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Portfolio (Quarterly) Guide ↗

Financial Planning Navigators CORP

· CIK 0002102043
13F Portfolio $267M AUM 70 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 24 New 31 Added 13 Reduced 1 Exited
Page 4 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LRCX LAM RESEARCH CORP Technology 508.0 $220K 0.08% NEW $433.41 -29.0%
62 INTU INTUIT Technology 819.0 $214K 0.08% NEW $261.00 +27.5%
63 PM PHILIP MORRIS INTL INC Consumer Defensive 1,172.0 $212K 0.08% NEW $180.92 +0.9%
64 MMM 3M CO Industrials 1,308.0 $212K 0.08% NEW $161.94 +4.1%
65 GE GE AEROSPACE Industrials 553.0 $207K 0.08% NEW $373.83 -9.8%
66 EDAP EDAP TMS S A Healthcare 10,852.0 $56K 0.02% +809.0 +8.1% $5.18 -8.2%
67 VRRM VERRA MOBILITY CORP Technology 12,017.0 $51K 0.02% NEW $4.25 -4.2%
68 BBD BANCO BRADESCO S A Financial Services 11,114.0 $39K 0.01% NEW $3.47 -0.0%
69 WTI W & T OFFSHORE INC Energy 10,996.0 $35K 0.01% +689.0 +6.7% $3.15 +21.3%
70 WIT WIPRO LTD Technology 11,281.0 $25K 0.01% -5K -30.1% $2.25 -19.6%
Page 4 of 4  ·  70 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 38.4%
Financial Services 33.7%
Healthcare 8.4%
Consumer Cyclical 7.4%
Communication Services 6.3%
Industrials 2.5%
Consumer Defensive 1.8%
Energy 1.4%