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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 5 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TD TORONTO DOMINION BK ONT Financial Services 4,091.0 $497K 0.16% $121.43 -1.0%
82 DFIV DIMENSIONAL ETF TRUST 9,009.0 $487K 0.16% +94.0 +1.1% $54.02 +7.6%
83 DFGR DIMENSIONAL ETF TRUST 16,648.0 $482K 0.15% -443.0 -2.6% $28.97 -1.0%
84 FIX COMFORT SYS USA INC Industrials 240.0 $476K 0.15% $1981.95 -22.0%
85 MFG MIZUHO FINANCIAL GROUP INC Financial Services 49,492.0 $474K 0.15% $9.58 +14.3%
86 UNH UNITEDHEALTH GROUP INC Healthcare 1,128.0 $469K 0.15% +120.0 +11.9% $415.63 -4.1%
87 HWM HOWMET AEROSPACE INC Industrials 1,734.0 $466K 0.15% -40.0 -2.2% $268.86 -6.2%
88 AXP AMERICAN EXPRESS CO Financial Services 1,366.0 $462K 0.15% $338.25 -3.2%
89 J P MORGAN EXCHANGE TRADED F 9,070.0 $459K 0.15% -137.0 -1.5% $50.57
90 ING ING GROEP N.V. Financial Services 14,429.0 $453K 0.15% $31.38 +15.1%
91 ESGV VANGUARD WORLD FD 3,416.0 $452K 0.14% $132.24 +2.2%
92 GEV GE VERNOVA INC Utilities 372.0 $437K 0.14% $1174.86 -24.0%
93 UBS UBS GROUP AG Financial Services 8,767.0 $434K 0.14% $49.56 +9.9%
94 CM CANADIAN IMPERIAL BANK OF CO Financial Services 3,675.0 $423K 0.14% $115.00 -1.8%
95 URI UNITED RENTALS INC Industrials 370.0 $419K 0.14% $1132.89 -13.1%
96 DFUV DIMENSIONAL ETF TRUST 7,599.0 $418K 0.13% -399.0 -5.0% $55.01 +3.9%
97 DFNM DIMENSIONAL ETF TRUST 8,605.0 $416K 0.13% -1K -10.6% $48.34 -2.1%
98 TJX TJX COS INC NEW Consumer Cyclical 2,727.0 $413K 0.13% -21.0 -0.8% $151.50 -13.2%
99 ITOT ISHARES TR 2,514.0 $413K 0.13% -109.0 -4.2% $164.29 +1.6%
100 BCS BARCLAYS PLC Financial Services 15,223.0 $409K 0.13% $26.86 -3.0%
Page 5 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%