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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 2 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TGT TARGET CORP Consumer Defensive 4,159.0 $562K 0.33% -254.0 -5.8% $135.14 +20.7%
22 OAKM HARRIS OAKMARK ETF TRUST 17,830.0 $519K 0.31% -26K -59.6% $29.13 +9.3%
23 WM WASTE MGMT INC DEL Industrials 2,075.0 $484K 0.28% -28.0 -1.3% $233.34 -5.9%
24 PWZ INVESCO EXCH TRADED FD TR II 19,240.0 $470K 0.28% -700.0 -3.5% $24.43 -2.9%
25 CALF PACER FDS TR 9,071.0 $469K 0.28% -408.0 -4.3% $51.75 +11.8%
26 TROW PRICE T ROWE GROUP INC Financial Services 3,832.0 $454K 0.27% -322.0 -7.8% $118.56 -6.2%
27 TMSL T ROWE PRICE EXCHANGE-TRADED 8,874.0 $383K 0.23% -251.0 -2.8% $43.15 -0.7%
28 CSCO CISCO SYS INC Technology 3,044.0 $369K 0.22% -35.0 -1.1% $121.32 -9.4%
29 JGRO J P MORGAN EXCHANGE TRADED F 3,787.0 $367K 0.22% -250.0 -6.2% $96.84 -2.7%
30 BUG GLOBAL X FDS 8,375.0 $330K 0.19% -100.0 -1.2% $39.37 +9.1%
31 RTX RTX CORPORATION Industrials 1,588.0 $311K 0.18% -10.0 -0.6% $195.93 +8.1%
32 MDT MEDTRONIC PLC Healthcare 3,679.0 $309K 0.18% -62.0 -1.7% $83.87 +8.8%
33 JEPI J P MORGAN EXCHANGE TRADED F 5,232.0 $297K 0.17% -100.0 -1.9% $56.76 +1.8%
34 MA MASTERCARD INCORPORATED Financial Services 523.0 $276K 0.16% -7.0 -1.3% $526.92 +13.0%
35 COWZ PACER FDS TR 4,231.0 $271K 0.16% -648.0 -13.3% $64.07 +13.0%
36 DGRW WISDOMTREE TR 2,658.0 $258K 0.15% -135.0 -4.8% $97.07 +2.3%
37 AXP AMERICAN EXPRESS CO Financial Services 720.0 $252K 0.15% -448.0 -38.4% $350.65 -5.0%
38 NEE NEXTERA ENERGY INC Utilities 2,738.0 $241K 0.14% -46.0 -1.6% $87.95 -6.9%
39 JPIE J P MORGAN EXCHANGE TRADED F 5,224.0 $240K 0.14% -7K -58.2% $45.87 -0.1%
40 GS GOLDMAN SACHS GROUP INC Financial Services 226.0 $239K 0.14% -14.0 -5.8% $1057.35 -2.2%
Page 2 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%