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Portfolio (Quarterly) Guide ↗

AVIVA PLC

· CIK 0001140022
13F Portfolio $67.9B AUM 854 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 74 New 402 Added 266 Reduced 64 Exited
Page 14 of 21  ·  402 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 INVH INVITATION HOMES INC Real Estate 483,421.0 $14.6M 0.02% +4K +0.9% $30.21 -0.3%
262 BR BROADRIDGE FINL SOLUTIONS Technology 106,204.0 $14.5M 0.02% +5K +5.3% $136.95 +33.0%
263 EFX EQUIFAX INC Industrials 90,376.0 $14.3M 0.02% +826.0 +0.9% $158.72 +21.4%
264 CHD CHURCH & DWIGHT CO INC Consumer Defensive 147,962.0 $14.3M 0.02% +7K +5.2% $96.88 +2.0%
265 MKC MCCORMICK & CO INC Consumer Defensive 283,409.0 $14.3M 0.02% +3K +1.2% $50.42 +9.9%
266 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 165,942.0 $14.3M 0.02% +2K +1.2% $86.09 +17.3%
267 DAL DELTA AIR LINES INC Industrials 152,187.0 $14.3M 0.02% +11K +7.8% $93.66 -12.0%
268 GPN GLOBAL PMTS INC Industrials 194,259.0 $14.1M 0.02% +20K +11.3% $72.56 +28.8%
269 TXT TEXTRON INC Industrials 153,170.0 $14.1M 0.02% +2K +1.0% $91.73 -9.6%
270 BBY BEST BUY INC Consumer Cyclical 183,327.0 $13.9M 0.02% +10K +5.9% $75.88 +13.2%
271 OMC OMNICOM GROUP INC Communication Services 188,199.0 $13.7M 0.02% +25K +15.0% $72.83 +20.2%
272 WPC WP CAREY INC Real Estate 191,030.0 $13.7M 0.02% +2K +1.2% $71.50 -0.4%
273 MAA MID-AMER APT CMNTYS INC Real Estate 97,111.0 $13.5M 0.02% +993.0 +1.0% $138.94 -5.5%
274 ENTG ENTEGRIS INC Technology 74,658.0 $13.4M 0.02% +11K +17.3% $179.86 -20.1%
275 RS RELIANCE INC Basic Materials 35,443.0 $13.2M 0.02% +285.0 +0.8% $373.60 +3.8%
276 GPC GENUINE PARTS CO Consumer Cyclical 112,160.0 $13.2M 0.02% +3K +2.4% $117.98 +13.5%
277 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 762,368.0 $13.2M 0.02% +16K +2.1% $17.35 -2.2%
278 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 77,269.0 $13.0M 0.02% +6K +8.4% $168.53 -9.5%
279 HEI HEICO CORP NEW Industrials 36,492.0 $13.0M 0.02% +367.0 +1.0% $356.19 -0.3%
280 ZS ZSCALER INC Technology 91,223.0 $12.9M 0.02% +4K +4.7% $141.15 +28.8%
Page 14 of 21  ·  402 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.2%
Financial Services 12.1%
Healthcare 11.9%
Consumer Cyclical 9.4%
Industrials 8.5%
Communication Services 7.0%
Consumer Defensive 4.6%
Energy 3.3%
Utilities 2.3%
Basic Materials 2.1%