Five Oceans Advisors Portfolio Holdings
Five Oceans Advisors
- $221 Million
- Q3 2025
Five Oceans Advisors has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $221 Million distributed in 189 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $32.1M, Ishares Trishares 0 3 Mnth Tre with a value of $21.6M, Dimensional ETF Tr U S Core Eq with a value of $14.4M, Dimensional ETF Tr Inflation P with a value of $10.7M, and Schwab Strategic Tr Us Broad M with a value of $10.5M.
Examining the 13F form we can see an increase of $16.1M in the current position value, from $205M to 221M.
Below you can find more details about Five Oceans Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$221 Million
ETFs: $129 Million
Technology: $33.6 Million
Financial Services: $17.8 Million
Communication Services: $12.1 Million
Consumer Cyclical: $9.31 Million
Healthcare: $7.48 Million
Industrials: $4.73 Million
Consumer Defensive: $3.48 Million
Other: $2.51 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 189
- Current Value $221 Million
- Prior Value $205 Million
- Filing
- Period Q3 2025
- Filing Date October 22, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 6 stocks
- Additional Purchases 30 stocks
- Sold out of 0 stocks
- Reduced holdings in 116 stocks