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Portfolio (Quarterly) Guide ↗

Navigoe, LLC

· CIK 0002056100
13F Portfolio $162M AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 269 New
Page 4 of 14  ·  269 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SCHD SCHWAB STRATEGIC TR 3,663.0 $100K 0.06% NEW $27.30 +19.7%
62 EFV ISHARES TR 1,348.0 $96K 0.06% NEW $71.22 +11.5%
63 BA BOEING CO Industrials 437.0 $94K 0.06% NEW $215.10 +1.8%
64 EIX EDISON INTL Utilities 1,519.0 $91K 0.06% NEW $59.91 +18.9%
65 V VISA INC Financial Services 250.0 $87K 0.05% NEW $348.00 -6.2%
66 DSTL ETF SER SOLUTIONS 1,432.0 $84K 0.05% NEW $58.66 +1.2%
67 VOO VANGUARD INDEX FDS 114.0 $71K 0.04% NEW $622.81 +10.8%
68 IGM ISHARES TR 540.0 $69K 0.04% NEW $127.78 +26.0%
69 GEV GE VERNOVA INC Utilities 101.0 $66K 0.04% NEW $653.47 +63.8%
70 LMT LOCKHEED MARTIN CORP Industrials 125.0 $60K 0.04% NEW $480.00 +11.0%
71 COP CONOCOPHILLIPS Energy 600.0 $56K 0.04% NEW $93.33 +24.9%
72 AGG ISHARES TR 542.0 $54K 0.03% NEW $99.63 -0.9%
73 OKE ONEOK INC NEW Energy 726.0 $53K 0.03% NEW $73.00 +23.9%
74 LIN LINDE PLC Basic Materials 125.0 $53K 0.03% NEW $424.00 +21.5%
75 PSA PUBLIC STORAGE OPER CO Real Estate 200.0 $51K 0.03% NEW $255.00 +19.4%
76 MAR MARRIOTT INTL INC NEW Consumer Cyclical 160.0 $49K 0.03% NEW $306.25 +22.1%
77 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 152.0 $46K 0.03% NEW $302.63 +36.2%
78 DIS DISNEY WALT CO Communication Services 403.0 $45K 0.03% NEW $111.66 -7.5%
79 TSLA TESLA INC Consumer Cyclical 102.0 $45K 0.03% NEW $441.18 -1.7%
80 IJR ISHARES TR 375.0 $45K 0.03% NEW $120.00 +16.3%
Page 4 of 14  ·  269 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 39.0%
Communication Services 17.9%
Healthcare 10.7%
Energy 9.1%
Financial Services 7.4%
Consumer Cyclical 6.5%
Industrials 4.9%
Consumer Defensive 1.7%
Utilities 1.6%
Basic Materials 0.7%