BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Navalign, LLC

· CIK 0001820593
13F Portfolio $429M AUM 132 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 132 New
Page 5 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HONEYWELL AEROSPACE INC 3,178.0 $703K 0.16% NEW $221.08
82 MU MICRON TECHNOLOGY INC Technology 605.0 $698K 0.16% NEW $1154.29 -18.7%
83 VUG VANGUARD INDEX FDS 7,826.0 $674K 0.16% NEW $86.15 +1.5%
84 SLP SIMULATIONS PLUS INC Healthcare 35,006.0 $641K 0.15% NEW $18.31 +0.5%
85 ROK ROCKWELL AUTOMATION INC Industrials 1,233.0 $610K 0.14% NEW $495.12 -12.8%
86 ADSK AUTODESK INC Technology 3,106.0 $604K 0.14% NEW $194.42 +31.0%
87 ABBV ABBVIE INC Healthcare 2,344.0 $590K 0.14% NEW $251.64 +4.5%
88 VIGI VANGUARD WHITEHALL FDS 5,933.0 $554K 0.13% NEW $93.38 +5.4%
89 IEFA ISHARES TR 5,314.0 $513K 0.12% NEW $96.58 +4.5%
90 XVV ISHARES TR 8,902.0 $506K 0.12% NEW $56.79 +3.2%
91 BSX BOSTON SCIENTIFIC CORP Healthcare 11,589.0 $495K 0.12% NEW $42.68 +12.9%
92 UNH UNITEDHEALTH GROUP INC Healthcare 1,122.0 $466K 0.11% NEW $415.51 -3.5%
93 MRVL MARVELL TECHNOLOGY INC Technology 1,537.0 $458K 0.11% NEW $297.95 -17.7%
94 RSSS RESEARCH SOLUTIONS INC Technology 196,126.0 $455K 0.11% NEW $2.32 -3.4%
95 BCAL CALIFORNIA BANCORP Financial Services 21,731.0 $453K 0.11% NEW $20.84 +2.5%
96 TSLA TESLA INC Consumer Cyclical 1,063.0 $447K 0.10% NEW $420.60 -17.8%
97 ZTS ZOETIS INC Healthcare 6,109.0 $439K 0.10% NEW $71.86 +7.9%
98 MA MASTERCARD INCORPORATED Financial Services 837.0 $430K 0.10% NEW $513.66 +16.5%
99 NEE NEXTERA ENERGY INC Utilities 4,787.0 $420K 0.10% NEW $87.78 -4.1%
100 ORCL ORACLE CORP Technology 2,793.0 $409K 0.10% NEW $146.56 +1.6%
Page 5 of 7  ·  132 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.2%
Healthcare 14.4%
Financial Services 12.2%
Industrials 8.5%
Communication Services 7.6%
Consumer Cyclical 6.8%
Consumer Defensive 4.3%
Utilities 2.7%
Energy 1.7%
Real Estate 1.6%