Nautilus Advisors LLC

CIK

2083253

Location

La Jolla, CA

Portfolio Value

Micro $624,954

Diversification

Diversified

Filing Date

Global Rank

#5,616 / 8,232 ▲ 225

Top Industry

Internet Content & Information 9.2%

3Y Alpha vs SPY

-5.4%

Period ended 2 months ago

Filed Apr 17, 2026 · 58d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+15.9%

SPY

+23.4%

Annualised alpha

-5.4%

Max drawdown

−19.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

93 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.0%

−0.5 pts

Top 5

34.7%

−0.6 pts

Top 10

47.9%

−0.5 pts

HHI

327

Diversified−10

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	24.0%	$21,004,374	20
Communication Services	14.2%	$12,451,462	5
Consumer Cyclical	14.0%	$12,287,196	10
Financial Services	11.0%	$9,624,904	12
Unclassified	10.6%	$9,301,280	7
Healthcare	8.5%	$7,485,461	11
Consumer Defensive	7.9%	$6,924,707	10
Industrials	6.9%	$6,008,437	11
Energy	1.4%	$1,266,520	3
Basic Materials	0.8%	$698,992	2
Utilities	0.7%	$624,954	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+4,669	50,256	$4,832,114
JOBY	Joby Aviation, Inc.	+4,013	17,188	$141,972
B	Barrick Mining Corp	+1,699	9,910	$404,228
CARR	CARRIER GLOBAL Corp	+1,191	8,430	$474,693
RDDT	Reddit, Inc.	+675	4,812	$647,935
BDX	Becton Dickinson & Co	+675	2,115	$332,541
MSFT	Microsoft Corp	+525	5,504	$2,037,415
AMZN	Amazon Com Inc	+454	33,673	$7,013,075
NVDA	Nvidia Corp	+436	12,138	$2,116,867
NEM	NEWMONT Corp /DE/	+380	2,723	$294,764
TSLA	Tesla, Inc.	+350	1,856	$689,968
BTCW	WisdomTree Bitcoin Fund	+316	3,447	$247,184
NOW	ServiceNow, Inc.	+258	1,923	$201,049
QQQ	Invesco Qqq Trust, Series 1	+203	1,717	$991,018
COST	Costco Wholesale Corp /New	+165	3,005	$2,994,272
GOOGL	Alphabet Inc.	+151	19,756	$5,681,035
META	Meta Platforms, Inc.	+136	1,551	$887,373
TJX	Tjx Companies Inc /De/	+74	1,917	$306,144
VRTX	Vertex Pharmaceuticals Inc / Ma	+67	777	$346,961
VRT	Vertiv Holdings Co	+57	2,199	$551,025
BRK-B	Berkshire Hathaway Inc	+47	5,238	$2,510,049
XEL	Xcel Energy Inc	+35	4,612	$366,377
FXE	Invesco CurrencyShares Euro Trust	+34	10,041	$1,071,274
CSCO	Cisco Systems, Inc.	+32	3,079	$238,899
RTX	RTX Corp	+19	1,598	$308,254
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
UBER	Uber Technologies, Inc	−1,023	4,704	$338,358
TROW	Price T Rowe Group Inc	−999	4,154	$374,441
SHOP	Shopify Inc.	−951	2,512	$297,973
AMAT	Applied Materials Inc /De	−865	5,503	$1,880,870
ORCL	Oracle Corp	−732	2,274	$334,528
QCOM	Qualcomm Inc/De	−529	7,950	$1,023,801
VZ	Verizon Communications Inc	−505	8,028	$403,005
TGT	Target Corp	−501	4,413	$534,855
KO	Coca Cola Co	−461	7,270	$552,883
GLW	Corning Inc /Ny	−375	5,655	$768,910
CMG	Chipotle Mexican Grill Inc	−300	26,845	$859,308
AXP	American Express Co	−291	1,168	$353,296
PANW	Palo Alto Networks Inc	−235	1,505	$241,281
SBUX	Starbucks Corp	−222	9,238	$827,632
CRM	Salesforce, Inc.	−219	6,470	$1,207,754
SPY	Spdr S&P 500 ETF Trust	−210	9,385	$6,103,440
AAPL	Apple Inc.	−184	26,627	$6,757,666
SHEL	Shell plc	−158	6,504	$604,872
ABBV	AbbVie Inc.	−147	8,401	$1,827,133
AMD	Advanced Micro Devices Inc	−115	3,106	$631,853
CRWD	CrowdStrike Holdings, Inc.	−101	626	$244,396
GS	Goldman Sachs Group Inc	−92	240	$203,037
JNJ	Johnson & Johnson	−90	4,260	$1,041,314
HD	Home Depot, Inc.	−76	896	$294,685
BMY	Bristol Myers Squibb Co	−76	7,657	$464,397
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
TEX	Terex Corp	24,522	$1,449,250
DIA	Spdr Dow Jones Industrial Average ETF Trust	617	$285,788
GLD	Spdr Gold Trust	626	$269,361
AMCR	Amcor plc	6,220	$247,245
HON	Honeywell International Inc	992	$224,221
LRCX	Lam Research Corp	1,014	$216,651
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
IBIT	iShares Bitcoin Trust ETF	4,854	$241,001
BX	Blackstone Inc.	1,561	$240,612
USB	US Bancorp De	4,455	$237,718
TTD	Trade Desk, Inc.	5,975	$226,811
GE	General Electric Co	690	$212,540
ISRG	Intuitive Surgical Inc	367	$207,854
SOFI	SoFi Technologies, Inc.	7,915	$207,214
TEVA	Teva Pharmaceutical Industries Ltd	6,625	$206,766
DIS	Walt Disney Co	1,806	$205,468
CBUS	Cibus, Inc.	21,501	$37,411
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

2 positions · $624,954 total · Utilities only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
XEL	Xcel Energy Inc Utilities	Added	4,612	+35	$366,377	+8.4%	58.62%
NEE	Nextera Energy Inc Utilities	Reduced	2,784	-45	$258,577	+13.9%	41.38%