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Home > Institutional Investor > Navalign, Llc > 13F Holdings

Instuitional Investor - Navalign, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fidelity Merrimack Str Tr
 1,141,237 $49,415,544 11.31%
2.
Apple Inc.
 AAPL 99,331 $33,079,158 7.57%
3.
Vanguard Star Fds
 293,116 $24,903,155 5.7%
4.
Spdr Series Trust
 KRE 181,518 $22,341,178 5.11%
5.
Ishares Trust
 IEF 163,323 $22,218,404 5.09%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.