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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  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 9,315.0 $7.0M 4.15% -70.0 -0.8% $754.96 +1.9%
2 AMAT APPLIED MATLS INC Technology 4,929.0 $3.0M 1.75% -574.0 -10.4% $602.49 -23.4%
3 JPLD J P MORGAN EXCHANGE TRADED F 56,020.0 $2.9M 1.72% -5K -8.9% $51.94 +0.1%
4 ABBV ABBVIE INC Healthcare 7,491.0 $1.9M 1.10% -910.0 -10.8% $248.08 +3.0%
5 AMD ADVANCED MICRO DEVICES INC Technology 2,886.0 $1.6M 0.95% -220.0 -7.1% $557.89 -16.5%
6 BERKSHIRE HATHAWAY INC DEL 3,029.0 $1.5M 0.88% -2K -42.2% $493.71
7 CGBL CAPITAL GROUP CORE BALANCED 31,003.0 $1.2M 0.69% -3K -9.2% $37.67 +1.4%
8 ASML ASML HLDG NV Technology 623.0 $1.1M 0.66% -12.0 -1.9% $1797.32 -5.6%
9 CRM SALESFORCE INC Technology 6,106.0 $997K 0.59% -364.0 -5.6% $163.32 +56.7%
10 SBUX STARBUCKS CORP Consumer Cyclical 8,830.0 $936K 0.55% -408.0 -4.4% $106.01 +1.7%
11 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 26,425.0 $931K 0.55% -420.0 -1.6% $35.25 +7.9%
12 AMGN AMGEN INC Healthcare 2,048.0 $744K 0.44% -59.0 -2.8% $363.32 +19.0%
13 EMR EMERSON ELEC CO Industrials 5,216.0 $724K 0.43% -50.0 -0.9% $138.88 +11.8%
14 DFSD DIMENSIONAL ETF TRUST 14,188.0 $676K 0.40% -2K -10.2% $47.65 -0.8%
15 VRT VERTIV HOLDINGS CO Industrials 2,099.0 $669K 0.40% -100.0 -4.5% $318.84 -19.4%
16 IJR ISHARES TR 4,290.0 $624K 0.37% -101.0 -2.3% $145.56 +0.0%
17 ABT ABBOTT LABORATORIES Healthcare 6,589.0 $619K 0.36% -70.0 -1.1% $93.93 +19.7%
18 PYLD PIMCO ETF TR 22,672.0 $596K 0.35% -23K -50.5% $26.30 -0.5%
19 VOO VANGUARD INDEX FDS 852.0 $591K 0.35% -14.0 -1.6% $693.90 +1.9%
20 MTBA SIMPLIFY EXCHANGE TRADED FUN 11,669.0 $571K 0.34% -1K -9.2% $48.93 -1.1%
Page 1 of 3  ·  41 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%