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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 9 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 JBL JABIL INC Technology 687.0 $265K 0.09% NEW $385.48 -22.5%
162 XOM EXXON MOBIL CORP Energy 1,934.0 $264K 0.09% $136.72 +19.5%
163 BLK BLACKROCK INC Financial Services 270.0 $260K 0.08% $961.56 +17.7%
164 WMB WILLIAMS COS INC Energy 3,492.0 $260K 0.08% $74.34 -0.1%
165 AMP AMERIPRISE FINL INC Financial Services 564.0 $259K 0.08% $458.76 +19.9%
166 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,459.0 $257K 0.08% -161.0 -3.5% $57.62 +17.3%
167 FORTINET INC 1,648.0 $253K 0.08% NEW $153.62
168 DHI D R HORTON INC Consumer Cyclical 1,550.0 $252K 0.08% -15.0 -1.0% $162.88 -12.8%
169 VRTX VERTEX PHARMACEUTICALS INC Healthcare 506.0 $251K 0.08% $496.73 +11.8%
170 SHW SHERWIN WILLIAMS CO Basic Materials 724.0 $249K 0.08% +6.0 +0.8% $344.32 -3.2%
171 BNDX VANGUARD CHARLOTTE FDS 5,123.0 $248K 0.08% $48.43 -2.4%
172 VST VISTRA CORP Utilities 1,557.0 $247K 0.08% $158.63 -12.7%
173 VRT VERTIV HOLDINGS CO Industrials 736.0 $246K 0.08% NEW $334.82 -22.5%
174 CAH CARDINAL HEALTH INC Healthcare 1,034.0 $246K 0.08% -10.0 -1.0% $237.56 +2.9%
175 UAL UNITED AIRLS HLDGS INC Industrials 1,804.0 $245K 0.08% NEW $135.99 -21.0%
176 TER TERADYNE INC Technology 503.0 $243K 0.08% NEW $483.84 -30.9%
177 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 21,739.0 $242K 0.08% $11.15 -10.6%
178 CSX CSX CORP Industrials 4,999.0 $238K 0.08% $47.53 +1.7%
179 TOTALENERGIES SE 3,043.0 $237K 0.08% $77.76
180 SCHW SCHWAB CHARLES CORP Financial Services 2,556.0 $236K 0.08% $92.27 +18.1%
Page 9 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%