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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 9 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 RELX RELX PLC Communication Services 40,128.0 $1.3M 0.12% NEW $31.67 +11.7%
162 HONEYWELL INTL INC 5,432.0 $1.2M 0.11% NEW $223.90
163 NOK NOKIA CORP Technology 87,272.0 $1.2M 0.10% NEW $13.28 -23.6%
164 CRM SALESFORCE INC Technology 7,317.0 $1.1M 0.10% NEW $157.13 +30.7%
165 MDT MEDTRONIC PLC Healthcare 14,348.0 $1.1M 0.10% NEW $78.95 +16.9%
166 BA BOEING CO Industrials 5,062.0 $1.1M 0.10% NEW $216.47 -0.6%
167 QQQ INVESCO QQQ TR Financial Services 1,486.0 $1.1M 0.10% NEW $737.05 -3.5%
168 NOW SERVICENOW INC Technology 11,002.0 $1.1M 0.10% NEW $99.28 +30.7%
169 SBUX STARBUCKS CORP Consumer Cyclical 10,407.0 $1.1M 0.10% NEW $102.19 +1.8%
170 CPT CAMDEN PPTY TR Real Estate 9,164.0 $1.1M 0.10% NEW $115.55 -6.6%
171 ARGX ARGENX SE Healthcare 1,081.0 $1.0M 0.09% NEW $927.94 +11.9%
172 GLPI GAMING & LEISURE P Real Estate 22,438.0 $999K 0.09% NEW $44.53 -1.8%
173 IWN ISHARES TR 4,439.0 $982K 0.09% NEW $221.20 +1.2%
174 VALE VALE S A Basic Materials 64,731.0 $974K 0.09% NEW $15.04 -5.4%
175 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 59,492.0 $970K 0.09% NEW $16.31 +11.2%
176 CALL NVIDIA CORPORATION 6,000.0 $962K 0.09% NEW $160.35
177 HMC HONDA MOTOR CO LTD Consumer Cyclical 34,985.0 $948K 0.09% NEW $27.11 +20.3%
178 IXUS ISHARES TR 9,312.0 $889K 0.08% NEW $95.44 +1.9%
179 VIOG VANGUARD ADMIRAL FDS INC 5,778.0 $886K 0.08% NEW $153.42 -3.1%
180 PFLT PENNANTPARK FLOATING RATE CA Financial Services 116,148.0 $879K 0.08% NEW $7.57 -2.6%
Page 9 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%