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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  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 UBER UBER TECHNOLOGIES INC Technology 4,704.0 $338K 0.23% -1K -17.9% $71.93 -0.2%
42 TMSL T ROWE PRICE ETF INC 9,125.0 $335K 0.23% -961.0 -9.5% $36.67 +12.4%
43 ORCL ORACLE CORP Technology 2,274.0 $335K 0.23% -732.0 -24.4% $147.12 +30.6%
44 COWZ PACER FDS TR 4,879.0 $305K 0.21% -190.0 -3.8% $62.56 +2.8%
45 SHOP SHOPIFY INC Technology 2,512.0 $298K 0.20% -951.0 -27.5% $118.62 -13.2%
46 HD HOME DEPOT INC Consumer Cyclical 896.0 $295K 0.20% -76.0 -7.8% $328.96 -4.8%
47 CAH CARDINAL HEALTH INC Healthcare 1,380.0 $292K 0.20% -10.0 -0.7% $211.31 -5.0%
48 NEE NEXTERA ENERGY INC Utilities 2,784.0 $259K 0.18% -45.0 -1.6% $92.87 -4.7%
49 CRWD CROWDSTRIKE HLDGS INC Technology 626.0 $244K 0.17% -101.0 -13.9% $390.41 +69.9%
50 PANW PALO ALTO NETWORKS INC Technology 1,505.0 $241K 0.17% -235.0 -13.5% $160.32 +62.5%
51 FDX FEDEX CORP Industrials 643.0 $229K 0.16% -64.0 -9.1% $356.28 +10.6%
52 BSV VANGUARD BD INDEX FDS 2,866.0 $225K 0.15% -934.0 -24.6% $78.41 -0.7%
53 BUG GLOBAL X FDS 8,475.0 $213K 0.15% -6K -43.0% $25.11 +36.8%
54 GS GOLDMAN SACHS GROUP INC Financial Services 240.0 $203K 0.14% -92.0 -27.7% $846.04 +17.8%
Page 3 of 3  ·  54 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%