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Home > Institutional Investor > Navalign, Llc > Profile

Instuitional Investor - Navalign, Llc

Fund Profile
Filing Period:
Fund Name: Navalign, Llc
Portfolio Value $286,600,295
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fidelity Merrimack Str Tr
 458,339 $21,101,914 7.36%
2.
Apple Inc.
 AAPL 106,216 $20,449,803 7.13%
3.
Schwab Strategic Trust
 FNDF 368,750 $19,248,762 6.71%
4.
Spdr Series Trust
 339,749 $15,842,492 5.52%
5.
Vanguard Whitehall Funds
 188,989 $14,994,411 5.23%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)