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Portfolio (Quarterly) Guide ↗

Navigoe, LLC

· CIK 0002056100
13F Portfolio $169M AUM 228 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 20 Added 29 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EWY ISHARES INC 552.0 $67K 0.04% NEW $121.38 +49.0%
2 IEF ISHARES TR 346.0 $33K 0.02% NEW $95.38 -2.8%
3 VTIP VANGUARD MALVERN FDS 225.0 $11K 0.01% NEW $48.89 +1.6%
4 ELDN ELEDON PHARMACEUTICALS INC Healthcare 2,569.0 $7K 0.00% NEW $2.72 +9.4%
5 PULS PGIM ETF TR 99.0 $4K 0.00% NEW $40.40 +22.6%
6 J P MORGAN EXCHANGE TRADED F 95.0 $4K 0.00% NEW $42.11
7 ICSH ISHARES TR 74.0 $3K 0.00% NEW $40.54 +24.7%
8 VSNT VERSANT MEDIA GROUP INC Industrials 5.0 NEW

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 41.8%
Communication Services 13.9%
Healthcare 12.2%
Consumer Cyclical 8.6%
Financial Services 7.2%
Industrials 5.7%
Energy 3.8%
Utilities 3.0%
Consumer Defensive 2.2%
Basic Materials 0.8%