Holdings
Navis Wealth Advisors, LLC
As of Jun 30, 2026, Navis Wealth Advisors, LLC reported 57 positions worth US$87.5M. Largest: Symbotic Inc., Kla Corporation and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Symbotic Inc. | 615K | US$27.7M | +548K | Jun 30, 2026 |
| Kla Corporation | 35,310 | US$10.7M | +30,779 | Jun 30, 2026 |
| Nvidia Corporation | 34,378 | US$6.88M | +303 | Jun 30, 2026 |
| Compass, Inc. | 373K | US$4.6M | +156K | Jun 30, 2026 |
| Micron Technology, Inc. | 2,467 | US$2.85M | −805 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 7,901 | US$2.82M | +241 | Jun 30, 2026 |
| Goldman Sachs Group, Inc. (the) | 2,065 | US$2.09M | no change | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 5,687 | US$1.86M | −433 | Jun 30, 2026 |
| Amazon.com, Inc. | 7,470 | US$1.78M | −136 | Jun 30, 2026 |
| Fedex Corporation | 5,055 | US$1.58M | −110 | Jun 30, 2026 |