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Portfolio (Quarterly) Guide ↗

Argentarii, LLC

· CIK 0002030055
13F Portfolio $307M AUM 199 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 199 New
Page 5 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PG PROCTER AND GAMBLE CO Consumer Defensive 5,770.0 $827K 0.27% NEW $143.32 +2.9%
82 IEMG ISHARES INC 12,200.0 $820K 0.27% NEW $67.22 +24.2%
83 DIA SPDR DOW JONES INDL AVERAGE Financial Services 1,676.0 $805K 0.26% NEW $480.58 +5.5%
84 HAL HALLIBURTON CO Energy 27,160.0 $768K 0.25% NEW $28.26 +40.1%
85 URI UNITED RENTALS INC Industrials 921.0 $745K 0.24% NEW $808.89 +22.2%
86 COP CONOCOPHILLIPS Energy 7,951.0 $744K 0.24% NEW $93.61 +23.0%
87 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,277.0 $740K 0.24% NEW $579.45 -21.3%
88 IEFA ISHARES TR 8,149.0 $729K 0.24% NEW $89.46 +9.5%
89 ORCL ORACLE CORP Technology 3,693.0 $720K 0.23% NEW $194.91 -2.0%
90 IBIT ISHARES BITCOIN TRUST ETF Financial Services 14,264.0 $708K 0.23% NEW $49.65 -14.5%
91 PLD PROLOGIS INC. Real Estate 5,540.0 $707K 0.23% NEW $127.66 +14.8%
92 C CITIGROUP INC Financial Services 5,894.0 $688K 0.22% NEW $116.69 +7.4%
93 MS MORGAN STANLEY Financial Services 3,657.0 $649K 0.21% NEW $177.53 +13.6%
94 HPE HEWLETT PACKARD ENTERPRISE C Technology 26,632.0 $640K 0.21% NEW $24.02 +54.9%
95 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 8,200.0 $625K 0.20% NEW $76.23 -14.4%
96 VTV VANGUARD INDEX FDS 3,272.0 $625K 0.20% NEW $190.97 +10.9%
97 DHI D R HORTON INC Consumer Cyclical 4,302.0 $620K 0.20% NEW $144.04 +2.6%
98 NPWR NET POWER INC Industrials 263,507.0 $601K 0.20% NEW $2.28 -11.8%
99 CVX CHEVRON CORP NEW Energy 3,926.0 $598K 0.20% NEW $152.41 +19.7%
100 AIRJ AIRJOULE TECHNOLOGIES CORP Industrials 151,558.0 $597K 0.19% NEW $3.94 +23.6%
Page 5 of 10  ·  199 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 33.5%
Financial Services 17.9%
Communication Services 10.1%
Consumer Cyclical 8.8%
Industrials 7.4%
Healthcare 7.0%
Energy 5.7%
Consumer Defensive 5.5%
Real Estate 2.5%
Basic Materials 1.2%