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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 7 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VZ VERIZON COMMUNICATIONS INC Communication Services 8,673.0 $365K 0.21% +645.0 +8.0% $42.12 +18.9%
122 DIA STATE STR SPDR DOW JONES IND Financial Services 642.0 $338K 0.20% +25.0 +4.0% $525.92 +1.7%
123 IHI ISHARES TR 6,550.0 $336K 0.20% NEW $51.34 +7.5%
124 JPM JPMORGAN CHASE & CO Financial Services 987.0 $332K 0.20% $336.51 +6.3%
125 BUG GLOBAL X FDS 8,375.0 $330K 0.19% -100.0 -1.2% $39.37 +9.1%
126 FXY INVESCO CURRENCYSHARES Financial Services 5,757.0 $327K 0.19% $56.74 +0.9%
127 CAH CARDINAL HEALTH INC Healthcare 1,380.0 $325K 0.19% $235.80 -0.5%
128 TIP ISHARES TR 3,000.0 $324K 0.19% $108.13 -1.1%
129 MU MICRON TECHNOLOGY INC Technology 330.0 $323K 0.19% NEW $979.37 -4.7%
130 VYMI VANGUARD WHITEHALL FDS 3,179.0 $320K 0.19% NEW $100.56 +4.5%
131 CVX CHEVRON CORPORATION Energy 1,809.0 $319K 0.19% $176.41 +14.4%
132 RTX RTX CORPORATION Industrials 1,588.0 $311K 0.18% -10.0 -0.6% $195.93 +8.1%
133 DELL DELL TECHNOLOGIES INC Technology 711.0 $309K 0.18% NEW $434.97 +4.8%
134 IVV ISHARES TR 408.0 $309K 0.18% +25.0 +6.5% $757.76 +2.0%
135 MDT MEDTRONIC PLC Healthcare 3,679.0 $309K 0.18% -62.0 -1.7% $83.87 +8.8%
136 HD HOME DEPOT INC Consumer Cyclical 896.0 $308K 0.18% $343.25 -3.8%
137 IWR ISHARES TR 2,794.0 $307K 0.18% $110.04 +2.0%
138 EWG ISHARES INC 7,320.0 $304K 0.18% $41.49 +7.5%
139 XLC SELECT SECTOR SPDR TR 2,704.0 $302K 0.18% +79.0 +3.0% $111.63 +1.2%
140 TJX TJX COS INC NEW Consumer Cyclical 1,985.0 $300K 0.18% +68.0 +3.5% $151.31 -10.7%
Page 7 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%