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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 8 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DVN DEVON ENERGY CORP NEW Energy 7,094.0 $300K 0.18% NEW $42.23 +12.1%
142 JEPI J P MORGAN EXCHANGE TRADED F 5,232.0 $297K 0.17% -100.0 -1.9% $56.76 +1.8%
143 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,560.0 $288K 0.17% $112.41 -2.5%
144 USMV ISHARES TR 2,935.0 $287K 0.17% $97.76 +4.1%
145 KLAC KLA CORP Technology 1,204.0 $279K 0.16% NEW $231.45 -24.2%
146 GRID FIRST TR EXCHANGE-TRADED FD 1,500.0 $277K 0.16% $184.83 -3.1%
147 PNC PNC FINL SVCS GROUP INC Financial Services 1,095.0 $276K 0.16% $251.91 -3.8%
148 MA MASTERCARD INCORPORATED Financial Services 523.0 $276K 0.16% -7.0 -1.3% $526.92 +13.0%
149 EWL ISHARES INC 4,318.0 $272K 0.16% $62.93 +0.6%
150 COWZ PACER FDS TR 4,231.0 $271K 0.16% -648.0 -13.3% $64.07 +13.0%
151 BLK BLACKROCK INC Financial Services 260.0 $269K 0.16% $1036.11 +12.4%
152 NEM NEWMONT CORP Basic Materials 2,823.0 $269K 0.16% +100.0 +3.7% $95.29 +34.3%
153 AMCOR PLC 6,220.0 $269K 0.16% $43.18
154 MINO PIMCO ETF TR 5,755.0 $261K 0.15% +311.0 +5.7% $45.43 -1.7%
155 DGRW WISDOMTREE TR 2,658.0 $258K 0.15% -135.0 -4.8% $97.07 +2.3%
156 AXP AMERICAN EXPRESS CO Financial Services 720.0 $252K 0.15% -448.0 -38.4% $350.65 -5.0%
157 SUB ISHARES TR 2,370.0 $252K 0.15% $106.32 -0.0%
158 GE GE AEROSPACE Industrials 688.0 $247K 0.15% NEW $359.18 -4.6%
159 CLX CLOROX CO DEL Consumer Defensive 2,549.0 $246K 0.14% $96.56 +6.2%
160 JOBY JOBY AVIATION INC Industrials 31,848.0 $246K 0.14% +15K +85.3% $7.72 -9.6%
Page 8 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%