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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 10 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VCIT VANGUARD SCOTTSDALE FDS 3,449.0 $280K 0.08% +43.0 +1.3% $81.10 -0.9%
182 VTRS VIATRIS INC Healthcare 17,139.0 $279K 0.08% +7K +66.0% $16.28 +2.2%
183 AER AERCAP HOLDINGS NV Industrials 1,862.0 $278K 0.08% -551.0 -22.8% $149.32 -3.5%
184 STRV EA SERIES TRUST 5,376.0 $268K 0.08% +225.0 +4.4% $49.78 -4.3%
185 USB US BANCORP Financial Services 4,130.0 $266K 0.08% NEW $64.29 -4.8%
186 PFF ISHARES TR 8,661.0 $265K 0.08% -87.0 -1.0% $30.59 -1.6%
187 CVNA CARVANA CO Consumer Cyclical 3,652.0 $263K 0.08% NEW $72.00 +0.2%
188 EEM ISHARES TR 4,000.0 $262K 0.08% $65.43 +2.0%
189 MBB ISHARES TR 2,705.0 $252K 0.08% +82.0 +3.1% $93.03 -0.7%
190 IYC ISHARES TR 2,400.0 $249K 0.07% $103.61 -3.6%
191 CF CF INDUSTRIES HOLD Basic Materials 2,104.0 $248K 0.07% NEW $117.80 +15.1%
192 VCLT VANGUARD SCOTTSDALE FDS 3,377.0 $242K 0.07% +40.0 +1.2% $71.78 -0.6%
193 JBL JABIL INC Technology 676.0 $241K 0.07% NEW $356.61 -16.1%
194 HYG ISHARES TR 2,996.0 $238K 0.07% +81.0 +2.8% $79.51 -0.5%
195 SPSB SPDR SERIES TRUST 7,963.0 $238K 0.07% $29.90 -0.4%
196 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,134.0 $238K 0.07% NEW $209.44 -10.7%
197 KR KROGER CO Consumer Defensive 4,095.0 $230K 0.07% -39.0 -0.9% $56.25 +3.0%
198 EQR EQUITY RESIDENTIAL Real Estate 3,514.0 $229K 0.07% NEW $65.09 +0.1%
199 ECL ECOLAB INC Basic Materials 785.0 $223K 0.07% -362.0 -31.6% $284.63 -1.5%
200 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 7,057.0 $219K 0.07% NEW $31.10 -9.2%
Page 10 of 11  ·  213 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%