Navigoe, LLC
CIK
2056100
City
REDONDO BEACH
State / Country
CA
Top Portfolio Positions
159 positions ·
$11,758,618 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
16,558 | $4,202,254 | 35.74% | |
| META |
Meta Platforms, Inc.
Communication Services
|
2,168 | $1,240,377 | 10.55% | |
| AMGN |
Amgen Inc
Healthcare
|
2,027 | $713,199 | 6.07% | |
| KBH |
Kb Home
Consumer Cyclical
|
8,278 | $428,386 | 3.64% | |
| SBCF |
Seacoast Banking Corp Of Florida
Financial Services
|
12,017 | $363,994 | 3.10% | |
| NVDA |
Nvidia Corp
Technology
|
1,745 | $304,328 | 2.59% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
639 | $294,572 | 2.51% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
554 | $265,476 | 2.26% | |
| RTX |
RTX Corp
Industrials
|
1,109 | $213,926 | 1.82% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
726 | $213,560 | 1.82% |
Portfolio Trend
6 quarters · across all stocks
Holdings in BTO
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,174 | 200 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $7,016 | 200 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $7,196 | 200 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $7,084 | 200 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,822 | 200 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $7,138 | 200 | Shares | Sole | 2025-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||