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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 5 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FSLR FIRST SOLAR INC Energy 3,862.0 $911K 0.22% +67.0 +1.8% $235.96 -12.7%
82 DCRE DOUBLELINE ETF TRUST 17,496.0 $906K 0.22% +580.0 +3.4% $51.80 -0.3%
83 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 9,795.0 $902K 0.22% $92.09 -2.8%
84 GS GOLDMAN SACHS GROUP INC Financial Services 891.0 $901K 0.22% $1011.37 +2.9%
85 TOTALENERGIES SE 11,531.0 $897K 0.22% +797.0 +7.4% $77.76
86 GFS GLOBALFOUNDRIES INC Technology 10,679.0 $880K 0.21% +172.0 +1.6% $82.41 -44.6%
87 ROK ROCKWELL AUTOMATION INC Industrials 1,777.0 $880K 0.21% $495.08 -12.8%
88 VRT VERTIV HOLDINGS CO Industrials 2,585.0 $866K 0.21% $334.82 -21.2%
89 CANADIAN PACIFIC KANSAS CITY 9,910.0 $859K 0.21% +897.0 +9.9% $86.65
90 IXUS ISHARES TR 8,995.0 $858K 0.21% +265.0 +3.0% $95.44 +2.7%
91 UBER UBER TECHNOLOGIES INC Technology 11,567.0 $835K 0.20% +121.0 +1.1% $72.16 +8.8%
92 RBC RBC BEARINGS INC Industrials 1,290.0 $831K 0.20% +17.0 +1.3% $644.06 -20.2%
93 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,775.0 $815K 0.20% -182.0 -9.3% $459.13 +19.8%
94 SHEL SHELL PLC Energy 10,433.0 $809K 0.20% +867.0 +9.1% $77.54 +17.5%
95 FTS FORTIS INC Utilities 14,050.0 $804K 0.20% +1K +10.1% $57.23 -3.3%
96 BIDU BAIDU INC Communication Services 6,465.0 $739K 0.18% +590.0 +10.0% $114.29 -18.4%
97 MRK MERCK & CO INC Healthcare 5,715.0 $734K 0.18% $128.50 +19.2%
98 HYG ISHARES TR 9,135.0 $731K 0.18% +336.0 +3.8% $79.97 -0.1%
99 SPSB SPDR SERIES TRUST 24,004.0 $720K 0.18% +939.0 +4.1% $30.01 -0.1%
100 TME TENCENT MUSIC ENTMT GROUP Communication Services 86,173.0 $720K 0.18% NEW $8.35 +5.4%
Page 5 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%