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Portfolio (Quarterly) Guide ↗

Five Oceans Advisors

· CIK 0001876326
13F Portfolio $276M AUM 193 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 37 Added 42 Reduced 12 Exited
Page 5 of 10  ·  193 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HWM HOWMET AEROSPACE INC Industrials 1,774.0 $409K 0.15% $230.46 +16.7%
82 MCK MCKESSON CORP Healthcare 468.0 $405K 0.15% $865.36 -11.8%
83 AMD ADVANCED MICRO DEVICES INC Technology 1,968.0 $400K 0.14% -12.0 -0.6% $203.43 +156.4%
84 BMO BANK MONTREAL MEDIUM Financial Services 2,938.0 $398K 0.14% $135.34 +29.4%
85 MFG MIZUHO FINANCIAL GROUP INC Financial Services 49,492.0 $393K 0.14% $7.94 +22.3%
86 GE GE AEROSPACE Industrials 1,367.0 $388K 0.14% +106.0 +8.4% $283.77 +30.0%
87 DFUV DIMENSIONAL ETF TRUST 7,998.0 $388K 0.14% -168.0 -2.1% $48.46 +13.6%
88 ESGV VANGUARD WORLD FD 3,416.0 $384K 0.14% $112.27 +15.0%
89 ENB ENBRIDGE INC Energy 7,055.0 $382K 0.14% $54.14 +3.9%
90 TD TORONTO DOMINION BK ONT Financial Services 4,091.0 $382K 0.14% $93.31 +28.2%
91 PH PARKER-HANNIFIN CORP Industrials 425.0 $380K 0.14% -6.0 -1.4% $895.24 +8.2%
92 MRK MERCK & CO INC Healthcare 3,132.0 $377K 0.14% +47.0 +1.5% $120.29 +6.7%
93 ING ING GROEP N.V. Financial Services 14,429.0 $376K 0.14% $26.05 +18.2%
94 ITOT ISHARES TR 2,623.0 $374K 0.14% $142.44 +12.9%
95 LMT LOCKHEED MARTIN CORP Industrials 599.0 $362K 0.13% +6.0 +1.0% $604.39 -16.0%
96 COF CAPITAL ONE FINL CORP Financial Services 1,956.0 $357K 0.13% -25.0 -1.3% $182.43 +11.8%
97 BKNG BOOKING HOLDINGS INC Consumer Cyclical 83.0 $349K 0.13% -1.0 -1.2% $4210.33 -95.7%
98 CM CANADIAN IMPERIAL BANK OF CO Financial Services 3,675.0 $348K 0.13% $94.75 +20.1%
99 PM PHILIP MORRIS INTL INC Consumer Defensive 2,097.0 $347K 0.12% $165.34 +9.3%
100 GSK GSK PLC Healthcare 6,261.0 $346K 0.12% $55.19 -4.9%
Page 5 of 10  ·  193 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 35.0%
Financial Services 18.6%
Communication Services 12.3%
Healthcare 9.9%
Consumer Cyclical 9.2%
Industrials 6.6%
Consumer Defensive 4.2%
Energy 2.0%
Basic Materials 1.6%
Utilities 0.6%