Five Oceans Advisors Portfolio Holdings

Five Oceans Advisors

  • $222 Million
  • Q4 2025

Five Oceans Advisors has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $222 Million distributed in 192 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $32.5M, Ishares Trishares 0 3 Mnth Tre with a value of $21.5M, Dimensional ETF Tr U S Core Eq with a value of $14.5M, Dimensional ETF Tr Inflation P with a value of $10.7M, and Schwab Strategic Tr Us Broad M with a value of $10.6M.

Examining the 13F form we can see an increase of $307K in the current position value, from $221M to 222M.

Below you can find more details about Five Oceans Advisors portfolio as well as his latest detailed transactions.

Portfolio value $222 Million
ETFs: $128 Million
Technology: $34.4 Million
Financial Services: $18.1 Million
Communication Services: $11.7 Million
Consumer Cyclical: $9.09 Million
Healthcare: $8.91 Million
Industrials: $5.14 Million
Consumer Defensive: $3.35 Million
Other: $2.45 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$7.71 Million 3.48% of portfolio
28,818
Q4 2025 Added 0.44%
$465B
$7.51 Million 3.39% of portfolio
40,266
Q4 2025 Added 0.43%
$3.78T
$5.77 Million 2.6% of portfolio
11,363
Q4 2025 Added 0.05%
$1.37T
$3.56 Million 1.6% of portfolio
5,835
Q4 2025 Reduced 0.03%
$2.39T
$3.31 Million 1.49% of portfolio
14,108
Q4 2025 Added 0.33%
$1.65T
$2.84 Million 1.28% of portfolio
10,283
Q4 2025 Added 0.02%
$139B
$2.81 Million 1.27% of portfolio
8,191
Q4 2025 Added 0.36%
$1.74T
$2.62 Million 1.18% of portfolio
9,161
Q4 2025 Added 0.01%
$881B
$2.23 Million 1.01% of portfolio
7,433
Q4 2025 Added 0.03%
$1.29T
$1.97 Million 0.89% of portfolio
4,822
Q4 2025 Reduced 0.04%
$405B
$1.5 Million 0.68% of portfolio
1,474
Q4 2024 Reduced 19.1%
$404B
$1.26 Million 0.57% of portfolio
1,379
Q4 2025 Reduced 0.86%
$971B
$1.24 Million 0.56% of portfolio
1,213
Q4 2025 Added 1.59%
$36B
$1.19 Million 0.54% of portfolio
40,814
Q4 2024 Added 503.67%
$593B
$1.11 Million 0.5% of portfolio
5,049
Q4 2025 Reduced 0.79%
$283B
$1.04 Million 0.47% of portfolio
7,908
Q2 2025 Added 7.69%
$279B
$1.03 Million 0.46% of portfolio
9,989
Q4 2025 Added 0.2%
$205B
$1.03 Million 0.46% of portfolio
6,968
Q1 2025 Reduced 14.01%
$533B
$996,000 0.45% of portfolio
3,058
Q4 2025 Reduced 0.1%
$414B
$857,000 0.39% of portfolio
3,663
Q4 2025 Reduced 0.05%
$512B
$846,000 0.38% of portfolio
1,576
Q4 2025 Reduced 0.25%
$522B
$841,000 0.38% of portfolio
4,218
Q4 2025 Added 0.5%
$49.1B
$803,000 0.36% of portfolio
7,288
Q4 2025 Added 898.36%
$284B
$737,000 0.33% of portfolio
10,361
Q4 2024 Added 8.24%
$272B
$730,000 0.33% of portfolio
3,670
Q2 2025 Reduced 30.91%
$277B
$714,000 0.32% of portfolio
7,994
Q3 2025 Added 5.3%
$266B
$694,000 0.31% of portfolio
2,338
Q4 2025 Added 0.34%
$190B
$664,000 0.3% of portfolio
43,112
Q2 2025 Reduced 3.11%
$181B
$676,000 0.3% of portfolio
62,971
Q2 2024 Reduced 8.42%
$291B
$648,000 0.29% of portfolio
1,175
Q4 2025 Added 0.17%
$413B
$603,000 0.27% of portfolio
11,715
Q4 2025 Added 0.18%
$367B
$607,000 0.27% of portfolio
1,696
Q4 2025 Reduced 2.02%
$172B
$528,000 0.24% of portfolio
12,876
Q4 2025 Reduced 1.45%
$265B
$543,000 0.24% of portfolio
701
Q4 2025 Added 0.14%
$128B
$494,000 0.22% of portfolio
23,314
Q4 2025 Added 26.43%
$319B
$479,000 0.22% of portfolio
6,159
Q4 2025 Added 0.44%
$255B
$472,000 0.21% of portfolio
1,385
Q3 2025 Reduced 4.09%
$270B
$469,000 0.21% of portfolio
2,946
Q4 2025 Added 0.41%
$388B
$476,000 0.21% of portfolio
1,980
Q4 2025 Added 1.64%
$161B
$445,000 0.2% of portfolio
393
Q4 2025 Added 1.03%
$268B
$416,000 0.19% of portfolio
1,687
Q4 2025 Added 0.54%
$224B
$425,000 0.19% of portfolio
1,395
Q3 2025 Reduced 3.79%
$120B
$426,000 0.19% of portfolio
24,405
Q2 2025 Reduced 3.94%
$181B
$429,000 0.19% of portfolio
16,856
Q4 2025 Reduced 2.1%
$279B
$412,000 0.19% of portfolio
1,726
Q2 2024 Reduced 0.8%
$121B
$394,000 0.18% of portfolio
468
Q3 2025 Reduced 2.5%
$77.2B
$398,000 0.18% of portfolio
1,981
Q4 2025 Reduced 0.1%
$76.5B
$410,000 0.18% of portfolio
2,440
Q1 2025 New
$170B
$400,000 0.18% of portfolio
2,745
Q4 2025 Added 0.33%

Summary

  • Portfolio
  • No. of Stocks 192
  • Current Value $222 Million
  • Prior Value $221 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 16, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 17 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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