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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 4 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GE GE AEROSPACE Industrials 337.0 $95K 0.06% $281.90 +11.6%
62 MSFT MICROSOFT CORP Technology 246.0 $91K 0.05% -111.0 -31.1% $369.92 +12.5%
63 BA BOEING CO Industrials 437.0 $86K 0.05% $196.80 +11.2%
64 DSTL ETF SER SOLUTIONS 1,432.0 $82K 0.05% $57.26 +3.7%
65 AMZN AMAZON COM INC Consumer Cyclical 392.0 $81K 0.05% -207.0 -34.6% $206.63 +28.4%
66 COP CONOCOPHILLIPS Energy 600.0 $79K 0.05% $131.67 -11.5%
67 LMT LOCKHEED MARTIN CORP Industrials 125.0 $75K 0.04% $600.00 -11.1%
68 GEV GE VERNOVA INC Utilities 84.0 $73K 0.04% -17.0 -16.8% $869.05 +23.3%
69 VOO VANGUARD INDEX FDS 114.0 $68K 0.04% $596.49 +15.7%
70 EWY ISHARES INC 552.0 $67K 0.04% NEW $121.38 +65.2%
71 OKE ONEOK INC NEW Energy 726.0 $65K 0.04% $89.53 +1.0%
72 IGM ISHARES TR 540.0 $63K 0.04% $116.67 +38.0%
73 LIN LINDE PLC Basic Materials 115.0 $57K 0.03% -10.0 -8.0% $495.65 +3.9%
74 PSA PUBLIC STORAGE OPER CO Real Estate 200.0 $54K 0.03% $270.00 +12.8%
75 V VISA INC Financial Services 177.0 $53K 0.03% -73.0 -29.2% $299.44 +9.1%
76 AGG ISHARES TR 542.0 $53K 0.03% $97.79 +1.0%
77 MAR MARRIOTT INTL INC NEW Consumer Cyclical 160.0 $52K 0.03% $325.00 +15.0%
78 IJR ISHARES TR 375.0 $46K 0.03% $122.67 +13.8%
79 CVX CHEVRON CORPORATION Energy 217.0 $44K 0.03% $202.76 -8.9%
80 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 488.0 $43K 0.03% $88.11 +18.8%
Page 4 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%