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Latest ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC Stock Portfolio

ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC Performance:
2026 Q1: -2.35%YTD: -2.35%2025: 19.29%
Performance for 2026 Q1 is -2.35%, and YTD is -2.35%, and 2025 is 19.29%.

About ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC and 13F Hedge Fund Stock Holdings

ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC is a hedge fund based in Wellesley, MA. On 2026-04-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC reported an equity portfolio of $330.5 Millions as of 31 Mar, 2026.

The top stock holdings of ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC are AAPL, GOOG, NVDA. The fund has invested 5.5% of it's portfolio in APPLE INC and 5.4% of portfolio in ALPHABET INC.

The fund managers got completely rid off AIR PRODS & CHEMS INC (APD), ELECTRONIC ARTS INC (EA) and WORKDAY INC (WDAY) stocks. They significantly reduced their stock positions in EMERSON ELEC CO (EMR), QUALCOMM INC (QCOM) and PRINCIPAL FINANCIAL GROUP IN (PFG). ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC opened new stock positions in ACCENTURE PLC IRELAND (ACN), SPOTIFY TECHNOLOGY S A (SPOT) and ASTRAZENECA PLC. The fund showed a lot of confidence in some stocks as they added substantially to TRANE TECHNOLOGIES PLC (TT), MARVELL TECHNOLOGY INC (MRVL) and VANGUARD BD INDEX FDS (BIV).

ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC Annual Return Estimates Vs S&P 500

Our best estimate is that ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC made a return of -2.35% in the last quarter. In trailing 12 months, it's portfolio return was 22.82%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
accenture plc ireland2,406,450
spotify technology s a948,969
astrazeneca plc805,957
vertiv holdings co647,749
sun cmntys inc561,026
henry jack & assoc inc545,585
williams cos inc411,716
factset resh sys inc371,704
New stocks bought by ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC

Additions

Ticker% Inc.
trane technologies plc321
marvell technology inc136
vanguard bd index fds74.35
vanguard bd index fds68.94
ishares tr47.24
vanguard index fds38.16
novo-nordisk a s15.83
sony group corp15.23
Additions to existing portfolio by ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC

Reductions

Ticker% Reduced
emerson elec co-88.09
qualcomm inc-75.74
principal financial group in-70.26
visa inc-20.47
vanguard mun bd fds-20.24
spdr series trust-17.77
ishares tr-17.03
nextera energy inc-6.52
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC reduced stake in above stock

Sold off

Ticker$ Sold
air prods & chems inc-2,205,030
astrazeneca plc-676,756
planet fitness inc-588,667
electronic arts inc-1,059,450
brown & brown inc-405,492
bitwise bitcoin etf tr-226,576
metlife inc-261,923
lennar corp-332,455
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC got rid off the above stocks

Sector Distribution

ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC has about 41.4% of it's holdings in Technology sector.

Sector%
Technology41.4
Others14.1
Communication Services7.8
Consumer Cyclical6.1
Financial Services6
Industrials5.9
Energy4.9
Healthcare4.5
Basic Materials3.1
Consumer Defensive2.3
Real Estate1.9
Utilities1.7

Market Cap. Distribution

ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC has about 84.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP49.8
LARGE-CAP34.6
UNALLOCATED14.1
MID-CAP1.5

Stocks belong to which Index?

About 81.6% of the stocks held by ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50081.6
Others18.3
Top 5 Winners (%)%
WDC
western digital corp
56.7 %
PSX
phillips 66
40.7 %
XOM
exxon mobil corp
40.5 %
KEYS
keysight technologies inc
38.8 %
totalenergies se
37.4 %
Top 5 Winners ($)$
AMAT
applied matls inc
2.4 M
WDC
western digital corp
1.2 M
KLAC
kla corp
1.1 M
XOM
exxon mobil corp
1.0 M
PSX
phillips 66
1.0 M
Top 5 Losers (%)%
NUVB
nuvation bio inc
-52.1 %
INTU
intuit
-33.7 %
NOW
servicenow inc
-31.6 %
CRM
salesforce inc
-29.2 %
SAP
sap se
-28.9 %
Top 5 Losers ($)$
MSFT
microsoft corp
-3.9 M
INTU
intuit
-1.6 M
GOOG
alphabet inc
-1.6 M
AVGO
broadcom inc
-1.4 M
BX
blackstone inc
-1.3 M

ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC

ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC has 183 stocks in it's portfolio. About 34.2% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. AMAT was the most profitable stock for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC last quarter.

Last Reported on: 28 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions