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Portfolio (Quarterly) Guide ↗

Argentarii, LLC

· CIK 0002030055
13F Portfolio $286M AUM 199 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 65 Added 51 Reduced 19 Exited
Page 7 of 10  ·  198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 31,674.0 $452K 0.16% $14.28 -3.2%
122 CRM SALESFORCE INC Technology 2,416.0 $451K 0.16% +1K +113.8% $186.70 -4.9%
123 DIS DISNEY WALT CO Communication Services 4,580.0 $441K 0.15% +2K +60.6% $96.38 +8.1%
124 ROP ROPER TECHNOLOGIES INC Industrials 1,215.0 $430K 0.15% +455.0 +59.9% $353.86 -10.5%
125 CSX CSX CORP Industrials 10,383.0 $426K 0.15% +1K +15.8% $41.05 +14.8%
126 BTU PEABODY ENGR CORP Energy 12,599.0 $415K 0.14% $32.95 -20.1%
127 VBR VANGUARD INDEX FDS 1,898.0 $412K 0.14% +156.0 +9.0% $217.27 +8.2%
128 EIX EDISON INTL Utilities 5,623.0 $411K 0.14% $73.18 -2.1%
129 ESGE ISHARES INC 9,000.0 $409K 0.14% $45.47 +20.1%
130 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,013.0 $409K 0.14% -59.0 -2.9% $203.18 +7.1%
131 QUAL ISHARES TR 2,113.0 $405K 0.14% $191.81 +12.2%
132 IWO ISHARES TR 1,282.0 $402K 0.14% +195.0 +17.9% $313.81 +21.1%
133 VBK VANGUARD INDEX FDS 13,152.0 $397K 0.14% +12K +903.2% $30.22 +1066.7%
134 GS GOLDMAN SACHS GROUP INC Financial Services 469.0 $397K 0.14% $846.04 +17.8%
135 SNPS SYNOPSYS INC Technology 997.0 $395K 0.14% -19.0 -1.9% $396.61 +32.6%
136 SUPN SUPERNUS PHARMACEUTICALS Healthcare 7,500.0 $388K 0.14% $51.69 -9.8%
137 DHR DANAHER CORP DEL Healthcare 2,035.0 $386K 0.14% +313.0 +18.2% $189.60 -8.7%
138 VOO VANGUARD INDEX FDS 642.0 $384K 0.13% +4.0 +0.6% $597.92 +15.4%
139 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 4,249.0 $383K 0.13% -539.0 -11.3% $90.10 +16.1%
140 AIRJ AIRJOULE TECHNOLOGIES CORP Industrials 151,530.0 $380K 0.13% $2.51 +94.0%
Page 7 of 10  ·  198 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 31.4%
Financial Services 17.0%
Communication Services 10.4%
Industrials 8.3%
Energy 8.2%
Consumer Cyclical 7.0%
Healthcare 6.4%
Consumer Defensive 6.4%
Real Estate 2.8%
Basic Materials 1.5%