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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 48 of 62  ·  1,224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 PLUG PLUG PWR INC Industrials 44.0 NEW
942 POR PORTLAND GEN ELEC CO Utilities 3.0 NEW
943 POST POST HLDGS INC Consumer Defensive 1.0 NEW
944 POWL POWELL INDS INC Industrials 1.0 NEW
945 TROW PRICE T ROWE GROUP INC Financial Services 6.0 NEW
946 PSMT PRICESMART INC Consumer Defensive 3.0 NEW
947 PRI PRIMERICA INC Financial Services 3.0 NEW
948 PB PROSPERITY BANCSHARES INC Financial Services 8.0 NEW
949 PRU PRUDENTIAL FINL INC Financial Services 9.0 NEW
950 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 6.0 NEW
951 PSTG EVERPURE INC 4.0 NEW
952 KWR QUAKER HOUGHTON Basic Materials 1.0 NEW
953 QRVO QORVO INC Technology 5.0 NEW
954 Q QNITY ELECTRONICS INC Technology 2.0 NEW
955 QLYS QUALYS INC Technology 1.0 NEW
956 QS QUANTUMSCAPE CORP Consumer Cyclical 5.0 NEW
957 DGX QUEST DIAGNOSTICS INC Healthcare 4.0 NEW
958 RLI RLI CORP Financial Services 2.0 NEW
959 RPM RPM INTL INC Basic Materials 7.0 NEW
960 RDN RADIAN GROUP INC Financial Services 7.0 NEW
Page 48 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%