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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 1 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VGT VANGUARD WORLD FD 14,998.0 $1.8M 0.44% NEW $119.52 -1.3%
2 ROP ROPER TECHNOLOGIES INC Industrials 4,595.0 $1.6M 0.38% NEW $338.39 +22.1%
3 MSI MOTOROLA SOLUTIONS INC Technology 3,610.0 $1.5M 0.37% NEW $415.29 +17.3%
4 TME TENCENT MUSIC ENTMT GROUP Communication Services 86,173.0 $720K 0.18% NEW $8.35 +5.4%
5 JD JD.COM INC Consumer Cyclical 27,211.0 $693K 0.17% NEW $25.48 +12.9%
6 MLM MARTIN MARIETTA MATLS INC Basic Materials 1,161.0 $670K 0.16% NEW $576.70 -7.7%
7 IDXX IDEXX LABS INC Healthcare 1,191.0 $627K 0.15% NEW $526.44 +5.1%
8 OKTA OKTA INC Technology 3,191.0 $435K 0.11% NEW $136.45 -1.5%
9 ESI ELEMENT SOLUTIONS INC Basic Materials 8,935.0 $427K 0.10% NEW $47.75 -24.6%
10 WWD WOODWARD INC Industrials 984.0 $419K 0.10% NEW $425.44 -18.7%
11 CMS CMS ENERGY CORP Utilities 5,187.0 $397K 0.10% NEW $76.50 -9.5%
12 ENTERGY CORP NEW 3,440.0 $395K 0.10% NEW $114.86
13 ICSH ISHARES TR 7,352.0 $372K 0.09% NEW $50.58 -0.1%
14 FERG FERGUSON ENTERPRISES INC Industrials 1,564.0 $371K 0.09% NEW $237.33 -0.7%
15 DE DEERE & CO Industrials 559.0 $355K 0.09% NEW $634.33 +0.0%
16 SCHD SCHWAB STRATEGIC TR 10,602.0 $336K 0.08% NEW $31.71 +10.5%
17 VBIL VANGUARD INSTL INDEX FD 3,974.0 $301K 0.07% NEW $75.68 +0.0%
18 VHT VANGUARD WORLD FD 915.0 $274K 0.07% NEW $299.13 +9.1%
19 VTI VANGUARD INDEX FDS 685.0 $254K 0.06% NEW $370.23 +2.2%
20 Q QNITY ELECTRONICS INC Technology 1,515.0 $247K 0.06% NEW $163.31 -22.7%
Page 1 of 2  ·  21 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%