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Portfolio (Quarterly) Guide ↗

Napier Financial, LLC

· CIK 0002086579
13F Portfolio $480M AUM 472 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 472 New
Page 15 of 24  ·  472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 BROWN FORMAN CORP CL B 705.0 $19K 0.00% NEW $26.65
282 REGL PROSHARES S&P 204.0 $19K 0.00% NEW $91.71 +3.0%
283 GE GE AEROSPACE Industrials 50.0 $19K 0.00% NEW $373.74 +0.4%
284 GRMN GARMIN LTD Technology 78.0 $19K 0.00% NEW $237.51 +25.2%
285 OKE ONEOK INC Energy 207.0 $18K 0.00% NEW $86.94 +11.7%
286 EATON VANCE 1,198.0 $18K 0.00% NEW $14.88
287 SPSB STATE STREET 583.0 $17K 0.00% NEW $30.01 -0.2%
288 VMBS VANGUARD MORTGAGE 373.0 $17K 0.00% NEW $46.75 -1.2%
289 VFH VANGUARD FINANCIALS 130.0 $17K 0.00% NEW $131.60 +7.6%
290 ADX ADAMS DIVERSIFIED Financial Services 669.0 $17K 0.00% NEW $25.55 +2.0%
291 PRU PRUDENTIAL FINANCIAL Financial Services 157.0 $17K 0.00% NEW $107.59 +15.8%
292 JEPQ JPMORGAN 274.0 $17K 0.00% NEW $61.46 -2.5%
293 IAU ISHARES GOLD Financial Services 221.0 $17K 0.00% NEW $75.51 +8.2%
294 PH PARKER-HANNIFIN CORP Industrials 17.0 $17K 0.00% NEW $978.12 +6.5%
295 VHT VANGUARD HEALTH 54.0 $16K 0.00% NEW $301.11 +5.9%
296 SGU STAR GAS Energy 1,245.0 $16K 0.00% NEW $12.84 -2.4%
297 XLP STATE STREET 190.0 $16K 0.00% NEW $83.07 +3.0%
298 NFLX NETFLIX INC Communication Services 221.0 $16K 0.00% NEW $71.40 +8.9%
299 IJK ISHARES S&P 133.0 $16K 0.00% NEW $117.50 -0.6%
300 KOMP STATE STREET 215.0 $15K 0.00% NEW $71.50 -3.1%
Page 15 of 24  ·  472 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
Financial Services 41.2%
Technology 26.7%
Healthcare 9.0%
Communication Services 7.0%
Industrials 6.7%
Consumer Cyclical 3.7%
Energy 2.2%
Consumer Defensive 1.7%
Real Estate 0.9%
Utilities 0.5%