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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 7 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FLEX FLEX LTD Technology 2,171.0 $352K 0.11% NEW $162.07 -34.3%
122 MCK MCKESSON CORP Healthcare 461.0 $348K 0.11% -7.0 -1.5% $755.60 +22.1%
123 T AT&T INC Communication Services 16,667.0 $345K 0.11% -289.0 -1.7% $20.70 +27.6%
124 BNS BANK NOVA SCOTIA B C Financial Services 3,938.0 $342K 0.11% $86.84 +6.9%
125 MRVL MARVELL TECHNOLOGY INC Technology 1,142.0 $340K 0.11% NEW $297.89 -31.3%
126 TXN TEXAS INSTRS INC Technology 1,137.0 $339K 0.11% $298.07 -14.3%
127 QCOM QUALCOMM INC Technology 1,827.0 $338K 0.11% +59.0 +3.3% $184.79 -8.6%
128 AMGN AMGEN INC Healthcare 931.0 $337K 0.11% +40.0 +4.5% $362.12 +20.7%
129 C CITIGROUP INC Financial Services 2,392.0 $335K 0.11% $139.96 -2.8%
130 EME EMCOR GROUP INC Industrials 403.0 $334K 0.11% -6.0 -1.5% $829.88 -12.2%
131 TRGP TARGA RES CORP Energy 1,226.0 $329K 0.11% $268.14 +9.6%
132 GSK GSK PLC Healthcare 6,261.0 $328K 0.10% $52.42 -4.1%
133 NOK NOKIA CORP Technology 24,696.0 $328K 0.10% $13.28 -26.6%
134 PWR QUANTA SVCS INC Industrials 449.0 $323K 0.10% -4.0 -0.9% $720.04 -16.1%
135 LYG LLOYDS BANKING GROUP PLC Financial Services 54,791.0 $319K 0.10% $5.83 +2.5%
136 TT TRANE TECHNOLOGIES PLC Industrials 635.0 $312K 0.10% -8.0 -1.2% $491.16 -10.3%
137 ADI ANALOG DEVICES INC Technology 780.0 $310K 0.10% $397.17 -9.8%
138 VTIP VANGUARD MALVERN FDS 6,158.0 $309K 0.10% $50.23 -1.1%
139 PG PROCTER & GAMBLE CO Consumer Defensive 2,107.0 $309K 0.10% -92.0 -4.2% $146.64 +0.4%
140 BK BANK OF NY MELLON CORP Financial Services 2,103.0 $304K 0.10% $144.61 -1.9%
Page 7 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%