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Azzad Asset Management, Inc.
Bashar Qasem · Asset Manager · Growth
Azzad Asset Management, Inc., founded in 1997 by Bashar Qasem and headquartered in Falls Church, Virginia, is a leading investment firm specializing in Sharia-compliant and socially responsible investing. The firm serves as the investment advisor to the Azzad Funds and provides personalized wealth management services to individuals and institutions. Azzad is recognized for its commitment to ethical finance, utilizing rigorous screening processes to avoid industries such as interest-based banking, tobacco, and gambling while integrating environmental, social, and governance factors into its decision-making process. By combining traditional financial analysis with faith-based principles, Azzad aims to provide competitive investment returns that align with the moral and ethical values of its clients.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +22.1% |
| YTD return | +14.9% |
| Sharpe ratio | 3.77 |
| Win rate | 48% |
| AUM | $0.4B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.4B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.azzadasset.com/ |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 15.9% | +19.4% |
| AAPL | Apple Inc | 12.9% | +21.6% |
| GOOGL | Alphabet Inc Class A | 11.0% | +16.9% |
| MSFT | Microsoft Corporation | 7.3% | +3.0% |
| META | Meta Platforms Inc. | 5.9% | -9.1% |
| AVGO | Broadcom Inc | 5.3% | +1.2% |
| KLAC | KLA-Tencor Corporation | 5.2% | -26.3% |
| TSLA | Tesla Inc | 4.5% | -18.8% |
| MRK | Merck & Company Inc | 3.7% | +39.9% |
| PG | Procter & Gamble Company | 3.1% | -1.5% |
| TGT | Target Corporation | 2.8% | +12.4% |
| WELL | Welltower Inc | 2.8% | +8.2% |
| SN | SharkNinja, Inc. | 2.6% | +6.3% |
| SNOW | Snowflake Inc. | 2.6% | +12.1% |
| AMD | Advanced Micro Devices Inc | 2.5% | -2.0% |
| LRCX | Lam Research Corp | 2.5% | +49.8% |
| PWR | Quanta Services Inc | 2.4% | +5.1% |
| APD | Air Products and Chemicals Inc | 2.4% | +2.5% |
| VEEV | Veeva Systems Inc Class A | 2.4% | -1.5% |
| ABBV | AbbVie Inc | 2.3% | -3.2% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | SELL | LRCX | 2.6% → 2.5% |
| Aug 31, 2026 | BUY | META | 5.8% → 5.9% |
| Aug 31, 2026 | SELL | TSLA | 4.4% → 4.5% |
| Aug 31, 2026 | BUY | GOOGL | 11.0% → 11.0% |
| Aug 31, 2026 | SELL | AMD | 2.6% → 2.5% |
Investment Style Analysis
Azzad Asset Management, Inc. is widely recognized for employing a Growth strategy. As of Sep 4, 2026, the firm oversees approximately $0.4B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Azzad Asset Management, Inc. made a significant move by reducing the position in LRCX. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Azzad’s investment philosophy is centered on the intersection of faith and finance, specifically adhering to Islamic principles and socially responsible criteria. The firm employs a 'Seven Tenets of Halal Investing' framework, which involves strictly avoiding interest-bearing instruments and companies involved in unethical industries such as alcohol, gambling, and weapons. Beyond negative screening, Azzad actively engages in shareholder advocacy and ESG integration, seeking to influence corporate behavior towards more sustainable and just practices. The strategy prioritizes high-quality companies with low debt-to-equity ratios and strong social responsibility profiles, aiming to achieve long-term capital appreciation while ensuring that client portfolios remain purified from prohibited income sources.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Azzad Asset Management, Inc..
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Frequently asked questions
How is the simulated portfolio for Azzad Asset Management, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Azzad Asset Management, Inc.'s largest holding?
As of the latest filing, Azzad Asset Management, Inc.'s top position is NVIDIA Corporation (NVDA), representing 15.9% of the portfolio. This reflects a high-conviction bet by the institution.
What is Azzad Asset Management, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +22.1% with a win rate of 48%. Notably, the portfolio maintains a Sharpe Ratio of 3.77, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Azzad Asset Management, Inc. primarily invest in?
Azzad Asset Management, Inc. has a strong preference for the Semiconductors sector, which makes up 23.7% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Azzad Asset Management, Inc.'s portfolio concentrated or diversified?
Azzad Asset Management, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 39.8% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Azzad Asset Management, Inc. performed in 2026?
Our AI-simulated model portfolio for Azzad Asset Management, Inc. tracks a Year-to-Date (YTD) return of +14.9%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Bashar Qasem manage Azzad Asset Management, Inc. directly?
Yes, Bashar Qasem serves as the key portfolio manager for Azzad Asset Management, Inc., overseeing the investment strategy and final capital allocation decisions.