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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 10 of 10  ·  198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 GRMN GARMIN LTD Technology 1,023.0 $237K 0.08% $232.01 +2.6%
182 PCG PG&E CORP Utilities 13,283.0 $233K 0.08% -6K -30.7% $17.57 -5.9%
183 ACN ACCENTURE PLC IRELAND Technology 1,175.0 $233K 0.08% -497.0 -29.7% $198.29 -11.1%
184 IYC ISHARES TR 2,400.0 $233K 0.08% $96.92 +6.7%
185 HYG ISHARES TR 2,915.0 $232K 0.08% NEW $79.56 +0.7%
186 IVW ISHARES TR 2,044.0 $231K 0.08% $113.11 +22.3%
187 TOTALENERGIES SE 2,504.0 $228K 0.08% NEW $90.99
188 EEM ISHARES TR 4,000.0 $227K 0.08% $56.79 +20.4%
189 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 7,087.0 $227K 0.08% NEW $32.01 +2.1%
190 ROST ROSS STORES INC Consumer Cyclical 1,041.0 $225K 0.08% NEW $216.56 +7.8%
191 AZO AUTOZONE INC Consumer Cyclical 66.0 $223K 0.08% $3377.77 -10.4%
192 SCHW SCHWAB CHARLES CORP Financial Services 2,357.0 $222K 0.08% NEW $93.98 -8.9%
193 BE BLOOM ENERGY CORP Industrials 1,616.0 $219K 0.08% NEW $135.49 +116.8%
194 STRV EA SERIES TRUST 5,151.0 $216K 0.08% NEW $41.97 +15.2%
195 TIMB TIM S A Communication Services 7,862.0 $208K 0.07% NEW $26.49 -15.9%
196 VTRS VIATRIS INC Healthcare 10,323.0 $139K 0.05% NEW $13.51 +20.6%
197 PRTS CARPARTS COM INC Consumer Cyclical 150,000.0 $118K 0.04% $0.79 +657.2%
198 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 15,073.0 $114K 0.04% $7.54 +5.2%
Page 10 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%