Five Oceans Advisors Portfolio Holdings

Five Oceans Advisors

  • $205 Million
  • Q2 2025

Five Oceans Advisors has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $205 Million distributed in 190 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $26.7M, Ishares Trishares 0 3 Mnth Tre with a value of $19.2M, Dimensional ETF Tr U S Core Eq with a value of $13M, Dimensional ETF Tr Inflation P with a value of $10.7M, and Schwab Strategic Tr Us Broad M with a value of $9.78M.

Examining the 13F form we can see an increase of $17.5M in the current position value, from $188M to 205M.

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

Portfolio value $205 Million
ETFs: $119 Million
Technology: $30.3 Million
Financial Services: $16.6 Million
Communication Services: $11.7 Million
Consumer Cyclical: $8.58 Million
Healthcare: $8.17 Million
Industrials: $4.58 Million
Consumer Defensive: $3.67 Million
Other: $2.32 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$409B
$6.49 Million 3.16% of portfolio
41,073
Q2 2025 Added 2.64%
$3.35T
$6.19 Million 3.02% of portfolio
30,159
Q2 2025 Reduced 0.56%
$3.75T
$5.86 Million 2.86% of portfolio
11,782
Q2 2025 Added 6.04%
$1.62T
$4.4 Million 2.14% of portfolio
5,959
Q2 2025 Added 0.47%
$2.3T
$3.18 Million 1.55% of portfolio
14,494
Q2 2025 Reduced 3.28%
$112B
$2.31 Million 1.12% of portfolio
8,371
Q2 2025 Added 0.86%
$847B
$2.21 Million 1.08% of portfolio
7,636
Q2 2025 Added 0.63%
$1.07T
$1.87 Million 0.91% of portfolio
10,584
Q2 2025 Added 1.92%
$1.11T
$1.67 Million 0.81% of portfolio
9,395
Q2 2025 Added 1.33%
$1T
$1.56 Million 0.76% of portfolio
4,911
Q2 2025 Added 0.1%
$434B
$1.41 Million 0.69% of portfolio
1,421
Q2 2025 Reduced 1.59%
$320B
$1.18 Million 0.58% of portfolio
1,474
Q4 2024 Reduced 19.1%
$618B
$1.14 Million 0.56% of portfolio
5,212
Q2 2025 Added 1.34%
$573B
$1.15 Million 0.56% of portfolio
3,227
Q2 2025 Added 1.19%
$156B
$1.09 Million 0.53% of portfolio
15,762
Q2 2025 Reduced 21.29%
$30.2B
$1.06 Million 0.52% of portfolio
40,814
Q4 2024 Added 503.67%
$562B
$1.01 Million 0.49% of portfolio
751
Q2 2025 Added 1.08%
$631B
$985,000 0.48% of portfolio
2,028
Q2 2025 Added 0.9%
$260B
$956,000 0.47% of portfolio
7,908
Q2 2025 Added 7.69%
$527B
$953,000 0.46% of portfolio
1,696
Q2 2025 Added 1.31%
$760B
$943,000 0.46% of portfolio
1,210
Q2 2025 Reduced 3.51%
$183B
$916,000 0.45% of portfolio
6,968
Q1 2025 Reduced 14.01%
$254B
$713,000 0.35% of portfolio
2,420
Q2 2025 Reduced 0.66%
$339B
$700,000 0.34% of portfolio
3,772
Q2 2025 Added 0.59%
$410B
$671,000 0.33% of portfolio
4,397
Q2 2025 Added 18.71%
$379B
$654,000 0.32% of portfolio
1,784
Q2 2025 Added 0.85%
$236B
$632,000 0.31% of portfolio
3,670
Q2 2025 Reduced 30.91%
$250B
$629,000 0.31% of portfolio
10,361
Q4 2024 Added 8.24%
$168B
$591,000 0.29% of portfolio
43,112
Q2 2025 Reduced 3.11%
$175B
$589,000 0.29% of portfolio
13,629
Q2 2025 Added 2.12%
$378B
$583,000 0.28% of portfolio
12,330
Q2 2025 Added 3.4%
$222B
$530,000 0.26% of portfolio
7,592
Q2 2025 Added 0.01%
$352B
$524,000 0.26% of portfolio
1,726
Q2 2024 Reduced 0.8%
$103B
$513,000 0.25% of portfolio
9,455
Q3 2024 Reduced 2.85%
$194B
$519,000 0.25% of portfolio
17,955
Q2 2025 Added 2.06%
$229B
$509,000 0.25% of portfolio
88
Q2 2025 Added 2.33%
$143B
$522,000 0.25% of portfolio
62,971
Q2 2024 Reduced 8.42%
$243B
$509,000 0.25% of portfolio
720
Q2 2025 Added 0.7%
$214B
$465,000 0.23% of portfolio
1,200
Q2 2025 Added 0.17%
$240B
$460,000 0.22% of portfolio
1,444
Q2 2025 Added 2.05%
$278B
$457,000 0.22% of portfolio
6,592
Q2 2025 Added 22.71%
$221B
$423,000 0.21% of portfolio
1,450
Q2 2025 Added 4.69%
$244B
$432,000 0.21% of portfolio
3,069
Q2 2025 Added 0.66%
$83.7B
$437,000 0.21% of portfolio
2,054
Q2 2025 New
$281B
$411,000 0.2% of portfolio
1,320
Q2 2025 Reduced 11.53%
$157B
$388,000 0.19% of portfolio
10,884
Q2 2025 Added 27.43%
$364B
$361,000 0.18% of portfolio
2,267
Q2 2025 Added 0.93%
$102B
$368,000 0.18% of portfolio
24,405
Q2 2025 Reduced 3.94%
$280B
$379,000 0.18% of portfolio
2,081
Q2 2025 Added 0.58%

Summary

  • Portfolio
  • No. of Stocks 190
  • Current Value $205 Million
  • Prior Value $188 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 20 stocks
  • Additional Purchases 97 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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