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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 5 of 62  ·  1,224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FDL FIRST TR EXCHANGE-TRADED FD 666.0 $62K 0.03% NEW $93.09 -43.1%
82 LIN LINDE PLC Basic Materials 120.0 $62K 0.03% +5.0 +4.3% $516.67 -5.1%
83 SPY STATE STR SPDR S&P 500 ETF T Financial Services 84.0 $62K 0.03% NEW $738.10 +3.8%
84 PG PROCTER & GAMBLE CO Consumer Defensive 419.0 $61K 0.03% +216.0 +106.4% $145.58 -0.8%
85 CSCO CISCO SYS INC Technology 514.0 $60K 0.03% +33.0 +6.9% $116.73 -5.6%
86 RDVY FIRST TR EXCHANGE TRADED FD 737.0 $59K 0.03% NEW $80.05 +1.9%
87 MAR MARRIOTT INTL INC NEW Consumer Cyclical 161.0 $59K 0.03% +1.0 +0.6% $366.46 -6.1%
88 GDV GABELLI DIVID & INCOME TR Financial Services 1,958.0 $57K 0.03% NEW $29.11 +3.7%
89 IJR ISHARES TR 375.0 $55K 0.03% $146.67 -1.4%
90 FIW FIRST TR EXCHANGE-TRADED FD 510.0 $55K 0.03% NEW $107.84 +1.7%
91 BX BLACKSTONE INC Financial Services 458.0 $53K 0.03% NEW $115.72 +23.9%
92 AGG ISHARES TR 542.0 $53K 0.03% $97.79 -0.4%
93 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 497.0 $53K 0.03% +9.0 +1.8% $106.64 +4.1%
94 CEG CONSTELLATION ENERGY CORP Utilities 208.0 $51K 0.03% NEW $245.19 +13.4%
95 FVD FIRST TR EXCHANGE-TRADED FD 1,072.0 $51K 0.03% NEW $47.57 +5.8%
96 EEM ISHARES TR 744.0 $50K 0.03% $67.20 -0.1%
97 IWM ISHARES TR 150.0 $45K 0.02% $300.00 -2.2%
98 TSLA TESLA INC Consumer Cyclical 107.0 $45K 0.02% +5.0 +4.9% $420.56 -13.5%
99 ISHARES TR 880.0 $43K 0.02% $48.86
100 FIRST TR EXCHANGE TRADED FD 1,779.0 $42K 0.02% NEW $23.61
Page 5 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%