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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 11 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PFE PFIZER INC Healthcare 8,388.0 $202K 0.07% -808.0 -8.8% $24.08 +18.6%
202 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 11,648.0 $187K 0.06% $16.03 +13.7%
203 F FORD MTR CO Consumer Cyclical 11,339.0 $158K 0.05% +77.0 +0.7% $13.90 -0.4%
204 NMR NOMURA HLDGS INC Financial Services 13,507.0 $119K 0.04% $8.78 +15.8%
Page 11 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%