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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
Page 38 of 51  ·  1,007 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 PSTG EVERPURE INC 4.0 NEW
742 KWR QUAKER HOUGHTON Basic Materials 1.0 NEW
743 QRVO QORVO INC Technology 5.0 NEW
744 Q QNITY ELECTRONICS INC Technology 2.0 NEW
745 QLYS QUALYS INC Technology 1.0 NEW
746 QS QUANTUMSCAPE CORP Consumer Cyclical 5.0 NEW
747 DGX QUEST DIAGNOSTICS INC Healthcare 4.0 NEW
748 RLI RLI CORP Financial Services 2.0 NEW
749 RPM RPM INTL INC Basic Materials 7.0 NEW
750 RDN RADIAN GROUP INC Financial Services 7.0 NEW
751 RDNT RADNET INC Healthcare 4.0 NEW
752 RMBS RAMBUS INC DEL Technology 2.0 NEW
753 RRC RANGE RES CORP Energy 7.0 NEW
754 RJF RAYMOND JAMES FINL INC Financial Services 6.0 NEW
755 RBC RBC BEARINGS INC Industrials 1.0 NEW
756 RDDT REDDIT INC Communication Services 2.0 NEW
757 RRX REGAL REXNORD CORPORATION Industrials 4.0 NEW
758 RGA REINSURANCE GROUP AMER INC Financial Services 4.0 NEW
759 RNST RENASANT CORP Financial Services 5.0 NEW
760 RGEN REPLIGEN CORP Healthcare 1.0 NEW
Page 38 of 51  ·  1,007 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 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%