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Portfolio (Quarterly) Guide ↗

ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC

· CIK 0001931870
13F Portfolio $341M AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 181 New
Page 6 of 10  ·  181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TOTALENERGIES SE 10,084.0 $660K 0.19% NEW $65.42
102 NVO NOVO-NORDISK A S Healthcare 12,661.0 $644K 0.19% NEW $50.88 -5.5%
103 ALC ALCON AG Healthcare 8,172.0 $644K 0.19% NEW $78.81 -14.0%
104 TEL TE CONNECTIVITY PLC Technology 2,819.0 $641K 0.19% NEW $227.52 -13.1%
105 UNILEVER PLC 9,527.0 $623K 0.18% NEW $65.40
106 HYMB SPDR SERIES TRUST 24,935.0 $622K 0.18% NEW $24.94 +1.8%
107 FTS FORTIS INC Utilities 11,943.0 $620K 0.18% NEW $51.94 +12.1%
108 EVR EVERCORE INC Financial Services 1,807.0 $615K 0.18% NEW $340.25 +0.5%
109 PG PROCTER AND GAMBLE CO Consumer Defensive 4,288.0 $615K 0.18% NEW $143.31 +4.0%
110 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 9,006.0 $614K 0.18% NEW $68.23 +9.0%
111 SHEL SHELL PLC Energy 8,333.0 $612K 0.18% NEW $73.48 +4.1%
112 DHR DANAHER CORPORATION Healthcare 2,645.0 $605K 0.18% NEW $228.92 -14.5%
113 INTC INTEL CORP Technology 16,200.0 $598K 0.18% NEW $36.90 +247.8%
114 NXPI NXP SEMICONDUCTORS N V Technology 2,744.0 $596K 0.17% NEW $217.09 +27.6%
115 MRK MERCK & CO INC Healthcare 5,628.0 $592K 0.17% NEW $105.26 +22.0%
116 PLNT PLANET FITNESS INC Consumer Cyclical 5,427.0 $589K 0.17% NEW $108.47 -51.4%
117 RELX RELX PLC Communication Services 14,499.0 $586K 0.17% NEW $40.42 -22.5%
118 CANADIAN PACIFIC KANSAS CITY 7,951.0 $585K 0.17% NEW $73.63
119 WCN WASTE CONNECTIONS INC Industrials 3,322.0 $583K 0.17% NEW $175.38 -4.3%
120 XYL XYLEM INC Industrials 4,227.0 $576K 0.17% NEW $136.18 -14.5%
Page 6 of 10  ·  181 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 46.0%
Communication Services 10.0%
Financial Services 9.6%
Consumer Cyclical 8.0%
Healthcare 5.7%
Industrials 5.6%
Energy 4.5%
Basic Materials 4.1%
Utilities 2.6%
Consumer Defensive 2.2%