FOTEXETF / FundFidelity OTC Portfolio
Verdicts genuinely change. Free email alert the moment FOTEX'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.
Fidelity OTC Portfolio · Fidelity Securities Fund
136 holdings
COMPLIANT 4.41% of portfolio weight is in non-compliant holdings, under the 5% threshold.
136 holdings, 100 matched (89% of weight). Portfolio as of 2026-07-31, filed 2026-09-23. Source: SEC Form N-PORT.
1.41% of this portfolio’s income is non-permissible — weighted across holdings, computed over 86% of portfolio weight (91 of 136 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.
53.1% compliant 31.5% questionable 4.4% non-compliant 11.0% unscreened
All holdings (136)
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| NVDA NVIDIA CORP | COMPLIANT | 13.36% | AAOIFI1.1% Usmani12.1% Dow Jones Islamic0.9% S&P Shariah1.1% MSCI Islamic12.1% MSCI Islamic M-Series1.1% FTSE Shariah10.4% |
| AAPL APPLE INC | COMPLIANT | 11.63% | AAOIFI2.1% Usmani21.5% Dow Jones Islamic2.2% S&P Shariah2.4% MSCI Islamic21.5% MSCI Islamic M-Series2.4% FTSE Shariah21.5% |
| GOOG ALPHABET INC | QUESTIONABLE | 9.14% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| AMZN AMAZON.COM INC | QUESTIONABLE | 8.11% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| MSFT MICROSOFT CORP | QUESTIONABLE | 5.94% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| GOOG ALPHABET INC | QUESTIONABLE | 4.58% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| SPACE EXPLORATION TECHNOLOGIES CORP | UNSCREENED | 4.25% | no in-house ratios for this holding |
| AVGO BROADCOM INC | COMPLIANT | 3.71% | AAOIFI3.8% Usmani32.5% Dow Jones Islamic4.4% S&P Shariah5.5% MSCI Islamic32.5% MSCI Islamic M-Series5.5% FTSE Shariah32.5% |
| TSM TAIWAN SEMICONDUCTOR MFG CO LTD | COMPLIANT | 2.77% | AAOIFI1.5% Usmani13.8% Dow Jones Islamic0.5% S&P Shariah0.6% MSCI Islamic13.4% MSCI Islamic M-Series0.6% FTSE Shariah13.4% |
| Fidelity Revere Street Trust | UNSCREENED | 2.20% | no in-house ratios for this holding |
| META META PLATFORMS INC | QUESTIONABLE | 2.15% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| MU MICRON TECHNOLOGY INC | COMPLIANT | 2.11% | AAOIFI0.6% Usmani6.7% Dow Jones Islamic1.8% S&P Shariah2.4% MSCI Islamic4.8% MSCI Islamic M-Series2.4% FTSE Shariah4.3% |
| AMD ADVANCED MICRO DEVICES INC | COMPLIANT | 1.90% | AAOIFI0.5% Usmani5.1% Dow Jones Islamic1.2% S&P Shariah1.3% MSCI Islamic5.1% MSCI Islamic M-Series1.3% FTSE Shariah3.8% |
| TSLA TESLA INC | COMPLIANT | 1.55% | AAOIFI1.1% Usmani10.8% Dow Jones Islamic1.3% S&P Shariah1.5% MSCI Islamic10.6% MSCI Islamic M-Series1.5% FTSE Shariah6.1% |
| INTC INTEL CORP | COMPLIANT | 1.36% | AAOIFI9.2% Usmani25.0% Dow Jones Islamic23.9% S&P Shariah26.3% MSCI Islamic25.0% MSCI Islamic M-Series26.3% FTSE Shariah25.0% |
| DDOG DATADOG INC | NON_COMPLIANT | 1.31% | AAOIFI1.7% Usmani16.9% Dow Jones Islamic2.4% S&P Shariah2.6% MSCI Islamic16.9% MSCI Islamic M-Series2.6% FTSE Shariah13.1% |
| PANW PALO ALTO NETWORKS INC | COMPLIANT | 1.04% | AAOIFI0.3% Usmani1.6% Dow Jones Islamic0.5% S&P Shariah0.6% MSCI Islamic1.6% MSCI Islamic M-Series0.6% FTSE Shariah0.0% |
| ALNY ALNYLAM PHARMACEUTICALS INC | COMPLIANT | 1.02% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| ARGX ARGENX SE | COMPLIANT | 0.95% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| NFLX NETFLIX INC | QUESTIONABLE | 0.90% | AAOIFI5.2% Usmani28.5% Dow Jones Islamic4.1% S&P Shariah4.7% MSCI Islamic28.5% MSCI Islamic M-Series4.7% FTSE Shariah24.5% |
| LRCX LAM RESEARCH CORP | COMPLIANT | 0.86% | AAOIFI1.0% Usmani17.5% Dow Jones Islamic2.1% S&P Shariah2.4% MSCI Islamic17.5% MSCI Islamic M-Series2.4% FTSE Shariah15.8% |
| CRWD CROWDSTRIKE HOLDINGS INC | COMPLIANT | 0.81% | AAOIFI0.4% Usmani6.8% Dow Jones Islamic0.7% S&P Shariah0.8% MSCI Islamic6.8% MSCI Islamic M-Series0.8% FTSE Shariah6.2% |
| SHOP SHOPIFY INC | COMPLIANT | 0.71% | AAOIFI0.1% Usmani1.2% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic1.2% MSCI Islamic M-Series0.1% FTSE Shariah0.0% |
| GEV GE VERNOVA INC | COMPLIANT | 0.69% | AAOIFI1.1% Usmani3.5% Dow Jones Islamic1.7% S&P Shariah2.0% MSCI Islamic3.5% MSCI Islamic M-Series2.0% FTSE Shariah3.5% |
| AMAT APPLIED MATERIALS INC | COMPLIANT | 0.68% | AAOIFI1.9% Usmani16.6% Dow Jones Islamic3.4% S&P Shariah3.7% MSCI Islamic16.6% MSCI Islamic M-Series3.7% FTSE Shariah14.8% |
| NXT NEXTPOWER INC | COMPLIANT | 0.68% | AAOIFI0.3% Usmani0.9% Dow Jones Islamic0.4% S&P Shariah0.5% MSCI Islamic0.9% MSCI Islamic M-Series0.5% FTSE Shariah0.0% |
| MRNA MODERNA INC | NON_COMPLIANT | 0.68% | AAOIFI2.2% Usmani11.7% Dow Jones Islamic7.4% S&P Shariah5.1% MSCI Islamic11.4% MSCI Islamic M-Series5.1% FTSE Shariah5.4% |
| ANET ARISTA NETWORKS INC | COMPLIANT | 0.64% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| GILD GILEAD SCIENCES INC | COMPLIANT | 0.63% | AAOIFI14.4% Usmani53.2% Dow Jones Islamic18.6% S&P Shariah21.4% MSCI Islamic53.2% MSCI Islamic M-Series21.4% FTSE Shariah53.2% |
| MRVL MARVELL TECHNOLOGY INC | COMPLIANT | 0.56% | AAOIFI2.7% Usmani19.2% Dow Jones Islamic5.6% S&P Shariah6.5% MSCI Islamic19.2% MSCI Islamic M-Series6.5% FTSE Shariah18.0% |
| PLTR PALANTIR TECHNOLOGIES INC | QUESTIONABLE | 0.56% | AAOIFI0.1% Usmani1.8% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic1.8% MSCI Islamic M-Series0.1% FTSE Shariah0.0% |
| SITIME CORP | UNSCREENED | 0.53% | no in-house ratios for this holding |
| MTSI MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | COMPLIANT | 0.50% | AAOIFI1.7% Usmani17.6% Dow Jones Islamic2.6% S&P Shariah3.1% MSCI Islamic16.2% MSCI Islamic M-Series3.1% FTSE Shariah15.9% |
| REVOLUTION MEDICINES INC | UNSCREENED | 0.44% | no in-house ratios for this holding |
| CYTK CYTOKINETICS INC | NON_COMPLIANT | 0.41% | AAOIFI3.9% Usmani20.7% Dow Jones Islamic5.9% S&P Shariah6.2% MSCI Islamic20.7% MSCI Islamic M-Series6.2% FTSE Shariah14.3% |
| POWERSHARES QQQ TR | UNSCREENED | 0.40% | no in-house ratios for this holding |
| UCB.BR UCB SA | COMPLIANT | 0.40% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| AA ALCOA CORP | NON_COMPLIANT | 0.39% | AAOIFI16.9% Usmani13.2% Dow Jones Islamic24.5% S&P Shariah28.1% MSCI Islamic13.2% MSCI Islamic M-Series28.1% FTSE Shariah13.2% |
| AMPHENOL CORPORATION NEW | UNSCREENED | 0.38% | no in-house ratios for this holding |
| MONSTER BEVERAGE CORP NEW | UNSCREENED | 0.38% | no in-house ratios for this holding |
| KLAC KLA CORP | COMPLIANT | 0.37% | AAOIFI2.5% Usmani34.3% Dow Jones Islamic4.0% S&P Shariah4.7% MSCI Islamic34.3% MSCI Islamic M-Series4.7% FTSE Shariah32.8% |
| STLD STEEL DYNAMICS INC | COMPLIANT | 0.36% | AAOIFI12.1% Usmani24.4% Dow Jones Islamic17.6% S&P Shariah18.9% MSCI Islamic24.4% MSCI Islamic M-Series18.9% FTSE Shariah24.4% |
| ANTO.L ANTOFAGASTA PLC | COMPLIANT | 0.33% | AAOIFI13.1% Usmani27.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic26.8% MSCI Islamic M-Seriespass FTSE Shariah26.8% |
| DPZ DOMINOS PIZZA INC | NON_COMPLIANT | 0.30% | AAOIFI45.3% Usmani297.7% Dow Jones Islamic37.0% S&P Shariah36.3% MSCI Islamic290.5% MSCI Islamic M-Series36.3% FTSE Shariah277.0% |
| AZN ASTRAZENECA PLC | COMPLIANT | 0.29% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| SPACE EXPLORATION TECHNOLOGIES CORP | UNSCREENED | 0.29% | no in-house ratios for this holding |
| VST VISTRA CORP | NON_COMPLIANT | 0.29% | AAOIFI39.4% Usmani46.0% Dow Jones Islamic36.7% S&P Shariah46.3% MSCI Islamic46.0% MSCI Islamic M-Series46.3% FTSE Shariah46.0% |
| NRG NRG ENERGY INC | NON_COMPLIANT | 0.27% | AAOIFI85.9% Usmani53.8% Dow Jones Islamic81.4% S&P Shariah98.7% MSCI Islamic53.8% MSCI Islamic M-Series98.7% FTSE Shariah53.3% |
| ARCELORMITTAL SA LUXEMBOURG | UNSCREENED | 0.26% | no in-house ratios for this holding |
| TYRA TYRA BIOSCIENCES INC | COMPLIANT | 0.24% | AAOIFI0.3% Usmani1.5% Dow Jones Islamic0.5% S&P Shariah0.6% MSCI Islamic1.5% MSCI Islamic M-Series0.6% FTSE Shariah0.0% |
| ANDURIL INDUSTRIES INC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| ASML ASML HOLDING NV | COMPLIANT | 0.22% | AAOIFI0.8% Usmani8.7% Dow Jones Islamic1.3% S&P Shariah1.4% MSCI Islamic8.7% MSCI Islamic M-Series1.4% FTSE Shariah8.7% |
| CDNS CADENCE DESIGN SYSTEMS INC | COMPLIANT | 0.22% | AAOIFI0.3% Usmani1.9% Dow Jones Islamic0.3% S&P Shariah0.3% MSCI Islamic1.9% MSCI Islamic M-Series0.3% FTSE Shariah0.0% |
| JPM JPMORGAN CHASE and CO | NON_COMPLIANT | 0.22% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| ANTHROPIC PBC | UNSCREENED | 0.22% | no in-house ratios for this holding |
| 012450.KS HANWHA AEROSPACE CO LTD | NON_COMPLIANT | 0.20% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BAC BANK OF AMERICA CORPORATION | NON_COMPLIANT | 0.20% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| WAYMO LLC | UNSCREENED | 0.20% | no in-house ratios for this holding |
| EQIX EQUINIX INC | COMPLIANT | 0.19% | AAOIFI20.7% Usmani57.3% Dow Jones Islamic24.8% S&P Shariah26.3% MSCI Islamic51.7% MSCI Islamic M-Series26.3% FTSE Shariah48.4% |
| COST COSTCO WHOLESALE CORP | QUESTIONABLE | 0.18% | AAOIFI2.0% Usmani11.4% Dow Jones Islamic2.1% S&P Shariah2.2% MSCI Islamic9.8% MSCI Islamic M-Series2.2% FTSE Shariah6.9% |
| CEG CONSTELLATION ENERGY CORP | COMPLIANT | 0.18% | AAOIFI18.4% Usmani19.8% Dow Jones Islamic20.8% S&P Shariah24.7% MSCI Islamic19.8% MSCI Islamic M-Series24.7% FTSE Shariah19.8% |
| COGENT BIOSCIENCES INC | UNSCREENED | 0.17% | no in-house ratios for this holding |
| LEGN LEGEND BIOTECH CORP | COMPLIANT | 0.16% | AAOIFI8.8% Usmani18.4% Dow Jones Islamic2.9% S&P Shariah2.3% MSCI Islamic18.4% MSCI Islamic M-Series2.3% FTSE Shariah18.4% |
| ILMN ILLUMINA INC | COMPLIANT | 0.16% | AAOIFI1.6% Usmani8.1% Dow Jones Islamic2.7% S&P Shariah2.7% MSCI Islamic8.1% MSCI Islamic M-Series2.7% FTSE Shariah0.0% |
| ASND ASCENDIS PHARMA A/S | COMPLIANT | 0.15% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| CSCO CISCO SYSTEMS INC | COMPLIANT | 0.14% | AAOIFI5.7% Usmani18.9% Dow Jones Islamic8.4% S&P Shariah9.5% MSCI Islamic18.9% MSCI Islamic M-Series9.5% FTSE Shariah17.6% |
| ADI ANALOG DEVICES INC | COMPLIANT | 0.14% | AAOIFI4.6% Usmani16.8% Dow Jones Islamic6.1% S&P Shariah6.8% MSCI Islamic16.8% MSCI Islamic M-Series6.8% FTSE Shariah16.8% |
| BSX BOSTON SCIENTIFIC CORP | COMPLIANT | 0.12% | AAOIFI19.4% Usmani27.9% Dow Jones Islamic10.0% S&P Shariah10.9% MSCI Islamic27.9% MSCI Islamic M-Series10.9% FTSE Shariah27.9% |
| Fidelity Revere Street Trust | UNSCREENED | 0.11% | no in-house ratios for this holding |
| SCHOLAR ROCK HOLDING CORP | UNSCREENED | 0.10% | no in-house ratios for this holding |
| FNV FRANCO NEVADA CORP | COMPLIANT | 0.10% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| DOUYIN CO LTD | UNSCREENED | 0.10% | no in-house ratios for this holding |
| STX SEAGATE TECHNOLOGY HOLDINGS PLC | COMPLIANT | 0.10% | AAOIFI2.0% Usmani39.5% Dow Jones Islamic5.8% S&P Shariah7.7% MSCI Islamic39.5% MSCI Islamic M-Series7.7% FTSE Shariah36.1% |
| TER TERADYNE INC | COMPLIANT | 0.10% | AAOIFI0.2% Usmani2.0% Dow Jones Islamic0.3% S&P Shariah0.4% MSCI Islamic2.0% MSCI Islamic M-Series0.4% FTSE Shariah0.0% |
| ADSK AUTODESK INC | COMPLIANT | 0.10% | AAOIFI8.4% Usmani28.7% Dow Jones Islamic6.4% S&P Shariah6.7% MSCI Islamic28.7% MSCI Islamic M-Series6.7% FTSE Shariah26.9% |
| MPWR MONOLITHIC POWER SYSTEMS INC | COMPLIANT | 0.09% | AAOIFI0.0% Usmani0.4% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.4% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| EPI-A.ST EPIROC AB | COMPLIANT | 0.09% | AAOIFI6.4% Usmani28.6% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic25.1% MSCI Islamic M-Seriespass FTSE Shariah25.1% |
| INSMED INC | UNSCREENED | 0.09% | no in-house ratios for this holding |
| TXG 10X GENOMICS INC | COMPLIANT | 0.09% | AAOIFI1.0% Usmani7.6% Dow Jones Islamic3.2% S&P Shariah2.5% MSCI Islamic7.6% MSCI Islamic M-Series2.5% FTSE Shariah0.0% |
| OLD DOMINION FREIGHT LINES INC | UNSCREENED | 0.09% | no in-house ratios for this holding |
| NXPI NXP SEMICONDUCTORS NV | COMPLIANT | 0.08% | AAOIFI22.1% Usmani46.1% Dow Jones Islamic22.1% S&P Shariah22.0% MSCI Islamic46.1% MSCI Islamic M-Series22.0% FTSE Shariah45.1% |
| REVOLUT GROUP HOLDINGS LTD | UNSCREENED | 0.08% | no in-house ratios for this holding |
| EPIC GAMES INC | UNSCREENED | 0.07% | no in-house ratios for this holding |
| RMBS RAMBUS INC | COMPLIANT | 0.07% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| WAYMO LLC | UNSCREENED | 0.07% | no in-house ratios for this holding |
| TMDX TRANSMEDICS GROUP INC | NON_COMPLIANT | 0.06% | AAOIFI0.8% Usmani25.5% Dow Jones Islamic0.7% S&P Shariah0.8% MSCI Islamic1.8% MSCI Islamic M-Series0.8% FTSE Shariah1.4% |
| SANDISK CORP/DE | UNSCREENED | 0.06% | no in-house ratios for this holding |
| DUOL DUOLINGO INC | COMPLIANT | 0.06% | AAOIFI1.3% Usmani4.2% Dow Jones Islamic0.7% S&P Shariah0.8% MSCI Islamic4.2% MSCI Islamic M-Series0.8% FTSE Shariah0.0% |
| DHR DANAHER CORP | COMPLIANT | 0.06% | AAOIFI18.2% Usmani28.8% Dow Jones Islamic17.7% S&P Shariah16.7% MSCI Islamic28.8% MSCI Islamic M-Series16.7% FTSE Shariah28.8% |
| ANDURIL INDUSTRIES INC | UNSCREENED | 0.05% | no in-house ratios for this holding |
| GLW CORNING INC | COMPLIANT | 0.05% | AAOIFI7.0% Usmani32.5% Dow Jones Islamic12.8% S&P Shariah16.4% MSCI Islamic31.8% MSCI Islamic M-Series16.4% FTSE Shariah28.7% |
| SNPS SYNOPSYS INC | COMPLIANT | 0.05% | AAOIFI14.4% Usmani22.7% Dow Jones Islamic13.2% S&P Shariah13.2% MSCI Islamic22.7% MSCI Islamic M-Series13.2% FTSE Shariah21.0% |
| CANVA INC | UNSCREENED | 0.05% | no in-house ratios for this holding |
| FLNC FLUENCE ENERGY INC | COMPLIANT | 0.04% | AAOIFI21.6% Usmani15.8% Dow Jones Islamic15.5% S&P Shariah13.9% MSCI Islamic15.8% MSCI Islamic M-Series13.9% FTSE Shariah15.0% |
| WAYMO LLC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| AIXXF AIXTRON AG | COMPLIANT | 0.04% | AAOIFI0.1% Usmani0.9% Dow Jones Islamic0.2% S&P Shariah0.2% MSCI Islamic0.4% MSCI Islamic M-Series0.2% FTSE Shariah0.4% |
| OTC FHUS HOLDINGS LLC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| MARRIOTT INTERNATIONAL INC/MD | UNSCREENED | 0.04% | no in-house ratios for this holding |
| ANT INTERNATIONAL CO LTD | UNSCREENED | 0.04% | no in-house ratios for this holding |
| WDC WESTERN DIGITAL CORP | COMPLIANT | 0.03% | AAOIFI0.9% Usmani8.6% Dow Jones Islamic1.6% S&P Shariah2.1% MSCI Islamic8.6% MSCI Islamic M-Series2.1% FTSE Shariah7.6% |
| CSX CSX CORP | COMPLIANT | 0.03% | AAOIFI21.8% Usmani43.3% Dow Jones Islamic27.6% S&P Shariah28.4% MSCI Islamic43.3% MSCI Islamic M-Series28.4% FTSE Shariah42.2% |
| LULU LULULEMON ATHLETICA INC | COMPLIANT | 0.03% | AAOIFI17.9% Usmani25.2% Dow Jones Islamic8.2% S&P Shariah6.5% MSCI Islamic25.2% MSCI Islamic M-Series6.5% FTSE Shariah0.0% |
| FANG DIAMONDBACK ENERGY INC | COMPLIANT | 0.02% | AAOIFI22.6% Usmani18.0% Dow Jones Islamic28.3% S&P Shariah31.9% MSCI Islamic18.0% MSCI Islamic M-Series31.9% FTSE Shariah18.0% |
| MELI MERCADOLIBRE INC | COMPLIANT | 0.02% | AAOIFI20.1% Usmani38.5% Dow Jones Islamic19.0% S&P Shariah20.6% MSCI Islamic38.3% MSCI Islamic M-Series20.6% FTSE Shariah33.3% |
| MDLZ MONDELEZ INTERNATIONAL INC | NON_COMPLIANT | 0.02% | AAOIFI24.4% Usmani27.5% Dow Jones Islamic24.3% S&P Shariah23.4% MSCI Islamic26.9% MSCI Islamic M-Series23.4% FTSE Shariah25.8% |
| APPF APPFOLIO INC | COMPLIANT | 0.02% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| CHTR CHARTER COMMUNICATIONS INC | NON_COMPLIANT | 0.02% | AAOIFI353.0% Usmani60.4% Dow Jones Islamic125.9% S&P Shariah116.4% MSCI Islamic60.4% MSCI Islamic M-Series116.4% FTSE Shariah60.4% |
| FIG FIGMA INC | NON_COMPLIANT | 0.02% | AAOIFI0.5% Usmani2.9% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic2.9% MSCI Islamic M-Seriesfail FTSE Shariah0.0% |
| WTFC WINTRUST FINANCIAL CORP | NON_COMPLIANT | 0.02% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| TENSTORRENT HOLDINGS INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| SWKS SKYWORKS SOLUTIONS INC | COMPLIANT | 0.01% | AAOIFI6.0% Usmani9.2% Dow Jones Islamic6.4% S&P Shariah5.6% MSCI Islamic9.2% MSCI Islamic M-Series5.6% FTSE Shariah6.7% |
| ISRG INTUITIVE SURGICAL INC | COMPLIANT | 0.01% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| VECO VEECO INSTRUMENTS INC | COMPLIANT | 0.01% | AAOIFI8.3% Usmani18.5% Dow Jones Islamic13.4% S&P Shariah13.5% MSCI Islamic18.5% MSCI Islamic M-Series13.5% FTSE Shariah16.0% |
| CASTLE CREEK BIOSCIENCES INC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| ADBE ADOBE INC | COMPLIANT | 0.01% | AAOIFI4.5% Usmani22.6% Dow Jones Islamic4.6% S&P Shariah3.8% MSCI Islamic22.6% MSCI Islamic M-Series3.8% FTSE Shariah21.2% |
| ABNB AIRBNB INC | NON_COMPLIANT | 0.01% | AAOIFI2.3% Usmani8.7% Dow Jones Islamic3.1% S&P Shariah3.1% MSCI Islamic8.7% MSCI Islamic M-Series3.1% FTSE Shariah8.6% |
| ANDURIL INDUSTRIES INC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| ELAN ELANCO ANIMAL HEALTH INC | NON_COMPLIANT | 0.01% | AAOIFI31.2% Usmani27.5% Dow Jones Islamic41.7% S&P Shariah45.2% MSCI Islamic27.5% MSCI Islamic M-Series45.2% FTSE Shariah27.5% |
| BWMN BOWMAN CONSULTING GROUP LTD | NON_COMPLIANT | 0.00% | AAOIFI13.1% Usmani24.0% Dow Jones Islamic17.7% S&P Shariah18.3% MSCI Islamic15.7% MSCI Islamic M-Series18.3% FTSE Shariah7.3% |
| IONS IONIS PHARMACEUTICALS INC | NON_COMPLIANT | 0.00% | AAOIFI21.0% Usmani67.5% Dow Jones Islamic23.0% S&P Shariah25.1% MSCI Islamic67.5% MSCI Islamic M-Series25.1% FTSE Shariah58.8% |
| MOODYS CORP | UNSCREENED | 0.00% | no in-house ratios for this holding |
| DISCORD INC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| LITE LUMENTUM HOLDINGS INC | COMPLIANT | 0.00% | AAOIFI1.9% Usmani22.9% Dow Jones Islamic6.7% S&P Shariah9.4% MSCI Islamic22.9% MSCI Islamic M-Series9.4% FTSE Shariah22.4% |
| FIGS FIGS INC | COMPLIANT | 0.00% | AAOIFI2.4% Usmani9.9% Dow Jones Islamic4.1% S&P Shariah4.5% MSCI Islamic9.9% MSCI Islamic M-Series4.5% FTSE Shariah0.0% |
| GRAL GRAIL INC | NON_COMPLIANT | 0.00% | AAOIFI2.5% Usmani3.2% Dow Jones Islamic4.7% S&P Shariahfail MSCI Islamic3.2% MSCI Islamic M-Seriesfail FTSE Shariah0.0% |
| SPGI S and P GLOBAL INC | COMPLIANT | 0.00% | AAOIFI10.6% Usmani22.9% Dow Jones Islamic9.4% S&P Shariah9.8% MSCI Islamic22.9% MSCI Islamic M-Series9.8% FTSE Shariah21.9% |
| TWLO TWILIO INC | COMPLIANT | 0.00% | AAOIFI3.1% Usmani9.8% Dow Jones Islamic5.4% S&P Shariah6.4% MSCI Islamic9.8% MSCI Islamic M-Series6.4% FTSE Shariah9.2% |
| JD JD.COM INC | NON_COMPLIANT | 0.00% | AAOIFI28.5% Usmani11.2% Dow Jones Islamic12.5% S&P Shariah13.4% MSCI Islamic11.2% MSCI Islamic M-Series13.4% FTSE Shariah6.4% |
| MBGL MOBILITY GLOBAL INC | NON_COMPLIANT | 0.00% | AAOIFI33.1% Usmani15.4% Dow Jones Islamic— S&P Shariah— MSCI Islamic15.4% MSCI Islamic M-Series— FTSE Shariah15.2% |
| BESIY BE SEMICONDUCTOR INDUSTRIES NV | COMPLIANT | 0.00% | AAOIFI3.2% Usmani48.1% Dow Jones Islamic4.4% S&P Shariah4.7% MSCI Islamic46.8% MSCI Islamic M-Series4.7% FTSE Shariah46.8% |
| ANDURIL INDUSTRIES INC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| TREVENA INC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| OTC AT HOLDINGS LLC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| UP WHEELS UP EXPERIENCE INC | NON_COMPLIANT | 0.00% | AAOIFI404.0% Usmani77.1% Dow Jones Islamic83.9% S&P Shariah78.9% MSCI Islamic77.1% MSCI Islamic M-Series78.9% FTSE Shariah65.0% |
| UP WHEELS UP EXPERIENCE INC | NON_COMPLIANT | 0.00% | AAOIFI404.0% Usmani77.1% Dow Jones Islamic83.9% S&P Shariah78.9% MSCI Islamic77.1% MSCI Islamic M-Series78.9% FTSE Shariah65.0% |
| UP WHEELS UP EXPERIENCE INC | NON_COMPLIANT | 0.00% | AAOIFI404.0% Usmani77.1% Dow Jones Islamic83.9% S&P Shariah78.9% MSCI Islamic77.1% MSCI Islamic M-Series78.9% FTSE Shariah65.0% |
The published standards disagree about this fund by 25 points of portfolio weight — 81.7% of it passes AAOIFI, 56.9% 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 81.7% ratios fail on 4.5% 14.0% not rated under AAOIFI
ratios pass on 75.7% ratios fail on 10.4% 14.1% not rated under Usmani
ratios pass on 81.4% ratios fail on 4.5% 14.2% not rated under Dow Jones Islamic
ratios pass on 81.4% ratios fail on 4.5% 14.2% not rated under S&P Shariah
ratios pass on 56.9% ratios fail on 15.4% 27.9% not rated under MSCI Islamic
ratios pass on 81.4% ratios fail on 4.5% 14.2% not rated under MSCI Islamic M-Series
ratios pass on 73.8% ratios fail on 12.1% 14.2% not rated under FTSE Shariah
97 of 136 listed holdings carry our own per-methodology verdicts (89% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 89 (86% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| DDOG DATADOG INC | 1.31% |
| MRNA MODERNA INC | 0.68% |
| CYTK CYTOKINETICS INC | 0.41% |
| AA ALCOA CORP | 0.39% |
| DPZ DOMINOS PIZZA INC | 0.30% |
| VST VISTRA CORP | 0.29% |
| NRG NRG ENERGY INC | 0.27% |
| JPM JPMORGAN CHASE and CO | 0.22% |
| 012450.KS HANWHA AEROSPACE CO LTD | 0.20% |
| BAC BANK OF AMERICA CORPORATION | 0.20% |
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Fidelity OTC Portfolio (FOTEX) is currently considered halal (Sharia-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 |
|---|---|---|
| NVDANVIDIA CORP | 13.36% | Compliant |
| AAPLAPPLE INC | 11.63% | Compliant |
| GOOGALPHABET INC | 9.14% | Questionable |
| AMZNAMAZON.COM INC | 8.11% | Questionable |
| MSFTMICROSOFT CORP | 5.94% | Questionable |
| GOOGALPHABET INC | 4.58% | Questionable |
| SPACE EXPLORATION TECHNOLOGIES CORPnot matched to a ticker | 4.25% | Not screened |
| AVGOBROADCOM INC | 3.71% | Compliant |
| TSMTAIWAN SEMICONDUCTOR MFG CO LTD | 2.77% | Compliant |
| Fidelity Revere Street Trustnot matched to a ticker | 2.20% | Not screened |
Top 10 of 136 holdings, 65.7% 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.
- GOOGquestionable9.14%
- AMZNquestionable8.11%
- MSFTquestionable5.94%
- GOOGquestionable4.58%
- SPACE EXPLORATION TECHNOLOGIES CORPnot screened4.25%
- Fidelity Revere Street Trustnot screened2.20%
What changed, and when
Verdict history for FOTEX. 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 FOTEX has been recorded since tracking began. The scan ledger records that the compliance detectors ran, not which symbols each pass covered.
Tracked since 2026-09-07.
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) | 42.40 | NEUTRAL |
| Stochastic %K (14) | 31.68 | NEUTRAL |
| CCI (20) | -72.58 | NEUTRAL |
| Williams %R (14) | -68.32 | NEUTRAL |
| MACD (12,26,9) | -0.14 | SELL |
| ROC (10) | -3.65 | SELL |
| Momentum (10) | -0.95 | SELL |
| EMA (10) | 25.24 | SELL |
| SMA (10) | 25.31 | SELL |
| EMA (20) | 25.74 | SELL |
| SMA (20) | 25.92 | SELL |
| EMA (30) | 26.00 | SELL |
| SMA (30) | 26.50 | SELL |
| EMA (50) | 26.14 | SELL |
| SMA (50) | 26.50 | SELL |
| EMA (100) | 25.80 | SELL |
| SMA (100) | 26.06 | SELL |
| EMA (200) | 24.27 | BUY |
| SMA (200) | 24.33 | 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.