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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 3 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BLK BLACKROCK INC Financial Services 497.0 $571K 0.17% -36.0 -6.8% $1149.48 -1.9%
42 NEE NEXTERA ENERGY INC Utilities 6,560.0 $562K 0.17% -432.0 -6.2% $85.74 -3.3%
43 DHI D R HORTON INC Consumer Cyclical 3,668.0 $553K 0.17% -638.0 -14.8% $150.80 -6.3%
44 AMGN AMGEN INC Healthcare 1,332.0 $552K 0.17% -105.0 -7.3% $414.30 +5.7%
45 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,001.0 $542K 0.16% -12.0 -0.6% $271.10 +4.6%
46 VBK VANGUARD INDEX FDS 1,387.0 $501K 0.15% -12K -89.5% $361.56 -4.7%
47 VCR VANGUARD WORLD FD 1,244.0 $499K 0.15% -107.0 -7.9% $400.76 -4.1%
48 IWO ISHARES TR 1,272.0 $495K 0.15% -10.0 -0.8% $389.23 -4.6%
49 TJX TJX COS INC NEW Consumer Cyclical 3,055.0 $476K 0.14% -29.0 -0.9% $155.73 -14.4%
50 VBR VANGUARD INDEX FDS 1,879.0 $469K 0.14% -19.0 -1.0% $249.66 -2.4%
51 PEP PEPSICO INC Consumer Defensive 3,387.0 $469K 0.14% -2K -38.2% $138.42 +1.0%
52 SPGI S&P GLOBAL INC Financial Services 1,105.0 $452K 0.14% -2K -61.0% $408.74 +7.7%
53 PSX PHILLIPS 66 Energy 1,838.0 $412K 0.12% -27.0 -1.4% $224.40 +12.3%
54 VOO VANGUARD INDEX FDS 553.0 $392K 0.12% -89.0 -13.9% $708.60 -1.2%
55 VOT VANGUARD INDEX FDS 1,271.0 $390K 0.12% -23.0 -1.8% $306.54 -3.2%
56 DDOG DATADOG INC Technology 1,496.0 $369K 0.11% -1K -43.0% $246.78 -9.3%
57 IWS ISHARES TR 2,037.0 $349K 0.10% -93.0 -4.4% $171.50 -1.8%
58 RF REGIONS FINANCIAL CORP NEW Financial Services 10,344.0 $327K 0.10% -3K -20.8% $31.60 -7.3%
59 RACE FERRARI N V Consumer Cyclical 780.0 $320K 0.10% -617.0 -44.2% $410.28 -0.0%
60 FITB FIFTH THIRD BANCORP Financial Services 5,179.0 $298K 0.09% -1K -19.9% $57.60 -8.0%
Page 3 of 4  ·  67 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%