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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 10 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MFC MANULIFE FINL CORP Financial Services 5,817.0 $236K 0.08% $40.51 +4.9%
182 UNILEVER PLC 3,891.0 $234K 0.07% $60.12
183 RELX RELX PLC Communication Services 7,351.0 $233K 0.07% $31.67 +11.0%
184 GM GENERAL MTRS CO Consumer Cyclical 3,004.0 $232K 0.07% $77.08 +11.1%
185 STLD STEEL DYNAMICS INC Basic Materials 994.0 $228K 0.07% NEW $229.46 +5.5%
186 HIG HARTFORD INSURANCE GROUP INC Financial Services 1,711.0 $227K 0.07% $132.52 +3.8%
187 LOW LOWES COS INC Consumer Cyclical 1,025.0 $226K 0.07% -6.0 -0.6% $220.49 -9.2%
188 SPSM SPDR SERIES TRUST 3,887.0 $224K 0.07% NEW $57.66 -3.2%
189 NATWEST GROUP PLC 12,684.0 $224K 0.07% $17.63
190 PLTR PALANTIR TECHNOLOGIES INC Technology 1,905.0 $222K 0.07% -11.0 -0.6% $116.67 +50.3%
191 CB CHUBB LIMITED Financial Services 650.0 $221K 0.07% $340.74 -0.4%
192 PCAR PACCAR INC Industrials 1,786.0 $215K 0.07% $120.12 +1.8%
193 CW CURTISS WRIGHT CORP Industrials 279.0 $211K 0.07% NEW $757.76 -24.9%
194 CASY CASEYS GEN STORES INC Consumer Cyclical 261.0 $207K 0.07% NEW $794.79 -4.2%
195 DAL DELTA AIR LINES INC Industrials 2,199.0 $206K 0.07% NEW $93.66 -17.4%
196 NEM NEWMONT CORP Basic Materials 2,200.0 $205K 0.07% $93.40 +35.5%
197 BN BROOKFIELD CORP Financial Services 4,822.0 $205K 0.07% NEW $42.59 -6.7%
198 LITE LUMENTUM HLDGS INC Technology 238.0 $204K 0.07% NEW $858.06 +3.0%
199 WM WASTE MGMT INC DEL Industrials 911.0 $203K 0.07% -14.0 -1.5% $222.88 -2.3%
200 VTV VANGUARD INDEX FDS 928.0 $202K 0.07% NEW $217.84 +3.3%
Page 10 of 11  ·  204 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%