What does Navigation Group, LLC hold?

Navigation Group, LLC's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/2132497.

What is Navigation Group, LLC's AUM?

Navigation Group, LLC reported approximately $514.1M 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 $1.0B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

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

All Navigation Group, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 2132497. 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 Navigation Group, LLC's 13F data updated on 13F Pro?

Navigation Group, 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.

Navigation Group, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2132497

Institutional-grade research for retail investors

Sector Allocation

Other75.8%$389.8M
Technology10.6%$54.6M
Financials5.2%$26.9M
Consumer Discretionary3.6%$18.5M
Healthcare1.6%$8.1M
Industrials1.4%$7.2M
Energy0.9%$4.4M
Consumer Staples0.6%$2.9M
Real Estate0.1%$795,110
Communication Services0.1%$644,860

AUM History

13fpro.ai/research/fund/navigation-group-llc-2132497

Largest positions — Q2 2026

SPDR
$56.5M
VANGUARD
$49.1M
VANECK
$43.0M
SPDR
$33.1M
PGIM
$32.6M
SPDR
$28.0M
J
$18.4M
TSLA
$16.0M
AAPL
$15.9M
SPDR
$15.0M
DIMENSIONAL
$13.6M
DIMENSIONAL
$11.8M
PACER
$11.8M
LAZ
$11.7M
ISHARES
$11.7M
ISHARES
$9.4M
GOOGL
$7.1M
SELECT
$6.9M
META
$6.6M
NVDA
$5.4M

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

13fpro.ai/research/fund/navigation-group-llc-2132497

Navigation Group, LLC 13F holdings — Q2 2026

$514.1M portfolio (+20.3% QoQ) · 121 holdings · Q2 2026 13F · top 10 are 60% of the stock portfolio

1
SPDR SERIES TRUST - ST STR P500GRW
$56.5M
11.0% of stocks
-1.0%This quarter—Since filed—Held
AIQuality—Est. buy—
2
VANGUARD INDEX FDS - TOTAL STK MKT
$49.1M
9.6% of stocks
-0.4%This quarter—Since filed—Held
AIQuality—Est. buy—
3
VANECK ETF TRUST - SEMICONDUCTR ETF
$43.0M
8.4% of stocks
-3%This quarter—Since filed—Held
AIQuality—Est. buy—
4
SPDR SERIES TRUST - ST STR P500VAL
$33.1M
6.4% of stocks
+0.0%This quarter—Since filed—Held
AIQuality—Est. buy—
5
PGIM ETF TR - PGIM ULTRA SH BD
$32.6M
6.3% of stocks
+12%This quarter—Since filed—Held
AIQuality—Est. buy—
6
SPDR SERIES TRUST - ST STR PR SP1500
$28.0M
5.5% of stocks
-0.8%This quarter—Since filed—Held
AIQuality—Est. buy—
7
J P MORGAN EXCHANGE TRADED F - INTRNL RES EQT
$18.4M
3.6% of stocks
+1%This quarter—Since filed—Held
AIQuality—Est. buy—
8
Tesla, Inc.
$TSLA
$16.0M
3.1% of stocks
-7%This quarter+31.3%Since filed2+ qtrsHeld
AIQuality51.5#1,542Est. buyEstimated buy price is Pro: unlock with a free trial
9
Apple Inc.
$AAPL
$15.9M
3.1% of stocks
-4%This quarter+1.7%Since filed2+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trial
10
SPDR INDEX SHS FDS - ST STR PO EX ETF
$15.0M
2.9% of stocks
-0.3%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	SPDR SERIES TRUST - ST STR P500GRW	$56.5M	11.0%	-1.0%	—	—	—	—
2	VANGUARD INDEX FDS - TOTAL STK MKT	$49.1M	9.6%	-0.4%	—	—	—	—
3	VANECK ETF TRUST - SEMICONDUCTR ETF	$43.0M	8.4%	-3%	—	—	—	—
4	SPDR SERIES TRUST - ST STR P500VAL	$33.1M	6.4%	+0.0%	—	—	—	—
5	PGIM ETF TR - PGIM ULTRA SH BD	$32.6M	6.3%	+12%	—	—	—	—
6	SPDR SERIES TRUST - ST STR PR SP1500	$28.0M	5.5%	-0.8%	—	—	—	—
7	J P MORGAN EXCHANGE TRADED F - INTRNL RES EQT	$18.4M	3.6%	+1%	—	—	—	—
8	Tesla, Inc.$TSLA	$16.0M	3.1%	-7%	+31.3%	2+ qtrs	51.5#1,542	Estimated buy price is Pro: unlock with a free trial
9	Apple Inc.$AAPL	$15.9M	3.1%	-4%	+1.7%	2+ qtrs	75.7#88	Estimated buy price is Pro: unlock with a free trial
10	SPDR INDEX SHS FDS - ST STR PO EX ETF	$15.0M	2.9%	-0.3%	—	—	—	—

All holdings — Navigation Group, LLC (Q2 2026)

Sort

121 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	—	DIMENSIONAL ETF TRUST - US TARGETED VLUetf/fund	—	$13.6M	2.6%	195K	+0.8%	—	—	13F
12	—	DIMENSIONAL ETF TRUST - EMGR CRE EQT MNGetf/fund	—	$11.8M	2.3%	294K	+0.6%	—	—	13F
13	—	PACER FDS TR - US CASH COWS 100	—	$11.8M	2.3%	189K	-0.6%	—	—	13F
14	$LAZ	Lazard, Inc.etf/fund	Financials	$11.7M	2.3%	335K	New	1 qtr	49.9	13F
15	—	ISHARES TR - RUS 2000 VAL ETFetf/fund	—	$11.7M	2.3%	53K	+0.3%	—	—	13F
16	—	ISHARES INC - EMNG MKTS EQTetf/fund	—	$9.4M	1.8%	128K	+3%	—	—	13F
17	$GOOGL	Alphabet Inc.	Technology	$7.1M	1.4%	20K	-0.3%	2+ qtrs	77.7	13F
18	—	SELECT SECTOR SPDR TR - ST STR FINL ETFetf/fund	—	$6.9M	1.3%	129K	-1%	—	—	13F
19	$META	Meta Platforms, Inc.	Technology	$6.6M	1.3%	12K	+0.6%	2+ qtrs	78.0	13F
20	$NVDA	NVIDIA CORP	Technology	$5.4M	1.1%	27K	+12%	2+ qtrs	AI quality score is Pro: unlock with a free trial	13F
21	—	NEW YORK LIFE INVESTMENTS ET - FTSE INTL EQTY C	—	$5.0M	1.0%	132K	New	—	—	13F
22	—	VANGUARD WHITEHALL FDS - HIGH DIV YLDetf/fund	—	$5.0M	1.0%	32K	+0.9%	—	—	13F
23	$GOOG	Alphabet Inc.	Technology	$4.8M	0.9%	14K	-5%	2+ qtrs	AI quality score is Pro: unlock with a free trial	13F
24	—	ISHARES TR - MSCI EAFE ETFetf/fund	—	$4.8M	0.9%	46K	—	—	—	13F
25	$JPM	JPMORGAN CHASE & CO	Financials	$4.5M	0.9%	14K	+0.0%	2+ qtrs	AI quality score is Pro: unlock with a free trial	13F
26	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$3.5M	0.7%	5,039	-3%
27	$CVX	CHEVRON CORP	Energy	$3.2M	0.6%	19K	+0.7%
28	$LRCX	LAM RESEARCH CORP	Technology	$2.8M	0.5%	6,428	-0.8%
29	—	ISHARES TR - CORE S&P US GWT	—	$2.4M	0.5%	13K	—
30	$V	VISA INC.	Financials	$2.4M	0.5%	6,872	-24%
31	$LLY	ELI LILLY & Co	Healthcare	$2.2M	0.4%	1,857	+0.1%
32	—	ISHARES TR - MSCI ACWI EX US	—	$2.0M	0.4%	26K	+0.1%
33	—	ISHARES TR - RUS MD CP GR ETF	—	$2.0M	0.4%	13K	-0.7%
34	$IVZ	Invesco Ltd.	Financials	$1.9M	0.4%	77K	—
35	$AVGO	Broadcom Inc.	Technology	$1.8M	0.3%	4,793	-9%
36	$UAL	United Airlines Holdings, Inc.	Industrials	$1.7M	0.3%	13K	-0.6%
37	—	ISHARES TR - CORE MSCI EAFE	—	$1.6M	0.3%	17K	+8%
38	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$1.6M	0.3%	2,181	+7%
39	—	SPDR SERIES TRUST - ST STR P400MID	—	$1.6M	0.3%	23K	+6%
40	$DAL	DELTA AIR LINES, INC.	Industrials	$1.5M	0.3%	16K	+0.3%
41	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$1.5M	0.3%	3,097	+0.5%
42	—	SPDR SERIES TRUST - ST STR SP600 SML	—	$1.5M	0.3%	26K	+6%
43	—	FIRST TR EXCH TRADED FD III - CALIF MUN INCM	—	$1.5M	0.3%	30K	—
44	$SPY	SPDR S&P 500 ETF TRUST	—	$1.5M	0.3%	1,951	—
45	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$1.4M	0.3%	1,525	+2%
46	$TER	TERADYNE, INC	Technology	$1.4M	0.3%	2,938	+0.0%
47	$MRK	Merck & Co., Inc.	Healthcare	$1.3M	0.3%	10K	—
48	$BAC	BANK OF AMERICA CORP /DE/	Financials	$1.3M	0.3%	23K	+0.7%
49	$XOM.R34088	EXXON MOBIL CORP	Energy	$1.2M	0.2%	8,735	+0.1%
50	—	BLACKROCK ETF TRUST - ISHA US AWAR ETF	—	$1.1M	0.2%	14K	+0.5%
51	—	ISHARES INC - CORE MSCI EMKT	—	$1.1M	0.2%	14K	+6%
52	$ABBV	AbbVie Inc.	Healthcare	$1.1M	0.2%	4,437	+0.6%
53	—	ISHARES TR - RUSSELL 2000 ETF	—	$1.1M	0.2%	3,701	—
54	$MSFT	MICROSOFT CORP	Technology	$1.1M	0.2%	2,963	+0.6%
55	$STT	STATE STREET CORP	Financials	$1.1M	0.2%	9,826	-3%
56	—	INVESCO EXCH TRADED FD TR II - S&P EMRNG MKTS	—	$1.1M	0.2%	38K	-0.0%
57	$SPCX	SPACE EXPLORATION TECHNOLOGIES CORP	Technology	$1.0M	0.2%	6,000	New
58	$MA	Mastercard Inc	Financials	$917K	0.2%	1,786	+0.1%
59	$HD	HOME DEPOT, INC.	Consumer Discretionary	$914K	0.2%	2,592	+0.4%
60	—	ISHARES TR - CORE S&P SCP ETF	—	$908K	0.2%	6,120	-2%
61	$BMI	BADGER METER INC	Technology	$907K	0.2%	6,114	—
62	$JNJ	JOHNSON & JOHNSON	Healthcare	$901K	0.2%	3,546	+0.4%
63	—	SCHWAB STRATEGIC TR - INTL EQTY ETF	—	$880K	0.2%	32K	—
64	$ANET	Arista Networks, Inc.	Technology	$861K	0.2%	5,070	—
65	—	ISHARES TR - ESG AWR MSCI USA	—	$831K	0.2%	5,079	-0.2%
66	—	ISHARES TR - ESG AWRE USD ETF	—	$813K	0.2%	35K	+4%
67	$NSC	NORFOLK SOUTHERN CORP	Industrials	$773K	0.1%	2,458	—
68	$LMT	LOCKHEED MARTIN CORP	Industrials	$765K	0.1%	1,501	+0.8%
69	$CSX	CSX CORP	Industrials	$732K	0.1%	15K	—
70	—	ISHARES TR - ESG MSCI KLD ETF	—	$725K	0.1%	5,088	-0.0%
71	—	ISHARES TR - ESG MSCI USA ETF	—	$719K	0.1%	10K	-1%
72	$AOS	SMITH A O CORP	Technology	$678K	0.1%	11K	—
73	$IVZ	Invesco Ltd.	Financials	$666K	0.1%	4,700	—
74	$RTX	RTX Corp	Industrials	$654K	0.1%	3,445	+0.1%
75	$UNH	UNITEDHEALTH GROUP INC	Healthcare	$645K	0.1%	1,553	+0.3%
76	—	ISHARES TR - SELECT DIVID ETF	—	$620K	0.1%	3,965	-4%
77	$IVZ	Invesco Ltd.	Financials	$615K	0.1%	4,050	—
78	$PLTR	Palantir Technologies Inc.	Technology	$609K	0.1%	5,216	—
79	$WMT	Walmart Inc.	Consumer Staples	$603K	0.1%	5,326	+0.0%
80	$AMT	AMERICAN TOWER CORP /MA/	Real Estate	$585K	0.1%	3,575	+0.2%
81	—	ISHARES TR - ISHS 5-10YR INVT	—	$581K	0.1%	11K	+8%
82	$AXP	AMERICAN EXPRESS CO	Financials	$567K	0.1%	1,675	—
83	$AMZN	AMAZON COM INC	Consumer Discretionary	$553K	0.1%	2,321	-39%
84	—	SPDR SERIES TRUST - ST STR AGGRE ETF	—	$547K	0.1%	21K	+0.0%
85	$ISRG	INTUITIVE SURGICAL INC	Healthcare	$528K	0.1%	1,327	+0.8%
86	$MUFG	MITSUBISHI UFJ FINANCIAL GROUP INC	Financials	$524K	0.1%	9,584	+0.5%
87	$SBUX	STARBUCKS CORP	Consumer Discretionary	$521K	0.1%	5,102	+3%
88	$EME	EMCOR Group, Inc.	Industrials	$519K	0.1%	625	—
89	$INTC	INTEL CORP	Technology	$518K	0.1%	3,708	New
90	$ADP	AUTOMATIC DATA PROCESSING INC	Technology	$495K	0.1%	2,211	—
91	$FITB	FIFTH THIRD BANCORP	Financials	$491K	0.1%	8,706	+0.7%
92	—	STATE STR SPDR DOW JONES IND - UT SER 1	—	$489K	0.1%	936	—
93	$LOW	LOWES COMPANIES INC	Consumer Discretionary	$480K	0.1%	2,175	+0.2%
94	$PG	PROCTER & GAMBLE Co	Consumer Staples	$472K	0.1%	3,219	+0.3%
95	—	ISHARES TR - S&P MC 400GR ETF	—	$448K	0.1%	3,817	+4%
96	$NFLX	NETFLIX INC	Communication Services	$441K	0.1%	6,176	+29%
97	$NVO	NOVO NORDISK A S	Healthcare	$434K	0.1%	9,054	+2%
98	—	ISHARES TR - MSCI EMG MKT ETF	—	$402K	0.1%	5,871	—
99	$CL	COLGATE PALMOLIVE CO	Consumer Staples	$385K	0.1%	4,204	+0.2%
100	—	ISHARES TR - RUS 1000 ETF	—	$381K	0.1%	931	+13%
101	—	ISHARES TR - RUSSELL 3000 ETF	—	$374K	0.1%	876	—
102	$AEP	AMERICAN ELECTRIC POWER CO INC	Utilities	$362K	0.1%	2,643	—
103	$SNY	Sanofi	Healthcare	$361K	0.1%	8,454	+2%
104	$VRTX	VERTEX PHARMACEUTICALS INC / MA	Healthcare	$346K	0.1%	696	—
105	—	ISHARES TR - ESG EAFE ETF	—	$336K	0.1%	3,977	+4%
106	$INTU	INTUIT INC.	Technology	$336K	0.1%	1,289	—
107	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$324K	0.1%	1,154	—
108	—	ISHARES TR - ESG AWR MSCI USA	—	$311K	0.1%	8,856	+7%
109	—	ISHARES TR - ESG AWR US AGRGT	—	$306K	0.1%	6,452	+1%
110	—	ARK ETF TR - INNOVATION ETF	—	$282K	0.1%	3,495	-12%
111	$CAT	CATERPILLAR INC	Industrials	$280K	0.1%	263	New
112	$MMM	3M CO	Healthcare	$261K	0.1%	1,612	—
113	$MRVL	Marvell Technology, Inc.	Technology	$256K	0.1%	858	New
114	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	—	$233K	0.1%	985	—
115	—	ISHARES TR - CORE S&P500 ETF	—	$225K	0.0%	300	New
116	—	ISHARES TR - ESG AW MSCI EAFE	—	$223K	0.0%	2,169	New
117	$CMI	CUMMINS INC	Industrials	$223K	0.0%	312	New
118	$IVZ	Invesco Ltd.	Financials	$218K	0.0%	3,568	New
119	$AGNC	AGNC Investment Corp.	Real Estate	$210K	0.0%	19K	+2%
120	$DIS	Walt Disney Co	Communication Services	$204K	0.0%	2,118	New
121	$AUR	Aurora Innovation, Inc.	Technology	$80K	0.0%	12K	—

What changed in Q2 2026

Against the previous quarter's 13F: 10 new, 55 added to, 26 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.

New positions (10)

$LAZLazard, Inc.$11.7M
first bought this quarter
NEW YORK LIFE INVESTMENTS ET - FTSE INTL EQTY C$5.0M
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$1.0M
first bought this quarter
$INTCINTEL CORP$518K
first bought this quarter
$CATCATERPILLAR INC$280K
first bought this quarter
$MRVLMarvell Technology, Inc.$256K
first bought this quarter

+4 more in the Excel export

Added to (55)

PGIM ETF TR - PGIM ULTRA SH BD+12%
now $32.6M
$NVDANVIDIA CORP+12%
now $5.4M · held 2+ qtrs
ISHARES INC - EMNG MKTS EQT+3%
now $9.4M
J P MORGAN EXCHANGE TRADED F - INTRNL RES EQT+1%
now $18.4M
ISHARES TR - CORE MSCI EAFE+8%
now $1.6M
DIMENSIONAL ETF TRUST - US TARGETED VLU+0.8%
now $13.6M

+49 more in the Excel export

Trimmed (26)

VANECK ETF TRUST - SEMICONDUCTR ETF-3%
now $43.0M
$TSLATesla, Inc.-7%
now $16.0M · held 2+ qtrs
$VVISA INC.-24%
now $2.4M · held 2+ qtrs
$AAPLApple Inc.-4%
now $15.9M · held 2+ qtrs
SPDR SERIES TRUST - ST STR P500GRW-1.0%
now $56.5M
$AMZNAMAZON COM INC-39%
now $553K · held 2+ qtrs

+20 more in the Excel export

Sold out (3)

$MSTRStrategy Incwas $268K
held 1+ qtrs
$BRBROADRIDGE FINANCIAL SOLUTIONS, INC.was $227K
held 1+ qtrs
$LNGCheniere Energy, Inc.was $209K
held 1+ qtrs

Firm AUM (Form ADV): $1.0B as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Navigation Group, LLC has filed, 1 earlier quarter. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow Navigation Group?

Q2 2026 13F filed with the SEC on Jul 29, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Navigation Group's top 20 holdings: 69/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

+7.0%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter

Top 10 weight

60%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

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 2026 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

Navigation Group, LLC disclosed 121 positions worth $514.1M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 10 new positions and exited 3 — including a new stake in $LAZ and a full exit from $MSTR. The portfolio is most concentrated in Other (75.8% of disclosed assets). All figures are sourced directly from Navigation Group, LLC’s Form 13F-HR filing with the SEC under CIK 2132497.

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AI-Powered Hedge Fund Analysis: Navigation Group, LLC

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Every holding in Navigation Group, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.