Ocean Capital Management, LLC Diversified Active

CIK: 0001731260 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 2, 2022

Total Value ($000): $246,612 (100.0% shares, 0.0% debt)

Holdings (57)

AAPL APPLE INC 18.2%
Value ($000) $44,975 Shares 254,010 Est. Cost $95.97 Unrealized +71.8%
AMZN AMAZON COM INC 16.2%
Value ($000) $39,925 Shares 12,044 Est. Cost $91.36 Unrealized +69.1%
COST COSTCO WHSL CORP NEW 12.7%
Value ($000) $31,310 Shares 53,570 Est. Cost $238.11 Unrealized +110.3%
GOOGL ALPHABET INC 11.9%
Value ($000) $29,305 Shares 10,355 Est. Cost $62.96 Unrealized +114.1%
GOOG ALPHABET INC 5.7%
Value ($000) $14,020 Shares 4,948 Est. Cost $65.20 Unrealized +107.0%
NVDA NVIDIA CORPORATION 3.8%
Value ($000) $9,490 Shares 34,004 Est. Cost $18.14 Unrealized +38.0%
NFLX NETFLIX INC 3.0%
Value ($000) $7,499 Shares 19,797 Est. Cost $31.23 Unrealized +33.3%
DECK DECKERS OUTDOOR CORP 2.2%
Value ($000) $5,449 Shares 19,660 Est. Cost $25.94 Unrealized +91.2%
UNH UNITEDHEALTH GROUP INC 2.1%
Value ($000) $5,064 Shares 9,796 Est. Cost $257.93 Unrealized +74.9%
V VISA INC 1.8%
Value ($000) $4,554 Shares 20,188 Est. Cost $133.22 Unrealized +57.7%
LULU LULULEMON ATHLETICA INC 1.8%
Value ($000) $4,398 Shares 11,852 Est. Cost $193.90 Unrealized +67.9%
CRM SALESFORCE COM INC 1.8%
Value ($000) $4,368 Shares 20,300 Est. Cost $155.01 Unrealized +37.2%
HD HOME DEPOT INC 1.5%
Value ($000) $3,802 Shares 12,629 Est. Cost $207.28 Unrealized +51.5%
MSFT MICROSOFT CORP 1.5%
Value ($000) $3,768 Shares 12,066 Est. Cost $154.68 Unrealized +88.4%
INTU INTUIT 1.5%
Value ($000) $3,661 Shares 7,505 Est. Cost $210.36 Unrealized +137.4%
SYK STRYKER CORPORATION 1.4%
Value ($000) $3,362 Shares 12,394 Est. Cost $164.65 Unrealized +50.8%
NOC NORTHROP GRUMMAN CORP 1.0%
Value ($000) $2,567 Shares 5,702 Est. Cost $271.88 Unrealized +42.6%
STWD STARWOOD PPTY TR INC 1.0%
Value ($000) $2,502 Shares 102,555 Est. Cost $23.69 Unrealized
LMT LOCKHEED MARTIN CORP 1.0%
Value ($000) $2,379 Shares 5,364 Est. Cost $261.01 Unrealized +39.9%
SPLUNK INC 0.8%
Value ($000) $2,064 Shares 14,075 Est. Cost $108.95 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.8%
Value ($000) $1,933 Shares 7,720 Est. Cost $180.55 Unrealized +18.9%
TWLO TWILIO INC 0.7%
Value ($000) $1,830 Shares 10,930 Est. Cost $149.91 Unrealized +21.6%
INVH INVITATION HOMES INC 0.4%
Value ($000) $1,041 Shares 25,511 Est. Cost $36.05 Unrealized -0.5%
SBUX STARBUCKS CORP 0.4%
Value ($000) $985 Shares 10,666 Est. Cost $54.87 Unrealized +56.6%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $943 Shares 11,008 Est. Cost $60.16 Unrealized +19.8%
CRWD CROWDSTRIKE HLDGS INC 0.4%
Value ($000) $942 Shares 4,084 Est. Cost $237.55 Unrealized -21.6%
ROKU ROKU INC 0.4%
Value ($000) $926 Shares 7,321 Est. Cost $167.75 Unrealized -12.5%
DOCU DOCUSIGN INC 0.3%
Value ($000) $818 Shares 7,458 Est. Cost $174.07 Unrealized -34.1%
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $771 Shares 3,563 Est. Cost $171.96 Unrealized +3.0%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $755 Shares 3,269 Est. Cost $147.28 Unrealized +33.7%
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $750 Shares 3,556 Est. Cost $110.50 Unrealized +84.3%
SHOP SHOPIFY INC 0.3%
Value ($000) $660 Shares 955 Est. Cost $88.63 Unrealized -7.4%
CANO HEALTH INC 0.3%
Value ($000) $644 Shares 101,963 Est. Cost $8.91 Unrealized
W WAYFAIR INC 0.3%
Value ($000) $634 Shares 5,564 Est. Cost $132.54 Unrealized +6.2%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $547 Shares 3,048 Est. Cost $114.71 Unrealized +32.3%
CAT CATERPILLAR INC 0.2%
Value ($000) $539 Shares 2,400 Est. Cost $128.49 Unrealized +52.1%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $491 Shares 3,000 Est. Cost $66.50 Unrealized +84.6%
FMC FMC CORP 0.2%
Value ($000) $485 Shares 3,673 Est. Cost $57.79 Unrealized +77.3%
BROS DUTCH BROS INC 0.2%
Value ($000) $449 Shares 7,729 Est. Cost $51.02 Unrealized 0.0%
META META PLATFORMS INC 0.2%
Value ($000) $429 Shares 1,900 Est. Cost $148.98 Unrealized +66.6%
PODD INSULET CORP 0.2%
Value ($000) $411 Shares 1,517 Est. Cost $211.13 Unrealized +16.3%
F FORD MTR CO DEL 0.2%
Value ($000) $411 Shares 24,118 Est. Cost $14.18 Unrealized +2.6%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $399 Shares 2,900 Est. Cost $87.94 Unrealized +52.0%
QCOM QUALCOMM INC 0.2%
Value ($000) $396 Shares 2,564 Est. Cost $153.59 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $381 Shares 3,438 Est. Cost $86.10 Unrealized +38.6%
ABT ABBOTT LABS 0.2%
Value ($000) $376 Shares 3,140 Est. Cost $64.44 Unrealized +79.0%
TOST TOAST INC 0.2%
Value ($000) $374 Shares 16,819 Est. Cost $40.78 Unrealized -44.6%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $344 Shares 24,719 Est. Cost $26.01 Unrealized -48.7%
AMGN AMGEN INC 0.1%
Value ($000) $337 Shares 1,380 Est. Cost $156.83 Unrealized +29.6%
BAC BK OF AMERICA CORP 0.1%
Value ($000) $336 Shares 8,070 Est. Cost $20.57 Unrealized +98.4%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $327 Shares 2,777 Est. Cost $256.36 Unrealized -48.2%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $313 Shares 3,750 Est. Cost $53.90 Unrealized +25.9%
GM GENERAL MTRS CO 0.1%
Value ($000) $312 Shares 7,060 Est. Cost $44.03 Unrealized +9.4%
PLUG PLUG POWER INC 0.1%
Value ($000) $292 Shares 10,000 Est. Cost $12.17 Unrealized +95.8%
MDT MEDTRONIC PLC 0.1%
Value ($000) $242 Shares 2,150 Est. Cost $86.23 Unrealized +8.6%
XYZ BLOCK INC 0.1%
Value ($000) $228 Shares 1,645 Est. Cost $121.07 Unrealized 0.0%
CANO HEALTH INC 0.0%
Value ($000) $99 Shares 62,532 Est. Cost $2.38 Unrealized