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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 4 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ITW ILLINOIS TOOL WKS INC Industrials 3,071.0 $826K 0.49% $268.81 +4.2%
62 VWO VANGUARD INTL EQUITY INDEX F 13,384.0 $802K 0.47% $59.89 +1.5%
63 TSLA TESLA INC Consumer Cyclical 1,951.0 $796K 0.47% +95.0 +5.1% $407.76 -14.5%
64 LVHI LEGG MASON ETF INVT 19,037.0 $787K 0.46% $41.34 +3.7%
65 UBER UBER TECHNOLOGIES INC Technology 10,454.0 $779K 0.46% +6K +122.2% $74.54 +5.7%
66 CGHM CAPITAL GRP FIXED INCM ETF T 30,059.0 $776K 0.46% +3K +10.7% $25.82 -1.7%
67 AMGN AMGEN INC Healthcare 2,048.0 $744K 0.44% -59.0 -2.8% $363.32 +19.0%
68 EMR EMERSON ELEC CO Industrials 5,216.0 $724K 0.43% -50.0 -0.9% $138.88 +11.8%
69 BMY BRISTOL-MYERS SQUIBB CO Healthcare 12,345.0 $711K 0.42% +5K +61.2% $57.58 +15.6%
70 DFSD DIMENSIONAL ETF TRUST 14,188.0 $676K 0.40% -2K -10.2% $47.65 -0.8%
71 AVGO BROADCOM INC Technology 1,686.0 $674K 0.40% +33.0 +2.0% $400.06 -7.8%
72 VRT VERTIV HOLDINGS CO Industrials 2,099.0 $669K 0.40% -100.0 -4.5% $318.84 -19.4%
73 CGXU CAPITAL GROUP INTL FOCUS EQT 19,117.0 $658K 0.39% +963.0 +5.3% $34.43 +1.7%
74 THEMES ETF TR 16,030.0 $651K 0.38% +6K +52.2% $40.63
75 PG PROCTER & GAMBLE CO Consumer Defensive 4,287.0 $630K 0.37% $147.03 -2.2%
76 JXI ISHARES TR 7,408.0 $628K 0.37% NEW $84.83 -3.9%
77 IJR ISHARES TR 4,290.0 $624K 0.37% -101.0 -2.3% $145.56 +0.0%
78 ABT ABBOTT LABORATORIES Healthcare 6,589.0 $619K 0.36% -70.0 -1.1% $93.93 +19.7%
79 KO COCA COLA CO Consumer Defensive 7,270.0 $607K 0.36% $83.49 +7.4%
80 LLY ELI LILLY & CO Healthcare 508.0 $604K 0.36% +9.0 +1.8% $1189.53 -1.4%
Page 4 of 9  ·  179 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%