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Portfolio (Quarterly) Guide ↗

Navigoe, LLC

· CIK 0002056100
13F Portfolio $169M AUM 228 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 20 Added 29 Reduced 49 Exited
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VIG VANGUARD SPECIALIZED FUNDS 69.0 $14K 0.01% -33.0 -32.4% $202.90 +15.0%
22 INTC INTEL CORP Technology 200.0 $8K 0.01% -326.0 -62.0% $40.00 +208.8%
23 QQQ INVESCO QQQ TR Financial Services 15.0 $8K 0.01% -45.0 -75.0% $533.33 +36.9%
24 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 243.0 $5K 0.00% -1K -82.2% $20.58 +13.0%
25 GLD SPDR GOLD TR Financial Services 10.0 $4K 0.00% -38.0 -79.2% $400.00 +3.5%
26 HLN HALEON PLC Healthcare 233.0 $2K 0.00% -1K -84.1% $8.58 +7.6%
27 AVGO BROADCOM INC Technology 8.0 $2K 0.00% -115.0 -93.5% $250.00 +68.8%
28 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 30.0 $1K 0.00% -25.0 -45.5% $33.33 +45.4%
29 VNQ VANGUARD INDEX FDS 15.0 $1K 0.00% -31.0 -67.4% $66.67 +45.8%
Page 2 of 2  ·  29 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 39.3%
Communication Services 17.9%
Healthcare 11.4%
Consumer Cyclical 8.1%
Financial Services 6.8%
Industrials 5.4%
Energy 4.8%
Utilities 2.9%
Consumer Defensive 2.1%
Basic Materials 0.8%