Five Oceans Advisors

CIK

1876326

Location

SANTA MONICA, CA

Portfolio Value

Micro $92,625,175

Diversification

Diversified

Filing Date

Global Rank

#5,866 / 8,604 ▲ 117 · as of Mar 2026

Top Industry

Semiconductors 12.4%

3Y Alpha vs SPY

+0.0%

Period ended 3 months ago

Filed Apr 7, 2026 · 3mo

19 quarters · since Sep 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+78.8%

SPY

+76.5%

Annualised alpha

+0.5%

Max drawdown

−19.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

153 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.9%

−0.3 pts

Top 5

26.8%

−2.5 pts

Top 10

39.1%

−2.9 pts

HHI

231

Diversified−27

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	34.9%	$32,347,098	30
Financial Services	20.0%	$18,568,938	40
Healthcare	10.0%	$9,250,819	20
Communication Services	9.6%	$8,871,698	8
Consumer Cyclical	9.2%	$8,552,427	13
Industrials	7.3%	$6,717,229	21
Consumer Defensive	4.5%	$4,158,040	7
Energy	2.6%	$2,408,469	8
Basic Materials	1.6%	$1,516,394	5
Utilities	0.3%	$234,063	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BUD	Anheuser-Busch InBev SA/NV	+2,693	6,022	$417,746
NVO	Novo Nordisk A S	+1,260	6,907	$253,832
BMY	Bristol Myers Squibb Co	+725	4,620	$280,203
NVDA	Nvidia Corp	+275	40,541	$7,070,350
PFE	Pfizer Inc	+208	9,196	$258,223
RTX	RTX Corp	+186	1,611	$310,761
GE	General Electric Co	+106	1,367	$387,913
T	At&T Inc.	+100	16,956	$491,554
VZ	Verizon Communications Inc	+100	12,976	$651,395
AAPL	Apple Inc.	+84	28,902	$7,335,038
GM	General Motors Co	+83	3,011	$224,319
AMZN	Amazon Com Inc	+75	14,183	$2,953,893
INTC	Intel Corp	+58	5,734	$253,041
MRK	Merck & Co., Inc.	+47	3,132	$376,748
LRCX	Lam Research Corp	+29	3,238	$691,831
BRK-B	Berkshire Hathaway Inc	+20	2,070	$991,944
HD	Home Depot, Inc.	+18	1,714	$563,717
MCD	Mcdonalds Corp	+16	1,411	$438,524
AMAT	Applied Materials Inc /De	+15	1,753	$599,157
AMGN	Amgen Inc	+14	891	$313,498
MU	Micron Technology Inc	+13	1,700	$574,328
TSLA	Tesla, Inc.	+13	4,835	$1,797,411
NEM	NEWMONT Corp /DE/	+12	2,203	$238,474
GOOGL	Alphabet Inc.	+11	10,294	$2,960,142
LIN	Linde PLC	+11	565	$280,104
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SONY	Sony Group Corp	−6,145	34,669	$717,648
RELX	Relx PLC	−2,104	7,351	$243,685
XOM	Exxon Mobil Corp	−629	1,935	$328,292
DIS	Walt Disney Co	−250	2,077	$200,181
MSFT	Microsoft Corp	−236	11,127	$4,118,881
ABT	Abbott Laboratories	−151	2,082	$213,758
PLTR	Palantir Technologies Inc.	−125	1,916	$280,272
BAC	Bank Of America Corp /De/	−91	11,624	$566,670
ORCL	Oracle Corp	−90	4,959	$729,518
WMT	Walmart Inc.	−77	9,912	$1,231,863
QCOM	Qualcomm Inc/De	−54	1,768	$227,683
WFC	Wells Fargo & Company/Mn	−52	3,500	$278,635
F	Ford Motor Co	−38	11,262	$129,963
NFLX	Netflix Inc	−29	7,259	$697,952
AVGO	Broadcom Inc.	−26	8,165	$2,527,149
COF	Capital One Financial Corp	−25	1,956	$356,833
IBM	International Business Machines Corp	−24	2,314	$560,890
V	Visa Inc.	−23	3,035	$917,298
CRM	Salesforce, Inc.	−23	1,089	$203,283
JNJ	Johnson & Johnson	−17	4,201	$1,026,892
JPM	Jpmorgan Chase & Co	−16	7,417	$2,181,784
MA	Mastercard Inc	−15	1,561	$779,969
WM	Waste Management Inc	−14	925	$212,555
AFL	Aflac Inc	−14	2,377	$260,780
AXP	American Express Co	−13	1,372	$415,002
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	4,003	$789,471
WDC	Western Digital Corp	1,165	$315,120
FTI	TechnipFMC plc	4,499	$311,015
GLW	Corning Inc /Ny	2,159	$293,559
TTE	TotalEnergies SE	3,043	$276,852
KGC	Kinross Gold Corp	8,925	$272,391
PWR	Quanta Services, Inc.	453	$248,706
TXN	Texas Instruments Inc	1,132	$219,766
CIEN	Ciena Corp	550	$213,526
LNG	Cheniere Energy, Inc.	747	$211,968
STX	Seagate Technology Holdings plc	537	$210,375
PCAR	Paccar Inc	1,793	$207,091
CSX	Csx Corp	5,001	$205,291
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
HOOD	Robinhood Markets, Inc.	2,736	$309,441
ACN	Accenture plc	970	$260,251
ISRG	Intuitive Surgical Inc	433	$245,233
SHOP	Shopify Inc.	1,519	$244,513
DHR	Danaher Corp /De/	1,050	$240,366
BN	BROOKFIELD Corp /ON/	4,822	$221,281
INTU	Intuit Inc.	325	$215,286
MRSH	Marsh & Mclennan Companies, Inc.	1,092	$202,587
UAL	United Airlines Holdings, Inc.	1,804	$201,723
CTAS	Cintas Corp	1,069	$201,046
ADBE	Adobe Inc.	574	$200,894
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

153 positions · $92,625,175 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 153 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	28,902	+84	$7,335,038	−6.4%	7.92%
NVDA	Nvidia Corp Technology	Added	40,541	+275	$7,070,350	−5.8%	7.63%
MSFT	Microsoft Corp Technology	Reduced	11,127	-236	$4,118,881	−25.0%	4.45%
META	Meta Platforms, Inc. Communication Services	Added	5,843	+8	$3,342,955	−13.2%	3.61%
GOOGL	Alphabet Inc. Communication Services	Added	10,294	+11	$2,960,142	−8.0%	3.20%
AMZN	Amazon Com Inc Consumer Cyclical	Added	14,183	+75	$2,953,893	−9.3%	3.19%
AVGO	Broadcom Inc. Technology	Reduced	8,165	-26	$2,527,149	−10.9%	2.73%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	7,417	-16	$2,181,784	−8.9%	2.36%
ASML	Asml Holding NV Technology	Held	1,474	0	$1,946,903	+23.5%	2.10%
TSLA	Tesla, Inc. Consumer Cyclical	Added	4,835	+13	$1,797,411	−17.1%	1.94%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,383	+4	$1,378,062	+15.9%	1.49%
WMT	Walmart Inc. Consumer Defensive	Reduced	9,912	-77	$1,231,863	+10.7%	1.33%
NVS	Novartis AG Healthcare	Held	7,908	0	$1,207,947	+10.8%	1.30%
RY	Royal Bank Of Canada Financial Services	Held	6,968	0	$1,127,283	−5.1%	1.22%
LLY	ELI LILLY & Co Healthcare	Added	1,214	+1	$1,116,600	−14.3%	1.21%
JNJ	Johnson & Johnson Healthcare	Reduced	4,201	-17	$1,026,892	+17.6%	1.11%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,070	+20	$991,944	−3.7%	1.07%
V	Visa Inc. Financial Services	Reduced	3,035	-23	$917,298	−14.5%	0.99%
HSBC	Hsbc Holdings PLC Financial Services	Held	10,361	0	$854,678	+4.9%	0.92%
CAT	Caterpillar Inc Industrials	Added	1,179	+4	$835,274	+24.1%	0.90%
ABBV	AbbVie Inc. Healthcare	Added	3,667	+4	$797,535	−4.7%	0.86%
AZN	Astrazeneca PLC Healthcare	NEW	4,003	NEW	$789,471	NEW	0.85%
MA	Mastercard Inc Financial Services	Reduced	1,561	-15	$779,969	−13.3%	0.84%
TM	Toyota Motor Corp/ Consumer Cyclical	Held	3,670	0	$756,350	−3.7%	0.82%
MUFG	Mitsubishi Ufj Financial Group Inc Financial Services	Held	43,112	0	$731,610	+7.0%	0.79%
ORCL	Oracle Corp Technology	Reduced	4,959	-90	$729,518	−25.9%	0.79%
SONY	Sony Group Corp Technology	Reduced	34,669	-6,145	$717,648	−31.3%	0.77%
SAN	Banco Santander, S.A. Financial Services	Held	62,971	0	$710,312	−3.8%	0.77%
NFLX	Netflix Inc Communication Services	Reduced	7,259	-29	$697,952	+2.1%	0.75%
LRCX	Lam Research Corp Technology	Added	3,238	+29	$691,831	+25.9%	0.75%
VZ	Verizon Communications Inc Communication Services	Added	12,976	+100	$651,395	+24.2%	0.70%
AMAT	Applied Materials Inc /De Technology	Added	1,753	+15	$599,157	+34.1%	0.65%
GS	Goldman Sachs Group Inc Financial Services	Reduced	699	-2	$591,347	−4.0%	0.64%
KLAC	Kla Corp Technology	Held	393	0	$578,657	+21.2%	0.62%
MU	Micron Technology Inc Technology	Added	1,700	+13	$574,328	+19.3%	0.62%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	11,624	-91	$566,670	−12.1%	0.61%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,714	+18	$563,717	−3.4%	0.61%
IBM	International Business Machines Corp Technology	Reduced	2,314	-24	$560,890	−19.0%	0.61%
BBVA	Banco Bilbao Vizcaya Argentaria, S.A. Financial Services	Held	23,314	0	$504,981	−7.1%	0.55%
AEM	Agnico Eagle Mines Ltd Basic Materials	Held	2,440	0	$495,271	+19.7%	0.53%
T	At&T Inc. Communication Services	Added	16,956	+100	$491,554	+17.4%	0.53%
MS	Morgan Stanley Financial Services	Reduced	2,945	-1	$484,658	−7.3%	0.52%
SMFG	Sumitomo Mitsui Financial Group, Inc. Financial Services	Held	24,405	0	$481,998	+2.2%	0.52%
CSCO	Cisco Systems, Inc. Technology	Added	6,165	+6	$478,342	+0.8%	0.52%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	2,748	+3	$438,855	+4.1%	0.47%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,411	+16	$438,524	+2.9%	0.47%
BUD	Anheuser-Busch InBev SA/NV Consumer Defensive	Added	6,022	+2,693	$417,746	+96.0%	0.45%
AXP	American Express Co Financial Services	Reduced	1,372	-13	$415,002	−19.0%	0.45%
HWM	Howmet Aerospace Inc. Industrials	Added	1,774	+1	$408,836	+12.5%	0.44%
MCK	Mckesson Corp Healthcare	Held	468	0	$404,988	+5.5%	0.44%