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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 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GWRE GUIDEWIRE SOFTWARE INC Technology 3,344.0 $411K 0.10% -182.0 -5.2% $123.05 +55.3%
42 DXCM DEXCOM INC Healthcare 5,513.0 $371K 0.09% -625.0 -10.2% $67.35 +32.1%
43 VNQI VANGUARD INTL EQUITY INDEX F 8,150.0 $366K 0.09% -121.0 -1.5% $44.85 +1.8%
44 IGOV ISHARES TR 6,928.0 $284K 0.07% -677.0 -8.9% $41.03 +1.1%
45 ACN ACCENTURE PLC IRELAND Technology 2,062.0 $257K 0.06% -10K -83.0% $124.44 +45.8%
46 NXT NEXTPOWER INC Technology 1,820.0 $217K 0.05% -19.0 -1.0% $119.14 -26.8%
Page 3 of 3  ·  46 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%