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Portfolio (Quarterly) Guide ↗

ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC

· CIK 0001931870
13F Portfolio $331M AUM 183 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 75 Added 64 Reduced 11 Exited
Page 2 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FRT FEDERAL RLTY INVT TR NEW Real Estate 34,936.0 $3.7M 1.12% -352.0 -1.0% $106.21 +17.5%
22 CB CHUBB LTD SWITZ Financial Services 10,998.0 $3.6M 1.08% -229.0 -2.0% $325.92 +3.8%
23 TT TRANE TECHNOLOGIES PLC Industrials 8,479.0 $3.5M 1.07% +6K +321.4% $416.72 +14.8%
24 XOM EXXON MOBIL CORP Energy 20,498.0 $3.5M 1.05% -487.0 -2.3% $169.66 -19.6%
25 MA MASTERCARD INCORPORATED Financial Services 6,889.0 $3.4M 1.04% -139.0 -2.0% $499.66 +0.5%
26 ECL ECOLAB INC Basic Materials 12,322.0 $3.3M 0.99% -403.0 -3.2% $266.02 +6.1%
27 PSX PHILLIPS 66 Energy 17,959.0 $3.3M 0.99% -460.0 -2.5% $182.18 -5.5%
28 PH PARKER-HANNIFIN CORP Industrials 3,644.0 $3.3M 0.99% -167.0 -4.4% $895.24 +9.0%
29 ABBV ABBVIE INC Healthcare 14,979.0 $3.3M 0.99% -593.0 -3.8% $217.49 +13.5%
30 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 9,540.0 $3.2M 0.97% +419.0 +4.6% $337.95 +27.9%
31 GD GENERAL DYNAMICS CORP Industrials 9,383.0 $3.2M 0.97% -411.0 -4.2% $343.23 +1.1%
32 WDC WESTERN DIGITAL CORP Technology 11,848.0 $3.2M 0.97% +88.0 +0.8% $270.49 +115.8%
33 LHX L3HARRIS TECHNOLOGIES INC Industrials 9,217.0 $3.2M 0.96% -404.0 -4.2% $345.15 -15.5%
34 SHW SHERWIN WILLIAMS CO Basic Materials 9,364.0 $3.0M 0.91% -640.0 -6.4% $320.55 +7.3%
35 INTU INTUIT Technology 6,829.0 $3.0M 0.89% -428.0 -5.9% $432.38 -37.7%
36 KMI KINDER MORGAN INC DEL Energy 87,879.0 $2.9M 0.89% -4K -4.4% $33.53 -1.0%
37 LRCX LAM RESEARCH CORP Technology 13,541.0 $2.9M 0.88% -97.0 -0.7% $213.66 +78.0%
38 LIN LINDE PLC Basic Materials 5,681.0 $2.8M 0.85% -188.0 -3.2% $495.75 +5.0%
39 LLY ELI LILLY & CO Healthcare 2,926.0 $2.7M 0.81% -73.0 -2.4% $919.77 +31.1%
40 IEFA ISHARES TR 29,085.0 $2.6M 0.80% $90.53 +5.6%
Page 2 of 10  ·  183 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 46.2%
Communication Services 9.3%
Financial Services 8.1%
Consumer Cyclical 7.1%
Industrials 6.4%
Energy 6.2%
Healthcare 5.8%
Basic Materials 3.6%
Utilities 2.8%
Consumer Defensive 2.5%