Argonautica Private Wealth Management, Inc Portfolio Stock Holdings

Argonautica Private Wealth Management, Inc disclosed 182 stock positions valued at approximately $409.5 million in its latest SEC 13F filing. The largest holdings include ALPHABET INC, APPLE INC, and ADVANCED MICRO DEVICES INC. The filing reflects positions held as of June 30, 2026 and was filed on July 28, 2026.

Report Period
June 30, 2026
No. of Stocks
182
Portfolio Value
$409.5M
Holdings by Sector
Argonautica Private Wealth Management, Inc Portfolio Holdings in Q2 2026

178 holdings in the latest reporting period.

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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
PARKER-HANNIFIN CORPPHIndustrials0.84%3,525-119-3.27%$3,447,873
ELI LILLY & COLLYHealthcare0.83%2,835-91-3.11%$3,400,384
ECOLAB INCECLBasic Materials0.82%11,982-340-2.76%$3,338,305
GENERAL DYNAMICS CORPGDIndustrials0.78%9,008-375-4.00%$3,191,124
MARVELL TECHNOLOGY INCMRVLTechnology0.76%10,496+45+0.43%$3,126,650
SHERWIN WILLIAMS COSHWBasic Materials0.75%8,896-468-5.00%$3,063,071
PHILLIPS 66PSXEnergy0.72%17,433-526-2.93%$2,947,074
LINDE PLCLINOther0.72%5,655-26-0.46%$2,934,597
VANGUARD INDEX FDSVBOther0.70%9,478+42+0.45%$2,872,859
ISHARES TRIEFAOther0.70%29,713+628+2.16%$2,869,713
VISA INCVFinancial Services0.69%8,214-270-3.18%$2,818,031
KEYSIGHT TECHNOLOGIES INCKEYSTechnology0.67%7,800+40+0.52%$2,730,546
EXXON MOBIL CORPXOMEnergy0.66%19,894-604-2.95%$2,719,859
PALO ALTO NETWORKS INCPANWTechnology0.66%7,925+53+0.67%$2,702,584
KINDER MORGAN INC DELKMIEnergy0.66%84,407-3,472-3.95%$2,698,483
L3HARRIS TECHNOLOGIES INCLHXIndustrials0.64%8,955-262-2.84%$2,602,270
VANGUARD INDEX FDSVOOther0.63%31,894+24,040+306.09%$2,569,685
FORTINET INCFTNTTechnology0.59%15,728-16-0.10%$2,416,135
ALPHABET INCGOOGCommunication Services0.55%6,363-56-0.87%$2,248,239
STRYKER CORPORATIONSYKHealthcare0.54%7,049-297-4.04%$2,219,307
XYLEM INCXYLIndustrials0.53%18,235+13,728+304.59%$2,155,599
JPMORGAN CHASE & COJPMFinancial Services0.51%6,345+4,985+366.54%$2,076,909
CHEVRON CORPORATIONCVXEnergy0.51%12,480-191-1.51%$2,068,637
PPG INDS INCPPGBasic Materials0.45%15,067+12,796+563.45%$1,827,476
INTEL CORPINTCTechnology0.44%13,000-3,200-19.75%$1,815,190
VANGUARD WORLD FDVGTOther0.44%14,998+14,998+100.00%$1,792,561
TJX COS INC NEWTJXConsumer Cyclical0.43%11,679+20+0.17%$1,769,369
ASML HLDG NVASMLOther0.42%854+44+5.43%$1,699,638
ARM HOLDINGS PLCARMTechnology0.40%4,620+391+9.25%$1,638,113
GE VERNOVA INCGEVUtilities0.40%1,387+306+28.31%$1,629,531
HEWLETT PACKARD ENTERPRISE CHPETechnology0.39%35,301+406+1.16%$1,592,420
VANGUARD BD INDEX FDSBNDOther0.39%21,578+10,554+95.74%$1,584,005
BROOKFIELD RENEWABLE CORPBEPCOther0.38%42,112+2,297+5.77%$1,563,195
ROPER TECHNOLOGIES INCROPTechnology0.38%4,595+4,595+100.00%$1,554,902
MOTOROLA SOLUTIONS INCMSITechnology0.37%3,610+3,610+100.00%$1,499,197
JOHNSON & JOHNSONJNJHealthcare0.31%5,045+129+2.62%$1,281,198
ARISTA NETWORKS INCANETOther0.30%7,259-6-0.08%$1,233,159
BURLINGTON STORES INCBURLConsumer Cyclical0.29%3,774+62+1.67%$1,195,603
VANGUARD BD INDEX FDSBIVOther0.29%15,548+669+4.50%$1,192,564
SLB LIMITEDSLBEnergy0.28%24,311+1,416+6.18%$1,130,233
EOG RES INCEOGEnergy0.27%8,673+529+6.50%$1,125,196
VANGUARD STAR FDSVXUSOther0.26%12,404+7,852+172.50%$1,060,408
CORPAY INCCPAYTechnology0.26%3,158+49+1.58%$1,052,467
NOVO-NORDISK A SNVOHealthcare0.25%21,601+6,936+47.30%$1,035,541
MASTERCARD INCORPORATEDMAFinancial Services0.24%1,939-4,950-71.85%$995,870
TC ENERGY CORPTRPEnergy0.24%14,898+1,125+8.17%$987,571
EQUINIX INCEQIXReal Estate0.23%923-1-0.11%$962,126
NXP SEMICONDUCTORS N VN6596X109Other0.23%3,406+312+10.08%$957,091
RIO TINTO PLCRIOBasic Materials0.23%9,937+730+7.93%$943,320
CONSTELLATION ENERGY CORPCEGUtilities0.23%3,757-205-5.17%$933,200
FIRST SOLAR INCFSLRTechnology0.22%3,862+67+1.77%$911,278
DOUBLELINE ETF TRUSTDCREOther0.22%17,496+580+3.43%$906,381
OREILLY AUTOMOTIVE INCORLYConsumer Cyclical0.22%9,795-29-0.30%$902,022
GOLDMAN SACHS GROUP INCGSFinancial Services0.22%891--$901,131
ROCKWELL AUTOMATION INCROKIndustrials0.21%1,777-2-0.11%$879,757
VERTIV HOLDINGS COVRTIndustrials0.21%2,585--$865,512
CANADIAN PACIFIC KANSAS CITYCPIndustrials0.21%9,910+897+9.95%$858,695
ISHARES TRIXUSOther0.21%8,995+265+3.04%$858,443
UBER TECHNOLOGIES INCUBERTechnology0.20%11,567+121+1.06%$834,675
RBC BEARINGS INCRBCIndustrials0.20%1,290+17+1.34%$830,837
SPOTIFY TECHNOLOGY S ASPOTOther0.20%1,775-182-9.30%$814,956
SHELL PLCSHELEnergy0.20%10,433+867+9.06%$808,976
FORTIS INCFTSUtilities0.20%14,050+1,287+10.08%$804,079
BAIDU INCBIDUCommunication Services0.18%6,465+590+10.04%$738,885
MERCK & CO INCMRKHealthcare0.18%5,715+9+0.16%$734,378
ISHARES TRHYGOther0.18%9,135+336+3.82%$730,526
SPDR SERIES TRUSTSPSBOther0.18%24,004+939+4.07%$720,360
TENCENT MUSIC ENTMT GROUPTMECommunication Services0.18%86,173+86,173+100.00%$719,545
WASTE CONNECTIONS INCWCNIndustrials0.17%4,241+451+11.90%$706,849
ISHARES INCIEMGOther0.17%8,451+245+2.99%$700,109
Argonautica Private Wealth Management, Inc Portfolio Stock Holdings | InsiderSet