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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 4 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BAC BANK OF AMER CORP Financial Services 11,701.0 $667K 0.21% +77.0 +0.7% $56.98 +9.5%
62 IBM INTERNATIONAL BUSINESS MACHS Technology 2,298.0 $646K 0.21% -16.0 -0.7% $281.21 -18.3%
63 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 24,840.0 $622K 0.20% +2K +6.5% $25.06 +15.9%
64 SNDK SANDISK CORP Technology 272.0 $618K 0.20% NEW $2273.73 -30.4%
65 AGG ISHARES TR 6,238.0 $617K 0.20% -3K -33.5% $98.97 -2.2%
66 MS MORGAN STANLEY Financial Services 2,952.0 $617K 0.20% $209.04 +1.6%
67 HD HOME DEPOT INC Consumer Cyclical 1,675.0 $591K 0.19% -39.0 -2.3% $352.68 -9.3%
68 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 24,405.0 $575K 0.18% $23.58 +11.9%
69 DFAT DIMENSIONAL ETF TRUST 8,230.0 $575K 0.18% -747.0 -8.3% $69.90 +1.2%
70 TM TOYOTA MOTOR CORP Consumer Cyclical 3,316.0 $558K 0.18% -354.0 -9.7% $168.42 +17.0%
71 GLW CORNING INC Technology 2,165.0 $553K 0.18% $255.43 -42.3%
72 VZ VERIZON COMMUNICATIONS INC Communication Services 12,808.0 $542K 0.17% -168.0 -1.3% $42.34 +19.1%
73 DFAI DIMENSIONAL ETF TRUST 12,757.0 $526K 0.17% -685.0 -5.1% $41.25 +3.8%
74 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 538.0 $519K 0.17% $965.00 -13.9%
75 BMO BANK MONTREAL MEDIUM Financial Services 2,938.0 $519K 0.17% $176.70 -3.7%
76 JCPB J P MORGAN EXCHANGE TRADED F 10,937.0 $513K 0.17% NEW $46.94 -2.3%
77 GE GE AEROSPACE Industrials 1,367.0 $511K 0.16% $373.73 -11.2%
78 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 6,133.0 $505K 0.16% +111.0 +1.8% $82.40 -4.2%
79 NFLX NETFLIX INC. Communication Services 7,056.0 $504K 0.16% -203.0 -2.8% $71.40 +14.6%
80 DFCF DIMENSIONAL ETF TRUST 11,814.0 $499K 0.16% -5K -27.7% $42.21 -2.0%
Page 4 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%