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Portfolio (Quarterly) Guide ↗

AVISO WEALTH MANAGEMENT

· CIK 0002011802
13F Portfolio $294M AUM 144 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 144 New
Page 7 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 WM WASTE MGMT INC DEL Industrials 1,301.0 $290K 0.10% NEW $223.01 -0.6%
122 T AT&T INC Communication Services 13,598.0 $281K 0.10% NEW $20.70 +26.4%
123 BLUEROCK PVT REAL ESTATE FD 21,374.0 $278K 0.10% NEW $13.01
124 REGN REGENERON PHARMACEUTICALS Healthcare 442.0 $276K 0.09% NEW $623.54 +35.3%
125 MS MORGAN STANLEY Financial Services 1,306.0 $273K 0.09% NEW $209.06 +3.9%
126 SRE SEMPRA Utilities 2,915.0 $270K 0.09% NEW $92.71 -8.8%
127 APOS APOLLO GLOBAL MGMT INC 2,276.0 $269K 0.09% NEW $118.31
128 SYK STRYKER CORPORATION Healthcare 842.0 $265K 0.09% NEW $314.84 -2.2%
129 CQP CHENIERE ENERGY PARTNERS L P Energy 4,235.0 $258K 0.09% NEW $60.96 +12.2%
130 STUBHUB HLDGS INC 19,635.0 $253K 0.09% NEW $12.87
131 WELL WELLTOWER INC Real Estate 1,112.0 $252K 0.09% NEW $227.03 +6.2%
132 COP CONOCOPHILLIPS Energy 2,416.0 $251K 0.09% NEW $104.00 +30.5%
133 SAIC SCIENCE APPLICATIONS INTL CORP Technology 2,257.0 $249K 0.09% NEW $110.42 +14.6%
134 AXP AMERICAN EXPRESS CO COM Financial Services 736.0 $249K 0.09% NEW $338.29 -2.5%
135 VTV VANGUARD INDEX FDS 1,127.0 $246K 0.08% NEW $217.94 +4.2%
136 DIS DISNEY WALT CO Communication Services 2,535.0 $244K 0.08% NEW $96.25 +11.3%
137 ODFL OLD DOMINION FREIGHT LINE INC Industrials 1,113.0 $241K 0.08% NEW $216.67 -14.3%
138 LOW LOWES COS INC Consumer Cyclical 994.0 $219K 0.07% NEW $220.68 -8.5%
139 VIG VANGUARD SPECIALIZED FUNDS 900.0 $213K 0.07% NEW $236.63 +2.8%
140 TEX TEREX CORP NEW Industrials 2,830.0 $205K 0.07% NEW $72.40 -13.3%
Page 7 of 8  ·  144 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 32.4%
Healthcare 22.0%
Communication Services 11.2%
Financial Services 10.2%
Industrials 7.1%
Consumer Cyclical 6.2%
Consumer Defensive 4.3%
Energy 2.9%
Utilities 2.2%
Real Estate 1.2%