Ocean Capital Management, LLC Diversified Active

CIK: 0001731260 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 27, 2022

Total Value ($000): $182,826 (100.0% shares, 0.0% debt)

Holdings (55)

AAPL APPLE INC 18.6%
Value ($000) $33,916 Shares 249,888 Est. Cost $95.97 Unrealized +54.9%
AMZN AMAZON COM INC 14.1%
Value ($000) $25,818 Shares 244,645 Est. Cost $123.47 Unrealized +1.3%
COST COSTCO WHSL CORP NEW 13.7%
Value ($000) $25,062 Shares 52,511 Est. Cost $238.11 Unrealized +103.6%
GOOGL ALPHABET INC 12.2%
Value ($000) $22,351 Shares 10,298 Est. Cost $62.96 Unrealized +85.6%
GOOG ALPHABET INC 5.6%
Value ($000) $10,220 Shares 4,694 Est. Cost $65.20 Unrealized +79.9%
NVDA NVIDIA CORPORATION 2.8%
Value ($000) $5,061 Shares 33,526 Est. Cost $18.14 Unrealized +3.9%
DECK DECKERS OUTDOOR CORP 2.7%
Value ($000) $4,977 Shares 19,559 Est. Cost $25.94 Unrealized +68.2%
UNH UNITEDHEALTH GROUP INC 2.6%
Value ($000) $4,832 Shares 9,438 Est. Cost $257.93 Unrealized +82.6%
V VISA INC 2.1%
Value ($000) $3,886 Shares 19,877 Est. Cost $133.22 Unrealized +50.9%
HD HOME DEPOT INC 2.0%
Value ($000) $3,694 Shares 13,525 Est. Cost $211.37 Unrealized +27.3%
LULU LULULEMON ATHLETICA INC 1.9%
Value ($000) $3,477 Shares 12,790 Est. Cost $203.18 Unrealized +57.7%
MSFT MICROSOFT CORP 1.9%
Value ($000) $3,421 Shares 13,384 Est. Cost $165.39 Unrealized +59.3%
NFLX NETFLIX INC 1.8%
Value ($000) $3,257 Shares 18,681 Est. Cost $31.23 Unrealized -29.0%
CRM SALESFORCE INC 1.8%
Value ($000) $3,251 Shares 19,945 Est. Cost $155.01 Unrealized +12.6%
INTU INTUIT 1.6%
Value ($000) $2,841 Shares 7,443 Est. Cost $210.36 Unrealized +92.3%
NOC NORTHROP GRUMMAN CORP 1.5%
Value ($000) $2,694 Shares 5,656 Est. Cost $271.88 Unrealized +59.2%
SYK STRYKER CORPORATION 1.4%
Value ($000) $2,543 Shares 12,893 Est. Cost $167.02 Unrealized +35.2%
LMT LOCKHEED MARTIN CORP 1.2%
Value ($000) $2,248 Shares 5,275 Est. Cost $261.01 Unrealized +52.4%
LHX L3HARRIS TECHNOLOGIES INC 1.0%
Value ($000) $1,783 Shares 7,444 Est. Cost $180.55 Unrealized +23.8%
STWD STARWOOD PPTY TR INC 0.7%
Value ($000) $1,302 Shares 62,630 Est. Cost $23.69 Unrealized
SPLUNK INC 0.7%
Value ($000) $1,190 Shares 13,519 Est. Cost $108.95 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.5%
Value ($000) $951 Shares 5,682 Est. Cost $221.68 Unrealized -18.3%
INVH INVITATION HOMES INC 0.5%
Value ($000) $909 Shares 25,511 Est. Cost $36.05 Unrealized -6.8%
TWLO TWILIO INC 0.5%
Value ($000) $840 Shares 10,064 Est. Cost $149.91 Unrealized -25.4%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $826 Shares 10,706 Est. Cost $60.16 Unrealized +14.4%
UPS UNITED PARCEL SERVICE INC 0.4%
Value ($000) $811 Shares 4,483 Est. Cost $168.14 Unrealized -8.8%
SBUX STARBUCKS CORP 0.4%
Value ($000) $769 Shares 10,136 Est. Cost $54.87 Unrealized +28.2%
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value ($000) $744 Shares 3,554 Est. Cost $151.71 Unrealized +33.5%
TSLA TESLA INC 0.4%
Value ($000) $686 Shares 1,024 Est. Cost $272.96 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.4%
Value ($000) $660 Shares 3,656 Est. Cost $112.49 Unrealized +62.7%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $527 Shares 2,976 Est. Cost $114.71 Unrealized +39.4%
ROKU ROKU INC 0.3%
Value ($000) $508 Shares 6,219 Est. Cost $167.75 Unrealized -42.2%
DOCU DOCUSIGN INC 0.3%
Value ($000) $475 Shares 8,340 Est. Cost $164.23 Unrealized -50.7%
CANO HEALTH INC 0.2%
Value ($000) $444 Shares 101,963 Est. Cost $8.91 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $432 Shares 3,000 Est. Cost $66.50 Unrealized +114.6%
CAT CATERPILLAR INC 0.2%
Value ($000) $427 Shares 2,400 Est. Cost $128.49 Unrealized +53.5%
FMC FMC CORP 0.2%
Value ($000) $388 Shares 3,643 Est. Cost $57.79 Unrealized +85.0%
QCOM QUALCOMM INC 0.2%
Value ($000) $381 Shares 2,989 Est. Cost $149.51 Unrealized -16.5%
BROS DUTCH BROS INC 0.2%
Value ($000) $366 Shares 11,542 Est. Cost $47.71 Unrealized -14.1%
ABT ABBOTT LABS 0.2%
Value ($000) $343 Shares 3,170 Est. Cost $64.44 Unrealized +64.6%
AMGN AMGEN INC 0.2%
Value ($000) $333 Shares 1,370 Est. Cost $156.83 Unrealized +39.4%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $325 Shares 2,900 Est. Cost $87.94 Unrealized +28.5%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $318 Shares 3,750 Est. Cost $53.90 Unrealized +47.6%
PODD INSULET CORP 0.2%
Value ($000) $306 Shares 1,419 Est. Cost $211.13 Unrealized +7.7%
META META PLATFORMS INC 0.2%
Value ($000) $305 Shares 1,900 Est. Cost $148.98 Unrealized +28.6%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $263 Shares 3,438 Est. Cost $86.10 Unrealized +8.7%
BAC BK OF AMERICA CORP 0.1%
Value ($000) $250 Shares 8,070 Est. Cost $20.57 Unrealized +59.2%
F FORD MTR CO DEL 0.1%
Value ($000) $232 Shares 20,961 Est. Cost $14.18 Unrealized -25.6%
W WAYFAIR INC 0.1%
Value ($000) $211 Shares 4,846 Est. Cost $132.54 Unrealized -47.0%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $210 Shares 3,028 Est. Cost $242.29 Unrealized -64.3%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $209 Shares 2,194 Est. Cost $88.52 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $176 Shares 19,589 Est. Cost $26.01 Unrealized -62.0%
TOST TOAST INC 0.1%
Value ($000) $170 Shares 13,200 Est. Cost $40.78 Unrealized -59.4%
PLUG PLUG POWER INC 0.1%
Value ($000) $164 Shares 10,000 Est. Cost $12.17 Unrealized +63.0%
CANO HEALTH INC 0.0%
Value ($000) $43 Shares 62,532 Est. Cost $2.38 Unrealized