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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 1 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 26,627.0 $6.8M 4.63% -184.0 -0.7% $253.79 +20.2%
2 SPY STATE STR SPDR S&P 500 ETF T Financial Services 9,385.0 $6.1M 4.18% -210.0 -2.2% $650.37 +14.2%
3 JPLD J P MORGAN EXCHANGE TRADED F 61,491.0 $3.2M 2.20% -6K -9.4% $52.19 -0.3%
4 GOOG ALPHABET INC Communication Services 9,020.0 $2.6M 1.77% -367.0 -3.9% $286.85 +33.7%
5 TDVG T ROWE PRICE ETF INC 57,480.0 $2.6M 1.76% -4K -6.3% $44.63 +6.4%
6 GSEW GOLDMAN SACHS ETF TR 27,752.0 $2.3M 1.61% -1K -4.7% $84.66 +7.6%
7 AMAT APPLIED MATLS INC Technology 5,503.0 $1.9M 1.29% -865.0 -13.6% $341.80 +25.0%
8 ABBV ABBVIE INC Healthcare 8,401.0 $1.8M 1.25% -147.0 -1.7% $217.50 -1.3%
9 VUG VANGUARD INDEX FDS 3,009.0 $1.3M 0.90% -25.0 -0.8% $436.78 -80.0%
10 CRM SALESFORCE INC Technology 6,470.0 $1.2M 0.83% -219.0 -3.3% $186.66 -5.5%
11 PYLD PIMCO ETF TR 45,758.0 $1.2M 0.82% -10K -17.8% $26.20 +0.3%
12 CGBL CAPITAL GROUP CORE BALANCED 34,152.0 $1.2M 0.81% -1K -3.5% $34.41 +7.9%
13 JNJ JOHNSON & JOHNSON Healthcare 4,260.0 $1.0M 0.71% -90.0 -2.1% $244.46 -5.2%
14 QCOM QUALCOMM INC Technology 7,950.0 $1.0M 0.70% -529.0 -6.2% $128.78 +57.3%
15 LOW LOWES COS INC Consumer Cyclical 4,086.0 $965K 0.66% -27.0 -0.7% $236.28 -8.0%
16 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 26,845.0 $859K 0.59% -300.0 -1.1% $32.01 +2.5%
17 ASML ASML HLDG NV Technology 635.0 $839K 0.57% -13.0 -2.0% $1320.83 +20.5%
18 SBUX STARBUCKS CORP Consumer Cyclical 9,238.0 $828K 0.57% -222.0 -2.4% $89.59 +18.9%
19 GLW CORNING INC Technology 5,655.0 $769K 0.53% -375.0 -6.2% $135.97 +41.1%
20 VIG VANGUARD SPECIALIZED FUNDS 3,521.0 $757K 0.52% -309.0 -8.1% $215.04 +7.4%
Page 1 of 3  ·  54 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%