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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 14  ·  266 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 HUBS HUBSPOT INC Technology 1,870.0 $341K 0.00% -46K -96.1% $182.51 +31.5%
262 IT GARTNER INC Technology 2,598.0 $337K -63K -96.1% $129.62 +51.1%
263 NXT NEXTPOWER INC Technology 2,329.0 $277K -2K -41.2% $119.14 -27.7%
264 WAL WESTERN ALLIANCE BANCORP Financial Services 2,992.0 $246K -4K -57.1% $82.20 -3.1%
265 OTEX OPEN TEXT CORP Technology 9,254.0 $204K -237K -96.2% $22.10 +11.6%
266 NRDS NERDWALLET INC Financial Services 17,311.0 $160K -26K -59.8% $9.25 +6.8%
Page 14 of 14  ·  266 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%