Nautilus Advisors LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2083253
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13F Reported Value
ⓘ$169.6M
Holdings
179
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Nautilus Advisors LLC disclosed 179 positions worth $169.6M in its Form 13F-HR for Q2 2026, led by $AMZN (AMAZON COM INC) at 5.0% of the equity portfolio, followed by $AAPL and $GOOG. During the quarter the fund opened 22 new positions and exited 5. The portfolio is most concentrated in Other (39.4% of disclosed assets). All figures are sourced directly from Nautilus Advisors LLC’s Form 13F-HR filing with the SEC under CIK 2083253.
AI Fund Analysis
Stable
$AMZN5.0% weight
Held 5 quarters
$AAPL5.0% weight
Held 5 quarters
$GOOG4.2% weight
Held 5 quarters
$SPY4.2% weight
Held 5 quarters
DIMENSIONAL ETF TRUST - US
2.5% weight
Held 5 quarters
DIMENSIONAL ETF TRUST - US
4 quarters accumulating
$COST4 quarters accumulating
DIMENSIONAL ETF TRUST - IN
4 quarters accumulating
CAPITAL GROUP DIVIDEND GRO
4 quarters accumulating
RBB FUND TRUST - FIRST EAG
4 quarters accumulating
Sector Allocation
OtherTechnologyConsumer DiscretionaryFinancialsIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 68.7#300
Quality
$8.5M34,482 sh - 76.4#84
Quality
$8.4M26,627 sh - 78.2#57
Quality
$7.1M19,893 sh - —
Quality
$7.0M9,315 sh DIMENSIONAL ETF TRUST - US COR EQU 2 ETF
—Quality
$4.3M95,310 sh- 78.8
Quality
$3.8M51,636 sh - 66.2
Quality
$3.3M3,645 sh - 78.2
Quality
$3.2M9,028 sh - 72.3
Quality
$3.0M4,929 sh J P MORGAN EXCHANGE TRADED F - JPMORGAM LTD DUR
—Quality
$2.9M56,020 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| AMAZON COM INC$AMZN | 68.7#300 | $8.5M | 34,482 |
| Apple Inc.$AAPL | 76.4#84 | $8.4M | 26,627 |
| Alphabet Inc.$GOOG | 78.2#57 | $7.1M | 19,893 |
| SPDR S&P 500 ETF TRUST$SPY | — | $7.0M | 9,315 |
| DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $4.3M | 95,310 |
 NETFLIX INC$NFLX | 78.8 | $3.8M | 51,636 |
| COSTCO WHOLESALE CORP /NEW$COST | 66.2 | $3.3M | 3,645 |
 Alphabet Inc.$GOOGL | 78.2 | $3.2M | 9,028 |
 APPLIED MATERIALS INC /DE$AMAT | 72.3 | $3.0M | 4,929 |
| J P MORGAN EXCHANGE TRADED F - JPMORGAM LTD DUR | — | $2.9M | 56,020 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Nautilus Advisors LLC's 179 positions.
Showing top 10 of 179 holdings.
Sector Allocation
Other
$66.9M
Technology
$41.3M
Consumer Discretionary
$17.0M
Financials
$16.7M
Industrials
$8.2M
Healthcare
$7.8M
Communication Services
$4.4M
Consumer Staples
$2.8M
Top Holdings — Nautilus Advisors LLC (Q2 2026)
Top 150 of 179 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AMZN | AMAZON COM INC | $8.5M | 5.0% | +2% | 68.7 |
| 2 | $AAPL | Apple Inc. | $8.4M | 5.0% | +0% | 76.4 |
| 3 | $GOOG | Alphabet Inc. | $7.1M | 4.2% | +1% | 78.2 |
| 4 | $SPY | SPDR S&P 500 ETF TRUST | $7.0M | 4.2% | -1% | — |
| 5 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $4.3M | 2.5% | +5% | — |
| 6 | $NFLX | NETFLIX INC | $3.8M | 2.2% | +3% | 78.8 |
| 7 | $COST | COSTCO WHOLESALE CORP /NEW | $3.3M | 2.0% | +21% | 66.2 |
| 8 | $GOOGL | Alphabet Inc. | $3.2M | 1.9% | +0% | 78.2 |
| 9 | $AMAT | APPLIED MATERIALS INC /DE | $3.0M | 1.8% | -10% | 72.3 |
| 10 | — | J P MORGAN EXCHANGE TRADED F - JPMORGAM LTD DUR | $2.9M | 1.7% | -9% | — |
| 11 | — | T ROWE PRICE EXCHANGE-TRADED - PRICE DIV GRWT | $2.9M | 1.7% | +1% | — |
| 12 |  $GS | GOLDMAN SACHS GROUP INC | $2.9M | 1.7% | +9% | 73.5 |
| 13 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $2.6M | 1.5% | +6% | — |
| 14 |  $NVDA | NVIDIA CORP | $2.6M | 1.5% | +1% | 85.9 |
| 15 |  $MSFT | MICROSOFT CORP | $2.3M | 1.4% | +11% | 79.8 |
| 16 |  $V | VISA INC. | $2.2M | 1.3% | +0% | 82.9 |
| 17 | — | CAPITAL GROUP DIVIDEND GROWE - SHS ETF | $2.1M | 1.2% | +0% | — |
| 18 | — | RBB FUND TRUST - FIRST EAGLE GBL | $2.0M | 1.2% | +0% | — |
| 19 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $1.9M | 1.1% | +3% | — |
| 20 |  $ABBV | AbbVie Inc. | $1.9M | 1.1% | -11% | 72.6 |
| 21 |  $TEX | TEREX CORP | $1.7M | 1.0% | +0% | 58.6 |
| 22 |  $AMD | ADVANCED MICRO DEVICES INC | $1.6M | 0.9% | -7% | 79.8 |
| 23 | — | VANGUARD INDEX FDS - GROWTH ETF | $1.5M | 0.9% | +489% | — |
| 24 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $1.5M | 0.9% | +21% | — |
| 25 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | $1.5M | 0.9% | +9% | — |
| 26 |  $QCOM | QUALCOMM INC/DE | $1.5M | 0.9% | -0% | 70.5 |
| 27 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.5M | 0.9% | -42% | 73.8 |
| 28 | — | RBB FUND TRUST - FIRS EAGL OV ETF | $1.4M | 0.8% | +4% | — |
| 29 | — | 2023 ETF SERIES TRUST - BRAN US VALU ETF | $1.3M | 0.8% | NEW | — |
| 30 | — | J P MORGAN EXCHANGE TRADED F - ACTIVEBLDRS EMER | $1.3M | 0.8% | +1% | — |
| 31 |  $SCHW | SCHWAB CHARLES CORP | $1.3M | 0.8% | +0% | 79.4 |
| 32 | — | 2023 ETF SERIES TRUST - BRAND US CAP ETF | $1.3M | 0.7% | +16% | — |
| 33 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.2M | 0.7% | +0% | — |
| 34 | — | DIMENSIONAL ETF TRUST - CALIF MUN BD ETF | $1.2M | 0.7% | +3% | — |
| 35 | — | GOLDMAN SACHS ETF TR - S&P 500 PREMIUM | $1.2M | 0.7% | +49% | — |
| 36 | — | CAPITAL GROUP CORE BALANCED - SHS | $1.2M | 0.7% | -9% | — |
| 37 |  $ASML | ASML HOLDING NV | $1.1M | 0.7% | -2% | — |
| 38 |  $GLW | CORNING INC /NY | $1.1M | 0.7% | +3% | 73.7 |
| 39 |  $FXE | Invesco CurrencyShares Euro Trust | $1.1M | 0.7% | +5% | — |
| 40 |  $JNJ | JOHNSON & JOHNSON | $1.1M | 0.7% | +0% | 69 |
| 41 |  $META | Meta Platforms, Inc. | $1.1M | 0.6% | +4% | 79.6 |
| 42 | — | THORNBURG ETF TR - INTL EQUITY ETF | $1.1M | 0.6% | +2% | — |
| 43 |  $ICE | Intercontinental Exchange, Inc. | $1.0M | 0.6% | +0% | 73.7 |
| 44 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $1.0M | 0.6% | +1% | — |
| 45 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $1.0M | 0.6% | +0% | — |
| 46 |  $CRM | Salesforce, Inc. | $997,229 | 0.6% | -6% | 77 |
| 47 | — | ISHARES TR - ESG OPTIMIZED | $965,650 | 0.6% | +0% | — |
| 48 |  $RDDT | Reddit, Inc. | $964,394 | 0.6% | +3% | 79.8 |
| 49 |  $CINF | CINCINNATI FINANCIAL CORP | $955,742 | 0.6% | +0% | 84.3 |
| 50 | — | ISHARES TR - CRE U S REIT ETF | $950,914 | 0.6% | +14% | — |
| 51 |  $SBUX | STARBUCKS CORP | $936,084 | 0.6% | -4% | 58.2 |
| 52 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $931,481 | 0.6% | -2% | 65.1 |
| 53 |  $GILD | GILEAD SCIENCES, INC. | $911,580 | 0.5% | +1% | 57.4 |
| 54 |  $CAT | CATERPILLAR INC | $884,045 | 0.5% | +0% | 66.5 |
| 55 |  $LOW | LOWES COMPANIES INC | $862,671 | 0.5% | -0% | 60.8 |
| 56 | — | ISHARES TR - FLTG RATE NT ETF | $858,021 | 0.5% | NEW | — |
| 57 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $855,931 | 0.5% | +0% | — |
| 58 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $849,820 | 0.5% | +0% | — |
| 59 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $845,248 | 0.5% | +1% | — |
| 60 |  $ADP | AUTOMATIC DATA PROCESSING INC | $828,781 | 0.5% | -0% | 69.8 |
| 61 |  $ITW | ILLINOIS TOOL WORKS INC | $825,516 | 0.5% | +0% | 63.6 |
| 62 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $801,568 | 0.5% | +0% | — |
| 63 |  $TSLA | Tesla, Inc. | $795,540 | 0.5% | +5% | 53.9 |
| 64 | — | LEGG MASON ETF INVT - FRANKLIN INTL LW | $786,970 | 0.5% | -0% | — |
| 65 |  $UBER | Uber Technologies, Inc | $779,241 | 0.5% | +122% | 73.5 |
| 66 | — | CAPITAL GRP FIXED INCM ETF T - MUN HIGH ETF | $776,121 | 0.5% | +11% | — |
| 67 |  $AMGN | AMGEN INC | $744,082 | 0.4% | -3% | 79.2 |
| 68 |  $EMR | EMERSON ELECTRIC CO | $724,398 | 0.4% | -1% | 65.3 |
| 69 |  $BMY | BRISTOL MYERS SQUIBB CO | $710,814 | 0.4% | +61% | 70.4 |
| 70 | — | DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF | $676,099 | 0.4% | -10% | — |
| 71 |  $AVGO | Broadcom Inc. | $674,499 | 0.4% | +2% | 84.5 |
| 72 |  $VRT | Vertiv Holdings Co | $669,243 | 0.4% | -5% | 81 |
| 73 | — | CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT | $658,197 | 0.4% | +5% | — |
| 74 | — | THEMES ETF TR - TRANS DEFEN ETF | $651,267 | 0.4% | +52% | — |
| 75 |  $PG | PROCTER & GAMBLE Co | $630,314 | 0.4% | +0% | 64.6 |
| 76 | — | ISHARES TR - GLOB UTILITS ETF | $628,391 | 0.4% | NEW | — |
| 77 | — | ISHARES TR - CORE S&P SCP ETF | $624,452 | 0.4% | -2% | — |
| 78 |  $ABT | ABBOTT LABORATORIES | $618,901 | 0.4% | -1% | 65.5 |
| 79 |  $KO | COCA COLA CO | $606,942 | 0.4% | +0% | 69.5 |
| 80 |  $LLY | ELI LILLY & Co | $604,281 | 0.4% | +2% | 87.5 |
| 81 |  $IVZ | Invesco Ltd. | $603,247 | 0.4% | +0% | — |
| 82 | — | PIMCO ETF TR - MULTISECTOR BD | $596,277 | 0.3% | -50% | — |
| 83 | $GS | GOLDMAN SACHS GROUP INC | $595,463 | 0.3% | NEW | 73.5 |
| 84 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $591,203 | 0.3% | -2% | — |
| 85 |  $CARR | CARRIER GLOBAL Corp | $589,833 | 0.3% | +1% | 56.6 |
| 86 |  $SYY | SYSCO CORP | $588,822 | 0.3% | +0% | 54.7 |
| 87 | — | PGIM ETF TR - PGIM ULTRA SH BD | $581,594 | 0.3% | NEW | — |
| 88 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $580,504 | 0.3% | +17% | 70 |
| 89 | — | SIMPLIFY EXCHANGE TRADED FUN - MBS ETF | $570,913 | 0.3% | -9% | — |
| 90 | — | ISHARES TR - CALIF MUN BD ETF | $564,898 | 0.3% | +25% | — |
| 91 |  $TGT | TARGET CORP | $562,047 | 0.3% | -6% | 60.7 |
| 92 |  $BDX | BECTON DICKINSON & CO | $554,664 | 0.3% | +73% | 59 |
| 93 |  $SHEL | Shell plc | $535,634 | 0.3% | +0% | — |
| 94 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $533,106 | 0.3% | NEW | — |
| 95 | — | HARRIS OAKMARK ETF TRUST - OAKMARK U S LRG | $519,388 | 0.3% | -60% | — |
| 96 |  $PANW | Palo Alto Networks Inc | $513,308 | 0.3% | +5% | 65.5 |
| 97 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $504,102 | 0.3% | +0% | — |
| 98 |  $WM | WASTE MANAGEMENT INC | $484,183 | 0.3% | -1% | 67.6 |
| 99 | $IVZ | Invesco Ltd. | $470,129 | 0.3% | -4% | — |
| 100 | — | PACER FDS TR - US SM CAP CA ETF | $469,430 | 0.3% | -4% | — |
| 101 |  $SHAK | Shake Shack Inc. | $468,917 | 0.3% | +0% | 55.6 |
| 102 | — | ISHARES TR - ESG AWARE MSCI | $462,818 | 0.3% | +0% | — |
| 103 |  $TROW | PRICE T ROWE GROUP INC | $454,311 | 0.3% | -8% | 69 |
| 104 |  $CRWD | CrowdStrike Holdings, Inc. | $446,237 | 0.3% | +281% | 67.7 |
| 105 | $IVZ | Invesco Ltd. | $441,519 | 0.3% | +0% | — |
| 106 |  $B | BARRICK MINING CORP | $414,851 | 0.2% | +14% | 69.6 |
| 107 |  $MKC | MCCORMICK & CO INC | $414,670 | 0.2% | +0% | 67.6 |
| 108 | — | ISHARES TR - ESG AW MSCI EAFE | $413,560 | 0.2% | +0% | — |
| 109 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $405,129 | 0.2% | +34% | — |
| 110 |  $STZ | CONSTELLATION BRANDS, INC. | $405,129 | 0.2% | +0% | 59.8 |
| 111 |  $PHM | PULTEGROUP INC/MI/ | $398,576 | 0.2% | +0% | 55.3 |
| 112 |  $LRCX | LAM RESEARCH CORP | $393,585 | 0.2% | +11% | 79.4 |
| 113 |  $CL | COLGATE PALMOLIVE CO | $388,976 | 0.2% | +0% | 61.3 |
| 114 | — | T ROWE PRICE EXCHANGE-TRADED - SMALL MID CAP | $382,924 | 0.2% | -3% | — |
| 115 |  $MRVL | Marvell Technology, Inc. | $379,002 | 0.2% | NEW | 76.5 |
| 116 |  $SHOP | SHOPIFY INC. | $378,281 | 0.2% | +23% | 64.9 |
| 117 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $377,148 | 0.2% | +0% | 75.4 |
| 118 |  $XEL | XCEL ENERGY INC | $371,887 | 0.2% | +1% | 56.4 |
| 119 |  $CSCO | CISCO SYSTEMS, INC. | $369,299 | 0.2% | -1% | 70.3 |
| 120 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH | $366,723 | 0.2% | -6% | — |
| 121 |  $VZ | VERIZON COMMUNICATIONS INC | $365,307 | 0.2% | +8% | 65.8 |
| 122 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $337,639 | 0.2% | +4% | — |
| 123 | — | ISHARES TR - U.S. MED DVC ETF | $336,277 | 0.2% | NEW | — |
| 124 |  $JPM | JPMORGAN CHASE & CO | $332,137 | 0.2% | +0% | 70.7 |
| 125 | — | GLOBAL X FDS - CYBRSCURTY ETF | $329,725 | 0.2% | -1% | — |
| 126 |  $FXY | Invesco CurrencyShares Japanese Yen Trust | $326,652 | 0.2% | +0% | — |
| 127 |  $CAH | CARDINAL HEALTH INC | $325,404 | 0.2% | +0% | 62.4 |
| 128 | — | ISHARES TR - TIPS BD ETF | $324,390 | 0.2% | +0% | — |
| 129 |  $MU | MICRON TECHNOLOGY INC | $323,193 | 0.2% | NEW | 86.2 |
| 130 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $319,687 | 0.2% | NEW | — |
| 131 |  $CVX | CHEVRON CORP | $319,133 | 0.2% | +0% | 62.8 |
| 132 |  $RTX | RTX Corp | $311,142 | 0.2% | -1% | 73.2 |
| 133 |  $DELL | Dell Technologies Inc. | $309,264 | 0.2% | NEW | 71.2 |
| 134 | — | ISHARES TR - CORE S&P500 ETF | $309,168 | 0.2% | +7% | — |
| 135 |  $MDT | Medtronic plc | $308,558 | 0.2% | -2% | 68.7 |
| 136 |  $HD | HOME DEPOT, INC. | $307,556 | 0.2% | +0% | 60.3 |
| 137 | — | ISHARES TR - RUS MID CAP ETF | $307,439 | 0.2% | +0% | — |
| 138 | — | ISHARES INC - MSCI GERMANY ETF | $303,707 | 0.2% | +0% | — |
| 139 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | $301,841 | 0.2% | +3% | — |
| 140 |  $TJX | TJX COMPANIES INC /DE/ | $300,343 | 0.2% | +4% | 68.7 |
| 141 |  $DVN | DEVON ENERGY CORP/DE | $299,599 | 0.2% | NEW | 74.8 |
| 142 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $296,968 | 0.2% | -2% | — |
| 143 |  $KMB | KIMBERLY CLARK CORP | $287,770 | 0.2% | +0% | 58.7 |
| 144 | — | ISHARES TR - MSCI USA MIN ETF | $286,926 | 0.2% | +0% | — |
| 145 |  $KLAC | KLA CORP | $278,668 | 0.2% | NEW | 78.6 |
| 146 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | $277,245 | 0.2% | +0% | — |
| 147 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $275,841 | 0.2% | +0% | 73.7 |
| 148 |  $MA | Mastercard Inc | $275,578 | 0.2% | -1% | 85.1 |
| 149 | — | ISHARES INC - MSCI SWITZERLAND | $271,732 | 0.2% | +0% | — |
| 150 | — | PACER FDS TR - US CASH COWS 100 | $271,076 | 0.2% | -13% | — |
New Positions (22)
2023 ETF SERIES TRUST - BRAN US VALU ETF$1.3M
ISHARES TR - FLTG RATE NT ETF$858,021
ISHARES TR - GLOB UTILITS ETF$628,391
PGIM ETF TR - PGIM ULTRA SH BD$581,594
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$533,106$MRVL Marvell Technology, Inc.$379,002 ISHARES TR - U.S. MED DVC ETF$336,277
$MU MICRON TECHNOLOGY INC$323,193 VANGUARD WHITEHALL FDS - INTL HIGH ETF$319,687
$DELL Dell Technologies Inc.$309,264$DVN DEVON ENERGY CORP/DE$299,599$KLAC KLA CORP$278,668
$GE GENERAL ELECTRIC CO$247,118
$GEV GE Vernova Inc.$241,333 NOMURA ETF TR - FOCU EM MKTS ETF$230,356
Exited Positions (5)
JANUS DETROIT STR TR
TCW ETF TRUST
VANGUARD CALIF TAX FREE FDS
$XOM.R34088 EXXON MOBIL CORP
$HON HONEYWELL INTERNATIONAL INCBrowse Top Institutional Investors
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