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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 3 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 4,041.0 $1.6M 0.55% NEW $397.68 -7.0%
42 PG PROCTER & GAMBLE CO Consumer Defensive 10,557.0 $1.5M 0.53% NEW $146.65 +0.2%
43 ETN EATON CORP PLC Industrials 3,470.0 $1.5M 0.50% NEW $426.20 -6.8%
44 USB US BANCORP Financial Services 22,989.0 $1.4M 0.47% NEW $60.40 +5.2%
45 UNH UNITEDHEALTH GROUP INC Healthcare 3,209.0 $1.3M 0.45% NEW $415.67 -3.5%
46 MSC INCOME FUND INC 114,250.0 $1.3M 0.45% NEW $11.57
47 MRK MERCK & CO INC Healthcare 10,229.0 $1.3M 0.45% NEW $128.51 +18.5%
48 LADR LADDER CAP CORP Real Estate 127,073.0 $1.3M 0.43% NEW $9.95 -1.3%
49 VUG VANGUARD INDEX FDS 14,413.0 $1.2M 0.42% NEW $86.15 +3.2%
50 CAT CATERPILLAR INC Industrials 1,164.0 $1.2M 0.42% NEW $1065.31 -24.9%
51 URI UNITED RENTALS INC Industrials 1,087.0 $1.2M 0.42% NEW $1133.36 -12.3%
52 GOOG ALPHABET INC 3,368.0 $1.2M 0.41% NEW $353.33
53 HD HOME DEPOT INC Consumer Cyclical 3,359.0 $1.2M 0.40% NEW $352.75 -9.8%
54 EXC EXELON CORP Utilities 24,535.0 $1.1M 0.39% NEW $46.62 -4.5%
55 ORCL ORACLE CORP Technology 7,634.0 $1.1M 0.38% NEW $146.55 +5.1%
56 C CITIGROUP INC Financial Services 7,390.0 $1.0M 0.35% NEW $139.97 -1.3%
57 LMT LOCKHEED MARTIN CORP Industrials 2,008.0 $1.0M 0.35% NEW $509.49 +4.6%
58 BXSL BLACKSTONE SECD LENDING FD Financial Services 42,628.0 $1.0M 0.34% NEW $23.71 +4.0%
59 CSCO CISCO SYS INC Technology 8,353.0 $981K 0.33% NEW $117.46 -7.5%
60 AMGN AMGEN INC Healthcare 2,681.0 $971K 0.33% NEW $362.21 +22.6%
Page 3 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%