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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 32 of 62  ·  1,224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 DOCU DOCUSIGN INC Technology 1.0 NEW
622 DLB DOLBY LABORATORIES INC Technology 4.0 NEW
623 DG DOLLAR GEN CORP Consumer Defensive 4.0 NEW
624 DLTR DOLLAR TREE INC Consumer Defensive 7.0 NEW
625 DCI DONALDSON INC Industrials 6.0 NEW
626 DASH DOORDASH INC Communication Services 1.0 NEW
627 DORM DORMAN PRODS INC Consumer Cyclical 2.0 NEW
628 DOV DOVER CORP Industrials 4.0 NEW
629 DOW DOW HLDGS INC Basic Materials 4.0 NEW
630 DKNG DRAFTKINGS INC NEW Consumer Cyclical 3.0 NEW
631 DBX DROPBOX INC Technology 5.0 NEW
632 DUK DUKE ENERGY CORP NEW Utilities 3.0 NEW
633 DD DUPONT DE NEMOURS INC Basic Materials 4.0 NEW
634 BROS DUTCH BROS INC Consumer Cyclical 3.0 NEW
635 DT DYNATRACE INC Technology 2.0 NEW
636 DYN DYNE THERAPEUTICS INC Healthcare 1.0 NEW
637 EQT EQT CORP Energy 13.0 NEW
638 EXP EAGLE MATLS INC Basic Materials 3.0 NEW
639 EBC EASTERN BANKSHARES INC Financial Services 10.0 NEW
640 EMN EASTMAN CHEM CO Basic Materials 9.0 NEW
Page 32 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%