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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 5 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RSP INVESCO EXCHANGE TRADED FD T 2,815.0 $603K 0.36% $214.30 +3.0%
82 PYLD PIMCO ETF TR 22,672.0 $596K 0.35% -23K -50.5% $26.30 -0.5%
83 GTEK GOLDMAN SACHS ETF TR 10,028.0 $595K 0.35% NEW $59.38 -4.0%
84 VOO VANGUARD INDEX FDS 852.0 $591K 0.35% -14.0 -1.6% $693.90 +1.9%
85 CARR CARRIER GLOBAL CORPORATION Industrials 8,506.0 $590K 0.35% +76.0 +0.9% $69.34 -15.2%
86 SYY SYSCO CORP Consumer Defensive 7,024.0 $589K 0.35% $83.83 -2.3%
87 PULS PGIM ETF TR 11,728.0 $582K 0.34% NEW $49.59 +0.2%
88 IBM INTERNATIONAL BUSINESS MACHS Technology 2,019.0 $581K 0.34% +291.0 +16.8% $287.52 -18.1%
89 MTBA SIMPLIFY EXCHANGE TRADED FUN 11,669.0 $571K 0.34% -1K -9.2% $48.93 -1.1%
90 CMF ISHARES TR 9,850.0 $565K 0.33% +2K +25.5% $57.35 -1.9%
91 TGT TARGET CORP Consumer Defensive 4,159.0 $562K 0.33% -254.0 -5.8% $135.14 +20.7%
92 BDX BECTON DICKINSON & CO Healthcare 3,651.0 $555K 0.33% +2K +72.6% $151.92 +24.7%
93 SHEL SHELL PLC Energy 6,514.0 $536K 0.32% $82.23 +10.6%
94 SPACE EXPLORATION TECHN CORP 3,669.0 $533K 0.31% NEW $145.30
95 OAKM HARRIS OAKMARK ETF TRUST 17,830.0 $519K 0.31% -26K -59.6% $29.13 +9.3%
96 PANW PALO ALTO NETWORKS INC Technology 1,575.0 $513K 0.30% +70.0 +4.7% $325.91 +14.0%
97 SCHX SCHWAB STRATEGIC TR 16,950.0 $504K 0.30% $29.74 +2.0%
98 WM WASTE MGMT INC DEL Industrials 2,075.0 $484K 0.28% -28.0 -1.3% $233.34 -5.9%
99 PWZ INVESCO EXCH TRADED FD TR II 19,240.0 $470K 0.28% -700.0 -3.5% $24.43 -2.9%
100 CALF PACER FDS TR 9,071.0 $469K 0.28% -408.0 -4.3% $51.75 +11.8%
Page 5 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%