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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 9 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 GEV GE VERNOVA INC Utilities 221.0 $241K 0.14% NEW $1092.00 -16.5%
162 NEE NEXTERA ENERGY INC Utilities 2,738.0 $241K 0.14% -46.0 -1.6% $87.95 -6.9%
163 JPIE J P MORGAN EXCHANGE TRADED F 5,224.0 $240K 0.14% -7K -58.2% $45.87 -0.1%
164 GS GOLDMAN SACHS GROUP INC Financial Services 226.0 $239K 0.14% -14.0 -5.8% $1057.35 -2.2%
165 GLD SPDR GOLD TR Financial Services 626.0 $236K 0.14% $377.01 +8.5%
166 BTCW WISDOMTREE BITCOIN FD Financial Services 3,474.0 $234K 0.14% +27.0 +0.8% $67.48 +21.4%
167 ORCL ORACLE CORP Technology 1,654.0 $233K 0.14% -620.0 -27.3% $140.67 +7.1%
168 EMEQ NOMURA ETF TR 3,370.0 $230K 0.14% NEW $68.35 -5.8%
169 EUFN ISHARES TR 5,643.0 $226K 0.13% NEW $40.11 +5.5%
170 BSCR INVESCO EXCH TRD SLF IDX FD 11,516.0 $226K 0.13% $19.64 -0.1%
171 BSJR INVESCO EXCH TRD SLF IDX FD 10,101.0 $226K 0.13% $22.39 -0.2%
172 LMT LOCKHEED MARTIN CORP Industrials 430.0 $225K 0.13% NEW $523.01 +7.8%
173 NOW SERVICENOW INC Technology 2,080.0 $224K 0.13% +157.0 +8.2% $107.71 +34.4%
174 USB US BANCORP Financial Services 3,430.0 $214K 0.13% NEW $62.41 +0.1%
175 APH AMPHENOL CORP Technology 1,320.0 $210K 0.12% NEW $159.06 -0.8%
176 XSW SPDR SERIES TRUST 1,185.0 $210K 0.12% NEW $177.05 +18.2%
177 NOC NORTHROP GRUMMAN CORP Industrials 381.0 $206K 0.12% NEW $539.67 +1.1%
178 FDX FEDEX CORP Industrials 649.0 $204K 0.12% +6.0 +0.9% $314.93 +5.1%
179 SPOT SPOTIFY TECHNOLOGY S A Communication Services 420.0 $202K 0.12% NEW $479.77 +14.1%
Page 9 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%