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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$186B
$591,000 0.29% of portfolio
43,112
Q2 2025 Reduced 3.11%
$182B
$589,000 0.29% of portfolio
13,629
Q2 2025 Added 2.12%
$381B
$583,000 0.28% of portfolio
12,330
Q2 2025 Added 3.4%
$233B
$530,000 0.26% of portfolio
7,592
Q2 2025 Added 0.01%
$323B
$524,000 0.26% of portfolio
1,726
Q2 2024 Reduced 0.8%
$0
$526,000 0.26% of portfolio
22,447
Q2 2025 Added 6.64%
$0
$524,000 0.26% of portfolio
12,414
Q2 2025 Reduced 4.04%
$91.7B
$513,000 0.25% of portfolio
9,455
Q3 2024 Reduced 2.85%
$0
$504,000 0.25% of portfolio
9,956
Q2 2025 Added 4.59%
$203B
$519,000 0.25% of portfolio
17,955
Q2 2025 Added 2.06%
$217B
$509,000 0.25% of portfolio
88
Q2 2025 Added 2.33%
$0
$517,000 0.25% of portfolio
9,587
Q2 2025 Reduced 5.84%
$158B
$522,000 0.25% of portfolio
62,971
Q2 2024 Reduced 8.42%
$254B
$509,000 0.25% of portfolio
720
Q2 2025 Added 0.7%
$218B
$465,000 0.23% of portfolio
1,200
Q2 2025 Added 0.17%
$0
$466,000 0.23% of portfolio
13,485
Q2 2025 Reduced 4.44%
$293B
$457,000 0.22% of portfolio
6,592
Q2 2025 Added 22.71%
$0
$456,000 0.22% of portfolio
9,620
Q1 2025 Reduced 38.81%
$0
$455,000 0.22% of portfolio
10,624
Q2 2025 Added 11.89%
$222B
$423,000 0.21% of portfolio
1,450
Q2 2025 Added 4.69%
$250B
$432,000 0.21% of portfolio
3,069
Q2 2025 Added 0.66%
$83.2B
$437,000 0.21% of portfolio
2,054
Q2 2025 New
$0
$405,000 0.2% of portfolio
2,077
Q2 2025 Added 7.95%
$245B
$411,000 0.2% of portfolio
1,320
Q2 2025 Reduced 11.53%
$0
$384,000 0.19% of portfolio
2,851
Q2 2025 Reduced 28.22%
$141B
$388,000 0.19% of portfolio
10,884
Q2 2025 Added 27.43%
$368B
$361,000 0.18% of portfolio
2,267
Q2 2025 Added 0.93%
$112B
$368,000 0.18% of portfolio
24,405
Q2 2025 Reduced 3.94%
$261B
$379,000 0.18% of portfolio
2,081
Q2 2025 Added 0.58%
$0
$374,000 0.18% of portfolio
3,416
Q2 2024 Reduced 2.82%
$142B
$350,000 0.17% of portfolio
1,313
Q2 2025 Added 0.92%
$232B
$348,000 0.17% of portfolio
1,278
Q2 2025 Added 1.67%
$133B
$357,000 0.17% of portfolio
399
Q2 2025 Added 0.76%
$0
$344,000 0.17% of portfolio
6,950
Q2 2025 Reduced 8.79%
$155B
$347,000 0.17% of portfolio
2,812
Q2 2025 Added 0.9%
$94.7B
$351,000 0.17% of portfolio
480
Q2 2025 Added 0.42%
$0
$335,000 0.16% of portfolio
7,933
Q2 2025 Added 44.34%
$150B
$325,000 0.16% of portfolio
1,090
Q2 2025 Reduced 0.18%
$306B
$323,000 0.16% of portfolio
1,255
Q2 2025 Added 0.48%
$229B
$328,000 0.16% of portfolio
2,418
Q2 2025 Added 1.43%
$76.4B
$325,000 0.16% of portfolio
2,942
Q2 2025 Reduced 3.73%
$0
$332,000 0.16% of portfolio
4,518
Q2 2025 Reduced 3.46%
$0
$329,000 0.16% of portfolio
6,560
Q2 2025 Reduced 3.12%
$145B
$329,000 0.16% of portfolio
922
Q2 2025 Added 0.99%
$0
$337,000 0.16% of portfolio
3,373
Q2 2025 Reduced 0.06%
$162B
$328,000 0.16% of portfolio
1,792
Q2 2025 Reduced 0.94%
$75.1B
$337,000 0.16% of portfolio
1,815
Q2 2025 Added 0.95%
$95.8B
$319,000 0.16% of portfolio
7,055
Q1 2025 Reduced 3.08%
$61.9B
$302,000 0.15% of portfolio
1,132
Q2 2025 Added 1.62%

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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