Portfolio (Quarterly)
Guide ↗
Nautilus Advisors LLC
· CIK 0002083253| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | REV GROUP INC | — | 25,000 | $1.5M | 0.99% | SOLD |
| 2 | VGT | VANGUARD WORLD FD | — | 1,800 | $1.4M | 0.89% | SOLD |
| 3 | MGK | VANGUARD WORLD FD | — | 3,076 | $1.3M | 0.83% | SOLD |
| 4 | VO | VANGUARD INDEX FDS | — | 1,960 | $569K | 0.37% | SOLD |
| 5 | VB | VANGUARD INDEX FDS | — | 1,800 | $464K | 0.30% | SOLD |
| 6 | VXF | VANGUARD INDEX FDS | — | 2,000 | $418K | 0.27% | SOLD |
| 7 | VPL | VANGUARD INTL EQUITY INDEX | — | 4,000 | $362K | 0.24% | SOLD |
| 8 | VOX | VANGUARD WORLD FD | — | 1,800 | $349K | 0.23% | SOLD |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | — | 5,423 | $339K | 0.22% | SOLD |
| 10 | — | AMCOR PLC | — | 31,210 | $260K | 0.17% | SOLD |
| 11 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 4,854 | $241K | 0.16% | SOLD |
| 12 | BX | BLACKSTONE INC | Financial Services | 1,561 | $241K | 0.16% | SOLD |
| 13 | USB | US BANCORP DEL | Financial Services | 4,455 | $238K | 0.15% | SOLD |
| 14 | TTD | THE TRADE DESK INC | Technology | 5,975 | $227K | 0.15% | SOLD |
| 15 | ESGV | VANGUARD WORLD FD | — | 1,860 | $225K | 0.15% | SOLD |
| 16 | BND | VANGUARD BD INDEX FDS | — | 3,000 | $222K | 0.14% | SOLD |
| 17 | GE | GE AEROSPACE | Industrials | 690 | $213K | 0.14% | SOLD |
| 18 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 367 | $208K | 0.14% | SOLD |
| 19 | EUFN | ISHARES TR | — | 5,588 | $207K | 0.14% | SOLD |
| 20 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 7,915 | $207K | 0.14% | SOLD |
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%