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Portfolio (Quarterly) Guide ↗

Naviter Wealth, LLC

· CIK 0001855567
13F Portfolio $1.1B AUM 305 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 305 New
Page 8 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VIOV VANGUARD ADMIRAL FDS INC 12,814.0 $1.5M 0.14% NEW $117.33 +0.6%
142 ISRG INTUITIVE SURGICAL INC Healthcare 3,778.0 $1.5M 0.14% NEW $397.70 -5.8%
143 DHR DANAHER CORP DEL Healthcare 7,866.0 $1.5M 0.14% NEW $190.88 +13.1%
144 GOOG ALPHABET INC Communication Services 4,238.0 $1.5M 0.14% NEW $353.36 -4.3%
145 CRWD CROWDSTRIKE HLDGS INC Technology 1,935.0 $1.5M 0.13% NEW $190.79 -0.2%
146 COP CONOCOPHILLIPS Energy 14,112.0 $1.5M 0.13% NEW $103.96 +29.8%
147 INVH INVITATION HOMES INC Real Estate 47,691.0 $1.5M 0.13% NEW $30.51 -0.8%
148 BLUEROCK PVT REAL ESTATE FD 111,263.0 $1.4M 0.13% NEW $13.01
149 PSX PHILLIPS 66 Energy 8,311.0 $1.4M 0.13% NEW $169.05 +42.0%
150 FIX COMFORT SYS USA INC Industrials 707.0 $1.4M 0.13% NEW $1981.95 -15.6%
151 PM PHILIP MORRIS INTL INC Consumer Defensive 7,678.0 $1.4M 0.13% NEW $182.36 +5.0%
152 BKNG BOOKING HOLDINGS INC Consumer Cyclical 7,855.0 $1.4M 0.13% NEW $178.24 +17.7%
153 PFE PFIZER INC Healthcare 56,357.0 $1.4M 0.12% NEW $24.08 +15.5%
154 IWF ISHARES TR 10,800.0 $1.3M 0.12% NEW $124.17 -1.9%
155 STRL STERLING INFRASTRUCTURE INC Industrials 1,596.0 $1.3M 0.12% NEW $839.36 -38.0%
156 WY WEYERHAEUSER CO Real Estate 55,772.0 $1.3M 0.12% NEW $23.94 +2.8%
157 HONEYWELL AEROSPACE INC 5,957.0 $1.3M 0.12% NEW $221.07
158 SUI SUN CMNTYS INC Real Estate 10,858.0 $1.3M 0.12% NEW $121.03 +1.0%
159 QQQM INVESCO EXCH TRADED FD TR II 4,260.0 $1.3M 0.12% NEW $302.99 -3.4%
160 NATWEST GROUP PLC 72,736.0 $1.3M 0.12% NEW $17.63
Page 8 of 16  ·  305 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 33.0%
Financial Services 19.8%
Real Estate 12.7%
Healthcare 8.3%
Communication Services 6.9%
Consumer Cyclical 5.8%
Consumer Defensive 4.0%
Industrials 3.9%
Energy 3.1%
Basic Materials 1.8%