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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 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TM TOYOTA MOTOR CORP Consumer Cyclical 3,316.0 $558K 0.18% -354.0 -9.7% $168.42 +17.6%
22 VZ VERIZON COMMUNICATIONS INC Communication Services 12,808.0 $542K 0.17% -168.0 -1.3% $42.34 +18.8%
23 DFAI DIMENSIONAL ETF TRUST 12,757.0 $526K 0.17% -685.0 -5.1% $41.25 +3.5%
24 NFLX NETFLIX INC. Communication Services 7,056.0 $504K 0.16% -203.0 -2.8% $71.40 +13.2%
25 DFCF DIMENSIONAL ETF TRUST 11,814.0 $499K 0.16% -5K -27.7% $42.21 -2.1%
26 DFGR DIMENSIONAL ETF TRUST 16,648.0 $482K 0.15% -443.0 -2.6% $28.97 -0.3%
27 HWM HOWMET AEROSPACE INC Industrials 1,734.0 $466K 0.15% -40.0 -2.2% $268.86 -5.2%
28 J P MORGAN EXCHANGE TRADED F 9,070.0 $459K 0.15% -137.0 -1.5% $50.57
29 DFUV DIMENSIONAL ETF TRUST 7,599.0 $418K 0.13% -399.0 -5.0% $55.01 +3.3%
30 DFNM DIMENSIONAL ETF TRUST 8,605.0 $416K 0.13% -1K -10.6% $48.34 -2.0%
31 TJX TJX COS INC NEW Consumer Cyclical 2,727.0 $413K 0.13% -21.0 -0.8% $151.50 -12.0%
32 ITOT ISHARES TR 2,514.0 $413K 0.13% -109.0 -4.2% $164.29 +1.4%
33 PH PARKER-HANNIFIN CORP Industrials 418.0 $409K 0.13% -7.0 -1.6% $978.12 -2.7%
34 ANET ARISTA NETWORKS INC Technology 2,402.0 $408K 0.13% -31.0 -1.3% $169.88 +11.4%
35 DFAR DIMENSIONAL ETF TRUST 15,589.0 $408K 0.13% -3K -17.4% $26.16 -0.8%
36 COF CAPITAL ONE FINL CORP Financial Services 1,926.0 $386K 0.12% -30.0 -1.5% $200.62 +5.3%
37 MCD MCDONALDS CORP Consumer Cyclical 1,390.0 $376K 0.12% -21.0 -1.5% $270.31 -3.4%
38 PM PHILIP MORRIS INTL INC Consumer Defensive 2,042.0 $369K 0.12% -55.0 -2.6% $180.91 +3.4%
39 TRV TRAVELERS COMPANIES INC Financial Services 1,082.0 $357K 0.12% -6.0 -0.6% $330.12 +10.2%
40 MCK MCKESSON CORP Healthcare 461.0 $348K 0.11% -7.0 -1.5% $755.60 +20.0%
Page 2 of 3  ·  59 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%