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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 3 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FTS FORTIS INC Utilities 14,050.0 $804K 0.20% +1K +10.1% $57.23 -3.3%
42 BIDU BAIDU INC Communication Services 6,465.0 $739K 0.18% +590.0 +10.0% $114.29 -18.4%
43 HYG ISHARES TR 9,135.0 $731K 0.18% +336.0 +3.8% $79.97 -0.1%
44 SPSB SPDR SERIES TRUST 24,004.0 $720K 0.18% +939.0 +4.1% $30.01 -0.1%
45 WCN WASTE CONNECTIONS INC Industrials 4,241.0 $707K 0.17% +451.0 +11.9% $166.67 +0.3%
46 IEMG ISHARES INC 8,451.0 $700K 0.17% +245.0 +3.0% $82.84 -1.2%
47 TEL TE CONNECTIVITY PLC Technology 3,419.0 $689K 0.17% +335.0 +10.9% $201.64 +1.7%
48 HAL HALLIBURTON CO Energy 20,230.0 $687K 0.17% +610.0 +3.1% $33.95 +1.4%
49 ALC ALCON AG Healthcare 10,194.0 $684K 0.17% +1K +11.0% $67.10 +8.3%
50 SAP SAP SE Technology 4,372.0 $674K 0.17% +1K +49.2% $154.11 +37.3%
51 TM TOYOTA MOTOR CORP Consumer Cyclical 3,811.0 $642K 0.16% +364.0 +10.6% $168.44 +13.9%
52 PG PROCTER & GAMBLE CO Consumer Defensive 4,353.0 $638K 0.16% +65.0 +1.5% $146.64 -1.1%
53 DLR DIGITAL RLTY TR INC Real Estate 3,312.0 $595K 0.14% +85.0 +2.6% $179.58 +7.7%
54 RELX RELX PLC Communication Services 18,150.0 $575K 0.14% +2K +13.7% $31.67 +11.6%
55 ULTA ULTA BEAUTY INC Consumer Cyclical 1,258.0 $567K 0.14% +43.0 +3.5% $450.89 +20.5%
56 SUI SUN CMNTYS INC Real Estate 4,590.0 $550K 0.13% +136.0 +3.0% $119.92 +4.4%
57 SONY SONY GROUP CORP Technology 27,335.0 $548K 0.13% +2K +7.6% $20.06 +20.2%
58 MCHP MICROCHIP TECHNOLOGY INC. Technology 6,000.0 $547K 0.13% +208.0 +3.6% $91.20 -18.8%
59 TKO TKO GROUP HOLDINGS INC Communication Services 2,624.0 $528K 0.13% +92.0 +3.6% $201.33 -6.7%
60 BLV VANGUARD BD INDEX FDS 7,482.0 $516K 0.13% +508.0 +7.3% $68.93 -3.2%
Page 3 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%