Shariaportfolio, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 23, 2025), Shariaportfolio, Inc. reported 23 stock positions worth $233.5 million. Its top holding was Tesla (TSLA) at 15.6% of the portfolio, followed by Strategy (MSTR, 15.6%) and SP Funds S&P Sharia Indu Exc (SPUS, 14.5%). Compared with Q1 2025, it opened 1 new position, sold out of 4, added to 16 and reduced 6. The biggest buy was Nvidia (NVDA, shares +70%) and the biggest sale an exit from Semler Scientific (SMLR).
- Most Recent 13F
- Q2 2026
- Location
- LAKE MARY, FL
- CIK
- 0001998574
- Portfolio Value
- $233.5M (Q2 2025)
- SEC Filing
- 0001998574-25-000004 ↗ filed Jul 23, 2025
Holdings Value
Holdings 23 stocks · $233.5M
| TSLA Tesla Inc. | 15.62% | 114,845 | $36.5M | Add +7.4% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 15.60% | 90,138 | $36.4M | Add +2.9% |
| SPUS SP Funds S&P Sharia Indu Exc | 14.54% | 765,658 | $34.0M | Add +1.4% |
| SPSK SP Funds Dow Jones Global Su | 12.91% | 1,655,373 | $30.2M | Add +4.0% |
| SPTE SP Funds S&P Global Tech ETF | 9.30% | 699,024 | $21.7M | Reduce -3.9% |
| SPWO SP Funds S&P World Ex-US ETF | 7.62% | 729,106 | $17.8M | Add +3.9% |
| NVDA Nvidia Corp. | 7.05% | 104,210 | $16.5M | Add +70.5% |
| SPRE SP/F S&P Global REIT Sharia | 3.92% | 477,493 | $9.2M | Add +15.1% |
| CLSK Cleanspark Inc. | 3.26% | 689,486 | $7.6M | Reduce -20.0% |
| VRSN Verisign Inc. | 1.48% | 11,975 | $3.5M | Reduce -7.2% |
| TOL Toll Brothers Inc. | 1.34% | 27,479 | $3.1M | Add +39.5% |
| ADBE Adobe Inc. | 1.10% | 6,666 | $2.6M | Add +2.1% |
| PYPL PayPal Holdings Inc. | 0.97% | 30,437 | $2.3M | Add +52.0% |
| BBY Best Buy Co. Inc. | 0.87% | 30,095 | $2.0M | Add +239.4% |
| JNJ Johnson & Johnson | 0.78% | 11,908 | $1.8M | Reduce -13.9% |
| NKE Nike Inc. Class B | 0.75% | 24,766 | $1.8M | Add +3.9% |
| BDX Becton Dickinson and Co. | 0.72% | 9,804 | $1.7M | Add +23.4% |
| RACE Ferrari NV | 0.72% | 3,431 | $1.7M | Add +48.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.67% | 6,928 | $1.6M | Reduce -29.9% |
| AAPL Apple Inc. | 0.35% | 3,999 | $820K | Add +1.3% |
| GLD SPDR Gold Shares | 0.18% | 1,361 | $415K | Add +0.6% |
| ASML ASML Holding NV-NY Reg SHS | 0.13% | 387 | $310K | New |
| MSFT Microsoft Corp. | 0.10% | 458 | $228K | Reduce -15.8% |
Portfolio Sells Q1 2025 → Q2 2025
| SMLR Semler Scientific Inc. | Sold out | 0.00% | −1.97 |
| STM Stmicroelectronics NV-NY SHS | Sold out | 0.00% | −0.99 |
| TGT Target Corp. | Sold out | 0.00% | −0.97 |
| JNJ Johnson & Johnson | Reduce -13.9% | 0.78% | −0.41 |
| SPTE SP Funds S&P Global Tech ETF | Reduce -3.9% | 9.30% | −0.25 |
| VRSN Verisign Inc. | Reduce -7.2% | 1.48% | −0.22 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -29.9% | 0.67% | −0.18 |
| MSFT Microsoft Corp. | Reduce -15.8% | 0.10% | −0.01 |
| BITF Bitfarms Ltd./Canada | Sold out | 0.00% | −0.00 |
| CLSK Cleanspark Inc. | Reduce -20.0% | 3.26% | +0.25 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +70.5% | 7.05% | +3.61 |
| MSTR Strategy Inc. | Add +2.9% | 15.60% | +2.48 |
| TSLA Tesla Inc. | Add +7.4% | 15.62% | +1.22 |
| BBY Best Buy Co. Inc. | Add +239.4% | 0.87% | +0.53 |
| PYPL PayPal Holdings Inc. | Add +52.0% | 0.97% | +0.29 |
| TOL Toll Brothers Inc. | Add +39.5% | 1.34% | +0.26 |
| RACE Ferrari NV | Add +48.1% | 0.72% | +0.21 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.13% | +0.13 |
| GLD SPDR Gold Shares | Add +0.6% | 0.18% | −0.02 |
| NKE Nike Inc. Class B | Add +3.9% | 0.75% | −0.03 |
| AAPL Apple Inc. | Add +1.3% | 0.35% | −0.10 |
| ADBE Adobe Inc. | Add +2.1% | 1.10% | −0.20 |
| BDX Becton Dickinson and Co. | Add +23.4% | 0.72% | −0.22 |
| SPRE SP/F S&P Global REIT Sharia | Add +15.1% | 3.92% | −0.28 |
| SPWO SP Funds S&P World Ex-US ETF | Add +3.9% | 7.62% | −0.39 |
| SPUS SP Funds S&P Sharia Indu Exc | Add +1.4% | 14.54% | −0.73 |
| SPSK SP Funds Dow Jones Global Su | Add +4.0% | 12.91% | −1.99 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 43 | $282.6M | SPUS, TSLA, SPSK, SPTE, SPWO |
| Q1 2026 | 40 | $225.8M | SPUS, TSLA, SPSK, SPWO, SPTE |
| Q4 2025 | 24 | $237.5M | TSLA, SPUS, SPSK, SPTE, MSTR |
| Q3 2025 | 24 | $261.3M | TSLA, SPUS, MSTR, SPSK, SPTE |
| Q2 2025 | 23 | $233.5M | TSLA, MSTR, SPUS, SPSK, SPTE |
| Q1 2025 | 26 | $192.5M | SPUS, SPSK, TSLA, MSTR, SPTE |
| Q4 2024 | 26 | $211.1M | TSLA, SPUS, MSTR, SPSK, SPTE |
| Q3 2024 | 31 | $188.1M | SPUS, SPSK, TSLA, MSTR, SPTE |
| Q2 2024 | 33 | $185.4M | SPUS, SPSK, TSLA, SPTE, MSTR |
| Q1 2024 | 34 | $173.5M | SPUS, SPSK, SPTE, TSLA, CLSK |