Argonautica Private Wealth Management, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 6, 2025), Argonautica Private Wealth Management, Inc. reported 180 stock positions worth $291.0 million. Its top holding was Apple (AAPL) at 5.9% of the portfolio, followed by Microsoft (MSFT, 4.9%) and Alphabet Class A (GOOGL, 3.8%). Compared with Q4 2024, it opened 17 new positions, sold out of 28, added to 83 and reduced 71. The biggest buy was S&P Global (SPGI, shares +1278%) and the biggest sale Tesla (TSLA, shares −19%).
- Most Recent 13F
- Q2 2026
- Location
- WELLESLEY, MA
- CIK
- 0001931870
- Portfolio Value
- $291.0M (Q1 2025)
- SEC Filing
- 0001085146-25-002651 ↗ filed May 6, 2025
Holdings Value
Holdings 180 stocks · $291.0M
| AAPL Apple Inc. | 5.89% | 77,129 | $17.1M | Reduce -1.2% |
| MSFT Microsoft Corp. | 4.90% | 37,998 | $14.3M | Reduce -0.6% |
| GOOGL Alphabet Inc. Class A | 3.82% | 71,813 | $11.1M | Reduce -0.7% |
| NVDA Nvidia Corp. | 3.64% | 97,617 | $10.6M | Add +3.0% |
| AMZN Amazon.com Inc. | 2.77% | 42,337 | $8.1M | Reduce -0.4% |
| AVGO Broadcom Inc. | 2.45% | 42,660 | $7.1M | Reduce -0.8% |
| UNH Unitedhealth Group Inc. | 2.33% | 12,953 | $6.8M | Add +0.1% |
| META Meta Platforms Inc. Class A | 2.11% | 10,668 | $6.1M | Reduce -0.5% |
| CSCO Cisco Systems Inc. | 1.96% | 92,182 | $5.7M | Add +3.5% |
| ABT Abbott Laboratories | 1.92% | 42,138 | $5.6M | Add +0.2% |
| BLK BlackRock Inc. | 1.84% | 5,648 | $5.3M | Add +0.1% |
| WMT Walmart Inc. | 1.81% | 59,997 | $5.3M | Reduce -0.5% |
| BX Blackstone Inc. | 1.75% | 36,334 | $5.1M | Add +0.0% |
| SBUX Starbucks Corp. | 1.54% | 45,780 | $4.5M | Reduce -0.1% |
| AMAT Applied Materials Inc. | 1.53% | 30,714 | $4.5M | Add +0.1% |
| ORCL Oracle Corp. | 1.47% | 30,560 | $4.3M | Add +0.0% |
| AMD Advanced Micro Devices | 1.39% | 39,223 | $4.0M | Add +144.1% |
| TXN Texas Instruments Inc. | 1.38% | 22,397 | $4.0M | Add +5.4% |
| V Visa Inc. Class A | 1.35% | 11,244 | $3.9M | Add +2.1% |
| TSLA Tesla Inc. | 1.30% | 14,622 | $3.8M | Reduce -18.9% |
| ABBV Abbvie Inc. | 1.19% | 16,587 | $3.5M | Add +1.8% |
| ECL Ecolab Inc. | 1.16% | 13,362 | $3.4M | Add +182.8% |
| CB Chubb Ltd. | 1.14% | 11,002 | $3.3M | Add +1.8% |
| SPGI S&P Global Inc. | 1.14% | 6,534 | $3.3M | Add +1278.5% |
| KLAC KLA Corp. | 1.03% | 4,430 | $3.0M | Reduce -0.3% |
| SYK Stryker Corp. | 1.02% | 7,968 | $3.0M | Add +2.1% |
| ADI Analog Devices Inc. | 0.98% | 14,118 | $2.8M | Add +1.0% |
| GD General Dynamics Corp. | 0.97% | 10,406 | $2.8M | Add +0.6% |
| APD Air Products & Chemicals Inc. | 0.97% | 9,555 | $2.8M | Reduce -0.7% |
| KMI Kinder Morgan Inc. | 0.97% | 98,636 | $2.8M | Reduce -0.3% |
| XOM Exxon Mobil Corp. | 0.96% | 23,433 | $2.8M | Add +1.1% |
| LIN Linde PLC | 0.93% | 5,837 | $2.7M | Add +552.2% |
| ADBE Adobe Inc. | 0.92% | 7,008 | $2.7M | New |
| HON Honeywell International Inc. | 0.91% | 12,539 | $2.7M | Add +0.8% |
| LLY Eli Lilly & Co. | 0.91% | 3,208 | $2.6M | Add +0.5% |
| EMR Emerson Electric Co. | 0.91% | 24,151 | $2.6M | Add +0.3% |
| INTU Intuit Inc. | 0.90% | 4,284 | $2.6M | Add +0.3% |
| TSCO Tractor Supply Company | 0.89% | 47,151 | $2.6M | Add +1.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.87% | 7,196 | $2.5M | Reduce -1.8% |
| VLO Valero Energy Corp. | 0.87% | 19,132 | $2.5M | Add +0.4% |
| PH Parker Hannifin Corp. | 0.86% | 4,095 | $2.5M | Add +0.4% |
| PSX Phillips 66 | 0.85% | 20,115 | $2.5M | Add +1.2% |
| LMT Lockheed Martin Corp. | 0.85% | 5,552 | $2.5M | Add +0.9% |
| CVX Chevron Corp. | 0.83% | 14,467 | $2.4M | Add +0.7% |
| COP Conocophillips | 0.81% | 22,521 | $2.4M | Add +1.4% |
| LHX L3HARRIS Technologies Inc. | 0.75% | 10,359 | $2.2M | Add +1.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.74% | 9,757 | $2.2M | Add +26.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.69% | 7,738 | $2.0M | Reduce -0.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.65% | 24,901 | $1.9M | Add +36.0% |
| FTNT Fortinet Inc. | 0.54% | 16,447 | $1.6M | Reduce -0.5% |
| CMG Chipotle Mexican Grill Inc. | 0.49% | 28,164 | $1.4M | Reduce -0.5% |
| PANW Palo Alto Networks Inc. | 0.47% | 8,027 | $1.4M | Add +82.1% |
| CHKP Check Point Software Tech | 0.46% | 5,849 | $1.3M | Reduce -2.5% |
| SPSB SS SPDR P St C Corp. ETF | 0.45% | 43,859 | $1.3M | Add +103.0% |
| FISV Fiserv Inc. | 0.44% | 5,849 | $1.3M | Add +104.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.44% | 10,586 | $1.3M | Reduce -0.5% |
| KEYS Keysight Technologies Inc. | 0.42% | 8,092 | $1.2M | Reduce -0.5% |
| PFF iShares Preferred & Income S | 0.41% | 39,296 | $1.2M | Reduce -23.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.40% | 6,940 | $1.2M | Add +2.7% |
| NOW ServiceNow Inc. | 0.38% | 1,378 | $1.1M | Add +0.1% |
| QCOM Qualcomm Inc. | 0.37% | 7,036 | $1.1M | Add +422.7% |
| PEN Penumbra Inc. | 0.37% | 4,040 | $1.1M | Reduce -0.6% |
| LRCX Lam Research Corp. | 0.36% | 14,313 | $1.0M | Reduce -0.6% |
| WCN Waste Connections Inc. | 0.35% | 5,277 | $1.0M | Add +4.8% |
| VOO Vanguard S&P 500 ETF | 0.35% | 1,990 | $1.0M | Reduce -1.4% |
| GOOG Alphabet Inc. Class C | 0.35% | 6,500 | $1.0M | No change |
| BEPC Brookfield Renewable Corp. | 0.35% | 36,272 | $1.0M | Add +39.9% |
| ORLY O'reilly Automotive Inc. | 0.33% | 680 | $974K | Reduce -0.6% |
| MA Mastercard Inc. Class A | 0.32% | 1,673 | $917K | No change |
| ADP Automatic Data Processing | 0.32% | 3,000 | $917K | No change |
| BURL Burlington Stores Inc. | 0.31% | 3,824 | $911K | Add +2.6% |
| UBER Uber Technologies Inc. | 0.31% | 12,410 | $904K | Reduce -0.1% |
| JNJ Johnson & Johnson | 0.31% | 5,441 | $902K | Reduce -2.9% |
| ICE Intercontinental Exchange Inc. | 0.29% | 4,875 | $841K | Reduce -0.5% |
| MUB iShares National Muni Bond E | 0.29% | 7,874 | $830K | Add +81.6% |
| EA Electronic Arts Inc. | 0.27% | 5,467 | $790K | Reduce -0.6% |
| WDAY Workday Inc. Class A | 0.27% | 3,375 | $788K | Reduce -0.1% |
| EQIX Equinix Inc. | 0.27% | 958 | $781K | New |
| PFG Principal Financial Group | 0.27% | 9,242 | $780K | Add +0.3% |
| BND Vanguard Total Bond Market | 0.27% | 10,562 | $776K | Reduce -11.6% |
| PG The Procter & Gamble Co. | 0.26% | 4,500 | $767K | No change |
| GWRE Guidewire Software Inc. | 0.25% | 3,912 | $733K | Reduce -3.2% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.24% | 8,856 | $699K | Reduce -7.6% |
| LULU Lululemon Athletica Inc. | 0.24% | 2,464 | $697K | Reduce -0.6% |
| SAP Sap SE-Sponsored ADR | 0.24% | 2,551 | $685K | Add +6.7% |
| BABA Alibaba Group Holding-SP ADR | 0.23% | 5,020 | $664K | New |
| BRO Brown & Brown Inc. | 0.23% | 5,294 | $659K | Reduce -1.2% |
| TT Trane Technologies PLC | 0.22% | 1,942 | $654K | Add +4.8% |
| ISRG Intuitive Surgical Inc. | 0.22% | 1,313 | $650K | New |
| TYL Tyler Technologies Inc. | 0.22% | 1,095 | $637K | Reduce -2.5% |
| PAYC Paycom Software Inc. | 0.22% | 2,907 | $635K | Add +2.3% |
| BIV Vanguard Intermediate-Term B | 0.22% | 8,277 | $634K | Reduce -0.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.22% | 12,682 | $629K | Add +6.1% |
| SBAC SBA Communications Corp. | 0.22% | 2,856 | $628K | Reduce -0.3% |
| MU Micron Technology Inc. | 0.21% | 7,104 | $617K | New |
| GS Goldman Sachs Group Inc. | 0.21% | 1,118 | $611K | Reduce -3.9% |
| SNPS Synopsys Inc. | 0.21% | 1,395 | $598K | New |
| CPAY Corpay Inc. | 0.20% | 1,691 | $590K | Reduce -0.6% |
| HPE Hewlett Packard Enterprise | 0.20% | 38,133 | $588K | Add +55.1% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.20% | 22,850 | $576K | New |
Portfolio Sells Q4 2024 → Q1 2025
| TSLA Tesla Inc. | Reduce -18.9% | 1.30% | −1.05 |
| ITW Illinois Tool Works | Sold out | 0.00% | −1.03 |
| MDT Medtronic PLC | Reduce -84.9% | 0.19% | −0.86 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.81 |
| AVGO Broadcom Inc. | Reduce -0.8% | 2.45% | −0.77 |
| MDLZ Mondelez International Inc. Class A | Reduce -87.3% | 0.12% | −0.68 |
| PPG PPG Industries Inc. | Reduce -86.0% | 0.11% | −0.68 |
| GOOGL Alphabet Inc. Class A | Reduce -0.7% | 3.82% | −0.60 |
| MCK McKesson Corp. | Sold out | 0.00% | −0.58 |
| PHM Pultegroup Inc. | Sold out | 0.00% | −0.48 |
| AAPL Apple Inc. | Reduce -1.2% | 5.89% | −0.42 |
| SHV iShares 0-1 Year Treasury Bo | Sold out | 0.00% | −0.39 |
| MSFT Microsoft Corp. | Reduce -0.6% | 4.90% | −0.30 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −0.29 |
| AMZN Amazon.com Inc. | Reduce -0.4% | 2.77% | −0.24 |
| GXO Gxo Logistics Inc. | Sold out | 0.00% | −0.23 |
| ILMN Illumina Inc. | Sold out | 0.00% | −0.19 |
| IHG Intercontinental Hotels-ADR | Sold out | 0.00% | −0.18 |
| SCZ iShares MSCI Eafe Small-Cap | Sold out | 0.00% | −0.18 |
| IEMG iShares Core MSCI Emerging | Reduce -56.2% | 0.14% | −0.15 |
| TREX Trex Company Inc. | Sold out | 0.00% | −0.14 |
| PZA Invesco National Amt-Free Mu | Sold out | 0.00% | −0.13 |
| BR Broadridge Financial Solutio | Sold out | 0.00% | −0.12 |
| SUI Sun Communities Inc. | Sold out | 0.00% | −0.12 |
| ANSS Ansys Inc. | Sold out | 0.00% | −0.11 |
| HYD Vaneck High Yield Muni ETF | Sold out | 0.00% | −0.11 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.11 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.11 |
| PFF iShares Preferred & Income S | Reduce -23.1% | 0.41% | −0.10 |
| SNY Sanofi-ADR | Sold out | 0.00% | −0.10 |
| MGM MGM Resorts International | Sold out | 0.00% | −0.10 |
| CELH Celsius Holdings Inc. | Sold out | 0.00% | −0.09 |
| SNN Smith & Nephew PLC -Spon ADR | Sold out | 0.00% | −0.09 |
| STAG Stag Industrial Inc. | Sold out | 0.00% | −0.09 |
| CHE Chemed Corp. | Sold out | 0.00% | −0.09 |
| LVS Las Vegas Sands Corp. | Sold out | 0.00% | −0.09 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −0.08 |
| XYZ Block Inc. | Reduce -0.5% | 0.17% | −0.08 |
| DEO Diageo PLC-Sponsored ADR | Sold out | 0.00% | −0.07 |
| MRVL Marvell Technology Inc. | Reduce -1.5% | 0.10% | −0.07 |
| LULU Lululemon Athletica Inc. | Reduce -0.6% | 0.24% | −0.07 |
| CMG Chipotle Mexican Grill Inc. | Reduce -0.5% | 0.49% | −0.07 |
| XIFR XPLR Infrastructure LP | Sold out | 0.00% | −0.06 |
| EVR Evercore Inc. Class A | Reduce -5.2% | 0.15% | −0.06 |
| ZBRA Zebra Technologies Corp. Class A | Reduce -0.9% | 0.16% | −0.05 |
| CRM Salesforce Inc. | Reduce -0.8% | 0.17% | −0.03 |
| LEN Lennar Corp. Class A | Reduce -5.1% | 0.15% | −0.03 |
| INTC Intel Corp. | Reduce -25.0% | 0.13% | −0.01 |
| GM General Motors Co. | Reduce -5.6% | 0.10% | −0.01 |
| BND Vanguard Total Bond Market | Reduce -11.6% | 0.27% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| SPGI S&P Global Inc. | Add +1278.5% | 1.14% | +1.06 |
| ADBE Adobe Inc. | New | 0.92% | +0.92 |
| LIN Linde PLC | Add +552.2% | 0.93% | +0.81 |
| ECL Ecolab Inc. | Add +182.8% | 1.16% | +0.81 |
| AMD Advanced Micro Devices | Add +144.1% | 1.39% | +0.76 |
| ABT Abbott Laboratories | Add +0.2% | 1.92% | +0.39 |
| QCOM Qualcomm Inc. | Add +422.7% | 0.37% | +0.30 |
| EQIX Equinix Inc. | New | 0.27% | +0.27 |
| ABBV Abbvie Inc. | Add +1.8% | 1.19% | +0.26 |
| FISV Fiserv Inc. | Add +104.6% | 0.44% | +0.25 |
| CSCO Cisco Systems Inc. | Add +3.5% | 1.96% | +0.25 |
| SPSB SS SPDR P St C Corp. ETF | Add +103.0% | 0.45% | +0.25 |
| IEFA iShares Core MSCI Eafe ETF | Add +36.0% | 0.65% | +0.23 |
| V Visa Inc. Class A | Add +2.1% | 1.35% | +0.23 |
| BABA Alibaba Group Holding-SP ADR | New | 0.23% | +0.23 |
| ISRG Intuitive Surgical Inc. | New | 0.22% | +0.22 |
| UNH Unitedhealth Group Inc. | Add +0.1% | 2.33% | +0.22 |
| MU Micron Technology Inc. | New | 0.21% | +0.21 |
| PANW Palo Alto Networks Inc. | Add +82.1% | 0.47% | +0.21 |
| SNPS Synopsys Inc. | New | 0.21% | +0.21 |
| HYMB SS SPDR N Ice HY Muni ETF | New | 0.20% | +0.20 |
| XYL Xylem Inc. | New | 0.18% | +0.18 |
| CB Chubb Ltd. | Add +1.8% | 1.14% | +0.18 |
| CVX Chevron Corp. | Add +0.7% | 0.83% | +0.16 |
| XOM Exxon Mobil Corp. | Add +1.1% | 0.96% | +0.15 |
| BIDU Baidu Inc. - Spon ADR | New | 0.15% | +0.15 |
| MCHP Microchip Technology Inc. | New | 0.15% | +0.15 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +26.9% | 0.74% | +0.15 |
| FSLR First Solar Inc. | New | 0.14% | +0.14 |
| MUB iShares National Muni Bond E | Add +81.6% | 0.29% | +0.14 |
| PSX Phillips 66 | Add +1.2% | 0.85% | +0.12 |
| BEPC Brookfield Renewable Corp. | Add +39.9% | 0.35% | +0.12 |
| LLY Eli Lilly & Co. | Add +0.5% | 0.91% | +0.11 |
| NXPI NXP Semiconductors NV | New | 0.11% | +0.11 |
| VLO Valero Energy Corp. | Add +0.4% | 0.87% | +0.11 |
| SYK Stryker Corp. | Add +2.1% | 1.02% | +0.11 |
| LECO Lincoln Electric Holdings | New | 0.11% | +0.11 |
| COP Conocophillips | Add +1.4% | 0.81% | +0.10 |
| POST Post Holdings Inc. | New | 0.10% | +0.10 |
| ARM Arm Holdings PLC-ADR | New | 0.10% | +0.10 |
| TSCO Tractor Supply Company | Add +1.6% | 0.89% | +0.10 |
| TXN Texas Instruments Inc. | Add +5.4% | 1.38% | +0.10 |
| GD General Dynamics Corp. | Add +0.6% | 0.97% | +0.09 |
| HUBB Hubbell Inc. | New | 0.08% | +0.08 |
| AMT American Tower Corp. | New | 0.08% | +0.08 |
| WCN Waste Connections Inc. | Add +4.8% | 0.35% | +0.07 |
| LHX L3HARRIS Technologies Inc. | Add +1.6% | 0.75% | +0.05 |
| SHEL Shell PLC-ADR | Add +10.3% | 0.18% | +0.05 |
| ULTA Ulta Beauty Inc. | Add +55.4% | 0.17% | +0.05 |
| SONY Sony Group Corp. - SP ADR | Add +11.0% | 0.16% | +0.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 182 | $409.5M | GOOGL, AAPL, AMD, AMAT, NVDA |
| Q1 2026 | 183 | $330.5M | AAPL, GOOGL, NVDA, MSFT, AVGO |
| Q4 2025 | 181 | $340.6M | GOOGL, AAPL, MSFT, NVDA, AVGO |
| Q3 2025 | 185 | $342.6M | MSFT, AAPL, NVDA, GOOGL, AVGO |
| Q2 2025 | 183 | $315.8M | MSFT, AAPL, NVDA, GOOGL, AVGO |
| Q1 2025 | 180 | $291.0M | AAPL, MSFT, GOOGL, NVDA, AMZN |
| Q4 2024 | 191 | $309.7M | AAPL, MSFT, GOOGL, NVDA, AVGO |
| Q3 2024 | 196 | $301.5M | AAPL, MSFT, GOOGL, NVDA, AMZN |
| Q2 2024 | 197 | $292.2M | MSFT, AAPL, GOOGL, NVDA, AMZN |
| Q1 2024 | 197 | $278.8M | MSFT, AAPL, GOOGL, NVDA, UNH |