Fund Holdings — Navalign, LLC

Total Portfolio Value
$362.58M
Total Bought
$9.20M
Total Sold
$22.20M
Net Transaction
-$13.00M
Filing Period:
Securities
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SharesValue ($K)
Q1 2025
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Q2 2025
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Change
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Q1 2025
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Q2 2025
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Weight (%)
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Change
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SPDR SERIES TRUST
ST STR P500GRW
197,274190,798-6,47615,85518,1875.02%+2,332
NVIDIA CORPORATION(NVDA)48,64347,740-9035,2727,5422.08%+2,271
FIDELITY MERRIMACK STR TR867,568902,915+35,34739,60441,30811.39%+1,704
ISHARES TR191,341195,745+4,40420,00921,3935.90%+1,384
VANGUARD WHITEHALL FDS237,107232,954-4,15319,66620,9945.79%+1,328
META PLATFORMS INC(META)8,3697,879-4904,8235,8161.60%+992
BROADCOM INC(AVGO)11,69010,662-1,0281,9572,9390.81%+982
FLEXSHARES TR
MORNSTAR UPSTR
353,149365,709+12,56013,70614,6694.05%+963
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
72,95594,878+21,9232,1663,0170.83%+851
MICROSOFT CORP(MSFT)6,8196,719-1002,5603,3420.92%+782
AMERICAN CENTY ETF TR76,67680,358+3,6826,6847,3212.02%+637
NETFLIX INC(NFLX)2,1051,873-2321,9632,5080.69%+545
NIKE INC(NKE)11,65417,931+6,2777401,2740.35%+534
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
38,57139,682+1,1116,6827,2121.99%+530
VANGUARD MUN BD FDS20,33929,092+8,7531,0091,4260.39%+417
UBER TECHNOLOGIES INC(UBER)25,42724,054-1,3731,8532,2440.62%+392
GOLDMAN SACHS GROUP INC(GS)2,6002,447-1531,4201,7320.48%+312
ALPHABET INC(GOOG)16,06515,818-2472,4842,7880.77%+303
JPMORGAN CHASE & CO.(JPM)9,5619,086-4752,3452,6340.73%+289
JOHNSON CTLS INTL PLC
SHS
17,70516,021-1,6841,4181,6920.47%+274
SIMULATIONS PLUS INC(SLP)015,306+15,30602670.07%+267
GOLDMAN SACHS ETF TR02,385+2,38502390.07%+239
AMAZON COM INC(AMZN)14,27713,404-8732,7162,9410.81%+224
FASTENAL CO(FAST)05,024+5,02402110.06%+211
INVESCO QQQ TR0375+37502070.06%+207
TE CONNECTIVITY PLC(TEL)8,6498,360-2891,2221,4100.39%+188
ORACLE CORP(ORCL)3,3222,869-4534646270.17%+163
BOOKING HOLDINGS INC(BKNG)329285-441,5161,6500.46%+134
CAPITAL ONE FINL CORP(COF)8,2547,568-6861,4801,6100.44%+130
PAYPAL HLDGS INC(PYPL)15,49415,282-2121,0111,1360.31%+125
TESLA INC(TSLA)1,1251,303+1782924140.11%+122
INTUITIVE SURGICAL INC9,823996-8,8274205410.15%+121
VANGUARD INDEX FDS8961,015+1194605770.16%+116
BLACKROCK INC(BLK)1,8191,748-711,7221,8350.51%+113
VANGUARD INTL EQUITY INDEX F37,55236,593-9591,7001,8100.50%+110
AUTODESK INC2,7602,670-907238270.23%+104
BANK AMERICA CORP29,73628,220-1,5161,2411,3350.37%+95
PALO ALTO NETWORKS INC(PANW)7,8657,014-8511,3421,4350.40%+93
HONEYWELL INTL INC(HON)6,4086,186-2221,3571,4410.40%+84
DELTA AIR LINES INC DEL(DAL)18,19517,802-3937938760.24%+82
TRANSDIGM GROUP INC(TDG)778761-171,0761,1570.32%+81
CISCO SYS INC(CSCO)16,17515,550-6259981,0790.30%+81
WYNN RESORTS LTD(WYNN)8,2528,189-636897670.21%+78
COSTCO WHSL CORP NEW(COST)1,8271,821-61,7281,8030.50%+75
CSX CORP(CSX)28,91428,317-5978519240.25%+73
SCHWAB CHARLES CORP(SCHW)11,31110,430-8818859520.26%+66
ISHARES TR1,3391,312-277528150.22%+62
ISHARES TR3,7753,778+37538150.22%+62
INTERNATIONAL BUSINESS MACHS(IBM)1,1571,15702883410.09%+53
DISNEY WALT CO(DIS)2,5982,483-1152563080.08%+51
SPDR S&P 500 ETF TR(SPY)1,8621,765-971,0411,0910.30%+49
ISHARES TR9,8239,837+144204690.13%+49
WALMART INC(WMT)26,72324,370-2,3532,3462,3830.66%+37
CALIFORNIA BANCORP(BCAL)22,80022,80003273590.10%+33
ISHARES TR3,3223,063-2593083370.09%+29
VANGUARD INDEX FDS1,7671,540-2276556750.19%+20
STRYKER CORPORATION(SYK)590597+72202360.07%+17
MCKESSON CORP(MCK)3,5463,278-2682,3872,4020.66%+16
VANGUARD TAX-MANAGED FDS6,1005,665-4353103230.09%+13
VANGUARD INDEX FDS1,3211,231-903633740.10%+11
VANGUARD INDEX FDS117,470119,533+2,06310,63610,6462.94%+10
SPDR SERIES TRUST
ST STR P500VAL
346,181337,943-8,23817,67917,6884.88%+8
ABBOTT LABS2,3732,37303153230.09%+8
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
2,7062,70602142150.06%+2
GOLDMAN SACHS ETF TR6,0996,111+123083090.09%+1
ISHARES TR
TRS FLT RT BD
5,5505,55002812810.08%-0
FIRSTENERGY CORP(FE)21,51021,538+288698670.24%-2
DOMINION ENERGY INC(D)13,59213,412-1807627580.21%-4
BXP INC(BXP)11,99811,868-1308068010.22%-5
CUE BIOPHARMA INC(CUE)25,00025,000023170.00%-6
NEXTERA ENERGY INC(NEE)4,7854,78503393320.09%-7
VERIZON COMMUNICATIONS INC(VZ)7,6287,634+63463300.09%-16
AMERICAN TOWER CORP NEW(AMT)4,7674,620-1471,0371,0210.28%-16
PHILLIPS 66(PSX)7,4147,522+1089158970.25%-18
LOWES COS INC(LOW)1,1761,149-272742550.07%-19
TJX COS INC NEW(TJX)11,15510,843-3121,3591,3390.37%-20
ALLOGENE THERAPEUTICS INC59,86559,865087680.02%-20
PAYCHEX INC(PAYX)2,2892,28903533330.09%-20
PEPSICO INC(PEP)1,5131,542+292272040.06%-23
STANLEY BLACK & DECKER INC(SWK)7,0927,652+5605455180.14%-27
THE CIGNA GROUP(CI)4,7744,664-1101,5711,5420.43%-29
ALPHABET INC(GOOG)8,2817,111-1,1701,2941,2610.35%-32
METLIFE INC(MET)11,70811,247-4619409040.25%-36
FEDEX CORP(FDX)2,9022,952+507076710.19%-36
ROCKWELL AUTOMATION INC(ROK)1,7151,220-4954434050.11%-38
LINDE PLC(LIN)2,7582,650-1081,2841,2430.34%-41
VISA INC(V)10,79910,512-2873,7853,7321.03%-52
SALESFORCE INC(CRM)7,7127,397-3152,0692,0170.56%-52
BOSTON SCIENTIFIC CORP(BSX)11,25010,076-1,1741,1351,0820.30%-53
ZOETIS INC(ZTS)5,8505,831-199639090.25%-54
UNION PAC CORP(UNP)5,8585,738-1201,3841,3200.36%-64
ISHARES TR2,8142,404-4105364700.13%-67
AMERICAN ELEC PWR CO INC10,42210,261-1611,1391,0650.29%-74
SCHWAB STRATEGIC TR255,694266,708+11,0147,1497,0681.95%-81
ABBVIE INC(ABBV)2,7592,661-985784940.14%-84
BERKSHIRE HATHAWAY INC DEL1,8481,829-199848880.25%-96
ELI LILLY & CO(LLY)1,9301,920-101,5941,4970.41%-97
COCA COLA CO(KO)24,72523,616-1,1091,7711,6710.46%-100
UNITED PARCEL SERVICE INC(UPS)11,39811,313-851,2541,1420.31%-112
STARBUCKS CORP(SBUX)12,47712,128-3491,2241,1110.31%-113
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Navalign, LLC — 13F Holdings — Q2 2025 | TickerTrail