StockDriftsStockDriftsTop 50 Navellier & Associates INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA Corporation | 9.61% | 606.4K | $121.3M | +1.55%(+9.24K) | $31.57(+616.00%) | 2026-06-30 | |
| STX | Seagate Technology Holdings PLC | 3.61% | 47.3K | $45.6M | +6.51%(+2.89K) | $284.82(+250.84%) | 2026-06-30 | |
| BE | Bloom Energy Corporation Class A | 3.38% | 140.8K | $42.6M | +9.42%(+12.12K) | $62.41(+268.45%) | 2026-06-30 | |
| FIX | Comfort Systems USA, Inc. | 3.2% | 20.4K | $40.3M | +2.81%(+556) | $390.47(+376.86%) | 2026-06-30 | |
| EME | EMCOR Group, Inc. | 2.69% | 40.9K | $34.0M | +1.27%(+513) | $311.61(+176.48%) | 2026-06-30 | |
| VRT | Vertiv Holdings Co. Class A | 2.65% | 99.9K | $33.4M | +5.07%(+4.82K) | $104.91(+182.05%) | 2026-06-30 | |
| CRS | Carpenter Technology Corporation | 2.57% | 52.6K | $32.4M | +7.64%(+3.73K) | $144.83(+276.02%) | 2026-06-30 | |
| PWR | Quanta Services, Inc. | 2.49% | 43.6K | $31.4M | -5.95%(-2.76K) | $130.25(+436.02%) | 2026-06-30 | |
| LLY | Eli Lilly and Company | 2.48% | 26.1K | $31.3M | -5.15%(-1.42K) | $495.39(+138.07%) | 2026-06-30 | |
| AGX | Argan, Inc. | 2.42% | 38.2K | $30.5M | +27.99%(+8.36K) | $269.61(+114.46%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +39.09% | +169.11% | +15.42% | +104.82% |
| Top 20 Holdings Unweighted | +40.03% | +174.60% | +15.27% | +103.53% |
Navellier & Associates INC reports $1.26B in US-listed equity holdings across 322 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (9.6%), STX (3.6%) and BE (3.4%). The top 20 holdings account for 47.8% of reported assets. Its disclosed equity book has returned +169.11% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Navellier & Associates INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 872163). View Navellier & Associates INC’s 13F filings on SEC