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Portfolio (Quarterly) Guide ↗

Nautilus Advisors LLC

· CIK 0002083253
13F Portfolio $153M AUM Filed Jan 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 173 New
Page 3 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RDDT REDDIT INC Communication Services 4,137.0 $951K 0.62% NEW $229.87 -31.5%
42 META META PLATFORMS INC Communication Services 1,415.0 $934K 0.61% NEW $660.28 -7.1%
43 QQQ INVESCO QQQ TR Financial Services 1,514.0 $930K 0.61% NEW $614.41 +18.4%
44 JEPQ J P MORGAN EXCHANGE TRADED 15,878.0 $923K 0.60% NEW $58.12 +4.3%
45 JNJ JOHNSON & JOHNSON Healthcare 4,350.0 $900K 0.59% NEW $206.97 +12.2%
46 ADP AUTOMATIC DATA PROCESSING Industrials 3,437.0 $884K 0.58% NEW $257.22 -15.1%
47 CINF CINCINNATI FINL CORP Financial Services 5,347.0 $873K 0.57% NEW $163.32 +0.8%
48 SUSA ISHARES TR 6,200.0 $864K 0.56% NEW $139.34 +9.5%
49 TXUE THORNBURG ETF TR 27,436.0 $860K 0.56% NEW $31.35 +11.1%
50 GILD GILEAD SCIENCES INC Healthcare 6,994.0 $858K 0.56% NEW $122.74 +10.2%
51 VIG VANGUARD SPECIALIZED FUNDS 3,830.0 $842K 0.55% NEW $219.81 +6.1%
52 ABT ABBOTT LABS Healthcare 6,678.0 $837K 0.55% NEW $125.29 -31.3%
53 DFAT DIMENSIONAL ETF TRUST 13,662.0 $813K 0.53% NEW $59.54 +13.8%
54 DFSD DIMENSIONAL ETF TRUST 16,735.0 $802K 0.52% NEW $47.95 -0.3%
55 SBUX STARBUCKS CORP Consumer Cyclical 9,460.0 $797K 0.52% NEW $84.21 +21.8%
56 JEMA J P MORGAN EXCHANGE TRADED 16,158.0 $792K 0.52% NEW $49.00 +28.2%
57 ITW ILLINOIS TOOL WKS INC Industrials 3,081.0 $759K 0.49% NEW $246.30 +2.0%
58 SCHM SCHWAB STRATEGIC TR 23,730.0 $714K 0.47% NEW $30.07 +17.0%
59 VWO VANGUARD INTL EQUITY INDEX 13,142.0 $707K 0.46% NEW $53.76 +12.1%
60 EMR EMERSON ELEC CO Industrials 5,284.0 $701K 0.46% NEW $132.72 +6.0%
Page 3 of 9  ·  173 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 25.0%
Financial Services 20.0%
Communication Services 17.4%
Consumer Cyclical 14.1%
Healthcare 8.7%
Consumer Defensive 7.1%
Industrials 5.5%
Energy 1.1%
Basic Materials 0.7%
Utilities 0.6%