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Napier Financial

Latest statistics and disclosures from Napier Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are IWB, IVV, EFA, IEI, IWD, and represent 36.31% of Napier Financial's stock portfolio.
Added to shares of these 10 stocks: VO (+$14M), IWF (+$9.6M), USFR, IEI, VUG, VCIT, IWD, IWB, VCSH, SPTI.
Started 27 new stock positions in HONA, MPLX, IWO, WU, CVBF, MGK, ADX, ARCC, BLV, PCG.
Reduced shares in these 10 stocks: AAPL, SPY, FLOT, BIL, GOOG, GOOGL, Honeywell International, HPE, Hologic, IBDU.
Sold out of its positions in A, ABNB, ARE, ALL, AEE, AEP, AXP, AIG, AMT, AWK.
Napier Financial was a net buyer of stock by $26M.
Napier Financial has $480M in assets under management (AUM), dropping by 10.08%.
Central Index Key (CIK): 0002086579

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Portfolio Holdings for Napier Financial

Napier Financial holds 472 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Russell MF Closed and MF Open (IWB)	13.0	$63M		153k	409.50	View chart
Ishares Core MF Closed and MF Open (IVV)	9.6	$46M		61k	748.89	View chart
Ishares Msci MF Closed and MF Open (EFA)	5.4	$26M		250k	103.88	View chart
Ishares 3-7yr MF Closed and MF Open (IEI)	4.2	$20M	+2%	173k	117.45	View chart
Ishares Russell MF Closed and MF Open (IWD)	4.0	$19M		80k	242.43	View chart
Vanguard Mid MF Closed and MF Open (VO)	3.9	$19M	+305%	232k	80.57	View chart
First Trust MF Closed and MF Open (RDVY)	3.8	$18M		224k	81.06	View chart
Ishares Msci MF Closed and MF Open (EEM)	3.3	$16M		233k	68.41	View chart
Wisdomtree Floating MF Closed and MF Open (USFR)	3.3	$16M	+5%	311k	50.35	View chart
State Street MF Closed and MF Open (SPY)	3.1	$15M	-2%	20k	746.76	View chart
Vaneck Morningstar MF Closed and MF Open (MOAT)	2.7	$13M		126k	103.96	View chart
Ishares Russell MF Closed and MF Open (IWF)	2.7	$13M	+294%	103k	124.17	View chart
Vanguard Small MF Closed and MF Open (VB)	2.5	$12M		39k	303.12	View chart
Vanguard Short MF Closed and MF Open (VCSH)	2.4	$12M		148k	79.03	View chart
Vanguard Intermediate MF Closed and MF Open (VCIT)	2.4	$11M	+2%	137k	82.65	View chart
Apple Common Stock (AAPL)	1.9	$9.3M	-10%	32k	289.36	View chart
Spdr Gold MF Closed and MF Open (GLDM)	1.9	$9.1M		115k	79.42	View chart
Ishares 1-3yr MF Closed and MF Open (SHY)	1.5	$7.0M	+2%	85k	82.11	View chart
Vanguard Russell MF Closed and MF Open (VONE)	1.3	$6.5M	+3%	19k	338.72	View chart
State Street MF Closed and MF Open (SPSM)	1.3	$6.4M		110k	57.67	View chart
Vaneck Fallen MF Closed and MF Open (ANGL)	1.3	$6.1M	+2%	208k	29.24	View chart
Dimensional Us MF Closed and MF Open (DFAS)	1.2	$5.9M		72k	82.34	View chart
Ishares Broad MF Closed and MF Open (USIG)	1.2	$5.7M		111k	51.29	View chart
State Street MF Closed and MF Open (BIL)	1.1	$5.2M	-3%	56k	91.64	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	1.1	$5.1M		72k	71.25	View chart
State Street MF Closed and MF Open (TOTL)	0.9	$4.5M	+3%	115k	39.47	View chart
Ishares Floating MF Closed and MF Open (FLOT)	0.8	$3.8M	-5%	75k	51.05	View chart
State Street MF Closed and MF Open (SPTS)	0.8	$3.6M		125k	29.01	View chart
Thermo Fisher Common Stock (TMO)	0.8	$3.6M		7.3k	501.36	View chart
State Street MF Closed and MF Open (SPTI)	0.7	$3.3M	+6%	115k	28.39	View chart
Ishares Core MF Closed and MF Open (IEMG)	0.6	$2.7M	+2%	33k	82.84	View chart
Ishares Fallen MF Closed and MF Open (FALN)	0.5	$2.4M		87k	27.24	View chart
Microsoft Corp Common Stock (MSFT)	0.5	$2.3M	-2%	6.0k	373.00	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.4	$2.1M	+3%	5.8k	370.04	View chart
Vanguard Total MF Closed and MF Open (BNDX)	0.4	$2.0M	+4%	42k	48.43	View chart
Alphabet Common Stock (GOOG)	0.4	$1.8M	-7%	5.0k	353.33	View chart
Nvidia Corp Common Stock (NVDA)	0.4	$1.8M		8.8k	200.09	View chart
State Street MF Closed and MF Open (EFIV)	0.4	$1.7M		23k	72.93	View chart
Vanguard Esg MF Closed and MF Open (ESGV)	0.3	$1.6M		12k	132.24	View chart
Ishares Esg MF Closed and MF Open (XVV)	0.3	$1.6M		29k	56.79	View chart
Ishares Core MF Closed and MF Open (IAGG)	0.3	$1.6M		32k	50.60	View chart
Alphabet Common Stock (GOOGL)	0.3	$1.5M	-7%	4.3k	357.37	View chart
Ishares Jpmorgan MF Closed and MF Open (EMB)	0.3	$1.5M	+2%	16k	96.44	View chart
State Street MF Closed and MF Open (SRLN)	0.3	$1.3M	+3%	34k	40.29	View chart
Global X MF Closed and MF Open (KRMA)	0.3	$1.3M		29k	46.98	View chart
Jpmorgan Chase Common Stock (JPM)	0.2	$1.2M		3.7k	327.35	View chart
Nuveen Esg MF Closed and MF Open (NUSC)	0.2	$1.2M		23k	52.12	View chart
Johnson & Johnson Common Stock (JNJ)	0.2	$1.1M		4.5k	253.99	View chart
Vanguard Mid MF Closed and MF Open (VOE)	0.2	$1.1M		5.5k	197.60	View chart
State Street MF Closed and MF Open (SPTM)	0.2	$1.1M		12k	90.79	View chart
Rtx Corp Common Stock (RTX)	0.2	$950k		5.0k	189.72	View chart
Ishares Esg MF Closed and MF Open (ESGE)	0.2	$950k	-2%	17k	54.69	View chart
Nuveen Esg MF Closed and MF Open (NUDM)	0.2	$908k		23k	40.02	View chart
Schwabn 1-5 MF Closed and MF Open (SCHJ)	0.2	$857k	+26%	35k	24.66	View chart
Ishares Mbs MF Closed and MF Open (MBB)	0.2	$792k	-2%	8.4k	94.52	View chart
Ishares Msci MF Closed and MF Open (VLUE)	0.1	$716k	-7%	3.6k	199.78	View chart
Walmart Common Stock (WMT)	0.1	$706k		6.2k	113.26	View chart
Ishares Global MF Closed and MF Open (IXN)	0.1	$694k		4.8k	144.48	View chart
Nuveen Esg MF Closed and MF Open (NUMG)	0.1	$654k	+7%	14k	46.96	View chart
State Street MF Closed and MF Open (SHE)	0.1	$650k		4.2k	154.44	View chart
State Street MF Closed and MF Open (XLV)	0.1	$632k		4.0k	158.66	View chart
Ishares Global MF Closed and MF Open (ICLN)	0.1	$624k	-4%	31k	20.49	View chart
Wisdomtree Europe MF Closed and MF Open (HEDJ)	0.1	$600k		11k	57.00	View chart
Exxon Mobil Common Stock (XOM)	0.1	$588k	+3%	4.3k	136.71	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.1	$568k	-8%	1.1k	500.39	View chart
Ishares Esg MF Closed and MF Open (ESGU)	0.1	$566k		3.5k	163.67	View chart
Intel Corp Common Stock (INTC)	0.1	$550k		3.9k	139.63	View chart
Bank America Common Stock (BAC)	0.1	$540k		9.5k	56.98	View chart
Broadcom Common Stock (AVGO)	0.1	$526k	-2%	1.4k	377.75	View chart
Cisco Systems Common Stock (CSCO)	0.1	$525k	-2%	4.5k	117.46	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.1	$521k	+574%	6.0k	86.14	View chart
Caterpillar Common Stock (CAT)	0.1	$518k		486.00	1064.90	View chart
Vanguard Large MF Closed and MF Open (VV)	0.1	$515k		1.5k	343.91	View chart
Ishares S&p MF Closed and MF Open (IVW)	0.1	$514k		3.7k	137.52	View chart
Invesco S&p MF Closed and MF Open (RSP)	0.1	$505k		2.4k	212.77	View chart
SPDR S&P MF Closed and MF Open (MDY)	0.1	$496k		705.00	703.34	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	0.1	$496k		673.00	736.43	View chart
Home Depot Common Stock (HD)	0.1	$486k	-6%	1.4k	352.57	View chart
Tesla Common Stock (TSLA)	0.1	$466k	-5%	1.1k	420.60	View chart
Ishares Esg MF Closed and MF Open (SUSC)	0.1	$448k		19k	23.15	View chart
Boeing Company Common Stock (BA)	0.1	$440k		2.0k	216.47	View chart
Ishares Msci MF Closed and MF Open (QUAL)	0.1	$420k		1.9k	219.43	View chart
Amazon Common Stock (AMZN)	0.1	$411k	-3%	1.7k	238.34	View chart
Marvell Technology Common Stock (MRVL)	0.1	$402k		1.3k	298.00	View chart
Verizon Communications Common Stock (VZ)	0.1	$380k	+5%	9.0k	42.34	View chart
Cloudflare Common Stock (NET)	0.1	$375k		1.5k	245.28	View chart
Intl Business Common Stock (IBM)	0.1	$366k		1.3k	281.17	View chart
Csx Corp Common Stock (CSX)	0.1	$347k		7.3k	47.53	View chart
Invesco Water MF Closed and MF Open (PHO)	0.1	$321k	+4%	4.6k	69.08	View chart
Proshares S&p MF Closed and MF Open (NOBL)	0.1	$312k	+100%	5.6k	56.16	View chart
Carrier Global Common Stock (CARR)	0.1	$304k		4.1k	73.35	View chart
Northrop Grumman Common Stock (NOC)	0.1	$304k		596.00	509.31	View chart
General Dynamics Common Stock (GD)	0.1	$303k		856.00	354.24	View chart
Schwab Us MF Closed and MF Open (SCHB)	0.1	$302k		10k	28.96	View chart
Advanced Micro Common Stock (AMD)	0.1	$297k		511.00	580.34	View chart
Wayfair Common Stock (W)	0.1	$289k		3.1k	92.42	View chart
Royalty Pharma Common Stock (RPRX)	0.1	$289k		5.1k	56.07	View chart
Abbvie Common Stock (ABBV)	0.1	$288k		1.1k	251.61	View chart
State Street MF Closed and MF Open (DIA)	0.1	$277k	+11%	530.00	522.39	View chart
Prologis Common Stock (PLD)	0.1	$274k		2.0k	135.47	View chart
At&t Common Stock (T)	0.1	$271k	+2%	13k	20.70	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.1	$266k	+4%	387.00	686.81	View chart
Amgen Common Stock (AMGN)	0.1	$265k		732.00	362.12	View chart
Ishares Trust MF Closed and MF Open (SUSB)	0.1	$261k	+3%	10k	24.99	View chart
Ishares Russell MF Closed and MF Open (IWV)	0.1	$254k		596.00	426.40	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.1	$252k		1.1k	236.62	View chart
Invesco Nasdaq MF Closed and MF Open (QQQM)	0.1	$251k	+4%	827.00	302.97	View chart
Ishares Core MF Closed and MF Open (ITOT)	0.1	$251k		1.5k	164.27	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.1	$248k		2.6k	96.58	View chart
Procter & Gamble Common Stock (PG)	0.1	$245k	-2%	1.7k	146.63	View chart
Corning Common Stock (GLW)	0.0	$239k	-2%	936.00	255.44	View chart
State Street MF Closed and MF Open (XLK)	0.0	$232k		1.2k	190.53	View chart
Vanguard Value MF Closed and MF Open (VTV)	0.0	$226k		1.0k	218.00	View chart
Quanta Services Common Stock (PWR)	0.0	$221k		307.00	720.04	View chart
Vanguard Short MF Closed and MF Open (VTIP)	0.0	$221k		4.4k	50.23	View chart
State Street MF Closed and MF Open (SPDW)	0.0	$217k		4.3k	50.39	View chart
Independent Bank Common Stock (INDB)	0.0	$215k		2.6k	83.72	View chart
Spdr Gold Common Stock (GLD)	0.0	$212k		576.00	368.38	View chart
Public Service Common Stock (PEG)	0.0	$210k		2.6k	81.16	View chart
Taiwan Semiconductor Common Stock (TSM)	0.0	$207k		434.00	477.57	View chart
New York Common Stock (NYT)	0.0	$205k		2.9k	69.98	View chart
Meta Platforms Common Stock (META)	0.0	$205k	-3%	363.00	563.35	View chart
Starbucks Corp Common Stock (SBUX)	0.0	$204k		2.0k	102.19	View chart
Deere & Co Common Stock (DE)	0.0	$199k		314.00	634.33	View chart
Marriott Intl Common Stock (MAR)	0.0	$194k		523.00	370.59	View chart
Ishares Msci MF Closed and MF Open (ACWX)	0.0	$189k		2.5k	76.11	View chart
State Street MF Closed and MF Open (SPYM)	0.0	$185k	+5%	2.1k	87.86	View chart
New England Oil & Gas, Real Estate and REIT (NEN)	0.0	$183k		3.1k	58.69	View chart
Conocophillips Common Stock (COP)	0.0	$182k		1.7k	103.96	View chart
State Street MF Closed and MF Open (SDY)	0.0	$181k		1.2k	152.18	View chart
Vanguard Small MF Closed and MF Open (VBK)	0.0	$180k		492.00	365.57	View chart
Oracle Corp Common Stock (ORCL)	0.0	$176k	-13%	1.2k	146.53	View chart
Mastercard Common Stock (MA)	0.0	$173k	-18%	337.00	513.84	View chart
Phillips 66 Common Stock (PSX)	0.0	$164k	+14%	972.00	169.05	View chart
Vanguard Small MF Closed and MF Open (VBR)	0.0	$155k		639.00	243.17	View chart
T-mobile Us Common Stock (TMUS)	0.0	$155k		922.00	167.73	View chart
Space Exploration Common Stock (SPCX)	0.0	$152k	NEW	891.00	170.86	View chart
Vanguard Russell MF Closed and MF Open (VONG)	0.0	$152k		1.2k	127.83	View chart
Vanguard High MF Closed and MF Open (VYM)	0.0	$147k	+27%	933.00	158.03	View chart
Otis Worldwide Common Stock (OTIS)	0.0	$147k		2.1k	71.60	View chart
Palantir Technologies Common Stock (PLTR)	0.0	$142k	+6%	1.2k	116.67	View chart
Axon Enterprise Common Stock (AXON)	0.0	$140k		250.00	560.61	View chart
Comcast Corp Common Stock (CMCSA)	0.0	$138k		5.6k	24.55	View chart
Ebay Common Stock (EBAY)	0.0	$134k		1.2k	111.75	View chart
State Street MF Closed and MF Open (SPYG)	0.0	$131k		1.1k	118.98	View chart
Goldman Sachs MF Closed and MF Open (GSLC)	0.0	$130k		915.00	141.90	View chart
Qualcomm Common Stock (QCOM)	0.0	$128k		693.00	184.79	View chart
Ishares Core MF Closed and MF Open (IJH)	0.0	$128k		1.7k	77.09	View chart
State Street MF Closed and MF Open (CWI)	0.0	$125k		3.1k	40.67	View chart
Ishares S&p MF Closed and MF Open (IVE)	0.0	$125k		550.00	227.06	View chart
State Street MF Closed and MF Open (SPEM)	0.0	$123k		2.4k	51.79	View chart
Ishares Bitcoin MF Closed and MF Open (IBIT)	0.0	$119k	+52%	3.6k	33.29	View chart
State Street MF Closed and MF Open (SPMD)	0.0	$117k		1.7k	67.57	View chart
Schwab Us MF Closed and MF Open (SCHG)	0.0	$116k	+35%	3.4k	33.84	View chart
Analog Devices Common Stock (ADI)	0.0	$112k	-4%	283.00	396.55	View chart
Waste Management Common Stock (WM)	0.0	$112k		502.00	222.94	View chart
Norfolk Southern Common Stock (NSC)	0.0	$109k		345.00	314.59	View chart
Blue Owl Common Stock (OBDC)	0.0	$107k		9.9k	10.87	View chart
Pfizer Common Stock (PFE)	0.0	$107k	+12%	4.5k	24.08	View chart
Ishares National MF Closed and MF Open (MUB)	0.0	$106k		988.00	107.62	View chart
Sherwin Williams Common Stock (SHW)	0.0	$106k		308.00	344.32	View chart
Walt Disney Common Stock (DIS)	0.0	$103k		1.1k	96.26	View chart
Hewlett Packard Common Stock (HPE)	0.0	$101k	-50%	2.2k	45.11	View chart
Coherent Corp Common Stock (COHR)	0.0	$101k	NEW	256.00	394.47	View chart
Eli Lilly Common Stock (LLY)	0.0	$98k	-6%	82.00	1200.32	View chart
Ishares Expanded MF Closed and MF Open (IGM)	0.0	$98k		600.00	163.58	View chart
Dell Technologies Common Stock (DELL)	0.0	$97k		224.00	431.46	View chart
Chevron Corp Common Stock (CVX)	0.0	$95k	+21%	574.00	165.76	View chart
Mueller Inds Common Stock (MLI)	0.0	$93k		756.00	122.93	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.0	$92k		307.00	300.87	View chart
Valero Energy Common Stock (VLO)	0.0	$90k		345.00	260.17	View chart
BP Common Stock (BP)	0.0	$87k	+13%	2.3k	36.95	View chart
State Street MF Closed and MF Open (KBE)	0.0	$85k		1.3k	68.22	View chart
Visa Common Stock (V)	0.0	$85k	-20%	248.00	343.46	View chart
State Street MF Closed and MF Open (PSK)	0.0	$85k		2.8k	30.53	View chart
Humana Common Stock (HUM)	0.0	$84k		212.00	397.22	View chart
State Street MF Closed and MF Open (XLI)	0.0	$82k		443.00	185.23	View chart
Ishares Core MF Closed and MF Open (IDEV)	0.0	$81k		908.00	89.01	View chart
Merck & Company Common Stock (MRK)	0.0	$80k	-3%	625.00	128.50	View chart
Williams Cos Common Stock (WMB)	0.0	$78k		1.1k	74.34	View chart
General Motors Common Stock (GM)	0.0	$77k		1.0k	77.11	View chart
Lam Research Common Stock (LRCX)	0.0	$76k	-5%	175.00	433.33	View chart
Vanguard Mega MF Closed and MF Open (MGK)	0.0	$73k	NEW	831.00	87.91	View chart
Ishares S&p MF Closed and MF Open (IJJ)	0.0	$73k		493.00	147.73	View chart
Qnity Electronics Common Stock (Q)	0.0	$72k		439.00	163.31	View chart
Morgan Stanley Common Stock (MS)	0.0	$71k	-2%	338.00	209.03	View chart
First Solar Common Stock (FSLR)	0.0	$70k		298.00	235.96	View chart
Lockheed Martin Common Stock (LMT)	0.0	$70k		138.00	509.46	View chart
HP Common Stock (HPQ)	0.0	$70k		3.2k	21.94	View chart
Ishares Ibonds MF Closed and MF Open (IBDS)	0.0	$70k		2.9k	24.22	View chart
Ishares Ibonds MF Closed and MF Open (IBDR)	0.0	$69k		2.8k	24.23	View chart
State Street MF Closed and MF Open (XLY)	0.0	$69k		586.00	117.28	View chart
Ishares S&p MF Closed and MF Open (IJS)	0.0	$69k		501.00	136.68	View chart
Vanguard Russell MF Closed and MF Open (VTWO)	0.0	$68k		560.00	121.42	View chart
Schwab Us MF Closed and MF Open (SCHD)	0.0	$68k	+42%	2.1k	31.71	View chart
Edwards Lifesciences Common Stock (EW)	0.0	$65k		721.00	90.46	View chart
Vanguard Intl MF Closed and MF Open (VYMI)	0.0	$64k		650.00	98.20	View chart
Costco Wholesale Common Stock (COST)	0.0	$64k	-2%	68.00	935.46	View chart
Intuit Common Stock (INTU)	0.0	$63k		242.00	261.10	View chart
Tjx Cos Common Stock (TJX)	0.0	$63k	-2%	416.00	151.50	View chart
State Street MF Closed and MF Open (SPYX)	0.0	$61k		1.0k	61.10	View chart
Coca Cola Company Common Stock (KO)	0.0	$60k		735.00	81.24	View chart
F/m U S MF Closed and MF Open (TBIL)	0.0	$58k		1.2k	49.87	View chart
Travelers Cos Common Stock (TRV)	0.0	$58k		175.00	330.12	View chart
Vanguard Total MF Closed and MF Open (BND)	0.0	$58k		784.00	73.41	View chart
Vaneck Semiconductor MF Closed and MF Open (SMH)	0.0	$57k		87.00	657.87	View chart
Ishares Core MF Closed and MF Open (IJR)	0.0	$56k	+21%	374.00	148.30	View chart
Ford Motor Common Stock (F)	0.0	$55k		4.0k	13.90	View chart
Vanguard Mid MF Closed and MF Open (VOT)	0.0	$55k		180.00	306.67	View chart
Honeywell Intl Common Stock (HON)	0.0	$53k	NEW	238.00	223.90	View chart
Honeywell Aerospace Common Stock (HONA)	0.0	$53k	NEW	238.00	221.08	View chart
Ishares Ibonds MF Closed and MF Open (IBHI)	0.0	$52k		2.2k	23.39	View chart
Motorola Solutions Common Stock (MSI)	0.0	$52k		125.00	415.29	View chart
Ishares Ibonds MF Closed and MF Open (IBHH)	0.0	$52k		2.2k	23.50	View chart
Vanguard Information MF Closed and MF Open (VGT)	0.0	$52k	+700%	432.00	119.52	View chart
Ishares Silver Common Stock (SLV)	0.0	$51k		957.00	53.47	View chart
Unitedhealth Group Common Stock (UNH)	0.0	$51k	-54%	122.00	415.63	View chart
Huntington Ingalls Common Stock (HII)	0.0	$49k		176.00	279.89	View chart
Wisdomtree Us MF Closed and MF Open (DGRW)	0.0	$49k		514.00	95.62	View chart
Mongodb Common Stock (MDB)	0.0	$47k		140.00	335.90	View chart
Linde Common Stock (LIN)	0.0	$47k	-4%	90.00	519.81	View chart
Uber Technologies Common Stock (UBER)	0.0	$46k		632.00	72.16	View chart
Cadence Design Common Stock (CDNS)	0.0	$45k		120.00	373.76	View chart
Metlife Common Stock (MET)	0.0	$43k	+43%	509.00	84.60	View chart
Warner Bros Common Stock (WBD)	0.0	$42k		1.6k	26.66	View chart
Ishares Select MF Closed and MF Open (DVY)	0.0	$41k		262.00	156.30	View chart
Ares Management Common Stock (ARES)	0.0	$41k		366.00	111.31	View chart
Applied Materials Common Stock (AMAT)	0.0	$41k	-8%	56.00	723.00	View chart
Pimco Short MF Closed and MF Open (SMMU)	0.0	$40k		790.00	50.50	View chart
Servicenow Common Stock (NOW)	0.0	$38k	-59%	385.00	99.28	View chart
Ishares Msci MF Closed and MF Open (USMV)	0.0	$38k		390.00	96.46	View chart
United Rentals Common Stock (URI)	0.0	$37k		33.00	1132.91	View chart
Avantis Us MF Closed and MF Open (AVLV)	0.0	$37k		408.00	91.31	View chart
3m Company Common Stock (MMM)	0.0	$37k		230.00	161.91	View chart
Tcw Transform MF Closed and MF Open (VOTE)	0.0	$37k		420.00	88.17	View chart
Philip Morris Common Stock (PM)	0.0	$37k		204.00	180.56	View chart
Wec Energy Common Stock (WEC)	0.0	$37k	-13%	315.00	116.90	View chart
Aflac Common Stock (AFL)	0.0	$36k		308.00	117.25	View chart
Chimera Invt Common Stock (CIM)	0.0	$36k		2.7k	13.34	View chart
Eaton Corp Common Stock (ETN)	0.0	$36k	-6%	84.00	426.14	View chart
Booking Holdings Common Stock (BKNG)	0.0	$36k	+1438%	200.00	178.24	View chart
Mcdonalds Corp Common Stock (MCD)	0.0	$35k	-25%	129.00	270.31	View chart
Abbott Laboratories Common Stock (ABT)	0.0	$34k	-60%	380.00	90.62	View chart
Sachem Capital Common Stock (SACH)	0.0	$34k		36k	0.94	View chart
Ishares Ibonds MF Closed and MF Open (IBHG)	0.0	$34k		1.5k	22.08	View chart
Ishares S&p MF Closed and MF Open (IUSG)	0.0	$34k		181.00	188.53	View chart
Palo Alto Common Stock (PANW)	0.0	$34k	+4900%	100.00	341.02	View chart
Arista Networks Common Stock (ANET)	0.0	$34k		200.00	169.88	View chart
Pepsico Common Stock (PEP)	0.0	$34k		250.00	135.40	View chart
Nucor Corp Common Stock (NUE)	0.0	$33k		150.00	222.75	View chart
Ishares Ibonds MF Closed and MF Open (IBHF)	0.0	$33k		1.5k	22.65	View chart
Kinder Morgan Common Stock (KMI)	0.0	$33k		1.0k	31.97	View chart
Johnson Controls Common Stock (JCI)	0.0	$31k		210.00	146.11	View chart
Southern Company Common Stock (SO)	0.0	$30k	-5%	318.00	95.72	View chart
Keysight Technologies Common Stock (KEYS)	0.0	$29k	-10%	84.00	350.07	View chart
Fs Credit MF Closed and MF Open (FSCO)	0.0	$29k		5.7k	4.99	View chart
Shell Common Stock (SHEL)	0.0	$28k	-6%	363.00	77.50	View chart
Moderna Common Stock (MRNA)	0.0	$28k		400.00	70.03	View chart
Simon Property Common Stock (SPG)	0.0	$28k		125.00	223.64	View chart
Hubspot Common Stock (HUBS)	0.0	$27k		145.00	182.51	View chart
State Street MF Closed and MF Open (XLC)	0.0	$26k	-9%	244.00	107.13	View chart
Mfa Financial Common Stock (MFA)	0.0	$25k		2.6k	9.69	View chart
Fortinet Common Stock (FTNT)	0.0	$25k		160.00	153.62	View chart
Eversource Energy Common Stock (ES)	0.0	$24k		336.00	72.27	View chart
Tractor Supply Common Stock (TSCO)	0.0	$24k		765.00	31.61	View chart
Asml Holding Common Stock (ASML)	0.0	$24k		12.00	1989.42	View chart
Lpl Financial Common Stock (LPLA)	0.0	$23k		83.00	281.69	View chart
State Street MF Closed and MF Open (SPYV)	0.0	$23k		383.00	60.71	View chart
MPLX Oil & Gas, Real Estate and REIT (MPLX)	0.0	$23k	NEW	400.00	56.33	View chart
Electronic Arts Common Stock (EA)	0.0	$22k	-3%	109.00	205.04	View chart
Blackstone Common Stock (BX)	0.0	$22k		186.00	117.67	View chart
Ishares Russell MF Closed and MF Open (IWR)	0.0	$21k		190.00	110.32	View chart
Vanguard Ftse MF Closed and MF Open (VGK)	0.0	$21k		235.00	88.54	View chart
Fastenal Common Stock (FAST)	0.0	$21k	-21%	432.00	48.03	View chart
Targa Resources Common Stock (TRGP)	0.0	$20k		73.00	266.92	View chart
Lowes Companies Common Stock (LOW)	0.0	$19k	-52%	88.00	220.49	View chart
Super Micro Common Stock (SMCI)	0.0	$19k		660.00	29.33	View chart
Enterprise Products Oil & Gas, Real Estate and REIT (EPD)	0.0	$19k		522.00	36.76	View chart
Kkr & Co Common Stock (KKR)	0.0	$19k		206.00	91.78	View chart
Stryker Corp Common Stock (SYK)	0.0	$19k		60.00	314.83	View chart
Brown Forman Corp Cl B Common Stock (BF.B)	0.0	$19k	-2%	705.00	26.65	View chart
Proshares S&p MF Closed and MF Open (REGL)	0.0	$19k		204.00	91.71	View chart
Ge Aerospace Common Stock (GE)	0.0	$19k		50.00	373.74	View chart
Garmin Common Stock (GRMN)	0.0	$19k		78.00	237.51	View chart
Oneok Common Stock (OKE)	0.0	$18k	-6%	207.00	86.94	View chart
Eaton Vance MF Closed and MF Open (ETV)	0.0	$18k		1.2k	14.88	View chart
State Street MF Closed and MF Open (SPSB)	0.0	$18k		583.00	30.01	View chart
Vanguard Mortgage MF Closed and MF Open (VMBS)	0.0	$17k	+19%	373.00	46.75	View chart
Vanguard Financials MF Closed and MF Open (VFH)	0.0	$17k		130.00	131.60	View chart
Adams Diversified MF Closed and MF Open (ADX)	0.0	$17k	NEW	669.00	25.55	View chart
Prudential Financial Common Stock (PRU)	0.0	$17k		157.00	107.59	View chart
Jpmorgan MF Closed and MF Open (JEPQ)	0.0	$17k	NEW	274.00	61.46	View chart
Ishares Gold Common Stock (IAU)	0.0	$17k		221.00	75.51	View chart
Parker-hannifin Corp Common Stock (PH)	0.0	$17k	-10%	17.00	978.12	View chart
Vanguard Health MF Closed and MF Open (VHT)	0.0	$16k		54.00	301.11	View chart
Star Gas Common Stock (SGU)	0.0	$16k		1.2k	12.84	View chart
State Street MF Closed and MF Open (XLP)	0.0	$16k		190.00	83.07	View chart
Netflix Common Stock (NFLX)	0.0	$16k	-59%	221.00	71.40	View chart
Ishares S&p MF Closed and MF Open (IJK)	0.0	$16k		133.00	117.50	View chart
State Street MF Closed and MF Open (KOMP)	0.0	$15k		215.00	71.50	View chart
Nextera Energy Common Stock (NEE)	0.0	$15k	-6%	173.00	87.77	View chart
Altria Group Common Stock (MO)	0.0	$15k		207.00	71.84	View chart
Urogen Pharma Common Stock (URGN)	0.0	$15k		400.00	36.80	View chart
Chubb Common Stock (CB)	0.0	$15k	-2%	43.00	340.74	View chart
Invesco S&p MF Closed and MF Open (SPHQ)	0.0	$14k		155.00	90.10	View chart
Union Pacific Corp Common Stock (UNP)	0.0	$14k	-10%	50.00	272.00	View chart
Ishares Select MF Closed and MF Open (ICF)	0.0	$14k		200.00	67.63	View chart
First Trust MF Closed and MF Open (FDN)	0.0	$14k		51.00	264.73	View chart
Wells Fargo Common Stock (WFC)	0.0	$14k	-6%	163.00	82.55	View chart
Vanguard International MF Closed and MF Open (VIGI)	0.0	$13k		144.00	93.38	View chart
Carmax Common Stock (KMX)	0.0	$13k		250.00	52.89	View chart
Ishares Core MF Closed and MF Open (DGRO)	0.0	$13k		172.00	75.79	View chart
Cvb Financial Corp Common Stock (CVBF)	0.0	$13k	NEW	577.00	22.55	View chart
Ishares Msci MF Closed and MF Open (IQLT)	0.0	$13k		260.00	49.55	View chart
Jpmorgan MF Closed and MF Open (JEPI)	0.0	$13k	NEW	228.00	56.48	View chart
Illinois Tool Common Stock (ITW)	0.0	$13k	-22%	47.00	270.47	View chart
Manulife Financial Common Stock (MFC)	0.0	$13k		311.00	40.51	View chart
L3harris Technologies Common Stock (LHX)	0.0	$12k		42.00	290.60	View chart
Digital Turbine Common Stock (APPS)	0.0	$12k		945.00	12.90	View chart
Ouster Common Stock (OUST)	0.0	$12k		193.00	62.52	View chart
Genuine Parts Common Stock (GPC)	0.0	$12k		100.00	117.98	View chart
Novartis Common Stock (NVS)	0.0	$12k		74.00	156.73	View chart
Choice Hotels Common Stock (CHH)	0.0	$12k		105.00	110.27	View chart
Micron Technology Common Stock (MU)	0.0	$12k	-37%	10.00	1154.30	View chart
Shopify Common Stock (SHOP)	0.0	$11k		100.00	114.18	View chart
Raymond James Common Stock (RJF)	0.0	$11k		75.00	152.03	View chart
Schwab Fundamental MF Closed and MF Open (FNDF)	0.0	$11k	NEW	214.00	52.76	View chart
Automatic Data Common Stock (ADP)	0.0	$11k	-7%	49.00	223.96	View chart
Fidelity Msci MF Closed and MF Open (FDIS)	0.0	$11k		103.00	102.84	View chart
Blackrock Fdg Common Stock (BLK)	0.0	$11k	-38%	11.00	961.55	View chart
Owens Corning Common Stock (OC)	0.0	$11k		66.00	158.95	View chart
Solstice Advanced Common Stock (SOLS)	0.0	$10k		117.00	88.60	View chart
Fidelity Msci MF Closed and MF Open (FREL)	0.0	$10k		349.00	29.30	View chart
Halliburton Company Common Stock (HAL)	0.0	$10k	-9%	300.00	33.95	View chart
Amdocs Common Stock (DOX)	0.0	$10k		200.00	50.54	View chart
Trinet Group Common Stock (TNET)	0.0	$9.9k		200.00	49.49	View chart
Emerson Electric Common Stock (EMR)	0.0	$9.9k		69.00	143.14	View chart
Sony Group Common Stock (SONY)	0.0	$9.8k	-15%	490.00	20.06	View chart
Nrg Energy Common Stock (NRG)	0.0	$9.8k	-2%	67.00	146.06	View chart
Fidelity Enhanced MF Closed and MF Open (FELC)	0.0	$9.7k		231.00	41.91	View chart
SPDR S&P MF Closed and MF Open (KRE)	0.0	$9.7k		129.00	74.85	View chart
Energy Transfer Oil & Gas, Real Estate and REIT (ET)	0.0	$9.6k	NEW	500.00	19.12	View chart
Corteva Common Stock (CTVA)	0.0	$9.4k		111.00	84.69	View chart
Kenvue Common Stock (KVUE)	0.0	$9.1k		476.00	19.09	View chart
S&p Global Common Stock (SPGI)	0.0	$9.0k	-35%	22.00	407.27	View chart
Hca Healthcare Common Stock (HCA)	0.0	$8.6k		22.00	389.91	View chart
Ishares Biotechnology MF Closed and MF Open (IBB)	0.0	$8.6k		45.00	190.20	View chart
Air Products Common Stock (APD)	0.0	$8.5k	-9%	29.00	293.17	View chart
Haleon Common Stock (HLN)	0.0	$8.5k		910.00	9.33	View chart
Ishares Msci MF Closed and MF Open (EFV)	0.0	$8.2k	+2%	108.00	76.19	View chart
Mondelez International Common Stock (MDLZ)	0.0	$8.2k		141.00	58.03	View chart
Paychex Common Stock (PAYX)	0.0	$8.2k		83.00	98.33	View chart
Versant Media Common Stock (VSNT)	0.0	$8.0k		222.00	36.01	View chart
Enbridge Common Stock (ENB)	0.0	$8.0k		147.00	54.21	View chart
Ishares Expanded MF Closed and MF Open (IGV)	0.0	$7.7k		85.00	90.60	View chart
Sysco Corp Common Stock (SYY)	0.0	$7.5k	-4%	90.00	83.58	View chart
Ishares Msci MF Closed and MF Open (EMGF)	0.0	$7.3k		99.00	73.26	View chart
Nike Common Stock (NKE)	0.0	$6.9k		169.00	41.05	View chart
Epr Properties Common Stock (EPR)	0.0	$6.5k		112.00	58.01	View chart
Jpmorgan Diversified MF Closed and MF Open (JPME)	0.0	$6.5k		52.00	124.21	View chart
Medtronic Common Stock (MDT)	0.0	$6.3k	-11%	81.00	78.23	View chart
Roundhill Generative MF Closed and MF Open (CHAT)	0.0	$6.3k		64.00	98.69	View chart
Smartstop Self Common Stock (SMA)	0.0	$6.3k		194.00	32.50	View chart
Vanguard Short MF Closed and MF Open (BSV)	0.0	$6.2k	NEW	79.00	77.91	View chart
Ishares Ethereum MF Closed and MF Open (ETHA)	0.0	$6.1k	+69%	509.00	11.89	View chart
Target Corp Common Stock (TGT)	0.0	$6.0k	-8%	46.00	130.61	View chart
Bristol Myers Common Stock (BMY)	0.0	$5.9k	-4%	103.00	57.62	View chart
Copart Common Stock (CPRT)	0.0	$5.9k		208.00	28.19	View chart
State Street MF Closed and MF Open (QEFA)	0.0	$5.9k		61.00	96.02	View chart
Watsco Common Stock (WSO)	0.0	$5.8k		14.00	416.71	View chart
RH Common Stock (RH)	0.0	$5.8k		35.00	164.74	View chart
Poet Technologies Common Stock (POET)	0.0	$5.7k		559.00	10.28	View chart
Ares Capital Common Stock (ARCC)	0.0	$5.6k	NEW	300.00	18.53	View chart
Fidelity Msci MF Closed and MF Open (FTEC)	0.0	$5.4k		19.00	285.58	View chart
Wabtec Common Stock (WAB)	0.0	$5.4k		20.00	269.60	View chart
Southwest Airlines Common Stock (LUV)	0.0	$5.3k		104.00	51.42	View chart
Fs Specialty MF Closed and MF Open (FSSL)	0.0	$5.2k		465.00	11.15	View chart
Colgate-palmolive Common Stock (CL)	0.0	$5.1k		56.00	91.68	View chart
Dupont De Common Stock (DD)	0.0	$5.0k	NEW	37.00	135.65	View chart
Take-two Interactive Common Stock (TTWO)	0.0	$5.0k	-4%	20.00	250.00	View chart
Zscaler Common Stock (ZS)	0.0	$4.8k		34.00	141.15	View chart
Ishares 7-10yr MF Closed and MF Open (IEF)	0.0	$4.7k	-25%	50.00	94.58	View chart
Devon Energy Common Stock (DVN)	0.0	$4.7k	-7%	114.00	41.32	View chart
Factset Research Common Stock (FDS)	0.0	$4.6k		20.00	230.10	View chart
Accenture Common Stock (ACN)	0.0	$4.5k	-12%	36.00	124.44	View chart
Paypal Holdings Common Stock (PYPL)	0.0	$4.4k	-2%	101.00	43.18	View chart
General Mills Common Stock (GIS)	0.0	$4.2k		120.00	34.80	View chart
Global X MF Closed and MF Open (BOTZ)	0.0	$4.2k		110.00	37.94	View chart
Vodafone Group Common Stock (VOD)	0.0	$4.0k		302.00	13.23	View chart
Solventum Corp Common Stock (SOLV)	0.0	$3.9k		51.00	77.16	View chart
Schwab Fundamental MF Closed and MF Open (FNDA)	0.0	$3.7k		96.00	38.06	View chart
Red Cat Common Stock (RCAT)	0.0	$3.6k		335.00	10.65	View chart
Fidelity Blue MF Closed and MF Open (FBCV)	0.0	$3.5k		87.00	39.82	View chart
Intl Paper Common Stock (IP)	0.0	$3.4k		90.00	38.10	View chart
Carnival Corp Common Stock (CCL)	0.0	$3.3k	NEW	115.00	28.57	View chart
Schwab Intl MF Closed and MF Open (SCHC)	0.0	$3.2k		66.00	48.12	View chart
Cme Group Common Stock (CME)	0.0	$3.1k	-12%	14.00	220.86	View chart
Dxc Technology Common Stock (DXC)	0.0	$3.1k		345.00	8.85	View chart
Blackberry Common Stock (BB)	0.0	$3.0k		241.00	12.65	View chart
Dow Common Stock (DOW)	0.0	$3.0k		111.00	27.36	View chart
Vanguard Intermediate MF Closed and MF Open (BIV)	0.0	$3.0k	-7%	39.00	76.69	View chart
Vanguard Long MF Closed and MF Open (BLV)	0.0	$2.9k	NEW	42.00	68.93	View chart
Robinhood Markets Common Stock (HOOD)	0.0	$2.8k	NEW	28.00	100.29	View chart
Northeast Community Common Stock (NECB)	0.0	$2.8k		100.00	27.74	View chart
Hormel Foods Common Stock (HRL)	0.0	$2.7k		110.00	24.82	View chart
Vanguard Fste MF Closed and MF Open (VWO)	0.0	$2.5k	NEW	42.00	59.69	View chart
Nokia Corp Common Stock (NOK)	0.0	$2.5k		188.00	13.28	View chart
Blue Owl Common Stock (OWL)	0.0	$2.2k		247.00	8.75	View chart
Salesforce Common Stock (CRM)	0.0	$2.0k	-31%	13.00	156.69	View chart
Cemex S A B Common Stock (CX)	0.0	$2.0k		168.00	12.02	View chart
Eastern Bankshares Common Stock (EBC)	0.0	$1.9k		84.00	22.24	View chart
Adobe Common Stock (ADBE)	0.0	$1.8k	-30%	9.00	205.00	View chart
Viatris Common Stock (VTRS)	0.0	$1.8k		116.00	15.88	View chart
State Street MF Closed and MF Open (CNRG)	0.0	$1.8k		16.00	113.12	View chart
Kyndryl Holdings Common Stock (KD)	0.0	$1.8k		156.00	11.31	View chart
Alibaba Group Common Stock (BABA)	0.0	$1.7k		18.00	96.00	View chart
Vanguard Extended MF Closed and MF Open (VXF)	0.0	$1.7k	NEW	7.00	246.14	View chart
Wisdomtree Emerging MF Closed and MF Open (XSOE)	0.0	$1.7k		34.00	49.18	View chart
Ondas Common Stock (ONDS)	0.0	$1.6k	-32%	200.00	8.24	View chart
Schwab Fundamental MF Closed and MF Open (FNDE)	0.0	$1.5k		37.00	39.68	View chart
Proshares Russell MF Closed and MF Open (SMDV)	0.0	$1.4k		18.00	77.06	View chart
Ishares Core MF Closed and MF Open (AGG)	0.0	$1.3k	NEW	13.00	99.00	View chart
V F Corp Common Stock (VFC)	0.0	$1.3k		76.00	16.68	View chart
Ncr Atleos Common Stock (NATL)	0.0	$1.2k		28.00	43.39	View chart
Kraft Heinz Common Stock (KHC)	0.0	$1.1k	-11%	48.00	23.83	View chart
Citigroup Common Stock (C)	0.0	$1.1k	-46%	8.00	140.00	View chart
Chemours Company Common Stock (CC)	0.0	$1.1k		53.00	20.53	View chart
Invesco Exchange MF Closed and MF Open (PXH)	0.0	$1.0k		37.00	27.89	View chart
Marriott Vacations Common Stock (VAC)	0.0	$1.0k		10.00	101.90	View chart
Snowflake Common Stock (SNOW)	0.0	$1.0k		4.00	254.50	View chart
Block Common Stock (XYZ)	0.0	$988.000000		13.00	76.00	View chart
Invesco S&p MF Closed and MF Open (CGW)	0.0	$920.000200	+7%	14.00	65.71	View chart
State Street MF Closed and MF Open (RWR)	0.0	$904.000000		8.00	113.00	View chart
V2X Common Stock (VVX)	0.0	$820.000500		11.00	74.55	View chart
Olaplex Holdings Common Stock (OLPX)	0.0	$820.000000		400.00	2.05	View chart
Ishares Russell MF Closed and MF Open (IWO)	0.0	$788.000000	NEW	2.00	394.00	View chart
Zoom Communications Common Stock (ZM)	0.0	$690.000000		8.00	86.25	View chart
Ishares Semiconductor MF Closed and MF Open (SOXX)	0.0	$641.000000		1.00	641.00	View chart
Penn Entertainment Common Stock (PENN)	0.0	$597.998800		28.00	21.36	View chart
Jetblue Airways Common Stock (JBLU)	0.0	$573.000000		100.00	5.73	View chart
Ncr Voyix Common Stock (VYX)	0.0	$458.001600		56.00	8.18	View chart
Alliant Energy Common Stock (LNT)	0.0	$457.999800	-14%	6.00	76.33	View chart
Paramount Skydance Common Stock (PSKY)	0.0	$344.998500		35.00	9.86	View chart
Brighthouse Financial Common Stock (BHF)	0.0	$317.000000		5.00	63.40	View chart
Resideo Technologies Common Stock (REZI)	0.0	$279.999900		9.00	31.11	View chart
Oatly Group Common Stock (OTLY)	0.0	$205.999200		22.00	9.36	View chart
Garrett Motion Common Stock (GTX)	0.0	$181.000000		5.00	36.20	View chart
Ishares Msci MF Closed and MF Open (EFAV)	0.0	$175.000000	NEW	2.00	87.50	View chart
Organon & Co Common Stock (OGN)	0.0	$162.000000		12.00	13.50	View chart
Best Buy Common Stock (BBY)	0.0	$152.000000	-33%	2.00	76.00	View chart
Plug Power Common Stock (PLUG)	0.0	$136.000000		50.00	2.72	View chart
Invesco Mortgage Common Stock (IVR)	0.0	$126.000000	-83%	16.00	7.88	View chart
Schwab Charles Common Stock (SCHW)	0.0	$92.000000	-99%	1.00	92.00	View chart
Sofi Technologies Common Stock (SOFI)	0.0	$90.000000		5.00	18.00	View chart
Beyond Meat Common Stock (BYND)	0.0	$88.995600		118.00	0.75	View chart
Canopy Growth Common Stock (CGC)	0.0	$75.002600		79.00	0.95	View chart
Cronos Group Common Stock (CRON)	0.0	$70.000000		25.00	2.80	View chart
Chipotle Mexican Common Stock (CMG)	0.0	$68.000000	-50%	2.00	34.00	View chart
Ge Healthcare Common Stock (GEHC)	0.0	$64.000000		1.00	64.00	View chart
Advansix Common Stock (ASIX)	0.0	$40.000000		2.00	20.00	View chart
Apa Corp Common Stock (APA)	0.0	$33.000000	NEW	1.00	33.00	View chart
Greenland Technologies Common Stock (GTEC)	0.0	$29.000400		52.00	0.56	View chart
Dropbox Common Stock (DBX)	0.0	$27.000000	NEW	1.00	27.00	View chart
Virgin Galactic Common Stock (SPCE)	0.0	$23.000000		8.00	2.88	View chart
Embecta Corp Common Stock (EMBC)	0.0	$19.999800		6.00	3.33	View chart
Pg&e Corp Common Stock (PCG)	0.0	$17.000000	NEW	1.00	17.00	View chart
Igc Pharma Common Stock (IGC)	0.0	$16.002200		58.00	0.28	View chart
Organigram Global Common Stock (OGI)	0.0	$16.000000		16.00	1.00	View chart
Atossa Therapeutics Common Stock (ATOS)	0.0	$12.000000		6.00	2.00	View chart
Tilray Brands Common Stock (TLRY)	0.0	$9.000000		2.00	4.50	View chart
Western Union Common Stock (WU)	0.0	$8.000000	NEW	1.00	8.00	View chart
Taoweave Common Stock (TWAV)	0.0	$1.000000		1.00	1.00	View chart

Past Filings by Napier Financial

SEC 13F filings are viewable for Napier Financial going back to 2026

Napier Financial 2026 Q2 filed July 31, 2026
Napier Financial 2026 Q1 filed May 5, 2026

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