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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 21 of 62  ·  1,224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 PRU PRUDENTIAL FINL INC Financial Services 9.0 NEW
402 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 6.0 NEW
403 ETSY INC 4.0 NEW
404 PSTG EVERPURE INC 4.0 NEW
405 ENTERGY CORP NEW 6.0 NEW
406 KWR QUAKER HOUGHTON Basic Materials 1.0 NEW
407 QRVO QORVO INC Technology 5.0 NEW
408 Q QNITY ELECTRONICS INC Technology 2.0 NEW
409 COOPER COS INC 11.0 NEW
410 QLYS QUALYS INC Technology 1.0 NEW
411 EXPAND ENERGY CORPORATION 5.0 NEW
412 QS QUANTUMSCAPE CORP Consumer Cyclical 5.0 NEW
413 DGX QUEST DIAGNOSTICS INC Healthcare 4.0 NEW
414 RLI RLI CORP Financial Services 2.0 NEW
415 RPM RPM INTL INC Basic Materials 7.0 NEW
416 RDN RADIAN GROUP INC Financial Services 7.0 NEW
417 RDNT RADNET INC Healthcare 4.0 NEW
418 RKT ROCKET COS INC Financial Services 1.0 NEW
419 RHI ROBERT HALF INC. Industrials 7.0 NEW
420 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 1.0 NEW
Page 21 of 62  ·  1,224 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%