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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 21 of 24  ·  472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 BIV VANGUARD INTERMEDIATE 39.0 $3K 0.00% NEW $76.69 -1.7%
402 BLV VANGUARD LONG 42.0 $3K 0.00% NEW $68.93 -5.2%
403 HOOD ROBINHOOD MARKETS Financial Services 28.0 $3K 0.00% NEW $100.29 -7.0%
404 NECB NORTHEAST COMMUNITY Financial Services 100.0 $3K 0.00% NEW $27.74 -2.7%
405 HRL HORMEL FOODS Consumer Defensive 110.0 $3K 0.00% NEW $24.82 -1.8%
406 VWO VANGUARD FSTE 42.0 $3K 0.00% NEW $59.69 +0.4%
407 NOK NOKIA CORP Technology 188.0 $2K 0.00% NEW $13.28 -21.4%
408 OWL BLUE OWL Financial Services 247.0 $2K NEW $8.75 +31.9%
409 CRM SALESFORCE INC Technology 13.0 $2K NEW $156.69 +24.5%
410 CX CEMEX S A B Basic Materials 168.0 $2K NEW $12.02 -8.9%
411 EBC EASTERN BANKSHARES Financial Services 84.0 $2K NEW $22.24 +5.8%
412 ADBE ADOBE INC Technology 9.0 $2K NEW $205.00 +27.8%
413 VTRS VIATRIS INC Healthcare 116.0 $2K NEW $15.88 +3.5%
414 CNRG STATE STREET 16.0 $2K NEW $113.12 -17.5%
415 KD KYNDRYL HOLDINGS Technology 156.0 $2K NEW $11.31 +11.4%
416 BABA ALIBABA GROUP Consumer Cyclical 18.0 $2K NEW $96.00 +33.5%
417 VXF VANGUARD EXTENDED 7.0 $2K NEW $246.14 +0.7%
418 XSOE WISDOMTREE EMERGING 34.0 $2K NEW $49.18 -4.2%
419 ONDS ONDAS INC Technology 200.0 $2K NEW $8.24 +10.0%
420 FNDE SCHWAB FUNDAMENTAL 37.0 $1K NEW $39.68 +3.9%
Page 21 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%