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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 49 of 62  ·  1,224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 RDNT RADNET INC Healthcare 4.0 NEW
962 RMBS RAMBUS INC DEL Technology 2.0 NEW
963 RRC RANGE RES CORP Energy 7.0 NEW
964 RJF RAYMOND JAMES FINL INC Financial Services 6.0 NEW
965 RBC RBC BEARINGS INC Industrials 1.0 NEW
966 RDDT REDDIT INC Communication Services 2.0 NEW
967 RRX REGAL REXNORD CORPORATION Industrials 4.0 NEW
968 RGA REINSURANCE GROUP AMER INC Financial Services 4.0 NEW
969 RNST RENASANT CORP Financial Services 5.0 NEW
970 RGEN REPLIGEN CORP Healthcare 1.0 NEW
971 REZI RESIDEO TECHNOLOGIES INC Industrials 9.0 NEW
972 RVMD REVOLUTION MEDICINES INC Healthcare 1.0 NEW
973 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 11.0 NEW
974 RNG RINGCENTRAL INC Technology 2.0 NEW
975 RIOT RIOT PLATFORMS INC Financial Services 19.0 NEW
976 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 37.0 NEW
977 RHI ROBERT HALF INC. Industrials 7.0 NEW
978 RKT ROCKET COS INC Financial Services 1.0 NEW
979 RKLB ROCKET LAB CORP Industrials 3.0 NEW
980 ROL ROLLINS INC Consumer Cyclical 1.0 NEW
Page 49 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%