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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 3 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TXUE THORNBURG ETF TR 30,339.0 $977K 0.67% +3K +10.6% $32.19 +7.3%
42 GILD GILEAD SCIENCES INC Healthcare 6,984.0 $973K 0.67% $139.36 -6.4%
43 LOW LOWES COS INC Consumer Cyclical 4,086.0 $965K 0.66% -27.0 -0.7% $236.28 -8.0%
44 DFAT DIMENSIONAL ETF TRUST 14,846.0 $927K 0.64% +1K +8.7% $62.45 +6.5%
45 META META PLATFORMS INC Communication Services 1,551.0 $888K 0.61% +136.0 +9.6% $572.29 +6.1%
46 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 26,845.0 $859K 0.59% -300.0 -1.1% $32.01 +2.5%
47 CINF CINCINNATI FINL CORP Financial Services 5,331.0 $839K 0.57% $157.35 +7.0%
48 ASML ASML HLDG NV Technology 635.0 $839K 0.57% -13.0 -2.0% $1320.83 +20.5%
49 SBUX STARBUCKS CORP Consumer Cyclical 9,238.0 $828K 0.57% -222.0 -2.4% $89.59 +18.9%
50 SUSA ISHARES TR 6,200.0 $819K 0.56% $132.10 +14.0%
51 ITW ILLINOIS TOOL WKS INC Industrials 3,071.0 $799K 0.55% $260.29 -4.0%
52 LVHI LEGG MASON ETF INVT 19,067.0 $773K 0.53% +1K +8.3% $40.54 +2.7%
53 GLW CORNING INC Technology 5,655.0 $769K 0.53% -375.0 -6.2% $135.97 +41.1%
54 VIG VANGUARD SPECIALIZED FUNDS 3,521.0 $757K 0.52% -309.0 -8.1% $215.04 +7.4%
55 DFSD DIMENSIONAL ETF TRUST 15,791.0 $756K 0.52% -944.0 -5.6% $47.88 -0.4%
56 USRT ISHARES TR 12,532.0 $742K 0.51% +8K +168.6% $59.19 +10.5%
57 AMGN AMGEN INC Healthcare 2,107.0 $741K 0.51% -32.0 -1.5% $351.92 -4.1%
58 SCHM SCHWAB STRATEGIC TR 23,731.0 $735K 0.50% $30.96 +11.6%
59 XLK SELECT SECTOR SPDR TR 5,490.0 $730K 0.50% NEW $132.90 +34.4%
60 VWO VANGUARD INTL EQUITY INDEX F 13,384.0 $723K 0.50% +242.0 +1.8% $54.05 +8.6%
Page 3 of 9  ·  162 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%