BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Navigoe, LLC

· CIK 0002056100
13F Portfolio $169M AUM 228 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 20 Added 29 Reduced 49 Exited
Page 3 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XOM EXXON MOBIL CORP Energy 1,101.0 $186K 0.11% $168.94 -11.4%
42 XCEM COLUMBIA ETF TR II 4,209.0 $171K 0.10% -474.0 -10.1% $40.63 +27.0%
43 TOL TOLL BROTHERS INC Consumer Cyclical 1,171.0 $159K 0.09% $135.78 +1.0%
44 EPD ENTERPRISE PRODS PARTNERS L Energy 4,147.0 $156K 0.09% $37.62 +2.3%
45 DHI D R HORTON INC Consumer Cyclical 1,033.0 $141K 0.08% $136.50 +6.3%
46 FNDA SCHWAB STRATEGIC TR 4,316.0 $139K 0.08% $32.21 +12.3%
47 T AT&T INC Communication Services 4,766.0 $138K 0.08% $28.96 -13.2%
48 ILCV ISHARES TR 1,405.0 $130K 0.08% $92.53 +9.8%
49 D DOMINION ENERGY INC Utilities 2,089.0 $129K 0.08% +2K +254.7% $61.75 +9.4%
50 ROK ROCKWELL AUTOMATION INC Industrials 353.0 $126K 0.07% $356.94 +27.4%
51 IWN ISHARES TR 658.0 $124K 0.07% $188.45 +13.6%
52 QUAL ISHARES TR 634.0 $121K 0.07% $190.85 +12.9%
53 SCHD SCHWAB STRATEGIC TR 3,663.0 $112K 0.07% $30.58 +6.8%
54 ABBV ABBVIE INC Healthcare 512.0 $111K 0.07% $216.80 -2.0%
55 EIX EDISON INTL Utilities 1,519.0 $111K 0.07% $73.07 -2.3%
56 DFAX DIMENSIONAL ETF TRUST 3,144.0 $106K 0.06% -175.0 -5.3% $33.72 +12.1%
57 DGRW WISDOMTREE TR 1,194.0 $104K 0.06% $87.10 +10.4%
58 EFV ISHARES TR 1,348.0 $100K 0.06% $74.18 +6.9%
59 GOOGL ALPHABET INC Communication Services 334.0 $96K 0.06% -195.0 -36.9% $287.43 +34.4%
60 LLY ELI LILLY & CO Healthcare 104.0 $95K 0.06% -30.0 -22.4% $913.46 +17.4%
Page 3 of 12  ·  228 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 39.3%
Communication Services 17.9%
Healthcare 11.4%
Consumer Cyclical 8.1%
Financial Services 6.8%
Industrials 5.4%
Energy 4.8%
Utilities 2.9%
Consumer Defensive 2.1%
Basic Materials 0.8%