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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 9 of 10  ·  198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 KR KROGER CO Consumer Defensive 4,134.0 $299K 0.10% +51.0 +1.2% $72.35 -10.6%
162 EOG EOG RES INC Energy 2,040.0 $295K 0.10% NEW $144.57 -7.1%
163 EFA ISHARES TR 2,980.0 $289K 0.10% -741.0 -19.9% $97.13 +7.9%
164 VCIT VANGUARD SCOTTSDALE FDS 3,406.0 $282K 0.10% NEW $82.74 -0.2%
165 SMIG ETF SER SOLUTIONS 9,578.0 $281K 0.10% +2K +18.9% $29.35 +8.8%
166 EME EMCOR GROUP INC Industrials 374.0 $276K 0.10% $738.31 +15.8%
167 TXN TEXAS INSTRS INC Technology 1,403.0 $272K 0.10% +26.0 +1.9% $194.16 +63.5%
168 HTD HANCOCK JOHN TAX-ADVANTAGED Financial Services 10,823.0 $268K 0.09% $24.77 +3.5%
169 RTX RTX CORPORATION Industrials 1,377.0 $266K 0.09% +20.0 +1.5% $192.90 -8.5%
170 PFF ISHARES TR 8,748.0 $265K 0.09% +1K +19.2% $30.32 +3.5%
171 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,637.0 $254K 0.09% NEW $96.48 +3.8%
172 LNG CHENIERE ENERGY INC Energy 892.0 $253K 0.09% NEW $283.78 -18.6%
173 WAT WATERS CORP Healthcare 846.0 $252K 0.09% NEW $297.81 +13.7%
174 GEV GE VERNOVA INC Utilities 287.0 $251K 0.09% NEW $872.90 +18.2%
175 VCLT VANGUARD SCOTTSDALE FDS 3,337.0 $249K 0.09% +609.0 +22.3% $74.72 +0.4%
176 MBB ISHARES TR 2,623.0 $249K 0.09% +335.0 +14.6% $94.95 -0.6%
177 RALLIANT CORP 5,935.0 $247K 0.09% NEW $41.59
178 CMCSA COMCAST CORP NEW Communication Services 8,368.0 $240K 0.08% -752.0 -8.2% $28.71 -12.2%
179 SPSB SPDR SERIES TRUST 7,937.0 $239K 0.08% NEW $30.07 -0.1%
180 NVS NOVARTIS AG Healthcare 1,561.0 $238K 0.08% +19.0 +1.2% $152.75 -1.1%
Page 9 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%