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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 4 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VUG VANGUARD INDEX FDS 14,053.0 $1.2M 0.38% +12K +531.6% $88.59 -1.4%
62 NPWR NET POWER INC Industrials 746,799.0 $1.2M 0.36% $1.62 +8.0%
63 IVV ISHARES TR 1,522.0 $1.2M 0.35% $774.28 -1.2%
64 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 25,724.0 $1.2M 0.35% +10K +59.2% $45.53 -1.2%
65 MS MORGAN STANLEY Financial Services 5,337.0 $1.1M 0.35% +484.0 +10.0% $215.07 -1.8%
66 TFC TRUIST FINL CORP Financial Services 21,584.0 $1.1M 0.34% $52.31 -5.5%
67 MRK MERCK & CO INC Healthcare 8,564.0 $1.1M 0.34% -1K -13.3% $130.41 +15.0%
68 COP CONOCOPHILLIPS Energy 8,693.0 $1.1M 0.33% $125.92 +8.2%
69 ABBV ABBVIE INC Healthcare 4,291.0 $1.1M 0.32% +79.0 +1.9% $250.11 +4.0%
70 EDV VANGUARD WORLD FD 17,624.0 $1.1M 0.32% +624.0 +3.7% $59.67 +0.4%
71 URI UNITED RENTALS INC Industrials 915.0 $1.0M 0.32% -10.0 -1.1% $1143.93 -13.4%
72 C CITIGROUP INC Financial Services 7,565.0 $1.0M 0.31% +601.0 +8.6% $135.77 -2.4%
73 UNP UNION PAC CORP Industrials 3,499.0 $1.0M 0.31% -31.0 -0.9% $292.90 -0.8%
74 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,601.0 $969K 0.29% $605.00 -0.7%
75 ALL ALLSTATE CORP Financial Services 3,607.0 $946K 0.28% -423.0 -10.5% $262.21 -1.7%
76 NOW SERVICENOW INC Technology 7,411.0 $945K 0.28% -3K -31.3% $127.54 +12.0%
77 HAL HALLIBURTON CO Energy 27,100.0 $916K 0.28% $33.80 +8.9%
78 DIA STATE STR SPDR DOW JONES IND Financial Services 1,676.0 $900K 0.27% $537.29 -1.8%
79 VDE VANGUARD WORLD FD 4,985.0 $857K 0.26% $171.95 +6.2%
80 TMUS T-MOBILE US INC Communication Services 4,773.0 $852K 0.26% +2K +59.0% $178.60 +2.0%
Page 4 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%