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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 7 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 COWZ PACER FDS TR 4,879.0 $305K 0.21% -190.0 -3.8% $62.56 +2.8%
122 JEPI J P MORGAN EXCHANGE TRADED F 5,332.0 $302K 0.21% +919.0 +20.8% $56.68 -0.6%
123 SHOP SHOPIFY INC Technology 2,512.0 $298K 0.20% -951.0 -27.5% $118.62 -13.2%
124 HD HOME DEPOT INC Consumer Cyclical 896.0 $295K 0.20% -76.0 -7.8% $328.96 -4.8%
125 NEM NEWMONT CORP Basic Materials 2,723.0 $295K 0.20% +380.0 +16.2% $108.24 -0.6%
126 CAH CARDINAL HEALTH INC Healthcare 1,380.0 $292K 0.20% -10.0 -0.7% $211.31 -5.0%
127 XLC SELECT SECTOR SPDR TR 2,625.0 $291K 0.20% $110.88 +4.1%
128 EWG ISHARES INC 7,320.0 $290K 0.20% $39.67 +8.2%
129 JPM JPMORGAN CHASE & CO Financial Services 985.0 $290K 0.20% +13.0 +1.3% $294.09 +4.2%
130 XOM EXXON MOBIL CORP Energy 1,695.0 $288K 0.20% $169.67 -8.7%
131 SCHD SCHWAB STRATEGIC TR 9,352.0 $287K 0.20% $30.68 +7.0%
132 DIA STATE STR SPDR DOW JONES IND Financial Services 617.0 $286K 0.20% NEW $463.33 +9.2%
133 USMV ISHARES TR 2,935.0 $272K 0.19% $92.74 +4.5%
134 IWR ISHARES TR 2,793.0 $272K 0.19% $97.24 +8.9%
135 GLD SPDR GOLD TR Financial Services 626.0 $269K 0.18% NEW $430.29 -3.8%
136 MA MASTERCARD INCORPORATED Financial Services 530.0 $265K 0.18% $499.66 -0.2%
137 CLX CLOROX CO DEL Consumer Defensive 2,549.0 $264K 0.18% $103.63 -8.2%
138 NEE NEXTERA ENERGY INC Utilities 2,784.0 $259K 0.18% -45.0 -1.6% $92.87 -4.7%
139 EWL ISHARES INC 4,318.0 $254K 0.17% $58.81 +6.5%
140 SUB ISHARES TR 2,370.0 $252K 0.17% $106.50 -0.3%
Page 7 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%