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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 7 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 WAT WATERS CORP Healthcare 1,194.0 $496K 0.15% +348.0 +41.1% $415.01 -0.8%
122 IWO ISHARES TR 1,272.0 $495K 0.15% -10.0 -0.8% $389.23 -3.8%
123 GS GOLDMAN SACHS GROUP INC Financial Services 469.0 $485K 0.15% $1034.48 -2.7%
124 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 4,254.0 $481K 0.14% $113.02 -2.5%
125 GILD GILEAD SCIENCES INC Healthcare 3,539.0 $480K 0.14% +152.0 +4.5% $135.75 +11.9%
126 VTS VITESSE ENERGY INC Energy 29,145.0 $478K 0.14% $16.40 +7.3%
127 QUAL ISHARES TR 2,113.0 $476K 0.14% $225.15 -1.8%
128 TJX TJX COS INC NEW Consumer Cyclical 3,055.0 $476K 0.14% -29.0 -0.9% $155.73 -15.5%
129 EMO CLEARBRIDGE ENERGY MIDSTREAM Financial Services 9,066.0 $473K 0.14% $52.19 +6.6%
130 ESGE ISHARES INC 9,000.0 $473K 0.14% $52.53 +2.9%
131 VBR VANGUARD INDEX FDS 1,879.0 $469K 0.14% -19.0 -1.0% $249.66 -2.1%
132 PEP PEPSICO INC Consumer Defensive 3,387.0 $469K 0.14% -2K -38.2% $138.42 +1.1%
133 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 31,674.0 $464K 0.14% $14.65 +2.3%
134 HONEYWELL INTL INC 1,988.0 $457K 0.14% NEW $230.07
135 RALLIANT CORP 6,333.0 $453K 0.14% +398.0 +6.7% $71.52
136 SPGI S&P GLOBAL INC Financial Services 1,105.0 $452K 0.14% -2K -61.0% $408.74 +7.0%
137 PNC PNC FINL SVCS GROUP INC Financial Services 1,745.0 $444K 0.13% $254.23 -5.7%
138 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,069.0 $440K 0.13% NEW $212.87 -7.3%
139 TXN TEXAS INSTRS INC Technology 1,554.0 $437K 0.13% +151.0 +10.8% $281.27 -10.1%
140 TGT TARGET CORP Consumer Defensive 2,853.0 $434K 0.13% $152.30 +7.7%
Page 7 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%