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Portfolio (Quarterly) Guide ↗

Aviso Financial Inc.

· CIK 0002033534
13F Portfolio $2.9B AUM 273 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 96 Added 133 Reduced 88 Exited
Page 2 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPOT SPOTIFY TECHNOLOGY S A Communication Services 10,942.0 $5.0M 0.17% +309.0 +2.9% $459.13 +19.8%
22 HEI HEICO CORP NEW Industrials 14,077.0 $5.0M 0.17% +5K +60.3% $356.19 -2.8%
23 EQIX EQUINIX INC Real Estate 4,654.0 $4.9M 0.17% +124.0 +2.7% $1042.39 +3.6%
24 AZN ASTRAZENECA PLC Healthcare 24,969.0 $4.7M 0.17% +1K +5.0% $189.62 -12.3%
25 ABT ABBOTT LABORATORIES Healthcare 48,206.0 $4.4M 0.15% +6K +13.2% $90.74 +25.7%
26 RSG REPUBLIC SVCS INC Industrials 20,368.0 $4.3M 0.15% +585.0 +3.0% $213.08 +4.3%
27 SHEL SHELL PLC Energy 55,352.0 $4.3M 0.15% +1K +2.5% $77.54 +17.5%
28 STN STANTEC INC Industrials 56,836.0 $3.9M 0.14% +3K +4.8% $68.94 +9.4%
29 DPZ DOMINOS PIZZA INC Consumer Cyclical 12,742.0 $3.8M 0.13% +3K +32.8% $296.04 +16.4%
30 WM WASTE MGMT INC DEL Industrials 16,451.0 $3.7M 0.13% +423.0 +2.6% $222.88 -0.7%
31 HIG HARTFORD INSURANCE GROUP INC Financial Services 26,445.0 $3.5M 0.12% +708.0 +2.8% $132.52 +5.5%
32 ABBV ABBVIE INC Healthcare 13,386.0 $3.4M 0.12% +942.0 +7.6% $251.64 +4.5%
33 MLM MARTIN MARIETTA MATLS INC Basic Materials 5,700.0 $3.3M 0.11% +243.0 +4.5% $576.70 -7.7%
34 MEOH METHANEX CORP Basic Materials 69,361.0 $3.2M 0.11% +656.0 +0.9% $46.17 +23.3%
35 CIGI COLLIERS INTL GROUP INC Real Estate 32,647.0 $3.1M 0.11% +921.0 +2.9% $93.80 +11.4%
36 ORCL ORACLE CORP Technology 20,766.0 $3.0M 0.11% +179.0 +0.9% $146.55 +1.6%
37 DHR DANAHER CORP DEL Healthcare 12,110.0 $2.3M 0.08% +204.0 +1.7% $190.48 +13.1%
38 PH PARKER-HANNIFIN CORP Industrials 2,259.0 $2.2M 0.08% +200.0 +9.7% $978.12 +6.3%
39 FCN FTI CONSULTING INC Industrials 14,680.0 $2.2M 0.08% +661.0 +4.7% $149.01 +2.0%
40 APH AMPHENOL CORP Technology 12,225.0 $2.2M 0.07% +248.0 +2.1% $176.32 -8.5%
Page 2 of 5  ·  96 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
Financial Services 41.5%
Technology 13.3%
Basic Materials 11.2%
Energy 9.3%
Consumer Cyclical 7.9%
Healthcare 6.7%
Communication Services 4.4%
Industrials 3.3%
Utilities 1.2%
Consumer Defensive 0.8%