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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 7 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ACN ACCENTURE PLC IRELAND Technology 1,672.0 $449K 0.15% NEW $268.30 -33.5%
122 TRMB TRIMBLE INC Technology 5,555.0 $435K 0.14% NEW $78.35 -30.4%
123 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 4,788.0 $422K 0.14% NEW $88.20 +18.5%
124 QUAL ISHARES TR 2,113.0 $420K 0.14% NEW $198.62 +8.7%
125 GS GOLDMAN SACHS GROUP INC Financial Services 469.0 $412K 0.13% NEW $879.06 +13.7%
126 GILD GILEAD SCIENCES INC Healthcare 3,352.0 $411K 0.13% NEW $122.72 +9.2%
127 EMO CLEARBRIDGE ENERGY MIDSTRM O Financial Services 9,066.0 $405K 0.13% NEW $44.65 +13.0%
128 MU MICRON TECHNOLOGY INC Technology 1,410.0 $402K 0.13% NEW $285.41 +230.1%
129 AER AERCAP HOLDINGS NV Industrials 2,793.0 $402K 0.13% NEW $143.77 -2.8%
130 VOO VANGUARD INDEX FDS 638.0 $400K 0.13% NEW $627.52 +10.5%
131 IYW ISHARES TR 2,000.0 $399K 0.13% NEW $199.68 +25.1%
132 ESGE ISHARES INC 9,000.0 $398K 0.13% NEW $44.17 +24.0%
133 VBK VANGUARD INDEX FDS 1,311.0 $396K 0.13% NEW $302.12 +17.5%
134 DHR DANAHER CORPORATION Healthcare 1,722.0 $394K 0.13% NEW $228.92 -22.0%
135 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 31,674.0 $392K 0.13% NEW $12.38 +12.0%
136 CAT CATERPILLAR INC Industrials 679.0 $389K 0.13% NEW $572.87 +57.4%
137 BSCQ INVESCO EXCH TRD SLF IDX FD 19,718.0 $386K 0.13% NEW $19.58 -0.3%
138 BTU PEABODY ENERGY CORP Energy 12,599.0 $374K 0.12% NEW $29.70 -2.7%
139 SUPN SUPERNUS PHARMACEUTICALS INC Healthcare 7,500.0 $373K 0.12% NEW $49.70 -4.5%
140 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 4,083.0 $372K 0.12% NEW $91.21 -3.1%
Page 7 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%