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Portfolio (Quarterly) Guide ↗

Nautilus Advisors LLC

· CIK 0002083253
13F Portfolio $146M AUM 162 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 52 Added 54 Reduced 23 Exited
Page 3 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BDX BECTON DICKINSON & CO Healthcare 2,115.0 $333K 0.23% +675.0 +46.9% $157.21 -5.6%
42 RTX RTX CORPORATION Industrials 1,598.0 $308K 0.21% +19.0 +1.2% $192.93 -7.7%
43 TJX TJX COS INC NEW Consumer Cyclical 1,917.0 $306K 0.21% +74.0 +4.0% $159.73 -0.7%
44 JEPI J P MORGAN EXCHANGE TRADED F 5,332.0 $302K 0.21% +919.0 +20.8% $56.68 -0.8%
45 NEM NEWMONT CORP Basic Materials 2,723.0 $295K 0.20% +380.0 +16.2% $108.24 +2.9%
46 JPM JPMORGAN CHASE & CO Financial Services 985.0 $290K 0.20% +13.0 +1.3% $294.09 +4.1%
47 IVV ISHARES TR 383.0 $250K 0.17% +56.0 +17.1% $652.58 +15.3%
48 BTCW WISDOMTREE BITCOIN FD Financial Services 3,447.0 $247K 0.17% +316.0 +10.1% $71.71 +11.7%
49 MINO PIMCO ETF TR 5,444.0 $246K 0.17% +321.0 +6.3% $45.17 +0.2%
50 CSCO CISCO SYS INC Technology 3,079.0 $239K 0.16% +32.0 +1.1% $77.60 +51.4%
51 NOW SERVICENOW INC Technology 1,923.0 $201K 0.14% +258.0 +15.5% $104.55 -3.5%
52 JOBY JOBY AVIATION INC Industrials 17,188.0 $142K 0.10% +4K +30.5% $8.26 +40.9%
Page 3 of 3  ·  52 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 23.2%
Financial Services 18.8%
Communication Services 17.2%
Consumer Cyclical 13.8%
Healthcare 8.6%
Consumer Defensive 7.9%
Industrials 7.7%
Energy 1.4%
Basic Materials 0.8%
Utilities 0.7%