Five Oceans Advisors
•CIK: 1876326•Filing: Q4 2025
**Five Oceans Advisors** manages $283M across a diversified portfolio of 192 positions. The strategy exhibits a significant allocation to short-duration and Treasury-linked instruments, notably holding $32.5M in VGSH and $21.5M in SGOV. Further concentration is visible in the DFSU ($19.1M) and DFSE ($18.0M) names, alongside substantial technology exposure in AAPL ($7.8M). This structure suggests a tactical focus on fixed income duration management complemented by selective large-cap equity plays.
Total AUM
$283.0M
QoQ Performance
+4.1%
Positions
167
Top 10 Concentration
56.5%
Latest Filing
Q4 2025
Top Holdings Allocation
VGSH
SGOV
DFSU
DFSE
DFSI
DFAC
VGSH11.5%
SGOV7.6%
DFSU6.7%
DFSE6.4%
DFSI5.9%
DFAC5.2%
SCHB3.8%
DFIP3.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other76.0%
Technology13.5%
Consumer3.4%
Financial3.3%
Healthcare2.0%
Industrial0.8%
Communication0.6%
Energy0.2%
🚪 Exited Positionssold since Q3 2025
+9 more exited positions
Changes from Q3 2025
NEW17 new positions
↑68 increased
↓65 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023