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Portfolio (Quarterly) Guide ↗

Navigoe, LLC

· CIK 0002056100
13F Portfolio $191M AUM 1,224 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1007 New 113 Added 8 Reduced 11 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 IEF ISHARES TR 346 $33K 0.02% SOLD
2 VTIP VANGUARD MALVERN FDS 225 $11K 0.01% SOLD
3 J P MORGAN EXCHANGE TRADED F 95 $4K 0.00% SOLD
4 PULS PGIM ETF TR 99 $4K 0.00% SOLD
5 ICSH ISHARES TR 74 $3K 0.00% SOLD
6 VOD VODAFONE GROUP PLC Communication Services 238 $3K 0.00% SOLD
7 NVTS NAVITAS SEMICONDUCTOR CORP Technology 275 $2K 0.00% SOLD
8 VEU VANGUARD INTL EQUITY INDEX F 33 $2K 0.00% SOLD
9 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 30 $1K 0.00% SOLD
10 URA GLOBAL X FDS 31 $1K 0.00% SOLD
11 NLR VANECK ETF TRUST 14 $1K 0.00% SOLD
Sector Allocation
Technology 42.2%
Communication Services 11.4%
Healthcare 10.5%
Consumer Cyclical 9.8%
Financial Services 8.7%
Industrials 7.3%
Energy 3.3%
Utilities 3.1%
Consumer Defensive 2.3%
Basic Materials 0.8%