Argonautica Private Wealth Management, Inc Portfolio Stock Holdings

According to the SEC 13F filed on July 28, 2026, Argonautica Private Wealth Management, Inc disclosed 180 stock positions valued at approximately $409.49M as of quarter-end June 30, 2026. The largest holdings include ALPHABET INC, APPLE INC, and ADVANCED MICRO DEVICES INC.

Report Period
June 30, 2026
No. of Stocks
180
Portfolio Value
$409.49M
Holdings by Sector
Argonautica Private Wealth Management, Inc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ALPHABET INCGOOGLCommunication Services5.27%60,347-1,917-3.08%$21,566,207
APPLE INCAAPLTechnology5.02%70,984-315-0.44%$20,539,933
ADVANCED MICRO DEVICES INCAMDTechnology5.01%35,322-806-2.23%$20,518,903
APPLIED MATLS INCAMATTechnology4.81%27,270-612-2.19%$19,715,975
NVIDIA CORPORATIONNVDATechnology4.10%83,873-1,188-1.40%$16,782,159
BROADCOM INCAVGOTechnology3.62%39,256-360-0.91%$14,829,088
MICROSOFT CORPMSFTTechnology3.10%34,036-206-0.60%$12,696,146
KLA CORPKLACTechnology3.09%42,000+37,797+899.29%$12,671,820
CISCO SYS INCCSCOTechnology2.25%78,565-3,269-3.99%$9,228,301
AMAZON COM INCAMZNConsumer Cyclical2.08%35,764-1,251-3.38%$8,523,992
MICRON TECHNOLOGY INCMUTechnology1.98%7,024-6-0.09%$8,107,733
WESTERN DIGITAL CORPWDCTechnology1.84%11,810-38-0.32%$7,543,218
AMPHENOL CORPAPHTechnology1.48%34,461-1,428-3.98%$6,076,164
LAM RESEARCH CORPLRCXOther1.45%13,737+196+1.45%$5,952,608
TEXAS INSTRS INCTXNTechnology1.39%19,058-773-3.90%$5,680,715
WALMART INCWMTConsumer Defensive1.38%49,874-2,044-3.94%$5,648,749
META PLATFORMS INCMETACommunication Services1.31%9,516-282-2.88%$5,360,273
TESLA INCTSLAConsumer Cyclical1.26%12,279-318-2.52%$5,164,547
CROWDSTRIKE HLDGS INCCRWDTechnology1.25%6,698+6+0.09%$5,111,512
ANALOG DEVICES INCADITechnology1.15%11,876-451-3.66%$4,716,898
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology1.13%9,689+149+1.56%$4,627,213
BLACKROCK INCBLKOther1.09%4,627-155-3.24%$4,449,477
NEXTERA ENERGY INCNEEUtilities1.06%49,264+2,105+4.46%$4,323,884
FEDERAL RLTY INVT TR NEWFRTReal Estate1.01%33,577-1,359-3.89%$4,144,745
ORACLE CORPORCLTechnology1.01%28,181+2,275+8.78%$4,129,952
TRANE TECHNOLOGIES PLCTTOther1.01%8,394-85-1.00%$4,122,672
VANGUARD INDEX FDSVOOOther0.98%5,835+3,022+107.43%$4,007,529
CHUBB LIMITEDCBFinancial Services0.92%11,055+57+0.52%$3,766,812
BLACKSTONE INCBXFinancial Services0.90%31,385-1,617-4.90%$3,693,048
ABBVIE INCABBVHealthcare0.90%14,639-340-2.27%$3,683,693
Showing 30 of 180 holdings in the latest reporting period.