Ocean Capital Management, LLC Diversified Active

CIK: 0001731260 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 31, 2022

Total Value ($000): $263,863 (100.0% shares, 0.0% debt)

Holdings (60)

AAPL APPLE INC 16.8%
Value ($000) $44,260 Shares 249,252 Est. Cost $94.65 Unrealized +63.5%
AMZN AMAZON COM INC 15.3%
Value ($000) $40,326 Shares 12,094 Est. Cost $91.36 Unrealized +87.3%
COST COSTCO WHSL CORP NEW 11.6%
Value ($000) $30,710 Shares 54,095 Est. Cost $238.11 Unrealized +105.0%
GOOGL ALPHABET INC 11.3%
Value ($000) $29,744 Shares 10,267 Est. Cost $62.96 Unrealized +127.0%
GOOG ALPHABET INC 5.5%
Value ($000) $14,506 Shares 5,013 Est. Cost $65.20 Unrealized +120.0%
NFLX NETFLIX INC 4.6%
Value ($000) $12,244 Shares 20,324 Est. Cost $31.23 Unrealized +104.6%
NVDA NVIDIA CORPORATION 3.7%
Value ($000) $9,662 Shares 32,852 Est. Cost $17.90 Unrealized +53.4%
DECK DECKERS OUTDOOR CORP 2.7%
Value ($000) $7,224 Shares 19,722 Est. Cost $25.94 Unrealized +148.5%
UNH UNITEDHEALTH GROUP INC 2.1%
Value ($000) $5,610 Shares 11,173 Est. Cost $257.93 Unrealized +63.7%
CRM SALESFORCE COM INC 2.0%
Value ($000) $5,228 Shares 20,572 Est. Cost $155.01 Unrealized +79.1%
INTU INTUIT 1.8%
Value ($000) $4,837 Shares 7,515 Est. Cost $210.36 Unrealized +185.9%
HD HOME DEPOT INC 1.8%
Value ($000) $4,644 Shares 11,191 Est. Cost $193.57 Unrealized +77.3%
LULU LULULEMON ATHLETICA INC 1.8%
Value ($000) $4,642 Shares 11,858 Est. Cost $193.90 Unrealized +120.4%
V VISA INC 1.7%
Value ($000) $4,479 Shares 20,668 Est. Cost $133.22 Unrealized +56.2%
MSFT MICROSOFT CORP 1.5%
Value ($000) $3,890 Shares 11,566 Est. Cost $148.77 Unrealized +110.7%
SYK STRYKER CORPORATION 1.3%
Value ($000) $3,345 Shares 12,508 Est. Cost $164.65 Unrealized +52.5%
TWLO TWILIO INC 1.1%
Value ($000) $2,901 Shares 11,015 Est. Cost $149.91 Unrealized +99.5%
PROSHARES TR 1.1%
Value ($000) $2,868 Shares 210,550 Est. Cost $15.32 Unrealized
STWD STARWOOD PPTY TR INC 0.9%
Value ($000) $2,494 Shares 102,630 Est. Cost $23.69 Unrealized
LMT LOCKHEED MARTIN CORP 0.8%
Value ($000) $2,174 Shares 6,117 Est. Cost $261.01 Unrealized +18.4%
NOC NORTHROP GRUMMAN CORP 0.8%
Value ($000) $2,090 Shares 5,398 Est. Cost $265.36 Unrealized +31.2%
ROKU ROKU INC 0.7%
Value ($000) $1,753 Shares 7,683 Est. Cost $167.75 Unrealized +60.8%
SPLUNK INC 0.6%
Value ($000) $1,705 Shares 14,736 Est. Cost $108.95 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.6%
Value ($000) $1,653 Shares 7,753 Est. Cost $180.55 Unrealized +12.7%
SBUX STARBUCKS CORP 0.6%
Value ($000) $1,512 Shares 12,930 Est. Cost $54.87 Unrealized +86.3%
DOCU DOCUSIGN INC 0.5%
Value ($000) $1,241 Shares 8,148 Est. Cost $174.07 Unrealized +31.0%
INVH INVITATION HOMES INC 0.4%
Value ($000) $1,157 Shares 25,511 Est. Cost $36.05 Unrealized 0.0%
W WAYFAIR INC 0.4%
Value ($000) $1,086 Shares 5,716 Est. Cost $132.54 Unrealized +78.1%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $1,078 Shares 11,548 Est. Cost $60.16 Unrealized +28.6%
SHOP SHOPIFY INC 0.4%
Value ($000) $1,056 Shares 767 Est. Cost $90.23 Unrealized +61.9%
CRWD CROWDSTRIKE HLDGS INC 0.4%
Value ($000) $995 Shares 4,862 Est. Cost $237.55 Unrealized +2.5%
CANO HEALTH INC 0.3%
Value ($000) $908 Shares 101,963 Est. Cost $8.91 Unrealized
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $887 Shares 3,592 Est. Cost $110.50 Unrealized +90.3%
META META PLATFORMS INC 0.3%
Value ($000) $673 Shares 2,000 Est. Cost $148.98 Unrealized +121.3%
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $638 Shares 3,384 Est. Cost $256.36 Unrealized -15.8%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $607 Shares 2,461 Est. Cost $130.98 Unrealized +58.3%
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $572 Shares 31,438 Est. Cost $26.01 Unrealized -15.1%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $560 Shares 3,274 Est. Cost $114.71 Unrealized +26.5%
CAT CATERPILLAR INC 0.2%
Value ($000) $496 Shares 2,400 Est. Cost $128.49 Unrealized +45.3%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $491 Shares 3,413 Est. Cost $86.10 Unrealized +56.1%
ABT ABBOTT LABS 0.2%
Value ($000) $471 Shares 3,345 Est. Cost $64.44 Unrealized +84.2%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $463 Shares 2,158 Est. Cost $168.57 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $459 Shares 2,900 Est. Cost $87.94 Unrealized +68.1%
TOST TOAST INC 0.2%
Value ($000) $448 Shares 12,916 Est. Cost $46.27 Unrealized 0.0%
FMC FMC CORP 0.2%
Value ($000) $426 Shares 3,878 Est. Cost $57.79 Unrealized +50.9%
DRAFTKINGS INC 0.2%
Value ($000) $417 Shares 15,185 Est. Cost $56.79 Unrealized
GM GENERAL MTRS CO 0.2%
Value ($000) $407 Shares 6,950 Est. Cost $43.96 Unrealized +28.2%
PODD INSULET CORP 0.1%
Value ($000) $395 Shares 1,484 Est. Cost $210.36 Unrealized +37.9%
PROSHARES TR 0.1%
Value ($000) $382 Shares 35,305 Est. Cost $10.82 Unrealized
BAC BK OF AMERICA CORP 0.1%
Value ($000) $360 Shares 8,070 Est. Cost $20.57 Unrealized +99.4%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $358 Shares 3,050 Est. Cost $66.50 Unrealized +44.5%
F FORD MTR CO DEL 0.1%
Value ($000) $338 Shares 16,289 Est. Cost $14.00 Unrealized 0.0%
AMGN AMGEN INC 0.1%
Value ($000) $319 Shares 1,420 Est. Cost $156.83 Unrealized +18.1%
PENN PENN NATL GAMING INC 0.1%
Value ($000) $316 Shares 6,085 Est. Cost $84.32 Unrealized -28.1%
PLUG PLUG POWER INC 0.1%
Value ($000) $282 Shares 10,000 Est. Cost $12.17 Unrealized +184.2%
CSCO CISCO SYS INC 0.1%
Value ($000) $268 Shares 4,235 Est. Cost $35.77 Unrealized +41.1%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $236 Shares 3,850 Est. Cost $53.90 Unrealized 0.0%
MDT MEDTRONIC PLC 0.1%
Value ($000) $222 Shares 2,150 Est. Cost $86.23 Unrealized +18.3%
SONO SONOS INC 0.1%
Value ($000) $201 Shares 6,743 Est. Cost $35.14 Unrealized -9.5%
CANO HEALTH INC 0.1%
Value ($000) $149 Shares 62,532 Est. Cost $2.38 Unrealized