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Portfolio (Quarterly) Guide ↗

Navigation Group, LLC

· CIK 0002132497
13F Portfolio $514M AUM 121 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 121 New
Page 5 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IGIB ISHARES TR 10,926.0 $581K 0.11% NEW $53.17 -1.8%
82 AXP AMERICAN EXPRESS CO Financial Services 1,675.0 $567K 0.11% NEW $338.34 -0.3%
83 AMZN AMAZON COM INC Consumer Cyclical 2,321.0 $553K 0.11% NEW $238.34 +10.0%
84 SPAB SPDR SERIES TRUST 21,440.0 $547K 0.11% NEW $25.52 -1.5%
85 ISRG INTUITIVE SURGICAL INC Healthcare 1,327.0 $528K 0.10% NEW $397.68 -6.1%
86 ESGE ISHARES INC 9,584.0 $524K 0.10% NEW $54.69 -2.9%
87 SBUX STARBUCKS CORP Consumer Cyclical 5,102.0 $521K 0.10% NEW $102.19 +5.2%
88 EME EMCOR GROUP INC Industrials 625.0 $519K 0.10% NEW $830.32 -7.9%
89 INTC INTEL CORP Technology 3,708.0 $518K 0.10% NEW $139.63 -37.5%
90 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,211.0 $495K 0.10% NEW $223.95 +26.4%
91 FITB FIFTH THIRD BANCORP Financial Services 8,706.0 $491K 0.10% NEW $56.37 -2.6%
92 DIA STATE STR SPDR DOW JONES IND Financial Services 936.0 $489K 0.10% NEW $522.39 +2.2%
93 LOW LOWES COS INC Consumer Cyclical 2,175.0 $480K 0.09% NEW $220.49 -1.6%
94 PG PROCTER & GAMBLE CO Consumer Defensive 3,219.0 $472K 0.09% NEW $146.62 -0.0%
95 IJK ISHARES TR 3,817.0 $448K 0.09% NEW $117.50 -2.7%
96 NFLX NETFLIX INC. Communication Services 6,176.0 $441K 0.09% NEW $71.40 +12.1%
97 NVO NOVO-NORDISK A S Healthcare 9,054.0 $434K 0.08% NEW $47.94 -2.1%
98 EEM ISHARES TR 5,871.0 $402K 0.08% NEW $68.41 -3.4%
99 CL COLGATE PALMOLIVE CO Consumer Defensive 4,204.0 $385K 0.07% NEW $91.68 +0.9%
100 IWB ISHARES TR 931.0 $381K 0.07% NEW $409.56 +2.2%
Page 5 of 7  ·  121 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 32.1%
Consumer Cyclical 17.5%
Communication Services 13.7%
Financial Services 13.0%
Industrials 8.2%
Healthcare 7.5%
Energy 4.2%
Consumer Defensive 2.7%
Real Estate 0.8%
Utilities 0.3%