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Portfolio (Quarterly) Guide ↗

Argentarii, LLC

· CIK 0002030055
13F Portfolio $332M AUM 213 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 28 New 60 Added 67 Reduced 13 Exited
Page 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AFL AFLAC INC Financial Services 1,756.0 $213K 0.06% NEW $121.10 -4.2%
22 FTV FORTIVE CORP Technology 3,421.0 $211K 0.06% NEW $61.68 -7.9%
23 CMI CUMMINS INC Industrials 333.0 $211K 0.06% NEW $632.95 -12.9%
24 DELL DELL TECHNOLOGIES INC Technology 475.0 $209K 0.06% NEW $440.97 -3.7%
25 CEG CONSTELLATION ENERGY CORP Utilities 746.0 $208K 0.06% NEW $278.36 +0.7%
26 REXR REXFORD INDL RLTY INC Real Estate 5,734.0 $208K 0.06% NEW $36.19 +2.4%
27 QCOM QUALCOMM INC Technology 1,269.0 $206K 0.06% NEW $162.70 +2.4%
28 ASML ASML HLDG NV Technology 114.0 $205K 0.06% NEW $1799.38 -7.5%
Page 2 of 2  ·  28 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 36.3%
Financial Services 16.8%
Communication Services 9.6%
Industrials 8.7%
Consumer Cyclical 7.0%
Healthcare 6.0%
Energy 5.6%
Consumer Defensive 5.3%
Real Estate 2.9%
Basic Materials 1.3%