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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 3 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PANW PALO ALTO NETWORKS INC Technology 1,575.0 $513K 0.30% +70.0 +4.7% $325.91 +14.0%
42 CRWD CROWDSTRIKE HLDGS INC Technology 2,384.0 $446K 0.26% +2K +280.8% $46.79 +366.7%
43 B BARRICK MNG CORP Basic Materials 11,310.0 $415K 0.24% +1K +14.1% $36.68 +24.5%
44 SCHD SCHWAB STRATEGIC TR 12,504.0 $405K 0.24% +3K +33.7% $32.40 +7.7%
45 LRCX LAM RESEARCH CORP Technology 1,123.0 $394K 0.23% +109.0 +10.8% $350.48 -13.9%
46 SHOP SHOPIFY INC Technology 3,087.0 $378K 0.22% +575.0 +22.9% $122.54 +24.8%
47 XEL XCEL ENERGY INC Utilities 4,645.0 $372K 0.22% +33.0 +0.7% $80.06 -4.5%
48 VZ VERIZON COMMUNICATIONS INC Communication Services 8,673.0 $365K 0.21% +645.0 +8.0% $42.12 +18.9%
49 DIA STATE STR SPDR DOW JONES IND Financial Services 642.0 $338K 0.20% +25.0 +4.0% $525.92 +1.7%
50 IVV ISHARES TR 408.0 $309K 0.18% +25.0 +6.5% $757.76 +2.0%
51 XLC SELECT SECTOR SPDR TR 2,704.0 $302K 0.18% +79.0 +3.0% $111.63 +1.2%
52 TJX TJX COS INC NEW Consumer Cyclical 1,985.0 $300K 0.18% +68.0 +3.5% $151.31 -10.7%
53 NEM NEWMONT CORP Basic Materials 2,823.0 $269K 0.16% +100.0 +3.7% $95.29 +34.3%
54 MINO PIMCO ETF TR 5,755.0 $261K 0.15% +311.0 +5.7% $45.43 -1.7%
55 JOBY JOBY AVIATION INC Industrials 31,848.0 $246K 0.14% +15K +85.3% $7.72 -9.6%
56 BTCW WISDOMTREE BITCOIN FD Financial Services 3,474.0 $234K 0.14% +27.0 +0.8% $67.48 +21.4%
57 NOW SERVICENOW INC Technology 2,080.0 $224K 0.13% +157.0 +8.2% $107.71 +34.4%
58 FDX FEDEX CORP Industrials 649.0 $204K 0.12% +6.0 +0.9% $314.93 +5.1%
Page 3 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%