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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 15 of 21  ·  402 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 NDSN NORDSON CORP Industrials 42,568.0 $12.8M 0.02% +449.0 +1.1% $301.69 +10.1%
282 STLA STELLANTIS N.V Consumer Cyclical 2,251,480.0 $12.8M 0.02% +43K +1.9% $5.68 -4.8%
283 ANNALY CAPITAL MANAGEMENT 568,248.0 $12.7M 0.02% +62K +12.2% $22.36
284 SCCO SOUTHERN COPPER CORP Basic Materials 72,700.0 $12.7M 0.02% +3K +4.0% $174.26 +24.0%
285 SNDK SANDISK CORP Technology 5,529.0 $12.6M 0.02% +290.0 +5.5% $2273.73 -29.8%
286 IONQ IONQ INC Technology 234,675.0 $12.5M 0.02% +6K +2.6% $53.26 -15.8%
287 DLTR DOLLAR TREE INC Consumer Defensive 102,736.0 $12.4M 0.02% +7K +7.0% $120.95 +8.7%
288 PKG PACKAGING CORP AMER Consumer Cyclical 51,400.0 $12.2M 0.02% +33K +180.9% $238.28 +6.1%
289 TRU TRANSUNION Industrials 169,661.0 $12.2M 0.02% +2K +0.9% $72.14 +17.3%
290 WSO WATSCO INC Industrials 28,839.0 $12.0M 0.02% +326.0 +1.1% $416.73 -25.1%
291 LYB LYONDELLBASELL INDUSTRIES Basic Materials 225,882.0 $11.9M 0.02% +3K +1.3% $52.65 +28.3%
292 RPM RPM INTL INC Basic Materials 102,025.0 $11.3M 0.02% +21K +25.8% $111.15 -2.3%
293 TYL TYLER TECHNOLOGIES INC Technology 38,584.0 $11.3M 0.02% +959.0 +2.5% $292.46 +19.9%
294 REGCO REGENCY CTRS CORP 141,456.0 $11.3M 0.02% +1K +0.8% $79.74
295 TEAM ATLASSIAN CORPORATION Technology 144,946.0 $11.3M 0.02% +2K +1.5% $77.79 +120.9%
296 FCNCA FIRST CTZNS BANCSHARES INC Financial Services 5,403.0 $11.2M 0.02% +92.0 +1.7% $2080.79 +4.9%
297 AGI ALAMOS GOLD INC Basic Materials 363,855.0 $11.0M 0.02% +4K +1.1% $30.27 +25.1%
298 GGG GRACO INC Industrials 145,526.0 $11.0M 0.02% +3K +1.8% $75.61 +6.7%
299 BEPC BROOKFIELD RENEWABLE CORP Utilities 295,215.0 $11.0M 0.02% +17K +6.2% $37.11 -10.4%
300 GEN GEN DIGITAL INC Technology 439,784.0 $10.9M 0.02% +11K +2.6% $24.89 +16.2%
Page 15 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%