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
$145B
$350,000 0.17% of portfolio
1,313
Q2 2025 Added 0.92%
$260B
$348,000 0.17% of portfolio
1,278
Q2 2025 Added 1.67%
$131B
$357,000 0.17% of portfolio
399
Q2 2025 Added 0.76%
$143B
$347,000 0.17% of portfolio
2,812
Q2 2025 Added 0.9%
$103B
$351,000 0.17% of portfolio
480
Q2 2025 Added 0.42%
$176B
$325,000 0.16% of portfolio
1,090
Q2 2025 Reduced 0.18%
$287B
$323,000 0.16% of portfolio
1,255
Q2 2025 Added 0.48%
$231B
$328,000 0.16% of portfolio
2,418
Q2 2025 Added 1.43%
$76.6B
$325,000 0.16% of portfolio
2,942
Q2 2025 Reduced 3.73%
$144B
$329,000 0.16% of portfolio
922
Q2 2025 Added 0.99%
$170B
$328,000 0.16% of portfolio
1,792
Q2 2025 Reduced 0.94%
$76.6B
$337,000 0.16% of portfolio
1,815
Q2 2025 Added 0.95%
$91.5B
$319,000 0.16% of portfolio
7,055
Q1 2025 Reduced 3.08%
$59.9B
$302,000 0.15% of portfolio
1,132
Q2 2025 Added 1.62%
$134B
$300,000 0.15% of portfolio
4,091
Q2 2025 Added 11.17%
$57.5B
$310,000 0.15% of portfolio
581
Q2 2025 Added 0.52%
$219B
$302,000 0.15% of portfolio
2,441
Q2 2025 Added 8.78%
$173B
$303,000 0.15% of portfolio
1,904
Q2 2025 Reduced 0.73%
$317B
$298,000 0.15% of portfolio
3,723
Q2 2025 Reduced 11.94%
$81.1B
$300,000 0.15% of portfolio
1,549
Q2 2025 New
$153B
$315,000 0.15% of portfolio
621
Q2 2025 Added 0.65%
$91.5B
$307,000 0.15% of portfolio
440
Q2 2025 Added 0.46%
$56B
$288,000 0.14% of portfolio
383
Q2 2025 Added 1.59%
$293B
$286,000 0.14% of portfolio
2,099
Q2 2025 New
$102B
$287,000 0.14% of portfolio
658
Q2 2025 Added 0.92%
$54.4B
$290,000 0.14% of portfolio
2,440
Q1 2025 New
$87.2B
$278,000 0.14% of portfolio
888
Q2 2025 New
$114B
$296,000 0.14% of portfolio
8,767
Q2 2025 Reduced 5.66%
$73.9B
$282,000 0.14% of portfolio
15,223
Q2 2024 Reduced 4.25%
$284B
$292,000 0.14% of portfolio
1,228
Q2 2025 Added 0.24%
$91.4B
$283,000 0.14% of portfolio
18,440
Q4 2024 Reduced 40.91%
$83.5B
$264,000 0.13% of portfolio
2,826
Q2 2025 New
$89.3B
$259,000 0.13% of portfolio
756
Q2 2025 Added 0.13%
$212B
$270,000 0.13% of portfolio
344
Q2 2025 Added 2.38%
$177B
$267,000 0.13% of portfolio
1,375
Q2 2025 Reduced 26.11%
$173B
$275,000 0.13% of portfolio
523
Q2 2025 Added 0.58%
$155B
$267,000 0.13% of portfolio
4,378
Q2 2024 Reduced 58.36%
$143B
$272,000 0.13% of portfolio
1,183
Q2 2025 Added 3.86%
$171B
$268,000 0.13% of portfolio
693
Q2 2025 Reduced 0.86%
$124B
$275,000 0.13% of portfolio
595
Q2 2025 Added 1.02%
$106B
$276,000 0.13% of portfolio
1,266
Q2 2025 Reduced 1.94%
$236B
$276,000 0.13% of portfolio
1,948
Q2 2025 Reduced 1.12%
$140B
$273,000 0.13% of portfolio
2,464
Q2 2025 Added 2.28%
$64.9B
$257,000 0.13% of portfolio
2,439
Q2 2025 Added 0.66%
$475B
$271,000 0.13% of portfolio
2,517
Q2 2025 New
$69.5B
$275,000 0.13% of portfolio
49,492
Q2 2025 Reduced 4.05%
$126B
$243,000 0.12% of portfolio
789
Q2 2025 New
$138B
$236,000 0.12% of portfolio
1,065
Q2 2025 Added 0.76%
$51.7B
$254,000 0.12% of portfolio
3,543
Q2 2025 Added 1.72%

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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