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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 6 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ESGD ISHARES TR 4,000.0 $382K 0.26% $95.62 +7.5%
102 PHM PULTE GROUP INC Consumer Cyclical 3,195.0 $376K 0.26% $117.61 -1.0%
103 TROW PRICE T ROWE GROUP INC Financial Services 4,154.0 $374K 0.26% -999.0 -19.4% $90.14 +14.7%
104 CVX CHEVRON CORPORATION Energy 1,808.0 $374K 0.26% $206.89 -7.5%
105 XEL XCEL ENERGY INC Utilities 4,612.0 $366K 0.25% +35.0 +0.8% $79.44 +2.1%
106 CL COLGATE PALMOLIVE CO Consumer Defensive 4,217.0 $359K 0.25% $85.23 +6.3%
107 AXP AMERICAN EXPRESS CO Financial Services 1,168.0 $353K 0.24% -291.0 -19.9% $302.38 +3.1%
108 VRTX VERTEX PHARMACEUTICALS INC Healthcare 777.0 $347K 0.24% +67.0 +9.4% $446.54 -2.7%
109 FLXR TCW ETF TRUST 8,757.0 $344K 0.24% -3K -27.8% $39.27 -0.3%
110 VANGUARD CALIF TAX FREE FDS 3,452.0 $342K 0.23% $99.09
111 JGRO J P MORGAN EXCHANGE TRADED F 4,037.0 $341K 0.23% -211.0 -5.0% $84.53 +15.0%
112 UBER UBER TECHNOLOGIES INC Technology 4,704.0 $338K 0.23% -1K -17.9% $71.93 -0.2%
113 TMSL T ROWE PRICE ETF INC 9,125.0 $335K 0.23% -961.0 -9.5% $36.67 +12.4%
114 ORCL ORACLE CORP Technology 2,274.0 $335K 0.23% -732.0 -24.4% $147.12 +30.6%
115 FXY INVESCO CURRENCYSHARES Financial Services 5,757.0 $333K 0.23% $57.88 -0.3%
116 BDX BECTON DICKINSON & CO Healthcare 2,115.0 $333K 0.23% +675.0 +46.9% $157.21 -6.1%
117 TIP ISHARES TR 3,000.0 $331K 0.23% $110.36 +0.0%
118 MDT MEDTRONIC PLC Healthcare 3,741.0 $324K 0.22% $86.65 -9.3%
119 RTX RTX CORPORATION Industrials 1,598.0 $308K 0.21% +19.0 +1.2% $192.93 -8.3%
120 TJX TJX COS INC NEW Consumer Cyclical 1,917.0 $306K 0.21% +74.0 +4.0% $159.73 -0.9%
Page 6 of 9  ·  162 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%