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Portfolio (Quarterly) Guide ↗

ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC

· CIK 0001931870
13F Portfolio $331M AUM 183 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 75 Added 64 Reduced 11 Exited
Page 2 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CORPAY INC 3,109.0 $905K 0.27% +46.0 +1.5% $290.99
22 SHEL SHELL PLC Energy 9,566.0 $890K 0.27% +1K +14.8% $93.00 -17.7%
23 DCRE DOUBLELINE ETF TRUST 16,916.0 $879K 0.27% +544.0 +3.3% $51.96 -0.3%
24 TRP TC ENERGY CORP Energy 13,773.0 $862K 0.26% +1K +11.1% $62.60 +11.1%
25 RIO RIO TINTO PLC Basic Materials 9,207.0 $859K 0.26% +508.0 +5.8% $93.29 +0.3%
26 HPE HEWLETT PACKARD ENTERPRISE C Technology 34,895.0 $831K 0.25% +1K +3.3% $23.81 +83.5%
27 NVS NOVARTIS AG Healthcare 5,416.0 $827K 0.25% +545.0 +11.2% $152.74 +1.5%
28 CHKP CHECK POINT SOFTWARE TECH LT Technology 5,442.0 $777K 0.23% +281.0 +5.4% $142.85 -9.7%
29 HAL HALLIBURTON CO Energy 19,620.0 $765K 0.23% +696.0 +3.7% $38.99 -13.0%
30 IXUS ISHARES TR 8,730.0 $756K 0.23% +3K +47.2% $86.64 +8.9%
31 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 10,140.0 $749K 0.23% +1K +12.6% $73.90 -0.0%
32 FSLR FIRST SOLAR INC Energy 3,795.0 $749K 0.23% +274.0 +7.8% $197.26 +21.7%
33 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 5,796.0 $727K 0.22% +531.0 +10.1% $125.45 -24.4%
34 FTS FORTIS INC Utilities 12,763.0 $712K 0.21% +820.0 +6.9% $55.79 +4.0%
35 TM TOYOTA MOTOR CORP Consumer Cyclical 3,447.0 $710K 0.21% +282.0 +8.9% $206.07 -16.8%
36 CANADIAN PACIFIC KANSAS CITY 9,013.0 $709K 0.21% +1K +13.4% $78.66
37 SPSB SPDR SERIES TRUST 23,065.0 $694K 0.21% +163.0 +0.7% $30.07 -0.1%
38 ALC ALCON AG Healthcare 9,182.0 $692K 0.21% +1K +12.4% $75.35 -10.4%
39 RBC RBC BEARINGS INC Industrials 1,273.0 $691K 0.21% +43.0 +3.5% $543.12 +15.8%
40 MRK MERCK & CO INC Healthcare 5,706.0 $686K 0.21% +78.0 +1.4% $120.29 +5.9%
Page 2 of 4  ·  75 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 46.2%
Communication Services 9.3%
Financial Services 8.1%
Consumer Cyclical 7.1%
Industrials 6.4%
Energy 6.2%
Healthcare 5.8%
Basic Materials 3.6%
Utilities 2.8%
Consumer Defensive 2.5%