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Portfolio (Quarterly) Guide ↗

Five Oceans Advisors

· CIK 0001876326
13F Portfolio $311M AUM 204 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 30 Added 59 Reduced 10 Exited
Page 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MRK MERCK & CO INC Healthcare 3,157.0 $406K 0.13% +25.0 +0.8% $128.50 +16.7%
22 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 11,784.0 $399K 0.13% +1K +11.6% $33.88 +6.8%
23 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,040.0 $364K 0.12% +2K +2357.8% $178.24 +9.8%
24 NVO NOVO-NORDISK A S Healthcare 7,396.0 $355K 0.11% +489.0 +7.1% $47.94 -5.9%
25 QCOM QUALCOMM INC Technology 1,827.0 $338K 0.11% +59.0 +3.3% $184.79 -9.8%
26 AMGN AMGEN INC Healthcare 931.0 $337K 0.11% +40.0 +4.5% $362.12 +21.0%
27 LIN LINDE PLC Basic Materials 581.0 $302K 0.10% +16.0 +2.8% $518.94 -6.2%
28 WFC WELLS FARGO & CO Financial Services 3,625.0 $300K 0.10% +125.0 +3.6% $82.64 +5.3%
29 SHW SHERWIN WILLIAMS CO Basic Materials 724.0 $249K 0.08% +6.0 +0.8% $344.32 -4.2%
30 F FORD MTR CO Consumer Cyclical 11,339.0 $158K 0.05% +77.0 +0.7% $13.90 -0.5%
Page 2 of 2  ·  30 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 42.0%
Financial Services 18.7%
Healthcare 8.9%
Consumer Cyclical 8.3%
Communication Services 7.8%
Industrials 7.6%
Consumer Defensive 3.3%
Energy 1.4%
Basic Materials 1.2%
Utilities 0.6%