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Portfolio (Quarterly) Guide ↗

AVIVA PLC

· CIK 0001140022
13F Portfolio $59.3B AUM 870 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 870 New
Page 38 of 44  ·  870 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 COCO VITA COCO CO INC Consumer Defensive 9,569.0 $507K 0.00% NEW $53.01 +24.8%
742 EVER EVERQUOTE INC Communication Services 18,777.0 $507K 0.00% NEW $27.00 -7.9%
743 CSW INDUSTRIALS INC 1,725.0 $506K 0.00% NEW $293.53
744 OSPN ONESPAN INC Technology 39,383.0 $506K 0.00% NEW $12.84 +12.5%
745 KNSL KINSALE CAP GROUP INC Financial Services 1,292.0 $505K 0.00% NEW $391.12 -9.3%
746 LOPE GRAND CANYON ED INC Consumer Defensive 3,038.0 $505K 0.00% NEW $166.31 -8.2%
747 CXM SPRINKLR INC Technology 64,789.0 $504K 0.00% NEW $7.78 -30.5%
748 STOK STOKE THERAPEUTICS INC Healthcare 15,871.0 $504K 0.00% NEW $31.74 +3.0%
749 POWL POWELL INDS INC Industrials 1,580.0 $504K 0.00% NEW $318.78 -22.7%
750 HRMY HARMONY BIOSCIENCES HLDGS Healthcare 13,437.0 $503K 0.00% NEW $37.42 -0.4%
751 TBPH THERAVANCE BIOPHARMA INC Healthcare 26,810.0 $502K 0.00% NEW $18.71 -9.5%
752 IPAR INTERPARFUMS INC Consumer Defensive 5,907.0 $501K 0.00% NEW $84.83 +40.7%
753 AZZ AZZ INC Industrials 4,670.0 $501K 0.00% NEW $107.18 +40.0%
754 GIC GLOBAL INDUSTRIAL COMPANY Industrials 17,114.0 $500K 0.00% NEW $29.22 +13.7%
755 EBF ENNIS INC Industrials 27,760.0 $500K 0.00% NEW $18.01 +19.3%
756 CVCO CAVCO INDS INC DEL Consumer Cyclical 846.0 $500K 0.00% NEW $590.74 +1.4%
757 SKY CHAMPION HOMES INC Consumer Cyclical 5,913.0 $500K 0.00% NEW $84.50 +0.9%
758 TGLS TECNOGLASS INC Basic Materials 9,889.0 $498K 0.00% NEW $50.32 -9.3%
759 GLOBUS MED INC 5,693.0 $497K 0.00% NEW $87.31
760 CWCO CONSOLIDATED WATER CO INC Utilities 14,055.0 $496K 0.00% NEW $35.29 -16.6%
Page 38 of 44  ·  870 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 34.2%
Financial Services 13.4%
Communication Services 10.7%
Consumer Cyclical 10.5%
Healthcare 9.5%
Industrials 8.1%
Consumer Defensive 4.6%
Energy 3.0%
Utilities 2.2%
Basic Materials 2.1%