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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 39 of 43  ·  854 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 EBF ENNIS INC Industrials 21,070.0 $448K 0.00% -561.0 -2.6% $21.25 +1.5%
762 DOCS DOXIMITY INC Healthcare 21,567.0 $447K 0.00% +4K +21.9% $20.74 +22.1%
763 VISN VISTANCE NETWORKS INC Technology 34,958.0 $447K 0.00% NEW $12.78 -12.3%
764 IESC IES HOLDINGS INC Industrials 608.0 $447K 0.00% -347.0 -36.3% $734.66 -6.8%
765 MZTI MARZETTI COMPANY Consumer Defensive 3,912.0 $447K 0.00% +1K +35.2% $114.16 -2.2%
766 STRL STERLING INFRASTRUCTURE IN Industrials 531.0 $446K 0.00% -548.0 -50.8% $839.36 -38.4%
767 IRMD IRADIMED CORP Healthcare 4,660.0 $445K 0.00% +257.0 +5.8% $95.56 -8.1%
768 GNTX GENTEX CORP Consumer Cyclical 17,604.0 $445K 0.00% -2K -11.5% $25.27 -6.5%
769 YETI YETI HLDGS INC Consumer Cyclical 8,955.0 $444K 0.00% -2K -16.5% $49.56 -11.7%
770 FE FIRSTENERGY CORP Utilities 9,294.0 $442K 0.00% $47.54 -3.3%
771 NATH NATHANS FAMOUS INC Consumer Cyclical 4,344.0 $441K 0.00% -138.0 -3.1% $101.60 -2.9%
772 REX REX AMERICAN RES CORP Basic Materials 9,761.0 $441K 0.00% NEW $45.15 -1.1%
773 CPRX CATALYST PHARMACEUTICALS I Healthcare 14,000.0 $440K 0.00% -5K -26.2% $31.43 +0.2%
774 RAMP LIVERAMP HLDGS INC Technology 11,685.0 $440K 0.00% NEW $37.64 -0.2%
775 INVA INNOVIVA INC Healthcare 19,334.0 $439K 0.00% +6K +45.4% $22.71 -7.2%
776 PEN PENUMBRA INC Healthcare 1,379.0 $435K 0.00% +52.0 +3.9% $315.75 +3.0%
777 CROX CROCS INC Consumer Cyclical 3,594.0 $434K 0.00% NEW $120.64 +1.2%
778 CWCO CONSOLIDATED WATER CO INC Utilities 14,685.0 $433K 0.00% NEW $29.50 -0.1%
779 PLUS EPLUS INC Technology 5,199.0 $433K 0.00% -443.0 -7.8% $83.23 +4.3%
780 MC MOELIS & CO Financial Services 6,593.0 $431K 0.00% -1K -14.3% $65.42 +4.4%
Page 39 of 43  ·  854 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%