Five Oceans Advisors: Investment Activity Analysis for Q2 2026

Five Oceans Advisors demonstrated active portfolio management in Q2 2026, adjusting its holdings across various sectors. The firm's portfolio saw changes totaling approximately $309.9 million as of June 30th.

The investor maintained a significant allocation to Dimensional Fund TRUST ETFs, with positions like DFSI, DFSU, and KLAC (KLA Corporation), which saw an 891.6% increase in shares, indicating strong confidence in the Technology sector leader. Other companies added to the portfolio were GBIL, SNDK (Schwab Nasdaq Select Dividend Yield ETF, though it's an ETF, its inclusion in holdings suggests tracking), and JCPB. These additions reflect targeted opportunities identified by the firm.

Selling activity: While Five Oceans Advisors generally showed net buying power, there were specific sales. The investor sold shares of DAL (Delta Air Lines Inc.) entirely during the quarter, suggesting a strategic exit from this Industrials stock.

Maintaining existing positions: Several holdings remained unchanged in terms of share count. This includes VGSH (Vanguard Scottsdale Fund) which experienced a slight decrease (-1.16%) but was still listed as maintained, and the Dimensional ETFs that saw minimal percentage changes.

In summary, Five Oceans Advisors actively managed its portfolio in Q2 2026, favoring purchases of high-value Technology stocks like KLAC alongside established Dimensional Fund TRUST holdings. The firm exited its position in DAL but maintained other key allocations.