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Portfolio (Quarterly) Guide ↗

NavPoint Financial, Inc.

· CIK 0002009813
13F Portfolio $270M AUM 74 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 74 New
Page 3 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CGDV CAPITAL GROUP DIVIDEND VALUE 24,630.0 $1.2M 0.45% NEW $49.28 +1.6%
42 XOM EXXON MOBIL CORP Energy 8,786.0 $1.2M 0.45% NEW $136.72 +16.6%
43 NVDA NVIDIA CORPORATION Technology 4,428.0 $886K 0.33% NEW $200.11 +15.1%
44 GOOGL ALPHABET INC Communication Services 2,439.0 $872K 0.32% NEW $357.37 -5.3%
45 MMM 3M CO Industrials 5,240.0 $848K 0.31% NEW $161.91 +4.1%
46 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,080.0 $806K 0.30% NEW $746.65 +3.2%
47 VANGUARD CALIF TAX FREE FDS 6,445.0 $648K 0.24% NEW $100.60
48 PLTR PALANTIR TECHNOLOGIES INC Technology 5,224.0 $609K 0.23% NEW $116.67 +49.4%
49 IAUM ISHARES GOLD TRUST MICRO Financial Services 15,218.0 $609K 0.23% NEW $40.01 +10.5%
50 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 13,200.0 $601K 0.22% NEW $45.52 +35.6%
51 UNH UNITEDHEALTH GROUP INC Healthcare 1,215.0 $505K 0.19% NEW $415.57 -4.4%
52 VBK VANGUARD INDEX FDS 1,378.0 $504K 0.19% NEW $365.63 -4.4%
53 MU MICRON TECHNOLOGY INC Technology 433.0 $500K 0.18% NEW $1154.29 -11.9%
54 DRI DARDEN RESTAURANTS INC Consumer Cyclical 2,204.0 $454K 0.17% NEW $206.01 +5.3%
55 SMH VANECK ETF TRUST 600.0 $394K 0.15% NEW $655.89 -13.6%
56 JEPI J P MORGAN EXCHANGE TRADED F 6,431.0 $363K 0.14% NEW $56.48 +1.3%
57 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 383.0 $358K 0.13% NEW $934.58 -2.0%
58 IBM INTERNATIONAL BUSINESS MACHS Technology 1,247.0 $351K 0.13% NEW $281.21 -16.5%
59 WINN HARBOR ETF TRUST 10,452.0 $339K 0.13% NEW $32.47 +3.6%
60 KO COCA COLA CO Consumer Defensive 4,155.0 $338K 0.12% NEW $81.27 +8.4%
Page 3 of 4  ·  74 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
Financial Services 53.6%
Technology 25.5%
Consumer Defensive 8.0%
Consumer Cyclical 7.4%
Energy 1.9%
Communication Services 1.4%
Industrials 1.4%
Healthcare 0.8%