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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 8 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 JPM JPMORGAN CHASE & CO Financial Services 1,360.0 $400K 0.12% $294.16 +11.9%
142 TMO THERMO FISHER SCIENTIFIC INC Healthcare 793.0 $390K 0.12% $491.53 +4.4%
143 DXCM DEXCOM INC Healthcare 6,138.0 $385K 0.12% +49.0 +0.8% $62.80 +11.7%
144 TYL TYLER TECHNOLOGIES INC Technology 1,104.0 $378K 0.11% +62.0 +6.0% $342.38 -14.0%
145 MCHP MICROCHIP TECHNOLOGY INC. Technology 5,792.0 $374K 0.11% +388.0 +7.2% $64.61 +36.1%
146 FDS FACTSET RESH SYS INC Financial Services 1,713.0 $372K 0.11% NEW $216.99 +6.8%
147 HUBB HUBBELL INC Industrials 752.0 $369K 0.11% +49.0 +7.0% $491.05 +5.3%
148 GM GENERAL MTRS CO Consumer Cyclical 4,940.0 $368K 0.11% $74.50 +4.8%
149 VNQI VANGUARD INTL EQUITY INDEX F 8,271.0 $368K 0.11% -296.0 -3.5% $44.45 +1.7%
150 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 1,679.0 $351K 0.11% +120.0 +7.7% $209.08 +20.3%
151 VXUS VANGUARD STAR FDS 4,552.0 $351K 0.11% -210.0 -4.4% $77.11 +9.6%
152 C CITIGROUP INC Financial Services 3,078.0 $349K 0.11% $113.41 +24.9%
153 EMR EMERSON ELEC CO Industrials 2,658.0 $348K 0.10% -20K -88.1% $131.02 +9.5%
154 MKL MARKEL GROUP INC Financial Services 179.0 $343K 0.10% -1.0 -0.6% $1914.07 +0.3%
155 CRM SALESFORCE INC Technology 1,808.0 $337K 0.10% +60.0 +3.4% $186.67 -15.2%
156 CAT CATERPILLAR INC Industrials 471.0 $334K 0.10% $708.46 +40.8%
157 FAST FASTENAL CO Industrials 6,895.0 $320K 0.10% $46.40 +1.5%
158 HON HONEYWELL INTL INC Industrials 1,389.0 $314K 0.10% $226.03 +2.7%
159 OMC OMNICOM GROUP INC Communication Services 4,168.0 $314K 0.10% +344.0 +9.0% $75.31 -2.9%
160 IGOV ISHARES TR 7,605.0 $312K 0.09% +360.0 +5.0% $41.06 -0.1%
Page 8 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%