Napier Financial, LLC

CIK 2086579 · View on SEC EDGAR ↗

Portfolio value
$480.0M
#3,876 of 9,443 by 13F value · top 41.0%
Positions
472
As of
June 30, 2026

Portfolio value QoQ: +10.1% 13F does not disclose cash

Top 10 holdings weight
53.67%
Top 25 holdings weight
80.13%
Positions above 1%
25
Effective number of positions
22.5

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.81% Est. buys $29,709,399 · sells $3,722,929

New positions
27
Increased
100
Decreased
137
Closed
164
On this page

Sector breakdown

Technology
3.6%
Healthcare
1.3%
Industrials
1.1%
Communication Services
0.8%
Financials
0.5%
Retail
0.5%
Energy
0.3%
Consumer Discretionary
0.2%
Telecommunication
0.2%
Communications
0.1%
Real Estate
0.1%
Consumer products
0.1%
Utilities
0.1%
Financial Services
0.1%
Materials
0.0%
Consumer Staples
0.0%
Packaging
0.0%
Other/Unmapped
91.0%

Full portfolio 472 positions

Type Streak 8Q trend
IWB $62,604,338 13.04% 152,880 $8,289,640 Up ×1
IVV $45,896,508 9.56% 61,286 $5,991,469 Up ×2
EFA $25,985,729 5.41% 250,152 $1,735,457 Up ×2
IEI iShares 3-7 Year Treasury Bond ETF $20,333,381 4.24% 173,124 $250,443 Up ×1
IWD $19,431,732 4.05% 80,154 $2,517,424 Up ×2
VO $18,666,440 3.89% 231,680 $2,244,895 Up ×2
RDVY First Trust Rising Dividend Achievers ETF $18,131,640 3.78% 223,682 $2,994,608 Up ×2
EEM $15,914,718 3.32% 232,637 $2,710,433 Up ×2
USFR $15,659,445 3.26% 311,012 $784,335 Up ×2
SPY SPY $14,968,107 3.12% 20,044 $1,574,701 Down ×2
MOAT $13,044,840 2.72% 125,479 $990,371 Up ×2
IWF $12,818,905 2.67% 103,237 $1,659,076 Up ×1
VB $11,926,974 2.49% 39,347 $1,680,764 Up ×2
VCSH Vanguard Short-Term Corporate Bond ETF $11,675,394 2.43% 147,734 $182,264 Up ×1
VCIT Vanguard Intermediate-Term Corporate Bond ETF $11,332,776 2.36% 137,118 $247,545 Up ×2
AAPL Apple Inc. - Common Stock $9,283,631 1.93% 32,083 $197,142 Down ×2
GLDM $9,111,469 1.90% 114,725 $-1,552,238 Down ×2
SHY iShares 1-3 Year Treasury Bond ETF $7,011,333 1.46% 85,389 $136,772 Up ×1
VONE Vanguard Russell 1000 ETF $6,474,319 1.35% 19,114 $999,014 Up ×2
SPSM $6,366,159 1.33% 110,389 $1,103,000 Up ×2
ANGL VanEck Fallen Angel High Yield Bond ETF $6,075,296 1.27% 207,774 $238,102 Up ×1
DFAS $5,889,135 1.23% 71,522 $861,843 Up ×2
USIG iShares Broad USD Investment Grade Corporate Bond ETF $5,711,257 1.19% 111,352 $51,236 Up ×1
BIL $5,166,966 1.08% 56,383 $-195,386 Down ×2
VEA $5,128,824 1.07% 71,983 $572,507 Up ×2
TOTL $4,531,900 0.94% 114,819 $111,326 Up ×1
FLOT $3,815,490 0.79% 74,740 $-199,169 Down ×2
SPTS $3,637,652 0.76% 125,393 $3,901 Up ×1
TMO Thermo Fisher Scientific Inc Common Stock $3,635,863 0.76% 7,252 $70,304 Down ×1
SPTI $3,253,887 0.68% 114,614 $181,485 Up ×2
IEMG $2,717,798 0.57% 32,808 $475,583 Up ×2
FALN iShares Fallen Angels USD Bond ETF $2,359,445 0.49% 86,617 $69,993 Up ×1
MSFT Microsoft Corporation - Common Stock $2,250,306 0.47% 6,033 $-33,206 Down ×2
VTI $2,146,604 0.45% 5,801 $345,578 Up ×1
BNDX Vanguard Total International Bond ETF $2,026,689 0.42% 41,848 $94,306 Up ×2
GOOG Alphabet Inc. - Class C Capital Stock $1,776,193 0.37% 5,027 $221,413 Down ×1
NVDA NVIDIA Corporation - Common Stock $1,769,596 0.37% 8,844 $202,264 Down ×1
EFIV $1,688,696 0.35% 23,155 $218,291 Down ×2
ESGV $1,644,667 0.34% 12,437 $264,644 Up ×1
XVV $1,627,089 0.34% 28,651 $209,357 Down ×2
IAGG $1,624,418 0.34% 32,103 $36,850 Up ×1
GOOGL Alphabet Inc. - Class A Common Stock $1,548,126 0.32% 4,332 $201,771 Down ×1
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF $1,543,014 0.32% 16,000 $75,902 Up ×1
SRLN $1,349,966 0.28% 33,506 $45,390 Up ×1
KRMA Global X Conscious Companies ETF $1,343,149 0.28% 28,589 $163,755 Up ×1
JPM JP Morgan Chase & Co. Common Stock $1,195,467 0.25% 3,652 $104,255 Down ×1
NUSC $1,193,703 0.25% 22,903 $160,431 Down ×1
JNJ Johnson & Johnson Common Stock $1,136,095 0.24% 4,473 $28,533 Down ×1
VOE $1,078,509 0.22% 5,458 $70,438 Down ×1
SPTM $1,069,649 0.22% 11,782 $144,025 Up ×2
RTX RTX Corporation Common Stock $950,301 0.20% 5,009 $-24,600 Down ×1
ESGE iShares ESG Aware MSCI EM ETF $949,749 0.20% 17,366 $140,609 Down ×2
NUDM $907,494 0.19% 22,676 $94,332 Up ×1
SCHJ $856,688 0.18% 34,740 $176,131 Up ×2
MBB iShares MBS ETF $791,982 0.17% 8,379 $-23,448 Down ×1
VLUE $716,019 0.15% 3,584 $162,686 Down ×1
WMT Walmart Inc. - Common Stock $705,822 0.15% 6,232 $-77,925 Down ×1
IXN $693,504 0.14% 4,800 $213,648
NUMG $653,638 0.14% 13,919 $119,763 Up ×1
SHE $649,573 0.14% 4,206 $117,120 Up ×1
XLV XLV $631,783 0.13% 3,982 $57,222 Up ×1
ICLN iShares Global Clean Energy ETF $624,331 0.13% 30,470 $41,591 Down ×2
HEDJ $600,381 0.13% 10,533 $50,913 Up ×1
XOM Exxon Mobil Corporation Common Stock $588,138 0.12% 4,302 $-115,876 Up ×1
BRKB $567,944 0.12% 1,135 $-26,264 Down ×1
ESGU iShares ESG Aware MSCI USA ETF $566,298 0.12% 3,460 $76,985
INTC Intel Corporation - Common Stock $549,723 0.11% 3,937 $374,571 Down ×1
BAC Bank of America Corporation Common Stock $539,689 0.11% 9,472 $77,378 Down ×1
AVGO Broadcom Inc. - Common Stock $525,827 0.11% 1,392 $86,014 Down ×1
CSCO Cisco Systems, Inc. - Common Stock $524,694 0.11% 4,467 $170,805 Down ×1
VUG $520,791 0.11% 6,046 $129,462 Up ×1
CAT Caterpillar, Inc. Common Stock $517,542 0.11% 486 $173,229
VV $514,834 0.11% 1,497 $67,455
IVW $513,762 0.11% 3,736 $96,822 Up ×1
RSP $505,116 0.11% 2,374 $51,226 Up ×1
MDY $495,855 0.10% 705 $61,040
QQQ Invesco QQQ Trust, Series 1 $495,615 0.10% 673 $107,159
HD Home Depot, Inc. (The) Common Stock $485,489 0.10% 1,377 $2,096 Down ×1
TSLA Tesla, Inc. - Common Stock $466,025 0.10% 1,108 $28,846 Down ×1
SUSC iShares ESG Aware USD Corporate Bond ETF $447,701 0.09% 19,338 $565 Up ×1
BA Boeing Company (The) Common Stock $439,867 0.09% 2,032 $35,439
QUAL $420,428 0.09% 1,916 $52,920
AMZN Amazon.com, Inc. - Common Stock $410,659 0.09% 1,723 $40,354 Down ×1
MRVL Marvell Technology, Inc. - Common Stock $402,000 0.08% 1,349 $268,383
VZ Verizon Communications Inc. Common Stock $379,663 0.08% 8,967 $-47,640 Up ×1
NET Cloudflare, Inc. Class A Common Stock $374,543 0.08% 1,527 $59,462
IBM International Business Machines Corporation Common Stock $365,524 0.08% 1,300 $49,109 Down ×1
CSX CSX Corporation - Common Stock $346,494 0.07% 7,290 $47,075 Down ×1
PHO Invesco Water Resources ETF $320,463 0.07% 4,639 $24,672 Up ×1
NOBL $311,728 0.06% 5,551 $18,127 Up ×1
CARR Carrier Global Corporation Common Stock $304,256 0.06% 4,148 $67,866 Down ×1
NOC Northrop Grumman Corporation Common Stock $303,549 0.06% 596 $-103,066
GD General Dynamics Corporation Common Stock $303,229 0.06% 856 $9,433
SCHB $301,995 0.06% 10,428 $40,252
AMD Advanced Micro Devices, Inc. - Common Stock $296,555 0.06% 511 $190,670 Down ×1
W Wayfair Inc. Class A Common Stock $288,628 0.06% 3,123 $53,747
RPRX Royalty Pharma plc - Class A Ordinary Shares $288,593 0.06% 5,147 $41,691
ABBV AbbVie Inc. Common Stock $287,846 0.06% 1,144 $37,364 Down ×1
DIA $276,867 0.06% 530 $56,388 Up ×1
PLD Prologis, Inc. Common Stock $274,327 0.06% 2,025 $4,944 Down ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
Unknown issuer (CUSIP: 84615Q103) $152,237 891 0.03%
COHR $100,984 256 0.02%
MGK $73,053 831 0.02%
Unknown issuer (CUSIP: 438516205) $53,288 238 0.01%
Unknown issuer (CUSIP: 43849R105) $52,617 238 0.01%
MPLX $22,532 400 0.00%
ADX $17,093 669 0.00%
JEPQ $16,840 274 0.00%
CVBF $13,011 577 0.00%
JEPI $12,877 228 0.00%
FNDF $11,291 214 0.00%
ET $9,560 500 0.00%
BSV $6,155 79 0.00%
ARCC $5,559 300 0.00%
Unknown issuer (CUSIP: 26614N201) $5,019 37 0.00%

Top movers (QoQ)

Security Action Shares Δ Value Δ
IWB Bought more +550 +$8.3M
IVV Bought more +195 +$6.0M
RDVY Bought more +2K +$3.0M
EEM Bought more +126 +$2.7M
IWD Bought more +993 +$2.5M
VO Bought more +174K +$2.2M
EFA Bought more +484 +$1.7M
VB Bought more +227 +$1.7M
IWF Bought more +77K +$1.7M
SPY Trimmed -550 +$1.6M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
HON June 30, 2026 478 $108,043 -1.2%
HOLX June 30, 2026 1,124 $84,963 No longer tracked
IBDU June 30, 2026 2,984 $69,411 No longer tracked
IBDT June 30, 2026 2,730 $69,162 No longer tracked
IBDV June 30, 2026 1,517 $33,208 No longer tracked
BRTX March 31, 2026 17,142 $20,142 -17.5%
FSK June 30, 2026 1,898 $19,322 15.3%
LQD June 30, 2026 91 $9,918 No longer tracked
DD June 30, 2026 111 $5,084 3.0%
GOVT June 30, 2026 200 $4,582 No longer tracked
WDC June 30, 2026 14 $3,787 -28.3%
DLTR June 30, 2026 33 $3,614 7.2%
PFG June 30, 2026 37 $3,334 2.7%
LYG June 30, 2026 647 $3,254 2.0%
GSK June 30, 2026 58 $3,201 0.0%
STX June 30, 2026 8 $3,134 -13.2%
CCL June 30, 2026 115 $2,976 -9.1%
SAN June 30, 2026 251 $2,831 3.1%
BTI June 30, 2026 46 $2,690 -8.7%
APH June 30, 2026 20 $2,527 -12.9%
EOG June 30, 2026 16 $2,313 18.0%
HWM June 30, 2026 10 $2,305 4.2%
AXP June 30, 2026 7 $2,117 -1.1%
SNY June 30, 2026 43 $2,072 6.5%
PHG June 30, 2026 72 $1,973 2.1%
TEL June 30, 2026 9 $1,881 -0.4%
TDY June 30, 2026 3 $1,815 -3.6%
TXN June 30, 2026 9 $1,747 -10.8%
DUK June 30, 2026 13 $1,702 -2.0%
CEG June 30, 2026 6 $1,676 10.8%
NTAP June 30, 2026 15 $1,536 24.9%
MRSH June 30, 2026 8 $1,388 12.9%
ISRG June 30, 2026 3 $1,383 -0.7%
MNST June 30, 2026 19 $1,377 -50.3%
JBL June 30, 2026 5 $1,328 -16.9%
TT June 30, 2026 3 $1,250 -7.5%
NEM June 30, 2026 11 $1,191 35.8%
TRMB June 30, 2026 18 $1,174 15.9%
TDG June 30, 2026 1 $1,159 -9.0%
KR June 30, 2026 16 $1,158 0.5%
DHR June 30, 2026 6 $1,138 12.6%
GWW June 30, 2026 1 $1,091 -4.4%
PGR June 30, 2026 5 $991 0.6%
FANG June 30, 2026 5 $989 22.4%
HMC June 30, 2026 40 $972 20.3%
CDW June 30, 2026 8 $968 -1.0%
RF June 30, 2026 37 $966 1.0%
ICE June 30, 2026 6 $944 28.0%
AMP June 30, 2026 2 $889 21.4%
MCK June 30, 2026 1 $865 12.5%
AME June 30, 2026 4 $857 -0.8%
TPR June 30, 2026 6 $847 -10.8%
GS June 30, 2026 1 $846 0.6%
CHRW June 30, 2026 5 $830 -23.7%
PCAR June 30, 2026 7 $809 6.0%
ECL June 30, 2026 3 $798 2.1%
REGN June 30, 2026 1 $773 33.9%
D June 30, 2026 12 $742 0.0%
COF June 30, 2026 4 $730 6.5%
AMT June 30, 2026 4 $690 8.4%
ED June 30, 2026 6 $679 -1.7%
AON June 30, 2026 2 $646 5.7%
HBAN June 30, 2026 41 $642 -3.2%
SNDK June 30, 2026 1 $635 -30.9%
MLM June 30, 2026 1 $589 -8.6%
A June 30, 2026 5 $570 17.3%
FE June 30, 2026 11 $557 0.3%
UAL June 30, 2026 6 $552 -16.7%
WPP June 30, 2026 34 $529 71.7%
XYL June 30, 2026 4 $478 -2.2%
BALL June 30, 2026 8 $473 0.5%
VRTX June 30, 2026 1 $447 9.5%
ROST June 30, 2026 2 $433 8.7%
BKR June 30, 2026 7 $427 17.0%
ZBRA June 30, 2026 2 $418 33.7%
AWK June 30, 2026 3 $408 5.5%
APP June 30, 2026 1 $398 -38.6%
WELL June 30, 2026 2 $395 4.3%
KMB June 30, 2026 4 $386 -0.5%
ARE June 30, 2026 8 $371 -4.2%
SNA June 30, 2026 1 $363 -2.6%
ROK June 30, 2026 1 $359 -12.2%
ROP June 30, 2026 1 $354 20.9%
CCI June 30, 2026 4 $325 0.3%
COR June 30, 2026 1 $314 11.5%
HLT June 30, 2026 1 $304 0.6%
AIG June 30, 2026 4 $301 1.3%
ELV June 30, 2026 1 $293 2.1%
ADM June 30, 2026 4 $291 7.8%
FFIV June 30, 2026 1 $289 -9.0%
GILD June 30, 2026 2 $279 15.1%
VMC June 30, 2026 1 $272 -7.9%
OXY June 30, 2026 4 $260 27.4%
SLB June 30, 2026 5 $257 16.4%
NDAQ June 30, 2026 3 $255 23.0%
O June 30, 2026 4 $245 2.2%
ETR June 30, 2026 2 $225 -5.6%
RSG June 30, 2026 1 $219 3.7%
AIZ June 30, 2026 1 $218 3.3%
AJG June 30, 2026 1 $217 13.4%
CHTR June 30, 2026 1 $216 7.6%
EL June 30, 2026 3 $215 24.4%
PKG June 30, 2026 1 $212 5.6%
DOV June 30, 2026 1 $208 -10.6%
ALL June 30, 2026 1 $207 7.4%
SYF June 30, 2026 3 $204 0.6%
DAL June 30, 2026 3 $199 -12.6%
WRB June 30, 2026 3 $199 -1.3%
DRI June 30, 2026 1 $196 6.8%
ATO June 30, 2026 1 $185 -0.2%
EFX June 30, 2026 1 $180 22.0%
UHS June 30, 2026 1 $179 17.4%
VLTO June 30, 2026 2 $177 12.8%
CTRA June 30, 2026 5 $176 No longer tracked
CTAS June 30, 2026 1 $169 19.3%
CNC June 30, 2026 5 $164 -0.4%
EVRG June 30, 2026 2 $164 -2.5%
VTR June 30, 2026 2 $164 4.3%
BR June 30, 2026 1 $162 29.0%
IR June 30, 2026 2 $160 -1.7%
IT June 30, 2026 1 $158 50.1%
CINF June 30, 2026 1 $157 -9.4%
YUM June 30, 2026 1 $155 -7.9%
ALLE June 30, 2026 1 $145 16.1%
CVS June 30, 2026 2 $144 -9.1%
EXPD June 30, 2026 1 $143 13.7%
GL June 30, 2026 1 $139 -4.1%
TFC June 30, 2026 3 $138 1.7%
DHI June 30, 2026 1 $137 -8.5%
CBRE June 30, 2026 1 $135 14.2%
KIM June 30, 2026 6 $135 -4.0%
AEP June 30, 2026 1 $131 -7.1%
MCHP June 30, 2026 2 $129 -16.4%
TAP June 30, 2026 3 $129 8.4%
STT June 30, 2026 1 $127 9.3%
ABNB June 30, 2026 1 $126 30.1%
BSX June 30, 2026 2 $126 20.6%
ZTS June 30, 2026 1 $118 5.4%
FOXA June 30, 2026 2 $117 31.0%
AEE June 30, 2026 1 $110 -3.0%
EXE June 30, 2026 1 $110 6.4%
PPG June 30, 2026 1 $107 -6.9%
CPRI June 30, 2026 6 $106 -24.4%
FOX June 30, 2026 2 $106 29.9%
FRT June 30, 2026 1 $106 -4.6%
MKC June 30, 2026 2 $101 12.1%
EXC June 30, 2026 2 $98 -2.1%
ACGL June 30, 2026 1 $96 1.6%
CHD June 30, 2026 1 $93 2.1%
TROW June 30, 2026 1 $90 -1.0%
ZBH June 30, 2026 1 $90 17.4%
LKQ June 30, 2026 3 $88 -2.8%
RVTY June 30, 2026 1 $88 8.3%
CMS June 30, 2026 1 $78 -8.0%
HSIC June 30, 2026 1 $74 7.0%
APTV June 30, 2026 1 $69 -21.7%
AOS June 30, 2026 1 $66 1.3%
BRO June 30, 2026 1 $65 12.2%
MAS June 30, 2026 1 $60 -9.2%
EQR June 30, 2026 1 $59 -6.3%
FISV June 30, 2026 1 $56 4.7%
FIS June 30, 2026 1 $47 4.6%
LW June 30, 2026 1 $42 25.4%
AMCR June 30, 2026 1 $40 10.2%
MAPS June 30, 2026 23 $15 No longer tracked