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
$133B
$300,000 0.15% of portfolio
4,091
Q2 2025 Added 11.17%
$55.2B
$310,000 0.15% of portfolio
581
Q2 2025 Added 0.52%
$92.1B
$315,000 0.15% of portfolio
14,429
Q2 2024 Reduced 6.65%
$207B
$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%
$302B
$298,000 0.15% of portfolio
3,723
Q2 2025 Reduced 11.94%
$87.2B
$300,000 0.15% of portfolio
1,549
Q2 2025 New
$153B
$315,000 0.15% of portfolio
621
Q2 2025 Added 0.65%
$96.6B
$307,000 0.15% of portfolio
440
Q2 2025 Added 0.46%
$63.6B
$288,000 0.14% of portfolio
383
Q2 2025 Added 1.59%
$0
$281,000 0.14% of portfolio
9,426
Q2 2025 Reduced 16.63%
$367B
$286,000 0.14% of portfolio
2,099
Q2 2025 New
$102B
$287,000 0.14% of portfolio
658
Q2 2025 Added 0.92%
$61.6B
$290,000 0.14% of portfolio
2,440
Q1 2025 New
$79.9B
$278,000 0.14% of portfolio
888
Q2 2025 New
$126B
$296,000 0.14% of portfolio
8,767
Q2 2025 Reduced 5.66%
$314B
$292,000 0.14% of portfolio
1,228
Q2 2025 Added 0.24%
$111B
$283,000 0.14% of portfolio
18,440
Q4 2024 Reduced 40.91%
$95.5B
$264,000 0.13% of portfolio
2,826
Q2 2025 New
$0
$262,000 0.13% of portfolio
4,820
Q2 2025 Added 3.52%
$92.8B
$259,000 0.13% of portfolio
756
Q2 2025 Added 0.13%
$201B
$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%
$182B
$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%
$135B
$272,000 0.13% of portfolio
1,183
Q2 2025 Added 3.86%
$157B
$268,000 0.13% of portfolio
693
Q2 2025 Reduced 0.86%
$113B
$275,000 0.13% of portfolio
595
Q2 2025 Added 1.02%
$101B
$276,000 0.13% of portfolio
1,266
Q2 2025 Reduced 1.94%
$282B
$276,000 0.13% of portfolio
1,948
Q2 2025 Reduced 1.12%
$150B
$273,000 0.13% of portfolio
2,464
Q2 2025 Added 2.28%
$65.4B
$257,000 0.13% of portfolio
2,439
Q2 2025 Added 0.66%
$0
$277,000 0.13% of portfolio
3,648
Q4 2022 New
$442B
$271,000 0.13% of portfolio
2,517
Q2 2025 New
$81.5B
$275,000 0.13% of portfolio
49,492
Q2 2025 Reduced 4.05%
$124B
$243,000 0.12% of portfolio
789
Q2 2025 New
$152B
$236,000 0.12% of portfolio
1,065
Q2 2025 Added 0.76%
$52.6B
$254,000 0.12% of portfolio
3,543
Q2 2025 Added 1.72%
$0
$250,000 0.12% of portfolio
2,708
Q2 2025 Reduced 1.42%
$136B
$256,000 0.12% of portfolio
734
Q2 2025 New
$169B
$240,000 0.12% of portfolio
442
Q2 2025 Added 0.68%
$152B
$239,000 0.12% of portfolio
858
Q2 2025 Added 0.59%
$22.7B
$246,000 0.12% of portfolio
1,107
Q2 2025 Added 0.64%
$179B
$246,000 0.12% of portfolio
2,705
Q2 2025 Added 0.93%
$95.6B
$232,000 0.11% of portfolio
1,015
Q2 2025 Added 0.69%
$38.1B
$216,000 0.11% of portfolio
1,242
Q2 2025 Reduced 0.32%
$99.5B
$232,000 0.11% of portfolio
523
Q2 2025 Reduced 0.19%
$187B
$219,000 0.11% of portfolio
542
Q2 2025 Reduced 7.67%
$41B
$225,000 0.11% of portfolio
1,774
Q2 2025 Added 1.2%

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
Track This Portfolio

Track Five Oceans Advisors Portfolio

Follow Five Oceans Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Five Oceans Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Five Oceans Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email