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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 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AXP AMERICAN EXPRESS CO Financial Services 1,372.0 $415K 0.15% -13.0 -0.9% $302.48 +12.6%
22 AMD ADVANCED MICRO DEVICES INC Technology 1,968.0 $400K 0.14% -12.0 -0.6% $203.43 +155.9%
23 DFUV DIMENSIONAL ETF TRUST 7,998.0 $388K 0.14% -168.0 -2.1% $48.46 +13.7%
24 PH PARKER-HANNIFIN CORP Industrials 425.0 $380K 0.14% -6.0 -1.4% $895.24 +8.2%
25 COF CAPITAL ONE FINL CORP Financial Services 1,956.0 $357K 0.13% -25.0 -1.3% $182.43 +11.8%
26 BKNG BOOKING HOLDINGS INC Consumer Cyclical 83.0 $349K 0.13% -1.0 -1.2% $4210.33 -95.7%
27 XOM EXXON MOBIL CORP Energy 1,935.0 $328K 0.12% -629.0 -24.5% $169.66 -19.6%
28 PLTR PALANTIR TECHNOLOGIES INC Technology 1,916.0 $280K 0.10% -125.0 -6.1% $146.28 -22.8%
29 TMO THERMO FISHER SCIENTIFIC INC Healthcare 567.0 $279K 0.10% -4.0 -0.7% $491.53 +4.4%
30 WFC WELLS FARGO & CO Financial Services 3,500.0 $279K 0.10% -52.0 -1.5% $79.61 +5.4%
31 AFL AFLAC INC Financial Services 2,377.0 $261K 0.09% -14.0 -0.6% $109.71 +9.5%
32 SPMD SPDR SERIES TRUST 4,278.0 $253K 0.09% -181.0 -4.1% $59.22 +12.8%
33 AMP AMERIPRISE FINL INC Financial Services 563.0 $250K 0.09% -3.0 -0.5% $444.40 +1.8%
34 PGR PROGRESSIVE CORP Financial Services 1,256.0 $249K 0.09% -7.0 -0.6% $198.24 +13.1%
35 RELX RELX PLC Communication Services 7,351.0 $244K 0.09% -2K -22.2% $33.15 -5.4%
36 BND VANGUARD BD INDEX FDS 3,305.0 $243K 0.09% -426.0 -11.4% $73.63 +0.0%
37 QCOM QUALCOMM INC Technology 1,768.0 $228K 0.08% -54.0 -3.0% $128.78 +46.6%
38 ABT ABBOTT LABORATORIES Healthcare 2,082.0 $214K 0.08% -151.0 -6.8% $102.67 -8.4%
39 WM WASTE MGMT INC DEL Industrials 925.0 $213K 0.08% -14.0 -1.5% $229.79 -1.9%
40 SPGI S&P GLOBAL INC Financial Services 487.0 $207K 0.07% -9.0 -1.8% $425.34 -4.0%
Page 2 of 3  ·  42 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%