE | UNSCREENED | 0.02% | no in-house ratios for this holding |
| WR GRACE HOLDING LLC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| QVC INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| BBD-A.TO BOMBARDIER INC | COMPLIANT | 0.02% | AAOIFI23.1% Usmani38.0% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic38.0% MSCI Islamic M-Seriesfail FTSE Shariah38.0% |
| VIKING CRUISES LTD | UNSCREENED | 0.02% | no in-house ratios for this holding |
| XYZ BLOCK INC | NON_COMPLIANT | 0.02% | AAOIFI12.2% Usmani15.3% Dow Jones Islamic14.3% S&P Shariah14.7% MSCI Islamic15.3% MSCI Islamic M-Series14.7% FTSE Shariah14.6% |
| STONEX ESCROW ISSUER LLC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| BASF COATINGS | UNSCREENED | 0.02% | no in-house ratios for this holding |
| CHARLOTTE BUYER INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| TRANSDIGM INC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| CLARITEV CORP | UNSCREENED | 0.01% | no in-house ratios for this holding |
| TWLO TWILIO INC | COMPLIANT | 0.01% | AAOIFI3.1% Usmani9.8% Dow Jones Islamic5.4% S&P Shariah6.4% MSCI Islamic9.8% MSCI Islamic M-Series6.4% FTSE Shariah9.2% |
| Options Clearing Corp. | UNSCREENED | 0.01% | no in-house ratios for this holding |
| CSC HOLDINGS LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| OTEX OPEN TEXT INC | NON_COMPLIANT | 0.01% | AAOIFI74.5% Usmani45.6% Dow Jones Islamic85.6% S&P Shariah78.8% MSCI Islamic45.6% MSCI Islamic M-Series78.8% FTSE Shariah44.0% |
| LOCKTON INC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| DISCOVERY HOLDINGS INC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| IHEARTCOMMUNICATIONS INC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Options Clearing Corp. | UNSCREENED | 0.01% | no in-house ratios for this holding |
| EMBC EMBECTA CORP | NON_COMPLIANT | 0.01% | AAOIFI467.7% Usmani118.7% Dow Jones Islamic228.0% S&P Shariah214.9% MSCI Islamic116.2% MSCI Islamic M-Series214.9% FTSE Shariah115.0% |
| DELTA AIR LINES/SKYMILES | UNSCREENED | 0.01% | no in-house ratios for this holding |
| MERC MERCER INTL INC | NON_COMPLIANT | 0.01% | AAOIFI5491.3% Usmani75.9% Dow Jones Islamic620.7% S&P Shariah422.7% MSCI Islamic75.2% MSCI Islamic M-Series422.7% FTSE Shariah74.9% |
| Options Clearing Corp. | UNSCREENED | 0.01% | no in-house ratios for this holding |
| UNITED AIR 2019-2 B PTT | UNSCREENED | 0.01% | no in-house ratios for this holding |
| COREWEAVE FINANCING DDTL V LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| NTRS NORTHERN TRUST CORP | NON_COMPLIANT | 0.01% | AAOIFI12.6% Usmani2.1% Dow Jones Islamic15.2% S&P Shariah17.3% MSCI Islamic2.1% MSCI Islamic M-Series17.3% FTSE Shariah2.1% |
The published standards disagree about this fund by 12 points of portfolio weight — 55.3% of it passes Dow Jones Islamic, 43.1% 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 54.3% ratios fail on 37.1% 96.2% not rated under AAOIFI
ratios pass on 44.8% ratios fail on 38.6% 104.3% not rated under Usmani
ratios pass on 55.3% ratios fail on 35.8% 96.6% not rated under Dow Jones Islamic
ratios pass on 54.0% ratios fail on 37.1% 96.5% not rated under S&P Shariah
ratios pass on 43.1% ratios fail on 40.0% 104.5% not rated under MSCI Islamic
ratios pass on 54.0% ratios fail on 37.1% 96.6% not rated under MSCI Islamic M-Series
ratios pass on 51.9% ratios fail on 31.6% 104.2% not rated under FTSE Shariah
229 of 786 listed holdings carry our own per-methodology verdicts (93% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 218 (91% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
Methodology breakdown computing — it will appear here on its own.
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Why this signal?
The factors behind the read, each shown with the figure it rests on, including the ones pointing the other way.
🕌 In-house Compliance Research
Computing the full ratio and business-activity breakdown for CPZ — this runs off the critical path so the page paints first. It will appear here on its own.
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
Classic floor-trader pivots from the last completed daily bar. Highlighted pills are the levels bracketing the current price.
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) | 43.00 | NEUTRAL |
| Stochastic %K (14) | 23.68 | NEUTRAL |
| CCI (20) | -148.64 | BUY |
| Williams %R (14) | -76.32 | NEUTRAL |
| MACD (12,26,9) | -0.01 | SELL |
| ROC (10) | -1.59 | SELL |
| Momentum (10) | -0.20 | SELL |
| EMA (10) | 12.62 | SELL |
| SMA (10) | 12.66 | SELL |
| EMA (20) | 12.61 | SELL |
| SMA (20) | 12.59 | SELL |
| EMA (30) | 12.60 | SELL |
| SMA (30) | 12.55 | SELL |
| EMA (50) | 12.61 | SELL |
| SMA (50) | 12.57 | SELL |
| EMA (100) | 12.67 | SELL |
| SMA (100) | 12.70 | SELL |
| EMA (200) | 12.85 | SELL |
| SMA (200) | 12.80 | SELL |
Average — needs more confirmation before sizing up
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.
| Timeframe | Bias | Bars |
|---|---|---|
| 📅 Daily | BEARISH | 45 |
| ⏰ 4H | NEUTRAL | 18 |
| 🕐 1H | RANGING | 74 |
| ⏱ 15-Min | BEARISH | 130 |
| ⏲ 5-Min | RANGING | 234 |
Momentum & Volume
Rate of change and relative volume against this symbol's own recent history. Momentum describes what price has done; it is not a claim about what it will do.
Peer Movement
How the rest of the sector moved over the same window. Context for a price move, never a cause of one.
Peer movement computing — it will appear here on its own.
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.
Insider Activity (90d)
Insider transactions reported in the last ninety days. Insiders sell for reasons that have nothing to do with a view, so a sale on its own is not a signal.
NO DATA 0 buys · 0 sells
COT Positioning — E-MINI S&P 500 - CHICAGO MERCANTILE EXCHANGE
The weekly CFTC Commitments of Traders report for the broad market it tracks, not for this symbol. Positioning context for the tape — it says nothing about this company.
NEUTRAL report date 2026-11-03 · Asset managers net 928584 (+5135)
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.