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Nautilus Advisors Portfolio holdings
AUM
$170M
1-Year Est. Return
26.4%
This Fund
S&P 500
This Quarter
Est. Return
+4.21%
1 Year Est. Return
+26.4%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$126M
AUM Growth
–
Cap. Flow
+$125M
Cap. Flow
% of AUM
99.84%
Top 10 Holdings %
Top 10 Hldgs %
33.14%
Holding
149
New
149
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$7.98M |
| 2 |
Apple
AAPL
|
+$6.56M |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$5.89M |
| 4 |
Netflix
NFLX
|
+$3.75M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$3.66M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 16.42% |
| 2 | Consumer Discretionary | 12.47% |
| 3 | Communication Services | 10.02% |
| 4 | Financials | 6.69% |
| 5 | Consumer Staples | 5.92% |
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Nautilus Advisors's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Nautilus Advisors, which disclosed 149 positions worth $126M. Its ten largest holdings account for 33% of the portfolio.
Its largest position is Amazon: 38,993 shares worth $8.55M.
By sector, the portfolio is most concentrated in Technology at 16% of assets, followed by Consumer Discretionary and Communication Services.
- Nautilus Advisors's largest Q4 2024 buy was Amazon: 38,993 shares worth $8.55M.
- Nautilus Advisors's ten largest holdings make up 33% of its $126M portfolio in Q4 2024.
- Nautilus Advisors disclosed 149 positions in Q4 2024, its first 13F filing on record.
Based on Nautilus Advisors's 13F filing for Q4 2024, filed 26 Aug 2025.