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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 3 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 UNILEVER PLC 35,248.0 $2.1M 0.07% +2K +7.3% $60.12
42 LLY ELI LILLY & CO Healthcare 1,755.0 $2.1M 0.07% +263.0 +17.6% $1199.43 -0.8%
43 GWW WW GRAINGER INC Industrials 1,515.0 $2.1M 0.07% +42.0 +2.9% $1360.40 -1.8%
44 LRCX LAM RESEARCH CORP Technology 4,639.0 $2.0M 0.07% +735.0 +18.8% $433.33 -27.8%
45 DSGX DESCARTES SYS GROUP INC Technology 28,242.0 $2.0M 0.07% +200.0 +0.7% $69.23 +11.9%
46 ICICI BANK LIMITED 66,812.0 $1.9M 0.07% +1K +2.2% $29.03
47 DRI DARDEN RESTAURANTS INC Consumer Cyclical 8,724.0 $1.8M 0.06% +360.0 +4.3% $206.01 +6.2%
48 WEC WEC ENERGY GROUP INC Utilities 15,231.0 $1.8M 0.06% +506.0 +3.4% $116.77 -7.9%
49 AMGN AMGEN INC Healthcare 4,248.0 $1.5M 0.05% +95.0 +2.3% $362.12 +21.6%
50 FSV FIRSTSERVICE CORP NEW Real Estate 10,590.0 $1.5M 0.05% +3K +35.4% $142.13 +1.0%
51 ROP ROPER TECHNOLOGIES INC Industrials 4,379.0 $1.5M 0.05% +162.0 +3.8% $338.39 +22.1%
52 WFG WEST FRASER TIMBER CO LTD Basic Materials 21,036.0 $1.4M 0.05% +7K +49.5% $67.67 +0.2%
53 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 4,440.0 $1.3M 0.04% +110.0 +2.5% $293.18 +4.6%
54 ITW ILLINOIS TOOL WKS INC Industrials 4,144.0 $1.1M 0.04% +118.0 +2.9% $270.47 +5.6%
55 KLAC KLA CORP Technology 3,514.0 $1.1M 0.04% +3K +887.1% $301.71 -39.1%
56 ROL ROLLINS INC Consumer Cyclical 24,940.0 $1.0M 0.04% +4K +19.4% $41.74 -12.1%
57 TECK TECK RESOURCES LTD Basic Materials 17,072.0 $1.0M 0.04% +344.0 +2.1% $59.53 +19.5%
58 USB US BANCORP Financial Services 16,683.0 $1.0M 0.04% +14K +547.9% $60.40 +4.0%
59 MOH MOLINA HEALTHCARE INC Healthcare 4,271.0 $977K 0.03% +3K +260.4% $228.70 -11.5%
60 BROOKFIELD ASSET MANAGMT LTD 19,805.0 $888K 0.03% +4K +27.2% $44.84
Page 3 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%