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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 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VTI VANGUARD INDEX FDS 7,444.0 $2.8M 0.89% -51.0 -0.7% $370.04 +1.4%
22 JPM JPMORGAN CHASE & CO Financial Services 7,409.0 $2.4M 0.78% $327.33 +8.4%
23 DFSD DIMENSIONAL ETF TRUST 49,395.0 $2.4M 0.76% -7K -12.3% $47.75 -1.3%
24 DFAS DIMENSIONAL ETF TRUST 26,524.0 $2.2M 0.70% -716.0 -2.6% $82.34 -2.0%
25 VEA VANGUARD TAX-MANAGED FDS 30,043.0 $2.1M 0.69% -376.0 -1.2% $71.25 +1.2%
26 MU MICRON TECHNOLOGY INC Technology 1,824.0 $2.1M 0.68% +124.0 +7.3% $1154.29 -19.1%
27 TSLA TESLA INC Consumer Cyclical 4,836.0 $2.0M 0.65% $420.60 -15.3%
28 DFUS DIMENSIONAL ETF TRUST 20,444.0 $1.7M 0.54% -2K -7.9% $81.94 +1.3%
29 LLY ELI LILLY & CO Healthcare 1,208.0 $1.4M 0.47% $1199.43 -3.3%
30 RY ROYAL BK CDA Financial Services 6,968.0 $1.4M 0.46% $206.97 -1.7%
31 LRCX LAM RESEARCH CORP Technology 3,221.0 $1.4M 0.45% -17.0 -0.5% $433.33 -33.0%
32 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,382.0 $1.3M 0.42% $935.47 +0.5%
33 AMAT APPLIED MATLS INC Technology 1,755.0 $1.3M 0.41% $723.00 -38.9%
34 CAT CATERPILLAR INC Industrials 1,174.0 $1.3M 0.40% $1064.90 -26.8%
35 NVS NOVARTIS AG Healthcare 7,908.0 $1.2M 0.40% $156.72 +2.9%
36 IEMG ISHARES INC 14,520.0 $1.2M 0.39% $82.84 -1.7%
37 IWS ISHARES TR 7,166.0 $1.2M 0.38% $164.59 +2.3%
38 KLAC KLA CORP Technology 3,897.0 $1.2M 0.38% +4K +891.6% $301.71 -43.4%
39 AMD ADVANCED MICRO DEVICES INC Technology 1,976.0 $1.1M 0.37% $580.91 -20.9%
40 WMT WALMART INC Consumer Defensive 9,894.0 $1.1M 0.36% $113.26 -6.5%
Page 2 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%