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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 4 of 62  ·  1,224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMZN AMAZON COM INC Consumer Cyclical 493.0 $117K 0.06% +101.0 +25.8% $237.32 +9.9%
62 SCHD SCHWAB STRATEGIC TR 3,663.0 $116K 0.06% $31.67 +10.2%
63 DFAX DIMENSIONAL ETF TRUST 3,144.0 $115K 0.06% $36.58 +4.6%
64 DGRW WISDOMTREE TR 1,194.0 $114K 0.06% $95.48 +3.7%
65 EIX EDISON INTL Utilities 1,526.0 $113K 0.06% $74.05 -27.0%
66 EWY ISHARES INC 552.0 $111K 0.06% $201.09 -9.9%
67 EFV ISHARES TR 1,348.0 $103K 0.05% $76.41 +7.3%
68 T AT&T INC Communication Services 4,798.0 $99K 0.05% +32.0 +0.7% $20.63 +26.4%
69 GEV GE VERNOVA INC Utilities 85.0 $99K 0.05% +1.0 +1.2% $1164.71 -23.6%
70 QQQ INVESCO QQQ TR Financial Services 121.0 $89K 0.05% +106.0 +706.7% $735.54 -2.8%
71 IGM ISHARES TR 540.0 $88K 0.05% $162.96 -1.6%
72 DSTL ETF SER SOLUTIONS 1,432.0 $85K 0.04% $59.36 +17.5%
73 XLK SELECT SECTOR SPDR TR 435.0 $82K 0.04% NEW $188.51 -1.5%
74 VOO VANGUARD INDEX FDS 114.0 $78K 0.04% $684.21 +2.9%
75 CVX CHEVRON CORPORATION Energy 455.0 $75K 0.04% +238.0 +109.7% $164.84 +24.7%
76 LMT LOCKHEED MARTIN CORP Industrials 129.0 $65K 0.03% +4.0 +3.2% $503.88 +11.1%
77 OKE ONEOK INC NEW Energy 739.0 $64K 0.03% +13.0 +1.8% $86.60 +10.6%
78 V VISA INC Financial Services 188.0 $64K 0.03% +11.0 +6.2% $340.43 +12.1%
79 COP CONOCOPHILLIPS Energy 609.0 $63K 0.03% +9.0 +1.5% $103.45 +27.8%
80 PSA PUBLIC STORAGE OPER CO Real Estate 200.0 $63K 0.03% $315.00 -2.1%
Page 4 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%