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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 8 of 14  ·  266 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SSNC SS&C TECH HLDGS Technology 176,211.0 $10.9M 0.02% -6K -3.3% $62.05 +33.7%
142 ALLE ALLEGION PLC Industrials 77,366.0 $10.9M 0.02% -4K -5.2% $140.49 +15.5%
143 LEIDOS HOLDINGS INC 105,349.0 $10.8M 0.02% -7K -6.0% $102.97
144 GIB CGI INC Technology 161,689.0 $10.4M 0.01% -7K -4.3% $64.53 +16.2%
145 CHTR CHARTER COMMUNICATIONS INC Communication Services 71,445.0 $10.2M 0.01% -4K -5.0% $142.21 +5.6%
146 FOXA FOX CORP Communication Services 188,685.0 $9.8M 0.01% -6K -2.8% $52.16 +31.4%
147 ONON ON HLDG AG Consumer Cyclical 271,910.0 $9.6M 0.01% -8K -2.8% $35.42 -15.2%
148 BVN COMPANIA DE MINAS BUENAVEN Basic Materials 324,515.0 $9.5M 0.01% -13K -4.0% $29.29 +21.1%
149 RCI ROGERS COMMUNICATIONS INC Communication Services 286,863.0 $9.3M 0.01% -10K -3.3% $32.48 +11.7%
150 BERKSHIRE HATHAWAY INC DEL 12.0 $9.0M 0.01% -1.0 -7.7% $748850.00
151 FUTU FUTU HLDGS LTD Financial Services 95,237.0 $8.9M 0.01% -8K -7.9% $93.74 +31.9%
152 RKT ROCKET COS INC Financial Services 529,156.0 $8.3M 0.01% -24K -4.3% $15.75 -11.6%
153 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 571,645.0 $7.6M 0.01% -31K -5.2% $13.26 +9.6%
154 STN STANTEC INC Industrials 95,499.0 $6.6M 0.01% -3K -2.9% $68.86 +7.6%
155 HTHT H WORLD GROUP LTD Consumer Cyclical 145,418.0 $6.1M 0.01% -2K -1.4% $41.72 +17.8%
156 ZTO ZTO EXPRESS CAYMAN INC Industrials 258,246.0 $5.8M 0.01% -5K -1.7% $22.38 -4.5%
157 COP CONOCOPHILLIPS Energy 44,698.0 $4.6M 0.01% -881.0 -1.9% $103.96 +29.7%
158 MO ALTRIA GROUP INC Consumer Defensive 60,663.0 $4.4M 0.01% -981.0 -1.6% $71.95 -8.1%
159 DQ DAQO NEW ENERGY CORP Technology 316,006.0 $4.2M 0.01% -23K -6.8% $13.39 +1.4%
160 NIO NIO INC Consumer Cyclical 834,284.0 $4.2M 0.01% -11K -1.3% $5.06 -8.5%
Page 8 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%