Stock Taper 
NAVIS WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Symbotic Inc. | SYM | 615.29K | $27.66M |
 Compass, Inc. | COMP | 372.97K | $4.6M |
 Annaly Capital Management, Inc. | NLY | 40.57K | $907.08K |
 KLA Corporation | KLAC | 35.31K | $10.65M |
 NVIDIA Corporation | NVDA | 34.38K | $6.88M |
 Ares Capital Corporation | ARCC | 25.76K | $477.26K |
 NexPoint Real Estate Finance, Inc. | NREF | 20.82K | $322.69K |
 Rithm Capital Corp. | RITM | 20K | $187.8K |
 AGNC Investment Corp. | AGNC | 17K | $185.3K |
 Bank of America Corporation | BAC | 13.03K | $742.28K |
 Nano Nuclear Energy Inc. | NNE | 11K | $232.54K |
 NuScale Power Corporation | SMR | 10K | $100.3K |
 Oklo Inc. | OKLO | 10K | $523.3K |
 RTX Corporation | RTX | 8.26K | $1.57M |
 Uber Technologies, Inc. | UBER | 7.89K | $569.41K |
 Amazon.com, Inc. | AMZN | 7.47K | $1.78M |
 JPMorgan Chase & Co. | JPM | 5.69K | $1.86M |
 Alphabet Inc. | GOOG | 5.21K | $1.84M |
 FedEx Corporation | FDX | 5.05K | $1.58M |
 American Healthcare REIT, Inc. | AHR | 4.43K | $230.92K |