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Home > Institutional Investor > Navalign, Llc > Profile

Instuitional Investor - Navalign, Llc

Fund Profile
Filing Period:
Fund Name: Navalign, Llc
Portfolio Value $407,448,529
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 990,542 $45,604,558 11.19%
2.
Apple Inc.
 AAPL 101,073 $27,477,804 6.74%
3.
Vanguard Whitehall Funds
 247,416 $22,626,215 5.55%
4.
Ishares Trust
 IEF 165,622 $19,904,468 4.89%
5.
Spdr Series Trust
 338,257 $19,216,358 4.72%
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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