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Portfolio (Quarterly) Guide ↗

Nautilus Advisors LLC

· CIK 0002083253
13F Portfolio $170M AUM 179 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 58 Added 41 Reduced 6 Exited
Page 1 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AMZN AMAZON COM INC Consumer Cyclical 34,482.0 $8.5M 4.99% +809.0 +2.4% $245.34 +8.6%
2 GOOGL ALPHABET INC Communication Services 19,893.0 $7.1M 4.19% +137.0 +0.7% $357.19 -3.0%
3 DFAC DIMENSIONAL ETF TRUST 95,310.0 $4.3M 2.51% +4K +4.5% $44.61 +2.2%
4 NFLX NETFLIX INC. Communication Services 51,636.0 $3.8M 2.23% +1K +2.8% $73.37 +11.4%
5 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 3,645.0 $3.3M 1.97% +640.0 +21.3% $916.16 +3.2%
6 TDVG T ROWE PRICE EXCHANGE-TRADED 58,203.0 $2.9M 1.70% +723.0 +1.3% $49.52 +1.1%
7 GSEW GOLDMAN SACHS ETF TR 30,231.0 $2.9M 1.70% +2K +8.9% $95.10 +2.8%
8 DFIV DIMENSIONAL ETF TRUST 46,842.0 $2.6M 1.53% +3K +6.0% $55.43 +4.5%
9 NVDA NVIDIA CORPORATION Technology 12,254.0 $2.6M 1.52% +116.0 +1.0% $210.96 +3.1%
10 MSFT MICROSOFT CORP Technology 6,090.0 $2.3M 1.38% +586.0 +10.7% $385.07 +33.4%
11 CGGR CAPITAL GROUP GROWTH ETF 39,877.0 $1.9M 1.11% +1K +3.0% $47.06 -0.1%
12 VUG VANGUARD INDEX FDS 17,717.0 $1.5M 0.91% +15K +488.8% $87.40 +1.3%
13 JEPQ J P MORGAN EXCHANGE TRADED F 25,563.0 $1.5M 0.91% +4K +20.5% $60.51 -0.6%
14 DISV DIMENSIONAL ETF TRUST 37,141.0 $1.5M 0.90% +3K +9.2% $40.90 +9.0%
15 FEOE RBB FUND TRUST 26,268.0 $1.4M 0.84% +993.0 +3.9% $53.98 +4.3%
16 JEMA J P MORGAN EXCHANGE TRADED F 20,559.0 $1.3M 0.76% +226.0 +1.1% $62.45 -0.4%
17 BSMC 2023 ETF SERIES TRUST 31,760.0 $1.3M 0.74% +4K +15.9% $39.39 +3.2%
18 DFCA DIMENSIONAL ETF TRUST 24,187.0 $1.2M 0.71% +709.0 +3.0% $50.09 -1.5%
19 GPIX GOLDMAN SACHS ETF TR 21,456.0 $1.2M 0.70% +7K +48.9% $55.70 +1.1%
20 GLW CORNING INC Technology 5,815.0 $1.1M 0.65% +160.0 +2.8% $190.89 -22.0%
Page 1 of 3  ·  58 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 28.6%
Financial Services 18.3%
Communication Services 13.4%
Consumer Cyclical 13.4%
Healthcare 8.1%
Industrials 8.1%
Consumer Defensive 7.4%
Energy 1.1%
Utilities 0.9%
Basic Materials 0.7%