Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Navalign, Llc > Profile

Instuitional Investor - Navalign, Llc

Fund Profile
Filing Period:
Fund Name: Navalign, Llc
Portfolio Value $396,495,108
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fidelity Merrimack Str Tr
 1,030,049 $46,990,853 11.85%
2.
Apple Inc.
 AAPL 100,276 $25,448,945 6.42%
3.
Vanguard Whitehall Funds
 258,797 $22,893,154 5.77%
4.
Ishares Trust
 IEF 166,187 $20,658,661 5.21%
5.
Spdr Series Trust
 345,476 $19,547,057 4.93%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.