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Home > Institutional Investor > Navalign, Llc > Profile

Instuitional Investor - Navalign, Llc

Fund Profile
Filing Period:
Fund Name: Navalign, Llc
Portfolio Value $379,026,279
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 939,073 $43,422,735 11.46%
2.
Apple Inc.
 AAPL 101,381 $25,814,770 6.81%
3.
Ishares Trust
 IEF 197,876 $23,513,559 6.2%
4.
Vanguard Whitehall Funds
 240,245 $21,518,780 5.68%
5.
Spdr Series Trust
 188,000 $19,647,913 5.18%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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