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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 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 V VISA INC Financial Services 8,214.0 $2.8M 0.69% -270.0 -3.2% $343.08 +11.9%
42 KEYS KEYSIGHT TECHNOLOGIES INC Technology 7,800.0 $2.7M 0.67% +40.0 +0.5% $350.07 -8.1%
43 XOM EXXON MOBIL CORP Energy 19,894.0 $2.7M 0.66% -604.0 -3.0% $136.72 +15.7%
44 PANW PALO ALTO NETWORKS INC Technology 7,925.0 $2.7M 0.66% +53.0 +0.7% $341.02 -0.5%
45 KMI KINDER MORGAN INC DEL Energy 84,407.0 $2.7M 0.66% -3K -4.0% $31.97 +0.2%
46 LHX L3HARRIS TECHNOLOGIES INC Industrials 8,955.0 $2.6M 0.64% -262.0 -2.8% $290.59 -9.5%
47 VO VANGUARD INDEX FDS 31,894.0 $2.6M 0.63% +24K +306.1% $80.57 +3.2%
48 FORTINET INC 15,728.0 $2.4M 0.59% $153.62
49 GOOG ALPHABET INC 6,363.0 $2.2M 0.55% -56.0 -0.9% $353.33
50 SYK STRYKER CORPORATION Healthcare 7,049.0 $2.2M 0.54% -297.0 -4.0% $314.84 +4.7%
51 XYL XYLEM INC Industrials 18,235.0 $2.2M 0.53% +14K +304.6% $118.21 -4.1%
52 JPM JPMORGAN CHASE & CO Financial Services 6,345.0 $2.1M 0.51% +5K +366.5% $327.33 +8.9%
53 CVX CHEVRON CORPORATION Energy 12,480.0 $2.1M 0.51% -191.0 -1.5% $165.76 +20.8%
54 PPG PPG INDS INC Basic Materials 15,067.0 $1.8M 0.45% +13K +563.5% $121.29 -5.7%
55 INTC INTEL CORP Technology 13,000.0 $1.8M 0.44% -3K -19.8% $139.63 -36.8%
56 VGT VANGUARD WORLD FD 14,998.0 $1.8M 0.44% NEW $119.52 -1.3%
57 TJX TJX COS INC NEW Consumer Cyclical 11,679.0 $1.8M 0.43% $151.50 -9.7%
58 ASML ASML HLDG NV Technology 854.0 $1.7M 0.41% +44.0 +5.4% $1990.21 -12.3%
59 ARM ARM HOLDINGS PLC Technology 4,620.0 $1.6M 0.40% +391.0 +9.2% $354.57 -29.2%
60 GEV GE VERNOVA INC Utilities 1,387.0 $1.6M 0.40% +306.0 +28.3% $1174.86 -18.9%
Page 3 of 10  ·  182 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%