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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 40 of 62  ·  1,224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 LKQ LKQ CORP Consumer Cyclical 4.0 NEW
782 LPLA LPL FINL HLDGS INC Financial Services 1.0 NEW
783 LW LAMB WESTON HLDGS INC Consumer Defensive 9.0 NEW
784 LSTR LANDSTAR SYS INC Industrials 2.0 NEW
785 LNTH LANTHEUS HLDGS INC Healthcare 3.0 NEW
786 LVS LAS VEGAS SANDS CORP Consumer Cyclical 2.0 NEW
787 EL LAUDER ESTEE COS INC Consumer Defensive 6.0 NEW
788 LAUR LAUREATE ED INC Consumer Defensive 12.0 NEW
789 LAZ LAZARD INC Financial Services 3.0 NEW
790 LEA LEAR CORP Consumer Cyclical 5.0 NEW
791 LEN LENNAR CORP Consumer Cyclical 5.0 NEW
792 LII LENNOX INTL INC Industrials 1.0 NEW
793 DRS LEONARDO DRS INC Industrials 6.0 NEW
794 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 5.0 NEW
795 ASG LIBERTY ALL-STAR GROWTH FD I Financial Services 35.0
796 LBRT LIBERTY ENERGY INC Energy 17.0 NEW
797 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 15.0 NEW
798 LFST LIFESTANCE HEALTH GROUP INC Healthcare 16.0 NEW
799 LECO LINCOLN ELEC HLDGS INC Industrials 3.0 NEW
800 LNC LINCOLN NATL CORP IND Financial Services 15.0 NEW
Page 40 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%