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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 6 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PH PARKER-HANNIFIN CORP Industrials 418.0 $409K 0.13% -7.0 -1.6% $978.12 -2.0%
102 ANET ARISTA NETWORKS INC Technology 2,402.0 $408K 0.13% -31.0 -1.3% $169.88 +9.5%
103 DFAR DIMENSIONAL ETF TRUST 15,589.0 $408K 0.13% -3K -17.4% $26.16 -1.3%
104 MRK MERCK & CO INC Healthcare 3,157.0 $406K 0.13% +25.0 +0.8% $128.50 +17.0%
105 CLS CELESTICA INC Technology 1,105.0 $403K 0.13% $364.80 -21.9%
106 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 11,784.0 $399K 0.13% +1K +11.6% $33.88 +6.4%
107 COF CAPITAL ONE FINL CORP Financial Services 1,926.0 $386K 0.12% -30.0 -1.5% $200.62 +9.8%
108 ETN EATON CORP PLC Industrials 899.0 $383K 0.12% $426.12 -7.8%
109 ENB ENBRIDGE INC Energy 7,055.0 $382K 0.12% $54.21 -7.1%
110 AEM AGNICO EAGLE MINES LTD Basic Materials 2,440.0 $379K 0.12% $155.13 +27.0%
111 MCD MCDONALDS CORP Consumer Cyclical 1,390.0 $376K 0.12% -21.0 -1.5% $270.31 -3.1%
112 PM PHILIP MORRIS INTL INC Consumer Defensive 2,042.0 $369K 0.12% -55.0 -2.6% $180.91 +3.7%
113 CMI CUMMINS INC Industrials 514.0 $367K 0.12% $713.21 -22.5%
114 DE DEERE & CO Industrials 576.0 $365K 0.12% $634.33 +8.1%
115 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,040.0 $364K 0.12% +2K +2357.8% $178.24 +11.7%
116 APP APPLOVIN CORP Technology 705.0 $363K 0.12% $515.23 -39.6%
117 DELL DELL TECHNOLOGIES INC Technology 834.0 $360K 0.12% NEW $431.46 +2.8%
118 TRV TRAVELERS COMPANIES INC Financial Services 1,082.0 $357K 0.12% -6.0 -0.6% $330.12 +11.3%
119 NVO NOVO-NORDISK A S Healthcare 7,396.0 $355K 0.11% +489.0 +7.1% $47.94 -2.5%
120 MPC MARATHON PETE CORP Energy 1,378.0 $352K 0.11% $255.67 +50.8%
Page 6 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%