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Asset Manager ← All Institutions

AZZAD ASSET MANAGEMENT INC /ADV

3141 FAIRVIEW PARK DRIVE SUITE 355, FALLS CHURCH, VA 22042 • 7032077005

Q2 2025 · Filed 2025-07-31
Market Value
$920M
+8.4%
Holdings
327
+12
New Purchases
20
Added To
196
Closed
21
Reduced
82
Top 10 Concentration
23.6%
Turnover
12.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 4.48% 3.30% +1.18% $41M
MSFT 3.83% 3.07% +0.76% $35M
META 2.97% 2.44% +0.53% $27M
AVGO 1.33% 0.86% +0.47% $12M
SNOW 0.70% 0.40% +0.30% $6M
ATO 0.30% 0.00% +0.30% $3M
FERG 0.37% 0.13% +0.24% $3M
VRT 0.21% 0.00% +0.21% $2M
IBM 0.81% 0.61% +0.20% $7M
NET 0.39% 0.20% +0.19% $4M
WELL 0.38% 0.20% +0.17% $3M
ZS 0.53% 0.36% +0.17% $5M
PWR 0.62% 0.45% +0.17% $6M
TRGP 0.16% 0.00% +0.16% $1M
FDS 0.42% 0.26% +0.16% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 4.14% 4.94% -0.80% $38M
CVX 0.26% 0.59% -0.33% $2M
XOM 0.31% 0.60% -0.29% $3M
OLED 0.00% 0.23% -0.23% $0
ZTS 0.00% 0.23% -0.23% $0
ODFL 0.36% 0.58% -0.22% $3M
GOOGL 1.83% 2.05% -0.22% $17M
MTN 0.00% 0.22% -0.22% $0
TER 0.00% 0.21% -0.21% $0
MDB 0.00% 0.21% -0.21% $0
EXR 0.00% 0.20% -0.20% $0
ADM 0.00% 0.20% -0.20% $0
BDX 0.39% 0.58% -0.19% $4M
WK 0.00% 0.18% -0.18% $0
ABC 0.18% 0.36% -0.18% $2M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Technology 31.9%
Industrials 15.9%
Healthcare 13.1%
Consumer Cyclical 9.8%
Consumer Defensive 6.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 33 $293M 31.9%
Large Cap 206 $533M 58.0%
Mid Cap 61 $75M 8.1%
Small Cap 21 $17M 1.9%
Micro Cap 6 $1M 0.2%

Portfolio Analytics

Avg Market Cap
$164.1B
Median Market Cap
$27.7B
Avg P/E
44.4
Median P/E
29.4
Avg Dividend Yield
0.02%
Avg Beta
1.10
# Stocks
324
# ETFs / Funds
3

Top Holdings (327 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 4.48% 260,888 $41M $157.99 $13M +2,722 +1.1%
2 AAPL 4.14% 185,769 $38M $205.17 -$4M -2,942 -1.6%
3 MSFT 3.83% 70,903 $35M $497.41 $9M +1,532 +2.2%
4 META 2.97% 37,008 $27M $738.09 $7M +1,096 +3.0%
5 GOOGL 1.83% 95,644 $17M $176.23 -$527K -16,758 -14.9%
6 TSLA 1.65% 47,834 $15M $317.66 $3M -956 -2.0%
7 KLAC 1.42% 14,615 $13M $895.75 $2M -1,560 -9.6%
8 AVGO 1.33% 44,384 $12M $275.65 $5M +946 +2.2%
9 PG 0.98% 56,492 $9M $159.32 -$302K +1,908 +3.5%
10 VEEV 0.96% 30,744 $9M $287.98 $2M -303 -1.0%
11 CSGP 0.86% 98,077 $8M $80.40 -$828K -11,900 -10.8%
12 IBM 0.81% 25,290 $7M $294.77 $2M +4,448 +21.3%
13 CAH 0.77% 42,381 $7M $168.00 $802K -3,476 -7.6%
14 FAST 0.72% 157,736 $7M $42.00 $273K +75,825 +92.6%
15 MRK 0.71% 82,633 $7M $79.16 -$683K +2,154 +2.7%
16 EXPD 0.70% 56,344 $6M $114.25 -$178K +1,334 +2.4%
17 SNOW 0.70% 28,689 $6M $223.77 $3M +5,549 +24.0%
18 CDNS 0.69% 20,695 $6M $308.15 $1M +47 +0.2%
19 KVUE 0.69% 304,313 $6M $20.93 -$681K +10,323 +3.5%
20 ECL 0.69% 23,451 $6M $269.45 -$317K -2,724 -10.4%
21 JNJ 0.68% 40,858 $6M $152.75 -$110K +2,564 +6.7%
22 MA 0.67% 10,983 $6M $561.95 $287K +246 +2.3%
23 SPGI 0.64% 11,236 $6M $527.27 $293K +152 +1.4%
24 GEHC 0.64% 79,380 $6M $74.07 -$461K +819 +1.0%
25 ONON 0.63% 111,480 $6M $52.05 $904K -47 -0.0%
26 ABBV 0.63% 31,212 $6M $185.62 $629K +6,563 +26.6%
27 IMO 0.63% 72,380 $6M $79.48 $657K +1,923 +2.7%
28 MDT 0.63% 65,979 $6M $87.17 $164K +3,795 +6.1%
29 PWR 0.62% 15,071 $6M $378.09 $2M -14 -0.1%
30 CTAS 0.61% 25,038 $6M $222.87 $449K +73 +0.3%
31 ABT 0.58% 39,353 $5M $136.01 $240K +814 +2.1%
32 MDLZ 0.57% 78,427 $5M $67.44 -$556K -7,725 -9.0%
33 EMR 0.57% 39,305 $5M $133.33 $935K +36 +0.1%
34 GWW 0.56% 4,939 $5M $1,040.14 $260K +2 +0.0%
35 GPC 0.56% 42,301 $5M $121.31 $1M +7,914 +23.0%
36 LRCX 0.54% 51,494 $5M $97.34 $1M +1,967 +4.0%
37 ZS 0.53% 15,647 $5M $313.94 $2M +55 +0.3%
38 SN 0.53% 49,064 $5M $98.99 $797K +390 +0.8%
39 TTD 0.52% 66,373 $5M $71.99 $2M +10,288 +18.3%
40 TGT 0.52% 48,255 $5M $98.65 -$205K +676 +1.4%
41 IDXX 0.51% 8,665 $5M $536.37 $1M +807 +10.3%
42 KMB 0.50% 35,513 $5M $128.92 -$118K +2,489 +7.5%
43 LOW 0.49% 20,336 $5M $221.87 -$230K +5 +0.0%
44 AMAT 0.49% 24,567 $4M $183.07 $1M +1,103 +4.7%
45 SHW 0.49% 13,045 $4M $343.36 $2M +4,665 +55.7%
46 PLD 0.48% 42,145 $4M $105.12 -$52K +2,045 +5.1%
47 NVO 0.48% 64,014 $4M $69.02 $701K +10,484 +19.6%
48 GLW 0.48% 83,336 $4M $52.59 $695K +2,779 +3.5%
49 CNQ 0.47% 136,944 $4M $31.40 -$447K -17,184 -11.2%
50 V 0.46% 11,987 $4M $355.04 $223K +480 +4.2%
51 CRM 0.46% 15,530 $4M $272.68 -$712K -2,903 -15.8%
52 PEP 0.46% 31,993 $4M $132.04 -$340K +1,550 +5.1%
53 STM 0.46% 138,805 $4M $30.41 $622K -25,106 -15.3%
54 CBRE 0.46% 30,087 $4M $140.12 $331K +379 +1.3%
55 CMI 0.45% 12,720 $4M $327.50 $330K +481 +3.9%
56 APD 0.45% 14,528 $4M $282.05 -$31K +530 +3.8%
57 NVS 0.44% 33,799 $4M $121.01 $170K -1,364 -3.9%
58 CNI 0.44% 39,112 $4M $104.04 $352K +969 +2.5%
59 TJX 0.44% 32,865 $4M $123.49 $69K +114 +0.3%
60 BKNG 0.44% 694 $4M $5,790.82 $854K +7 +1.0%
61 ALLE 0.43% 27,620 $4M $144.12 $7K -2,838 -9.3%
62 SYY 0.43% 51,933 $4M $75.74 $108K +951 +1.9%
63 HAL 0.42% 191,812 $4M $20.38 -$819K +5,427 +2.9%
64 FDS 0.42% 8,706 $4M $447.26 $2M +3,835 +78.7%
65 ASML 0.42% 4,837 $4M $801.46 $836K +248 +5.4%
66 AEM 0.42% 32,445 $4M $118.93 -$528K -8,020 -19.8%
67 HWM 0.42% 20,724 $4M $186.13 $104K -8,210 -28.4%
68 CTVA 0.42% 51,652 $4M $74.53 $675K +1,211 +2.4%
69 SWKS 0.42% 51,433 $4M $74.52 -$218K -11,245 -17.9%
70 ANET 0.41% 36,772 $4M $102.31 $1M +1,228 +3.5%
71 SCCO 0.41% 36,937 $4M $101.17 $177K -1,155 -3.0%
72 SHOP 0.40% 32,225 $4M $115.35 $1M +6,026 +23.0%
73 LLY 0.40% 4,754 $4M $779.54 -$203K +21 +0.4%
74 MPWR 0.40% 5,032 $4M $731.43 $1M +480 +10.5%
75 APPF 0.40% 15,935 $4M $230.29 $266K +456 +3.0%
76 EQIX 0.40% 4,610 $4M $795.40 $71K +199 +4.5%
77 ETN 0.39% 10,069 $4M $357.00 $871K +49 +0.5%
78 BDX 0.39% 20,820 $4M $172.25 -$1M -584 -2.7%
79 NET 0.39% 18,298 $4M $195.83 $2M +3,375 +22.6%
80 PODD 0.38% 11,197 $4M $314.19 $652K +282 +2.6%
81 MTD 0.38% 2,994 $4M $1,174.56 $216K +199 +7.1%
82 WELL 0.38% 22,470 $3M $153.73 $2M +11,334 +101.8%
83 DOV 0.37% 18,698 $3M $183.23 $138K -21 -0.1%
84 FERG 0.37% 15,632 $3M $217.75 $2M +8,823 +129.6%
85 UBER 0.37% 36,448 $3M $93.30 $841K +1,315 +3.7%
86 DDOG 0.37% 25,010 $3M $134.33 $1M +1,758 +7.6%
87 LOGI 0.36% 36,976 $3M $90.13 $293K +968 +2.7%
88 TYL 0.36% 5,608 $3M $592.82 $68K +7 +0.1%
89 AVB 0.36% 16,298 $3M $203.50 $455K +2,963 +22.2%
90 BOOT 0.36% 21,815 $3M $152.00 $988K +147 +0.7%
91 CMG 0.36% 58,944 $3M $56.15 $357K +135 +0.2%
92 TEL 0.36% 19,561 $3M $168.67 $611K +535 +2.8%
93 OLLI 0.36% 24,973 $3M $131.78 -$232K -5,305 -17.5%
94 ODFL 0.36% 20,249 $3M $162.30 -$2M -9,433 -31.8%
95 PANW 0.35% 15,952 $3M $204.64 $495K -276 -1.7%
96 GRMN 0.35% 15,431 $3M $208.71 -$72K +266 +1.8%
97 ISRG 0.35% 5,863 $3M $543.41 -$333K -1,242 -17.5%
98 UL 0.34% 51,585 $3M $61.17 -$785K -14,581 -22.0%
99 NUE 0.34% 24,307 $3M $129.54 $268K +367 +1.5%
100 TRMB 0.34% 40,771 $3M $75.98 $419K -36 -0.1%

New Positions

SymbolValue% Port
ATO $3M 0.30%
VRT $2M 0.21%
TRGP $1M 0.16%
TOST $1M 0.16%
PKG $1M 0.14%
NEM $972K 0.11%
ALNY $864K 0.09%
PBH $780K 0.08%
LFUS $773K 0.08%
COIN $725K 0.08%
IPAR $699K 0.08%
OTIS $659K 0.07%
JLL $400K 0.04%
INTU $270K 0.03%
K $262K 0.03%

Sold Out Positions

SymbolValue% Port
EXR —%
CTRE —%
ZTS —%
ADC —%
BLDR —%
MTN —%
ADM —%
CF —%
WK —%
DFH —%
SM —%
AXON —%
MDB —%
MRVL —%
OLED —%
View SEC EDGAR Filings for AZZAD ASSET MANAGEMENT INC /ADV →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms