What does Navalign, LLC hold?

Navalign, LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include AAPL. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1820593.

What is Navalign, LLC's AUM?

Navalign, LLC reported approximately $429.1M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $731.9M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Navalign, LLC's holdings?

All Navalign, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1820593. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Navalign, LLC's 13F data updated on 13F Pro?

Navalign, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Navalign, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1820593

Institutional-grade research for retail investors

Sector Allocation

Other61.9%$265.4M
Technology16.9%$72.7M
Financials6.5%$27.9M
Healthcare4.3%$18.4M
Industrials3.2%$13.9M
Consumer Discretionary2.3%$10.0M
Consumer Staples2.0%$8.6M
Utilities0.9%$4.0M
Energy0.6%$2.5M
Real Estate0.6%$2.4M

AUM History

13fpro.ai/research/fund/navalign-llc-1820593

Conviction and streaks

Stable · top 10 = 55.1%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold11.5% weight · held 10 quarters

$AAPLConviction hold6.7% weight · held 10 quarters

$Conviction hold5.7% weight · held 10 quarters

$Conviction hold5.0% weight · held 10 quarters

$Accumulating+94% shares · 9 quarters running

$IVZAccumulating+29% shares · 9 quarters running

$MRKAccumulating+28% shares · 9 quarters running

$Accumulating+440% shares · 9 quarters running

$TMOAccumulating+29% shares · 9 quarters running

$GOOGTrimming-15% shares · 9 quarters running

$Trimming-47% shares · 9 quarters running

$GSTrimming-25% shares · 8 quarters running

$TJXTrimming-18% shares · 8 quarters running

$AVGOTrimming-27% shares · 7 quarters running

Largest positions — Q2 2026

FIDELITY
$49.3M
AAPL
$28.8M
VANGUARD
$24.4M
ISHARES
$24.3M
SPDR
$21.7M
SPDR
$21.2M
SCHWAB
$19.2M
FLEXSHARES
$17.2M
FIRST
$15.4M
VANGUARD
$14.8M
ISHARES
$11.6M
AMERICAN
$9.8M
J
$9.5M
SCHWAB
$9.2M
IVZ
$9.0M
NVDA
$8.6M
AMGN
$8.2M
GOOGL
$5.1M
META
$4.4M
V
$3.7M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/navalign-llc-1820593

Navalign, LLC 13F holdings — Q2 2026

$429.1M portfolio (+8.2% QoQ) · 132 holdings · Q2 2026 13F · top 10 are 55% of the stock portfolio

1
FIDELITY MERRIMACK STR TR - TOTAL BD ETF
$49.3M
11.5% of stocks
+5%This quarter—Since filed—Held
AIQuality—Est. buy—
2
Apple Inc.
$AAPL
$28.8M
6.7% of stocks
-0.8%This quarter+1.1%Since filed10+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trial
3
VANGUARD STAR FDS - VG TL INTL STK F
$24.4M
5.7% of stocks
NewThis quarter—Since filedNew this quarterHeld
AIQuality—Est. buy—
4
ISHARES TR - CORE S&P SCP ETF
$24.3M
5.7% of stocks
-1%This quarter—Since filed—Held
AIQuality—Est. buy—
5
SPDR SERIES TRUST - ST STR P500GRW
$21.7M
5.0% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—
6
SPDR SERIES TRUST - ST STR P500VAL
$21.2M
5.0% of stocks
+1%This quarter—Since filed—Held
AIQuality—Est. buy—
7
SCHWAB STRATEGIC TR - US TIPS ETF
$19.2M
4.5% of stocks
+5%This quarter—Since filed—Held
AIQuality—Est. buy—
8
FLEXSHARES TR - MORNSTAR UPSTR
$17.2M
4.0% of stocks
+1%This quarter—Since filed—Held
AIQuality—Est. buy—
9
FIRST TR EXCHNG TRADED FD VI - SMIT UNCO BD ETF
$15.4M
3.6% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
10
VANGUARD INDEX FDS - REAL ESTATE ETF
$14.8M
3.5% of stocks
+1%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	FIDELITY MERRIMACK STR TR - TOTAL BD ETF	$49.3M	11.5%	+5%	—	—	—	—
2	Apple Inc.$AAPL	$28.8M	6.7%	-0.8%	+1.1%	10+ qtrs	75.7#88	Estimated buy price is Pro: unlock with a free trial
3	VANGUARD STAR FDS - VG TL INTL STK F	$24.4M	5.7%	New	—	New this quarter	—	—
4	ISHARES TR - CORE S&P SCP ETF	$24.3M	5.7%	-1%	—	—	—	—
5	SPDR SERIES TRUST - ST STR P500GRW	$21.7M	5.0%	-2%	—	—	—	—
6	SPDR SERIES TRUST - ST STR P500VAL	$21.2M	5.0%	+1%	—	—	—	—
7	SCHWAB STRATEGIC TR - US TIPS ETF	$19.2M	4.5%	+5%	—	—	—	—
8	FLEXSHARES TR - MORNSTAR UPSTR	$17.2M	4.0%	+1%	—	—	—	—
9	FIRST TR EXCHNG TRADED FD VI - SMIT UNCO BD ETF	$15.4M	3.6%	+4%	—	—	—	—
10	VANGUARD INDEX FDS - REAL ESTATE ETF	$14.8M	3.5%	+1%	—	—	—	—

All holdings — Navalign, LLC (Q2 2026)

Sort

132 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	ISHARES TR - CALIF MUN BD ETFetf/fund	—	$11.6M	2.7%	202K	+0.6%	—	—	13F
12	—	AMERICAN CENTY ETF TR - US SML CP VALUetf/fund	—	$9.8M	2.3%	78K	-2%	—	—	13F
13	—	J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR	—	$9.5M	2.2%	131K	+0.5%	—	—	13F
14	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$9.2M	2.1%	290K	-0.1%	—	—	13F
15	$IVZ	Invesco Ltd.	Financials	$9.0M	2.1%	42K	+0.9%	10+ qtrs	—	13F
16	$NVDA	NVIDIA CORP	Technology	$8.6M	2.0%	43K	-2%	10+ qtrsTrimmed 6 qtrs in a row	86.0	13F
17	$AMGN	AMGEN INC	Healthcare	$8.2M	1.9%	23K	-0.1%	10+ qtrs	78.4	13F
18	$GOOGL	Alphabet Inc.	Technology	$5.1M	1.2%	14K	-2%	10+ qtrsTrimmed 3 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
19	$META	Meta Platforms, Inc.	Technology	$4.4M	1.0%	7,842	+0.2%	10+ qtrs	78.0	13F
20	$V	VISA INC.	Financials	$3.7M	0.9%	11K	+0.5%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
21	$AVGO	Broadcom Inc.	Technology	$3.4M	0.8%	9,013	-0.5%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
22	$AMZN	AMAZON COM INC	Consumer Discretionary	$3.3M	0.8%	14K	+2%	10+ qtrsAdded 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
23	$JPM	JPMORGAN CHASE & CO	Financials	$2.9M	0.7%	8,756	-0.3%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
24	$MSFT	MICROSOFT CORP	Technology	$2.8M	0.7%	7,598	+6%	10+ qtrsAdded 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
25	—	FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETFetf/fund	—	$2.8M	0.7%	77K	+17%	—	—	13F
26	$PANW	Palo Alto Networks Inc	Technology	$2.6M	0.6%	7,562	-2%
27	$GOOG	Alphabet Inc.	Technology	$2.3M	0.5%	6,614	-2%
28	$META	Meta Platforms, Inc.	Technology	$2.3M	0.5%	29K	+5%
29	$MCK	MCKESSON CORP	Consumer Staples	$2.2M	0.5%	2,974	+0.7%
30	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	—	$2.2M	0.5%	37K	-0.3%
31	$JCI	Johnson Controls International plc	Industrials	$2.2M	0.5%	15K	+1%
32	$LLY	ELI LILLY & Co	Healthcare	$2.1M	0.5%	1,784	+2%
33	$GS	GOLDMAN SACHS GROUP INC	Financials	$2.1M	0.5%	2,106	-3%
34	$MRK	Merck & Co., Inc.	Healthcare	$2.1M	0.5%	16K	+1%
35	$CSCO	CISCO SYSTEMS, INC.	Technology	$1.9M	0.5%	16K	-2%
36	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$1.9M	0.4%	2,020	+0.9%
37	$PG	PROCTER & GAMBLE Co	Consumer Staples	$1.9M	0.4%	13K	+4%
38	$BLK	BlackRock, Inc.	Financials	$1.8M	0.4%	1,908	+2%
39	—	VANGUARD MUN BD FDS - TAX EXEMPT BD	—	$1.8M	0.4%	36K	+1.0%
40	$UBER	Uber Technologies, Inc	Technology	$1.8M	0.4%	25K	+3%
41	—	ISHARES TR - 0-3 MTH TREASURY	—	$1.8M	0.4%	18K	-38%
42	$KO	COCA COLA CO	Consumer Staples	$1.8M	0.4%	22K	-3%
43	$UNP	UNION PACIFIC CORP	Industrials	$1.6M	0.4%	6,012	-1.0%
44	$CI	Cigna Group	Healthcare	$1.6M	0.4%	5,930	+3%
45	$BAC	BANK OF AMERICA CORP /DE/	Financials	$1.6M	0.4%	28K	-0.5%
46	$DAL	DELTA AIR LINES, INC.	Industrials	$1.6M	0.4%	17K	-2%
47	$TJX	TJX COMPANIES INC /DE/	Consumer Discretionary	$1.6M	0.4%	10K	-0.6%
48	$TEL	TE Connectivity plc	Technology	$1.6M	0.4%	7,824	-0.4%
49	$NFLX	NETFLIX INC	Communication Services	$1.6M	0.4%	22K	+4%
50	$BXP	BXP, Inc.	Real Estate	$1.5M	0.3%	22K	+58%
51	$AEP	AMERICAN ELECTRIC POWER CO INC	Utilities	$1.5M	0.3%	11K	+0.2%
52	$LIN	LINDE PLC	Materials	$1.4M	0.3%	2,787	-0.1%
53	$SBUX	STARBUCKS CORP	Consumer Discretionary	$1.4M	0.3%	14K	+0.4%
54	$PSX	Phillips 66	Energy	$1.4M	0.3%	8,260	-0.3%
55	$CSX	CSX CORP	Industrials	$1.4M	0.3%	29K	-2%
56	$CRM	Salesforce, Inc.	Technology	$1.3M	0.3%	8,415	+29%
57	$NOW	ServiceNow, Inc.	Technology	$1.3M	0.3%	13K	+11%
58	$COF	CAPITAL ONE FINANCIAL CORP	Financials	$1.3M	0.3%	6,355	-3%
59	$BKNG	Booking Holdings Inc.	Consumer Discretionary	$1.3M	0.3%	7,063	+2487%
60	$TMO	THERMO FISHER SCIENTIFIC INC.	Healthcare	$1.2M	0.3%	2,442	+2%
61	$SPY	SPDR S&P 500 ETF TRUST	—	$1.2M	0.3%	1,619	+0.4%
62	$TDG	TransDigm Group INC	Industrials	$1.2M	0.3%	888	+3%
63	$FE	FIRSTENERGY CORP	Utilities	$1.1M	0.3%	24K	+2%
64	$COP	CONOCOPHILLIPS	Energy	$1.1M	0.3%	11K	+0.1%
65	—	ISHARES TR - RUSSELL 2000 ETF	—	$1.0M	0.2%	3,396	-5%
66	$MET	METLIFE INC	Financials	$1.0M	0.2%	12K	+0.7%
67	$KKR	KKR & Co. Inc.	Financials	$995K	0.2%	11K	+4%
68	$SCHW	SCHWAB CHARLES CORP	Financials	$977K	0.2%	11K	+0.7%
69	$D	DOMINION ENERGY, INC	Utilities	$966K	0.2%	14K	-0.6%
70	$UPS	UNITED PARCEL SERVICE INC	Industrials	$944K	0.2%	8,781	-22%
71	$FDX	FEDEX CORP	Industrials	$937K	0.2%	2,993	-1%
72	$AMT	AMERICAN TOWER CORP /MA/	Real Estate	$931K	0.2%	5,694	+10%
73	$NKE	NIKE, Inc.	Consumer Discretionary	$901K	0.2%	22K	+75%
74	—	ISHARES TR - CORE S&P500 ETF	—	$888K	0.2%	1,186	—
75	$SWK	STANLEY BLACK & DECKER, INC.	Industrials	$843K	0.2%	8,958	+2%
76	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$807K	0.2%	1,612	—
77	$WYNN	WYNN RESORTS LTD	Consumer Discretionary	$794K	0.2%	8,173	+0.9%
78	$HON	HONEYWELL INTERNATIONAL INC	Industrials	$723K	0.2%	3,229	-50%
79	—	VANGUARD INDEX FDS - TOTAL STK MKT	—	$722K	0.2%	1,950	+36%
80	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$717K	0.2%	1,044	+3%
81	$HONA	Honeywell Aerospace Inc.	Industrials	$703K	0.2%	3,178	New
82	$MU	MICRON TECHNOLOGY INC	Technology	$698K	0.2%	605	+0.8%
83	—	VANGUARD INDEX FDS - GROWTH ETF	—	$674K	0.2%	7,826	+488%
84	$SLP	Simulations Plus, Inc.	Technology	$641K	0.1%	35K	—
85	$ROK	ROCKWELL AUTOMATION, INC	Industrials	$610K	0.1%	1,233	+0.3%
86	$ADSK	Autodesk, Inc.	Technology	$604K	0.1%	3,106	+6%
87	$ABBV	AbbVie Inc.	Healthcare	$590K	0.1%	2,344	-0.3%
88	—	VANGUARD WHITEHALL FDS - INTL DVD ETF	—	$554K	0.1%	5,933	-98%
89	—	ISHARES TR - CORE MSCI EAFE	—	$513K	0.1%	5,314	-7%
90	—	ISHARES TR - ESG SELECT SCRE	—	$506K	0.1%	8,902	—
91	$BSX	BOSTON SCIENTIFIC CORP	Healthcare	$495K	0.1%	12K	+10%
92	$UNH	UNITEDHEALTH GROUP INC	Healthcare	$466K	0.1%	1,122	+0.1%
93	$MRVL	Marvell Technology, Inc.	Technology	$458K	0.1%	1,537	New
94	$RSSS	Research Solutions, Inc.	Industrials	$455K	0.1%	196K	-22%
95	$BCAL	California BanCorp \ CA	Financials	$453K	0.1%	22K	-5%
96	$TSLA	Tesla, Inc.	Consumer Discretionary	$447K	0.1%	1,063	+0.5%
97	$ZTS	Zoetis Inc.	Healthcare	$439K	0.1%	6,109	+7%
98	$MA	Mastercard Inc	Financials	$430K	0.1%	837	-8%
99	$NEE	NEXTERA ENERGY INC	Utilities	$420K	0.1%	4,787	+0.0%
100	$ORCL	ORACLE CORP	Technology	$409K	0.1%	2,793	-6%
101	$CAT	CATERPILLAR INC	Industrials	$394K	0.1%	370	—
102	$AEIS	ADVANCED ENERGY INDUSTRIES INC	Technology	$381K	0.1%	1,021	+0.1%
103	—	ISHARES TR - S&P 500 VAL ETF	—	$366K	0.1%	1,611	-0.7%
104	$WMT	Walmart Inc.	Consumer Staples	$352K	0.1%	3,106	-30%
105	—	ISHARES TR - S&P 500 GRWT ETF	—	$337K	0.1%	2,451	-0.7%
106	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$320K	0.1%	1,138	+13%
107	$GS	GOLDMAN SACHS GROUP INC	Financials	$310K	0.1%	6,132	—
108	$NBIX	NEUROCRINE BIOSCIENCES INC	Healthcare	$306K	0.1%	1,818	-41%
109	$AMD	ADVANCED MICRO DEVICES INC	Technology	$304K	0.1%	523	New
110	$PM	Philip Morris International Inc.	Consumer Staples	$304K	0.1%	1,679	+0.8%
111	$LOW	LOWES COMPANIES INC	Consumer Discretionary	$287K	0.1%	1,299	—
112	—	ISHARES TR - TRS FLT RT BD	—	$281K	0.1%	5,550	—
113	—	SPDR SERIES TRUST - ST STR PR SP1500	—	$273K	0.1%	3,003	New
114	$ISRG	INTUITIVE SURGICAL INC	Healthcare	$266K	0.1%	669	—
115	$INTC	INTEL CORP	Technology	$262K	0.1%	1,879	New
116	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$258K	0.1%	350	-3%
117	$AZN	ASTRAZENECA PLC	Healthcare	$249K	0.1%	1,312	—
118	$FAST	FASTENAL CO	Industrials	$241K	0.1%	5,024	—
119	$GS	GOLDMAN SACHS GROUP INC	Financials	$239K	0.1%	2,385	—
120	$AMAT	APPLIED MATERIALS INC /DE	Technology	$231K	0.1%	319	New
121	—	PROSHARES TR - ULTRAPRO QQQ	—	$224K	0.1%	2,762	New
122	$DIS	Walt Disney Co	Communication Services	$218K	0.1%	2,264	—
123	—	VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD	—	$215K	0.1%	2,716	+0.4%
124	—	SPDR SERIES TRUST - ST STR SP600GRWO	—	$213K	0.1%	1,787	New
125	—	VANGUARD INDEX FDS - VALUE ETF	—	$213K	0.1%	976	New
126	$PEP	PEPSICO INC	Consumer Staples	$211K	0.1%	1,560	+0.9%
127	$PAYX	PAYCHEX INC	Technology	$210K	0.1%	2,131	New
128	$HOOD	Robinhood Markets, Inc.	Financials	$208K	0.1%	2,072	New
129	$ABT	ABBOTT LABORATORIES	Healthcare	$204K	0.1%	2,253	+2%
130	$ALLO	Allogene Therapeutics, Inc.	Healthcare	$103K	0.0%	49K	—
131	$CDXS	CODEXIS, INC.	Materials	$35K	0.0%	15K	—
132	$PSEC	PROSPECT CAPITAL CORP	Other	$28K	0.0%	12K	+6%

What changed in Q2 2026

Against the previous quarter's 13F: 12 new, 62 added to, 43 trimmed, 7 sold out. Share-count changes; largest moves by dollar size first.

New positions (12)

VANGUARD STAR FDS - VG TL INTL STK F$24.4M
first bought this quarter
$HONAHoneywell Aerospace Inc.$703K
first bought this quarter
$MRVLMarvell Technology, Inc.$458K
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$304K
first bought this quarter
SPDR SERIES TRUST - ST STR PR SP1500$273K
first bought this quarter
$INTCINTEL CORP$262K
first bought this quarter

+6 more in the Excel export

Added to (62)

FIDELITY MERRIMACK STR TR - TOTAL BD ETF+5%
now $49.3M
$BKNGBooking Holdings Inc.+2487%
now $1.3M · held 10+ qtrs, 3 adds in a row
SCHWAB STRATEGIC TR - US TIPS ETF+5%
now $19.2M
VANGUARD INDEX FDS - GROWTH ETF+488%
now $674K
FIRST TR EXCHNG TRADED FD VI - SMIT UNCO BD ETF+4%
now $15.4M
$BXPBXP, Inc.+58%
now $1.5M · held 6 qtrs, 4 adds in a row

+56 more in the Excel export

Trimmed (43)

VANGUARD WHITEHALL FDS - INTL DVD ETF-98%
now $554K
ISHARES TR - 0-3 MTH TREASURY-38%
now $1.8M
$HONHONEYWELL INTERNATIONAL INC-50%
now $723K · held 10+ qtrs
SPDR SERIES TRUST - ST STR P500GRW-2%
now $21.7M
ISHARES TR - CORE S&P SCP ETF-1%
now $24.3M
$UPSUNITED PARCEL SERVICE INC-22%
now $944K · held 6 qtrs

+37 more in the Excel export

Sold out (7)

ISHARES TRwas $631K
SELECT SECTOR SPDR TRwas $474K
ISHARES TRwas $287K
$LMTLOCKHEED MARTIN CORPwas $231K
held 2 qtrs
SPDR INDEX SHS FDSwas $220K
$VZVERIZON COMMUNICATIONS INCwas $214K

+1 more in the Excel export

Firm AUM (Form ADV): $731.9M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Navalign, LLC has filed, 21 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow Navalign?

Q2 2026 13F filed with the SEC on Jul 28, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Navalign's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)

Top 10 since filing

+2.6%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 16% over the last 4

Top 10 weight

55%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

96%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Navalign, LLC disclosed 132 positions worth $429.1M in its Form 13F-HR for Q2 2026, followed by $AAPL. During the quarter the fund opened 12 new positions and exited 7. The portfolio is most concentrated in Other (61.9% of disclosed assets). All figures are sourced directly from Navalign, LLC’s Form 13F-HR filing with the SEC under CIK 1820593.

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AI-Powered Hedge Fund Analysis: Navalign, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Navalign, LLC (SEC CIK: 1820593), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

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