NAVELLIER & ASSOCIATES INC

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, NAVELLIER & ASSOCIATES INC maintained a portfolio of 390 distinct positions. The most significant new addition to the portfolio was Cardinal Health, Inc, which now represents 1.47% of the total fund value. They heavily accumulated shares in NVIDIA Corporation, increasing their position by 0.6%. Conversely, NAVELLIER & ASSOCIATES INC completely exited their position in Axon Enterprise Inc.
PCA Score Concentration Risk
Risk ENB
Total Positions
390
Quarter
2025 Q4
Top Holding
NVDA (12.1%)
Top 10 Concentration
31.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 390
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
NVDA
NVIDIA Corporat...
Technology 12.10% 10.89% #1
Prev: #1
6.8 3,406 0.6%
P
S
578,972 $107,978,289 2000 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LLY
Eli Lilly and C...
Healthcare 3.13% 2.01% #2 1
Prev: #3
1.3 -33 -0.1%
P
S
25,987 $27,927,406 2015 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EME
EMCOR Group, In...
Industrials 2.67% 2.19% #3 1
Prev: #2
3.1 5,635 16.9%
P
S
38,914 $23,807,391 2001 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PWR
Quanta Services...
Industrials 2.17% 2.01% #4
Prev: #4
0.9 -1,781 -3.7%
P
S
45,983 $19,407,727 1999 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FIX
Comfort Systems...
Industrials 2.02% 1.60% #5 4
Prev: #9
2.8 196 1.0%
P
S
19,268 $17,982,847 2015 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
APP
AppLovin Corp. ...
Communication Services 1.86% 1.76% #6 1
Prev: #7
2.8 544 2.3%
P
S
24,679 $16,629,204 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
RCL
Royal Caribbean...
Consumer Cyclical 1.86% 1.97% #7 2
Prev: #5
0.7 -508 -0.8%
P
S
59,399 $16,567,653 2010 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CRS
Carpenter Techn...
Industrials 1.78% 1.30% #8 5
Prev: #13
0.7 -1,650 -3.2%
P
S
50,515 $15,904,119 2006 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PLTR
Palantir Techno...
Technology 1.76% 1.63% #9 1
Prev: #8
2.7 192 0.2%
P
S
88,162 $15,670,796 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HWM
Howmet Aerospac...
Industrials 1.69% 1.56% #10
Prev: #10
0.7 -4,566 -5.8%
P
S
73,608 $15,091,204 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VRT
Vertiv Holdings...
Industrials 1.61% 1.07% #11 9
Prev: #20
2.7 19,144 27.5%
P
S
88,779 $14,383,047 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KGC
Kinross Gold Co...
Basic Materials 1.60% 1.36% #12
Prev: #12
0.7 -31,405 -5.8%
P
S
508,612 $14,322,514 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CAH
Cardinal Health...
Healthcare 1.47% #13
Prev: #—
2.6 63,768 no change
NEW
63,768 $13,104,324 2001 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
Apple Inc.
Technology 1.43% 1.26% #14
Prev: #14
0.6 -1,793 -3.7%
P
S
47,078 $12,798,615 2000 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
STX
Seagate Technol...
Technology 1.29% #15
Prev: #—
2.5 41,847 no change
NEW
41,847 $11,524,245 2007 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WMT
Walmart Inc.
Consumer Defensive 1.28% 1.10% #16 2
Prev: #18
0.5 -2,743 -2.6%
P
S
102,239 $11,390,421 2002 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AGX
Argan, Inc.
Industrials 1.27% 1.05% #17 4
Prev: #21
0.5 -2,334 -6.1%
P
S
36,108 $11,313,230 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AGI
Alamos Gold Inc...
Basic Materials 1.25% 1.00% #18 7
Prev: #25
2.5 6,991 2.5%
P
S
289,224 $11,158,262 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
XOM
Exxon Mobil Cor...
Energy 1.24% 1.16% #19 4
Prev: #15
0.5 -9,376 -9.2%
P
S
92,074 $11,080,216 2005 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
UI
Ubiquiti Inc.
Technology 1.21% 0.63% #20 16
Prev: #36
2.8 10,207 108.9%
P
S
19,576 $10,832,391 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AEM
Agnico Eagle Mi...
Basic Materials 1.20% 1.09% #21 2
Prev: #19
0.5 -431 -0.7%
P
S
63,370 $10,743,116 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BE
Bloom Energy Co...
Industrials 1.14% 0.96% #22 5
Prev: #27
2.5 5,853 5.2%
P
S
117,364 $10,197,758 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SMCI
Super Micro Com...
Technology 1.02% 1.53% #23 12
Prev: #11
0.4 -3,562 -1.1%
P
S
310,424 $9,086,110 2014 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
Microsoft Corpo...
Technology 0.97% 1.03% #24 1
Prev: #23
0.4 -1,685 -8.6%
P
S
17,875 $8,644,486 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HOOD
Robinhood Marke...
Financial Services 0.96% 1.16% #25 9
Prev: #16
0.4 -3,821 -4.8%
P
S
75,756 $8,568,004 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AXON
Axon Enterprise...
Industrials 0.00% 1.04%
Sold All 😨
(Was: #22)
0.3 -14,272 -100.0%
CLOSED
$— 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PGR
Progressive Cor...
Financial Services 0.00% 0.99%
Sold All 😨
(Was: #26)
0.3 -39,606 -100.0%
CLOSED
$— 2002 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NTNX
Nutanix, Inc. C...
Technology 0.00% 0.61%
Sold All 😨
(Was: #38)
0.3 -81,167 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SKYW
SkyWest, Inc
Industrials 0.00% 0.58%
Sold All 😨
(Was: #40)
0.3 -56,563 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RACE
Ferrari NV
Consumer Cyclical 0.00% 0.57%
Sold All 😨
(Was: #42)
0.3 -11,591 -100.0%
CLOSED
$— 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ANET
Arista Networks...
Technology 0.00% 0.54%
Sold All 😨
(Was: #43)
0.3 -36,510 -100.0%
CLOSED
$— 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TT
Trane Technolog...
Industrials 0.00% 0.53%
Sold All 😨
(Was: #45)
0.3 -12,361 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DOCS
Doximity, Inc. ...
Healthcare 0.00% 0.52%
Sold All 😨
(Was: #46)
0.3 -69,774 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SFM
Sprouts Farmers...
Consumer Defensive 0.00% 0.49%
Sold All 😨
(Was: #51)
0.3 -44,434 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EXLS
ExlService Hold...
Technology 0.00% 0.49%
Sold All 😨
(Was: #52)
0.3 -108,649 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
UTI
Universal Techn...
Consumer Defensive 0.00% 0.47%
Sold All 😨
(Was: #55)
0.3 -142,418 -100.0%
CLOSED
$— 2010 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BSX
Boston Scientif...
Healthcare 0.00% 0.42%
Sold All 😨
(Was: #65)
0.3 -42,779 -100.0%
CLOSED
$— 2001 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
INGR
Ingredion Incor...
Consumer Defensive 0.00% 0.34%
Sold All 😨
(Was: #77)
0.3 -27,479 -100.0%
CLOSED
$— 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SSNC
SS&C Technologi...
Technology 0.00% 0.27%
Sold All 😨
(Was: #93)
0.3 -30,435 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PRM
Perimeter Solut...
Basic Materials 0.00% 0.25%
Sold All 😨
(Was: #95)
0.3 -110,754 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GRMN
Garmin Ltd.
Technology 0.00% 0.20%
Sold All 😨
(Was: #116)
0.3 -7,976 -100.0%
CLOSED
$— 2003 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FXD
First Trust Con...
ETF 0.00% 0.16%
Sold All 😨
(Was: #133)
0.3 -22,913 -100.0%
CLOSED
$— 2011 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FXR
First Trust Ind...
ETF 0.00% 0.16%
Sold All 😨
(Was: #134)
0.3 -19,777 -100.0%
CLOSED
$— 2012 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
YOU
Clear Secure, I...
Technology 0.00% 0.14%
Sold All 😨
(Was: #145)
0.3 -42,224 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ISSC
Innovative Solu...
Industrials 0.00% 0.12%
Sold All 😨
(Was: #156)
0.3 -91,916 -100.0%
CLOSED
$— 2004 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CLMB
Climb Global So...
Technology 0.00% 0.11%
Sold All 😨
(Was: #166)
0.3 -8,147 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XLY
Consumer Discre...
Unknown 0.00% 0.11%
Sold All 😨
(Was: #167)
0.3 -4,550 -100.0%
CLOSED
$— 2010 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NEXN
Nexxen Internat...
Communication Services 0.00% 0.10%
Sold All 😨
(Was: #180)
0.3 -110,156 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NGVC
Natural Grocers...
Consumer Defensive 0.00% 0.10%
Sold All 😨
(Was: #187)
0.3 -23,918 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CAKE
Cheesecake Fact...
Consumer Cyclical 0.00% 0.09%
Sold All 😨
(Was: #199)
0.3 -15,437 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XLF
Financial Selec...
Unknown 0.00% 0.08%
Sold All 😨
(Was: #200)
0.3 -15,420 -100.0%
CLOSED
$— 2010 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IYJ
iShares U.S. In...
ETF 0.00% 0.08%
Sold All 😨
(Was: #201)
0.3 -5,646 -100.0%
CLOSED
$— 2012 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
APD
Air Products an...
Basic Materials 0.00% 0.08%
Sold All 😨
(Was: #205)
0.3 -2,842 -100.0%
CLOSED
$— 2001 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMCR
Amcor PLC
Consumer Cyclical 0.00% 0.07%
Sold All 😨
(Was: #213)
0.3 -88,309 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CCJ
Cameco Corporat...
Energy 0.00% 0.07%
Sold All 😨
(Was: #224)
0.3 -7,944 -100.0%
CLOSED
$— 2003 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PDEX
Pro-Dex, Inc.
Healthcare 0.00% 0.07%
Sold All 😨
(Was: #229)
0.3 -19,191 -100.0%
CLOSED
$— 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EE
Excelerate Ener...
Energy 0.00% 0.06%
Sold All 😨
(Was: #232)
0.3 -24,822 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
WLFC
Willis Lease Fi...
Industrials 0.00% 0.06%
Sold All 😨
(Was: #234)
0.3 -4,493 -100.0%
CLOSED
$— 2019 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DOCU
DocuSign, Inc.
Technology 0.00% 0.05%
Sold All 😨
(Was: #253)
0.3 -7,332 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IBB
iShares Biotech...
ETF 0.00% 0.05%
Sold All 😨
(Was: #256)
0.3 -3,572 -100.0%
CLOSED
$— 2015 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IYH
iShares U.S. He...
ETF 0.00% 0.05%
Sold All 😨
(Was: #258)
0.3 -8,531 -100.0%
CLOSED
$— 2013 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IYF
iShares U.S. Fi...
ETF 0.00% 0.05%
Sold All 😨
(Was: #259)
0.3 -3,940 -100.0%
CLOSED
$— 2015 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQ
Invesco QQQ Tru...
ETF 0.00% 0.05%
Sold All 😨
(Was: #260)
0.3 -828 -100.0%
CLOSED
$— 2000 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LFVN
LifeVantage Cor...
Consumer Defensive 0.00% 0.05%
Sold All 😨
(Was: #263)
0.3 -49,354 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ALK
Alaska Air Grou...
Industrials 0.00% 0.05%
Sold All 😨
(Was: #264)
0.3 -9,593 -100.0%
CLOSED
$— 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BELFB
Bel Fuse Inc. C...
Technology 0.00% 0.05%
Sold All 😨
(Was: #265)
0.3 -3,308 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FXL
First Trust Tec...
ETF 0.00% 0.04%
Sold All 😨
(Was: #280)
0.3 -2,485 -100.0%
CLOSED
$— 2011 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ETON
Eton Pharmaceut...
Healthcare 0.00% 0.04%
Sold All 😨
(Was: #290)
0.3 -17,494 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
T
AT&T Inc
Communication Services 0.00% 0.04%
Sold All 😨
(Was: #294)
0.3 -13,152 -100.0%
CLOSED
$— 1999 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ESOA
Energy Services...
Industrials 0.00% 0.04%
Sold All 😨
(Was: #295)
0.3 -34,405 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ETR
Entergy Corpora...
Utilities 0.00% 0.03%
Sold All 😨
(Was: #300)
0.3 -3,674 -100.0%
CLOSED
$— 2000 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FBTC
Fidelity Wise O...
Unknown 0.00% 0.03%
Sold All 😨
(Was: #305)
0.3 -3,213 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FXZ
First Trust Mat...
ETF 0.00% 0.03%
Sold All 😨
(Was: #307)
0.3 -5,061 -100.0%
CLOSED
$— 2012 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AAMI
Acadian Asset M...
Financial Services 0.00% 0.03%
Sold All 😨
(Was: #308)
0.3 -6,446 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VEU
Vanguard FTSE A...
ETF 0.00% 0.03%
Sold All 😨
(Was: #311)
0.3 -4,333 -100.0%
CLOSED
$— 2014 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GBDC
Golub Capital B...
Financial Services 0.00% 0.03%
Sold All 😨
(Was: #313)
0.3 -22,500 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DTM
DT Midstream, I...
Energy 0.00% 0.03%
Sold All 😨
(Was: #314)
0.3 -2,712 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ACWI
iShares MSCI AC...
ETF 0.00% 0.03%
Sold All 😨
(Was: #316)
0.3 -2,149 -100.0%
CLOSED
$— 2014 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AVAV
AeroVironment, ...
Industrials 0.00% 0.03%
Sold All 😨
(Was: #317)
0.3 -906 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EPSN
Epsilon Energy ...
Energy 0.00% 0.03%
Sold All 😨
(Was: #327)
0.3 -51,286 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MRX
Marex Group plc
Financial Services 0.00% 0.03%
Sold All 😨
(Was: #328)
0.3 -7,655 -100.0%
CLOSED
$— 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DD
DuPont de Nemou...
Basic Materials 0.00% 0.03%
Sold All 😨
(Was: #329)
0.3 -3,282 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DOX
Amdocs Limited
Technology 0.00% 0.02%
Sold All 😨
(Was: #337)
0.3 -2,832 -100.0%
CLOSED
$— 2000 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BJ
BJ's Wholesale ...
Consumer Defensive 0.00% 0.02%
Sold All 😨
(Was: #344)
0.3 -2,297 -100.0%
CLOSED
$— 1999 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
INOD
Innodata Inc.
Technology 0.00% 0.02%
Sold All 😨
(Was: #346)
0.3 -2,684 -100.0%
CLOSED
$— 2001 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EHC
Encompass Healt...
Healthcare 0.00% 0.02%
Sold All 😨
(Was: #347)
0.3 -1,596 -100.0%
CLOSED
$— 2001 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BRX
Brixmor Propert...
Real Estate 0.00% 0.02%
Sold All 😨
(Was: #348)
0.3 -7,279 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ADMA
ADMA Biologics,...
Healthcare 0.00% 0.02%
Sold All 😨
(Was: #352)
0.3 -12,036 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 390 holdings

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