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Portfolio (Quarterly) Guide ↗

Five Oceans Advisors

· CIK 0001876326
13F Portfolio $276M AUM 193 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 37 Added 42 Reduced 12 Exited
Page 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MRK MERCK & CO INC Healthcare 3,132.0 $377K 0.14% +47.0 +1.5% $120.29 +5.7%
22 LMT LOCKHEED MARTIN CORP Industrials 599.0 $362K 0.13% +6.0 +1.0% $604.39 -15.7%
23 GEV GE VERNOVA INC Utilities 372.0 $325K 0.12% +2.0 +0.5% $872.90 +20.5%
24 AMGN AMGEN INC Healthcare 891.0 $313K 0.11% +14.0 +1.6% $351.85 +1.2%
25 RTX RTX CORPORATION Industrials 1,611.0 $311K 0.11% +186.0 +13.1% $192.90 -2.3%
26 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,620.0 $280K 0.10% +725.0 +18.6% $60.65 -5.9%
27 LIN LINDE PLC Basic Materials 565.0 $280K 0.10% +11.0 +2.0% $495.76 +5.0%
28 UNH UNITEDHEALTH GROUP INC Healthcare 1,008.0 $273K 0.10% +7.0 +0.7% $270.59 +56.7%
29 GBIL GOLDMAN SACHS ETF TR 2,584.0 $259K 0.09% +104.0 +4.2% $100.21 -0.1%
30 PFE PFIZER INC Healthcare 9,196.0 $258K 0.09% +208.0 +2.3% $28.08 -13.7%
31 NVO NOVO-NORDISK A S Healthcare 6,907.0 $254K 0.09% +1K +22.3% $36.75 +29.6%
32 INTC INTEL CORP Technology 5,734.0 $253K 0.09% +58.0 +1.0% $44.13 +189.8%
33 BNDX VANGUARD CHARLOTTE FDS 5,117.0 $246K 0.09% +177.0 +3.6% $48.05 +0.9%
34 NEM NEWMONT CORP Basic Materials 2,203.0 $238K 0.09% +12.0 +0.6% $108.25 -10.8%
35 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 858.0 $236K 0.09% +5.0 +0.6% $275.18 +16.4%
36 VST VISTRA CORP Utilities 1,557.0 $234K 0.09% +8.0 +0.5% $150.33 +9.4%
37 GM GENERAL MTRS CO Consumer Cyclical 3,011.0 $224K 0.08% +83.0 +2.8% $74.50 +5.0%
Page 2 of 2  ·  37 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 35.0%
Financial Services 18.6%
Communication Services 12.3%
Healthcare 9.9%
Consumer Cyclical 9.2%
Industrials 6.6%
Consumer Defensive 4.2%
Energy 2.0%
Basic Materials 1.6%
Utilities 0.6%