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Portfolio (Quarterly) Guide ↗

ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC

· CIK 0001931870
13F Portfolio $409M AUM 182 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 72 Added 46 Reduced 22 Exited
Page 2 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JNJ JOHNSON & JOHNSON Healthcare 5,045.0 $1.3M 0.31% +129.0 +2.6% $253.95 +6.3%
22 BURL BURLINGTON STORES INC Consumer Cyclical 3,774.0 $1.2M 0.29% +62.0 +1.7% $316.80 -0.9%
23 BIV VANGUARD BD INDEX FDS 15,548.0 $1.2M 0.29% +669.0 +4.5% $76.70 -1.2%
24 SLB SLB LIMITED Energy 24,311.0 $1.1M 0.28% +1K +6.2% $46.49 +15.3%
25 EOG EOG RES INC Energy 8,673.0 $1.1M 0.28% +529.0 +6.5% $129.74 +11.6%
26 VXUS VANGUARD STAR FDS 12,404.0 $1.1M 0.26% +8K +172.5% $85.49 +2.7%
27 CORPAY INC 3,158.0 $1.1M 0.26% +49.0 +1.6% $333.27
28 NVO NOVO-NORDISK A S Healthcare 21,601.0 $1.0M 0.25% +7K +47.3% $47.94 -1.6%
29 TRP TC ENERGY CORP Energy 14,898.0 $988K 0.24% +1K +8.2% $66.29 -5.2%
30 NXPI NXP SEMICONDUCTORS N V Technology 3,406.0 $957K 0.23% +312.0 +10.1% $281.00 -20.6%
31 RIO RIO TINTO PLC Basic Materials 9,937.0 $943K 0.23% +730.0 +7.9% $94.93 +10.3%
32 FSLR FIRST SOLAR INC Energy 3,862.0 $911K 0.22% +67.0 +1.8% $235.96 -12.7%
33 DCRE DOUBLELINE ETF TRUST 17,496.0 $906K 0.22% +580.0 +3.4% $51.80 -0.3%
34 TOTALENERGIES SE 11,531.0 $897K 0.22% +797.0 +7.4% $77.76
35 GFS GLOBALFOUNDRIES INC Technology 10,679.0 $880K 0.21% +172.0 +1.6% $82.41 -44.6%
36 CANADIAN PACIFIC KANSAS CITY 9,910.0 $859K 0.21% +897.0 +9.9% $86.65
37 IXUS ISHARES TR 8,995.0 $858K 0.21% +265.0 +3.0% $95.44 +2.7%
38 UBER UBER TECHNOLOGIES INC Technology 11,567.0 $835K 0.20% +121.0 +1.1% $72.16 +8.8%
39 RBC RBC BEARINGS INC Industrials 1,290.0 $831K 0.20% +17.0 +1.3% $644.06 -20.2%
40 SHEL SHELL PLC Energy 10,433.0 $809K 0.20% +867.0 +9.1% $77.54 +17.5%
Page 2 of 4  ·  72 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 55.0%
Communication Services 8.2%
Industrials 6.7%
Financial Services 5.9%
Consumer Cyclical 5.5%
Energy 4.5%
Healthcare 4.4%
Basic Materials 3.8%
Utilities 2.6%
Real Estate 1.7%