Navalign
Latest statistics and disclosures from Navalign's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FBND, AAPL, VIGI, IJR, SPYV, and represent 33.09% of Navalign's stock portfolio.
- Added to shares of these 10 stocks: JQUA (+$7.6M), FBND, NFLX, VNQ, UCON, SGOV, BUFR, VIGI, SCHD, SCHP.
- Started 390 new stock positions in PML, XPEV, MPC, CAT, XBI, GPRO, BA, BDX, GEV, WPC.
- Reduced shares in these 10 stocks: IJR, SPYG, NVDA, LLY, AVGO, SPYV, GOOGL, RSSS, IVE, SPY.
- Sold out of its position in CUE.
- Navalign was a net buyer of stock by $23M.
- Navalign has $407M in assets under management (AUM), dropping by 7.50%.
- Central Index Key (CIK): 0001820593
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Portfolio Holdings for Navalign
Navalign holds 511 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Navalign has 511 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Navalign Dec. 31, 2025 positions
- Download the Navalign December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 11.2 | $46M | +5% | 991k | 46.04 |
|
| Apple (AAPL) | 6.7 | $28M | 101k | 271.86 |
|
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 5.6 | $23M | +2% | 247k | 91.45 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 4.9 | $20M | -16% | 166k | 120.18 |
|
| Spdr Series Trust State Street Spd (SPYV) | 4.7 | $19M | 338k | 56.81 |
|
|
| Spdr Series Trust State Street Spd (SPYG) | 4.7 | $19M | -4% | 179k | 106.70 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 4.3 | $18M | 660k | 26.49 |
|
|
| Flexshares Tr Mornstar Upstr (GUNR) | 4.2 | $17M | 372k | 45.85 |
|
|
| First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) | 3.6 | $15M | +5% | 580k | 25.17 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 2.9 | $12M | +7% | 133k | 88.49 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 2.6 | $11M | 187k | 57.46 |
|
|
| NVIDIA Corporation (NVDA) | 2.1 | $8.4M | -4% | 45k | 186.50 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 2.0 | $8.2M | 81k | 101.98 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.0 | $8.0M | +6% | 291k | 27.43 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.0 | $8.0M | +3% | 42k | 191.56 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 1.9 | $7.6M | NEW | 121k | 63.18 |
|
| Amgen (AMGN) | 1.8 | $7.4M | 23k | 327.31 |
|
|
| Meta Platforms Cl A (META) | 1.3 | $5.2M | 7.9k | 660.10 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $4.8M | -3% | 15k | 313.00 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 1.1 | $4.5M | +18% | 130k | 34.26 |
|
| Visa Com Cl A (V) | 0.9 | $3.7M | 11k | 350.70 |
|
|
| Microsoft Corporation (MSFT) | 0.8 | $3.3M | 6.9k | 483.64 |
|
|
| Broadcom (AVGO) | 0.8 | $3.3M | -5% | 9.6k | 346.09 |
|
| Amazon (AMZN) | 0.8 | $3.1M | 13k | 230.82 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $2.9M | 9.0k | 322.22 |
|
|
| Wal-Mart Stores (WMT) | 0.7 | $2.7M | 24k | 111.41 |
|
|
| McKesson Corporation (MCK) | 0.6 | $2.6M | 3.2k | 820.37 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.5 | $2.2M | +5% | 28k | 78.81 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $2.2M | -3% | 6.9k | 313.80 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $2.0M | 38k | 53.76 |
|
|
| Goldman Sachs (GS) | 0.5 | $2.0M | -3% | 2.3k | 878.81 |
|
| Uber Technologies (UBER) | 0.5 | $1.9M | 24k | 81.71 |
|
|
| Blackrock (BLK) | 0.5 | $1.9M | 1.8k | 1070.22 |
|
|
| Eli Lilly & Co. (LLY) | 0.5 | $1.9M | -10% | 1.7k | 1074.73 |
|
| Netflix (NFLX) | 0.5 | $1.9M | +959% | 20k | 93.76 |
|
| Johnson Ctls Intl SHS (JCI) | 0.5 | $1.8M | 15k | 119.75 |
|
|
| Te Connectivity Ord Shs (TEL) | 0.4 | $1.8M | 8.0k | 227.50 |
|
|
| Capital One Financial (COF) | 0.4 | $1.8M | 7.4k | 242.36 |
|
|
| Coca-Cola Company (KO) | 0.4 | $1.7M | +2% | 25k | 69.91 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.4 | $1.7M | +9% | 35k | 50.29 |
|
| salesforce (CRM) | 0.4 | $1.7M | +4% | 6.4k | 264.91 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $1.7M | +6% | 2.0k | 862.33 |
|
| TJX Companies (TJX) | 0.4 | $1.7M | 11k | 153.61 |
|
|
| Merck & Co (MRK) | 0.4 | $1.7M | +7% | 16k | 105.26 |
|
| Procter & Gamble Company (PG) | 0.4 | $1.6M | +5% | 11k | 143.31 |
|
| Bank of America Corporation (BAC) | 0.4 | $1.6M | 29k | 55.00 |
|
|
| Booking Holdings (BKNG) | 0.4 | $1.4M | 270.00 | 5355.64 |
|
|
| Union Pacific Corporation (UNP) | 0.3 | $1.4M | +2% | 6.0k | 231.31 |
|
| Cigna Corp (CI) | 0.3 | $1.4M | +6% | 5.0k | 275.23 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $1.3M | +3% | 2.3k | 579.38 |
|
| Palo Alto Networks (PANW) | 0.3 | $1.3M | +2% | 7.2k | 184.19 |
|
| Honeywell International (HON) | 0.3 | $1.3M | +3% | 6.4k | 195.09 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.3 | $1.2M | 18k | 69.40 |
|
|
| American Electric Power Company (AEP) | 0.3 | $1.2M | +2% | 11k | 115.31 |
|
| Cisco Systems (CSCO) | 0.3 | $1.2M | 16k | 77.03 |
|
|
| Linde SHS (LIN) | 0.3 | $1.2M | +3% | 2.8k | 426.45 |
|
| Nike CL B (NKE) | 0.3 | $1.2M | +4% | 19k | 63.71 |
|
| United Parcel Service CL B (UPS) | 0.3 | $1.1M | 11k | 99.19 |
|
|
| Starbucks Corporation (SBUX) | 0.3 | $1.1M | +5% | 13k | 84.21 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $1.1M | -7% | 1.6k | 682.12 |
|
| TransDigm Group Incorporated (TDG) | 0.3 | $1.1M | +6% | 819.00 | 1329.85 |
|
| CSX Corporation (CSX) | 0.3 | $1.1M | +3% | 30k | 36.25 |
|
| Phillips 66 (PSX) | 0.3 | $1.1M | +5% | 8.3k | 129.04 |
|
| Charles Schwab Corporation (SCHW) | 0.3 | $1.1M | +3% | 11k | 99.91 |
|
| FirstEnergy (FE) | 0.3 | $1.0M | +5% | 23k | 44.77 |
|
| ConocoPhillips (COP) | 0.2 | $993k | +7% | 11k | 93.61 |
|
| Wynn Resorts (WYNN) | 0.2 | $971k | 8.1k | 120.33 |
|
|
| Boston Scientific Corporation (BSX) | 0.2 | $965k | +2% | 10k | 95.35 |
|
| Paypal Holdings (PYPL) | 0.2 | $958k | +6% | 16k | 58.38 |
|
| American Tower Reit (AMT) | 0.2 | $929k | +11% | 5.3k | 175.56 |
|
| MetLife (MET) | 0.2 | $917k | +2% | 12k | 78.94 |
|
| FedEx Corporation (FDX) | 0.2 | $905k | +4% | 3.1k | 288.90 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $889k | +5% | 2.5k | 349.99 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $887k | 1.8k | 502.65 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $883k | -3% | 3.6k | 246.16 |
|
| Boston Properties (BXP) | 0.2 | $881k | +7% | 13k | 67.48 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $857k | -4% | 1.3k | 684.94 |
|
| Autodesk (ADSK) | 0.2 | $836k | +5% | 2.8k | 296.01 |
|
| Dominion Resources (D) | 0.2 | $824k | +3% | 14k | 58.59 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $749k | NEW | 7.5k | 100.38 |
|
| Zoetis Cl A (ZTS) | 0.2 | $692k | 5.5k | 125.81 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $664k | -9% | 1.4k | 488.04 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $640k | 1.0k | 627.05 |
|
|
| Simulations Plus (SLP) | 0.2 | $638k | 35k | 18.23 |
|
|
| Stanley Black & Decker (SWK) | 0.2 | $627k | +4% | 8.4k | 74.28 |
|
| Abbvie (ABBV) | 0.1 | $577k | -4% | 2.5k | 228.48 |
|
| Oracle Corporation (ORCL) | 0.1 | $552k | 2.8k | 194.92 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $519k | 909.00 | 570.88 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $519k | 5.8k | 89.46 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $517k | 913.00 | 566.36 |
|
|
| Neurocrine Biosciences (NBIX) | 0.1 | $512k | 3.6k | 141.83 |
|
|
| Tesla Motors (TSLA) | 0.1 | $497k | 1.1k | 449.72 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $477k | +15% | 1.4k | 335.22 |
|
| Rockwell Automation (ROK) | 0.1 | $477k | 1.2k | 389.02 |
|
|
| Ishares Tr Esg Select Scre (XVV) | 0.1 | $469k | -9% | 8.9k | 52.70 |
|
| Southern California Bancorp (BCAL) | 0.1 | $426k | 23k | 18.67 |
|
|
| Nextera Energy (NEE) | 0.1 | $384k | -5% | 4.8k | 80.28 |
|
| UnitedHealth (UNH) | 0.1 | $379k | 1.1k | 330.19 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $350k | -25% | 1.7k | 212.02 |
|
| International Business Machines (IBM) | 0.1 | $343k | 1.2k | 296.21 |
|
|
| Goldman Sachs Etf Tr Ultra Short Bond (GSST) | 0.1 | $310k | 6.1k | 50.47 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $304k | -16% | 2.5k | 123.28 |
|
| Verizon Communications (VZ) | 0.1 | $300k | -3% | 7.4k | 40.73 |
|
| Research Solutions (RSSS) | 0.1 | $290k | -31% | 99k | 2.94 |
|
| Lowe's Companies (LOW) | 0.1 | $284k | -10% | 1.2k | 241.26 |
|
| Abbott Laboratories (ABT) | 0.1 | $284k | 2.3k | 125.29 |
|
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $280k | 5.6k | 50.46 |
|
|
| Walt Disney Company (DIS) | 0.1 | $269k | -4% | 2.4k | 113.77 |
|
| Philip Morris International (PM) | 0.1 | $267k | 1.7k | 160.42 |
|
|
| Paychex (PAYX) | 0.1 | $257k | -6% | 2.3k | 112.18 |
|
| Astrazeneca Sponsored Adr | 0.1 | $241k | 2.6k | 91.93 |
|
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $238k | 2.4k | 99.94 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $233k | 380.00 | 614.16 |
|
|
| Pepsi (PEP) | 0.1 | $221k | 1.5k | 143.56 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $220k | NEW | 1.2k | 190.99 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $216k | 2.7k | 79.73 |
|
|
| Advanced Energy Industries (AEIS) | 0.1 | $214k | NEW | 1.0k | 209.35 |
|
| Caterpillar (CAT) | 0.1 | $212k | NEW | 370.00 | 572.87 |
|
| Stryker Corporation (SYK) | 0.1 | $207k | 590.00 | 351.47 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $202k | -14% | 1.1k | 177.75 |
|
| Fastenal Company (FAST) | 0.0 | $202k | 5.0k | 40.13 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $190k | NEW | 2.0k | 96.27 |
|
| Spdr Series Trust State Street Spd (SLYG) | 0.0 | $188k | -24% | 2.0k | 94.19 |
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $187k | 11k | 16.43 |
|
|
| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.0 | $187k | NEW | 3.0k | 62.14 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $185k | NEW | 382.00 | 483.67 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $179k | NEW | 452.00 | 396.31 |
|
| Spdr Series Trust State Street Spd (SLYV) | 0.0 | $174k | -29% | 1.9k | 90.97 |
|
| Micron Technology (MU) | 0.0 | $171k | NEW | 600.00 | 285.41 |
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| Regions Financial Corporation (RF) | 0.0 | $164k | NEW | 6.1k | 27.10 |
|
| W.W. Grainger (GWW) | 0.0 | $161k | NEW | 160.00 | 1006.46 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $161k | NEW | 1.1k | 148.98 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $160k | NEW | 2.2k | 71.62 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $160k | NEW | 1.3k | 119.38 |
|
| Emerson Electric (EMR) | 0.0 | $155k | NEW | 1.2k | 132.74 |
|
| Pfizer (PFE) | 0.0 | $151k | NEW | 6.1k | 24.90 |
|
| 3M Company (MMM) | 0.0 | $141k | NEW | 883.00 | 160.12 |
|
| Johnson & Johnson (JNJ) | 0.0 | $141k | NEW | 680.00 | 206.85 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $137k | NEW | 2.4k | 56.96 |
|
| At&t (T) | 0.0 | $137k | NEW | 5.5k | 24.84 |
|
| Gilead Sciences (GILD) | 0.0 | $137k | NEW | 1.1k | 122.74 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $132k | NEW | 2.1k | 62.47 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $131k | NEW | 2.3k | 57.24 |
|
| Marvell Technology (MRVL) | 0.0 | $129k | NEW | 1.5k | 84.99 |
|
| Automatic Data Processing (ADP) | 0.0 | $129k | NEW | 500.00 | 257.23 |
|
| Analog Devices (ADI) | 0.0 | $128k | NEW | 473.00 | 271.41 |
|
| McDonald's Corporation (MCD) | 0.0 | $121k | NEW | 397.00 | 305.86 |
|
| Chevron Corporation (CVX) | 0.0 | $121k | NEW | 794.00 | 152.38 |
|
| Morgan Stanley Com New (MS) | 0.0 | $113k | NEW | 639.00 | 177.54 |
|
| Boeing Company (BA) | 0.0 | $111k | NEW | 510.00 | 217.12 |
|
| Realty Income (O) | 0.0 | $110k | NEW | 1.9k | 56.38 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $108k | NEW | 2.0k | 54.78 |
|
| Howmet Aerospace (HWM) | 0.0 | $105k | NEW | 511.00 | 205.07 |
|
| Exxon Mobil Corporation (XOM) | 0.0 | $100k | NEW | 834.00 | 120.28 |
|
| Qualcomm (QCOM) | 0.0 | $99k | NEW | 577.00 | 170.97 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $97k | NEW | 1.5k | 66.01 |
|
| Eaton Corp SHS (ETN) | 0.0 | $93k | NEW | 291.00 | 318.51 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $90k | NEW | 299.00 | 301.95 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $89k | NEW | 551.00 | 161.98 |
|
| General Dynamics Corporation (GD) | 0.0 | $88k | NEW | 260.00 | 337.13 |
|
| Enterprise Products Partners (EPD) | 0.0 | $87k | NEW | 2.7k | 32.06 |
|
| Advanced Micro Devices (AMD) | 0.0 | $85k | NEW | 395.00 | 214.16 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $77k | NEW | 2.8k | 27.21 |
|
| Monster Beverage Corp (MNST) | 0.0 | $77k | NEW | 1.0k | 76.67 |
|
| Cummins (CMI) | 0.0 | $77k | NEW | 150.00 | 510.45 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $77k | NEW | 1.4k | 53.36 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $76k | NEW | 495.00 | 154.09 |
|
| Spdr Series Trust State Street Spd (SPSM) | 0.0 | $76k | NEW | 1.6k | 46.87 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $76k | NEW | 526.00 | 144.05 |
|
| Ge Aerospace Com New (GE) | 0.0 | $75k | NEW | 243.00 | 308.03 |
|
| Intel Corporation (INTC) | 0.0 | $74k | NEW | 2.0k | 36.90 |
|
| Ishares Tr Esg Optimized (SUSA) | 0.0 | $72k | NEW | 518.00 | 139.35 |
|
| Viking Holdings Ord Shs (VIK) | 0.0 | $71k | NEW | 1.0k | 71.41 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $69k | NEW | 534.00 | 129.22 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $69k | NEW | 350.00 | 197.15 |
|
| Allogene Therapeutics (ALLO) | 0.0 | $68k | -17% | 49k | 1.37 |
|
| Public Storage (PSA) | 0.0 | $68k | NEW | 260.00 | 259.97 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $66k | NEW | 569.00 | 116.06 |
|
| Yum! Brands (YUM) | 0.0 | $66k | NEW | 437.00 | 151.12 |
|
| Centene Corporation (CNC) | 0.0 | $65k | NEW | 1.6k | 41.15 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $65k | NEW | 2.4k | 26.91 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $64k | NEW | 204.00 | 314.80 |
|
| Enbridge (ENB) | 0.0 | $62k | NEW | 1.3k | 47.83 |
|
| Applied Materials (AMAT) | 0.0 | $61k | NEW | 238.00 | 256.99 |
|
| Wp Carey (WPC) | 0.0 | $61k | NEW | 947.00 | 64.35 |
|
| Target Corporation (TGT) | 0.0 | $61k | NEW | 623.00 | 97.81 |
|
| Trane Technologies SHS (TT) | 0.0 | $58k | NEW | 150.00 | 389.20 |
|
| Vistra Energy (VST) | 0.0 | $57k | NEW | 351.00 | 161.16 |
|
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.0 | $54k | NEW | 2.0k | 27.08 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $52k | NEW | 1.2k | 44.41 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $51k | NEW | 452.00 | 113.82 |
|
| Moody's Corporation (MCO) | 0.0 | $51k | NEW | 100.00 | 510.85 |
|
| Live Nation Entertainment (LYV) | 0.0 | $51k | NEW | 356.00 | 142.50 |
|
| Manulife Finl Corp (MFC) | 0.0 | $50k | NEW | 1.4k | 36.28 |
|
| Chubb (CB) | 0.0 | $49k | NEW | 156.00 | 312.12 |
|
| Block Cl A (XYZ) | 0.0 | $49k | NEW | 745.00 | 65.09 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $48k | NEW | 217.00 | 219.58 |
|
| Spdr Series Trust State Street Spd (XBI) | 0.0 | $48k | NEW | 390.00 | 121.93 |
|
| Consolidated Edison (ED) | 0.0 | $47k | NEW | 473.00 | 99.32 |
|
| Newamsterdam Pharma Company Ordinary Shares (NAMS) | 0.0 | $46k | NEW | 1.3k | 35.08 |
|
| Norfolk Southern (NSC) | 0.0 | $45k | NEW | 156.00 | 289.06 |
|
| Anthem (ELV) | 0.0 | $45k | NEW | 128.00 | 350.55 |
|
| Air Products & Chemicals (APD) | 0.0 | $45k | NEW | 182.00 | 246.38 |
|
| Sempra Energy (SRE) | 0.0 | $44k | NEW | 494.00 | 88.29 |
|
| Paccar (PCAR) | 0.0 | $41k | NEW | 377.00 | 109.51 |
|
| Ferrari Nv Ord (RACE) | 0.0 | $41k | NEW | 110.00 | 369.56 |
|
| Zimmer Holdings (ZBH) | 0.0 | $40k | NEW | 444.00 | 89.92 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $39k | NEW | 129.00 | 303.89 |
|
| Deere & Company (DE) | 0.0 | $39k | NEW | 84.00 | 465.57 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $39k | NEW | 502.00 | 76.85 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $39k | NEW | 460.00 | 83.61 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $38k | NEW | 2.3k | 16.49 |
|
| Hartford Financial Services (HIG) | 0.0 | $37k | NEW | 265.00 | 138.04 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $36k | NEW | 321.00 | 113.10 |
|
| Packaging Corporation of America (PKG) | 0.0 | $36k | NEW | 173.00 | 206.23 |
|
| Marsh & McLennan Companies | 0.0 | $36k | NEW | 191.00 | 185.85 |
|
| Travelers Companies (TRV) | 0.0 | $35k | NEW | 121.00 | 290.06 |
|
| Corteva (CTVA) | 0.0 | $35k | NEW | 519.00 | 67.05 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $35k | NEW | 199.00 | 173.40 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $34k | NEW | 213.00 | 160.97 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $34k | NEW | 445.00 | 75.52 |
|
| Franco-Nevada Corporation (FNV) | 0.0 | $34k | NEW | 162.00 | 207.36 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $33k | NEW | 568.00 | 58.14 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.0 | $33k | NEW | 300.00 | 109.31 |
|
| Mineralys Therapeutics (MLYS) | 0.0 | $33k | NEW | 900.00 | 36.29 |
|
| Ishares Tr Esg Msci Leadr (SUSL) | 0.0 | $33k | NEW | 269.00 | 121.27 |
|
| Marcus Corporation (MCS) | 0.0 | $33k | NEW | 2.1k | 15.51 |
|
| AFLAC Incorporated (AFL) | 0.0 | $32k | NEW | 291.00 | 110.27 |
|
| Ubs Group SHS (UBS) | 0.0 | $32k | NEW | 688.00 | 46.31 |
|
| FactSet Research Systems (FDS) | 0.0 | $32k | NEW | 109.00 | 289.53 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $31k | NEW | 577.00 | 53.83 |
|
| Home Depot (HD) | 0.0 | $31k | NEW | 90.00 | 343.62 |
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $30k | NEW | 256.00 | 117.39 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $30k | NEW | 183.00 | 162.63 |
|
| Dell Technologies CL C (DELL) | 0.0 | $30k | NEW | 234.00 | 125.88 |
|
| SYSCO Corporation (SYY) | 0.0 | $29k | NEW | 398.00 | 73.71 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $29k | NEW | 178.00 | 160.79 |
|
| American Intl Group Com New (AIG) | 0.0 | $29k | NEW | 333.00 | 85.59 |
|
| Altria (MO) | 0.0 | $28k | NEW | 492.00 | 57.61 |
|
| Ge Vernova (GEV) | 0.0 | $27k | NEW | 42.00 | 653.57 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $27k | NEW | 200.00 | 136.07 |
|
| Prospect Capital Corporation (PSEC) | 0.0 | $27k | +3% | 10k | 2.59 |
|
| Banc Of California (BANC) | 0.0 | $27k | NEW | 1.4k | 19.29 |
|
| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.0 | $27k | NEW | 1.1k | 24.16 |
|
| Allstate Corporation (ALL) | 0.0 | $27k | NEW | 128.00 | 208.15 |
|
| Penske Automotive (PAG) | 0.0 | $26k | NEW | 165.00 | 158.29 |
|
| Wells Fargo & Company (WFC) | 0.0 | $26k | NEW | 279.00 | 93.25 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $26k | NEW | 568.00 | 45.21 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $26k | NEW | 181.00 | 141.06 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $26k | NEW | 139.00 | 183.40 |
|
Past Filings by Navalign
SEC 13F filings are viewable for Navalign going back to 2021
- Navalign 2025 Q4 filed Feb. 5, 2026
- Navalign 2025 Q3 filed Nov. 13, 2025
- Navalign 2025 Q2 filed Aug. 5, 2025
- Navalign 2025 Q1 filed April 30, 2025
- Navalign 2024 Q4 filed Feb. 18, 2025
- Navalign 2024 Q3 filed Nov. 1, 2024
- Navalign 2024 Q2 filed July 30, 2024
- Navalign 2024 Q1 filed April 12, 2024
- Navalign 2023 Q4 filed Jan. 18, 2024
- Navalign 2023 Q3 filed Oct. 11, 2023
- Navalign 2023 Q2 filed July 14, 2023
- Navalign 2023 Q1 filed April 20, 2023
- Navalign 2022 Q4 filed Feb. 7, 2023
- Navalign 2022 Q3 filed Nov. 3, 2022
- Navalign 2022 Q2 filed July 27, 2022
- Navalign 2022 Q1 filed April 29, 2022