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CIK: 0001842702
Total reported value
$3.7B
$3.7B
56 檔
35.8%
According to the latest 13F quarterly dataset, Navera Investment Management Ltd. managed an equity portfolio of $3.7B at the end of Q1 2026, spanning 56 distinct U.S. exchange-listed positions.
In Q1 2026, Navera Investment Management Ltd. adopted a defensive or profit-taking posture, trimming 33 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 7.44% | -0.66% | -4.18% | |
| 2 | MA | Mastercard Inc - A | Stock-Financials | 7.33% | -0.21% | -14.92% | |
| 3 | LH | Labcorp Holdings Inc | Stock-Healthcare | 6.67% | -0.80% | -4.63% | |
| 4 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 6.40% | -3.05% | +5.86% | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 6.24% | +2.24% | +155.41% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 6.11% | -1.34% | -4.58% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.09% | +0.61% | -19.15% | |
| 8 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 5.50% | -0.16% | -3.25% | |
| 9 | CDNS | Cadence Design Sys Inc | Stock-Tech | 5.34% | +0.03% | -4.15% | |
| 10 | APH | Amphenol Corp-cl A | Stock-Tech | 5.15% | +3.38% | -4.28% | |
| 11 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 4.89% | -1.63% | -17.60% | |
| 12 | AME | Ametek Inc | Stock-Industrials | 4.68% | +0.39% | -3.61% | |
| 13 | BR | Broadridge Financial Solutio | Stock-Tech | 4.33% | -4.32% | -3.71% | |
| 14 | ADP | Automatic Data Processing | Stock-Tech | 3.51% | +0.12% | -4.87% | |
| 15 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 3.30% | -0.37% | -4.82% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.23% | +0.62% | -23.22% | |
| 17 | INTU | Intuit Inc | Stock-Tech | 3.10% | -3.10% | -44.83% | |
| 18 | BSX | Boston Scientific CORP | Stock-Healthcare | 2.50% | -0.87% | — | |
| 19 | ACN | Accenture plc | Stock-Tech | 2.30% | -0.92% | -49.45% | |
| 20 | VRSK | Verisk Analytics Inc | Stock-Industrials | 2.05% | -0.19% | -3.90% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.03% | +0.31% | -24.41% | |
| 22 | XYL | Xylem Inc | Stock-Industrials | 1.31% | +3.73% | +7026.07% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.19% | +0.02% | -9.59% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.05% | +0.01% | -16.33% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.05% | — | -4.73% | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.03% | +0.02% | -23.28% | |
| 27 | SNPS | Synopsys Inc | Stock-Tech | 0.03% | -0.01% | -13.75% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.02% | — | — | |
| 29 | HON | Honeywell International Inc | Stock-Industrials | 0.01% | -0.01% | EXIT | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.01% | — | -8.48% | |
| 31 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 0.01% | — | -25.00% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.01% | — | — | |
| 33 | AXP | American Express Co | Stock-Financials | 0.01% | — | — | |
| 34 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.01% | — | — | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.01% | — | -7.95% | |
| 36 | PWR | Quanta Services Inc | Stock-Industrials | 0.01% | — | -38.22% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.01% | — | — | |
| 38 | DG | Dollar General CORP | Stock-Consumer Staples | — | — | — | |
| 39 | DE | Deere & Co | Stock-Industrials | — | +0.01% | — | |
| 40 | EW | Edwards Lifesciences CORP | Stock-Healthcare | — | — | EXIT | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | — | — | — | |
| 42 | PANW | Palo Alto Networks Inc | Stock-Tech | — | +0.01% | — | |
| 43 | ALGN | Align Technology Inc | Stock-Healthcare | — | — | -58.39% | |
| 44 | WSO | Watsco Inc | Stock-Industrials | — | — | EXIT | |
| 45 | MTD | Mettler-toledo International | Stock-Healthcare | — | — | EXIT | |
| 46 | MSCI | Msci Inc | Stock-Financials | — | — | — | |
| 47 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | — | — | — | |
| 48 | SYK | Stryker CORP | Stock-Healthcare | — | — | — | |
| 49 | LIN | Linde plc | Stock-Materials | — | — | — | |
| 50 | AMD | Advanced Micro Devices | Stock-Tech | — | +0.01% | -30.77% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | +4.4% | +155.41% | Add |
| 2 | XYL | Xylem Inc | +1.3% | +7026.07% | Add |
| 3 | LH | Labcorp Holdings Inc | +1.2% | -4.63% | Trim |
| 4 | AME | Ametek Inc | +0.8% | -3.61% | Trim |
| 5 | MRSH | Marsh & Mclennan Cos | +0.6% | -4.18% | Trim |
| 6 | APH | Amphenol Corp-cl A | +0.4% | -4.28% | Trim |
| 7 | AVY | Avery Dennison CORP | +0.3% | -4.82% | Trim |
| 8 | ISRG | Intuitive Surgical Inc | +0.3% | +5.86% | Add |
| 9 | CDNS | Cadence Design Sys Inc | +0.2% | -4.15% | Trim |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -9.59% | Trim |
| 11 | COST | Costco Wholesale CORP | 0% | -4.73% | Trim |
| 12 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 13 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 14 | AAPL | Apple Inc | — | -16.33% | Trim |
| 15 | SNPS | Synopsys Inc | — | -13.75% | Trim |
| 16 | WPM | Wheaton Precious Metals CORP | — | -25.00% | Trim |
| 17 | AXP | American Express Co | — | — | Unchanged |
| 18 | PWR | Quanta Services Inc | — | -38.22% | Trim |
| 19 | AMD | Advanced Micro Devices | — | -30.77% | Trim |
| 20 | ABT | Abbott Laboratories | — | -29.01% | Trim |
| 21 | META | Meta Platforms Inc-class A | — | — | Unchanged |
| 22 | ABBV | Abbvie Inc | — | -7.95% | Trim |
| 23 | DE | Deere & Co | — | — | Unchanged |
| 24 | MCD | Mcdonald's CORP | — | -8.48% | Trim |
| 25 | WEC | Wec Energy Group Inc | — | — | Unchanged |
| 26 | IDXX | Idexx Laboratories Inc | — | — | Unchanged |
| 27 | PANW | Palo Alto Networks Inc | — | — | Unchanged |
| 28 | DG | Dollar General CORP | — | — | Unchanged |
| 29 | WSO | Watsco Inc | — | -19.70% | Trim |
| 30 | MTD | Mettler-toledo International | — | — | Unchanged |
| 31 | LIN | Linde plc | — | — | Unchanged |
| 32 | KO | Coca-cola Co/the | — | — | Unchanged |
| 33 | V | Visa Inc-class A Shares | — | — | Unchanged |
| 34 | MSCI | Msci Inc | — | — | Unchanged |
| 35 | SYK | Stryker CORP | — | — | Unchanged |
| 36 | JPM | Jpmorgan Chase & Co | — | — | Unchanged |
| 37 | VZ | Verizon Communications Inc | — | — | Unchanged |
| 38 | WFC | Wells Fargo & Co | — | — | Unchanged |
| 39 | CB | Chubb Limited | — | — | Unchanged |
| 40 | UNH | Unitedhealth Group Inc | 0% | -23.28% | Trim |
| 41 | HON | Honeywell International Inc | 0% | -43.38% | Trim |
| 42 | ALGN | Align Technology Inc | 0% | -58.39% | Trim |
| 43 | EW | Edwards Lifesciences CORP | 0% | -35.54% | Trim |
| 44 | VRSK | Verisk Analytics Inc | 0% | -3.90% | Trim |
| 45 | TMO | Thermo Fisher Scientific Inc | 0% | -3.25% | Trim |
| 46 | ADP | Automatic Data Processing | -0.4% | -4.87% | Trim |
| 47 | GOOG | Alphabet Inc-cl C | -0.4% | -24.41% | Trim |
| 48 | TSCO | Tractor Supply Company | -0.5% | -17.60% | Trim |
| 49 | GOOGL | Alphabet Inc-cl A | -0.6% | -23.22% | Trim |
| 50 | BR | Broadridge Financial Solutio | -0.8% | -3.71% | Trim |
According to official SEC Form 13F filings, Navera Investment Management Ltd. reported a total U.S. public equity portfolio value of $3.7B across 56 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MRSH, MA, LH) accounted for 35.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
BSX
市值: $97.7M
Top Position Liquidated / Trimmed
SPGI
前期市值: $282.2K
During Q1 2026, Navera Investment Management Ltd.'s top holdings by market value included MRSH (7.4%)、MA (7.3%)、LH (6.7%). The largest single position, MRSH, represented 7.4% of total portfolio value.
In Q1 2026, Navera Investment Management Ltd. made 42 total portfolio adjustments, initiating 1 new buys, adding to 3 positions, trimming 33 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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