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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 4 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AON AON PLC Financial Services 2,316.0 $768K 0.03% +49.0 +2.2% $331.69 +6.7%
62 SUNC SUNOCOCORP LLC Energy 11,277.0 $763K 0.03% +553.0 +5.2% $67.67 +12.7%
63 SAN BANCO SANTANDER SA Financial Services 54,423.0 $751K 0.03% +3K +6.0% $13.80 +6.5%
64 VST VISTRA CORP Utilities 4,730.0 $750K 0.03% +224.0 +5.0% $158.63 -11.7%
65 ACN ACCENTURE PLC IRELAND Technology 5,911.0 $736K 0.03% +466.0 +8.6% $124.44 +45.8%
66 CPRT COPART INC Industrials 21,695.0 $612K 0.02% +4K +22.5% $28.19 +15.9%
67 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 49,877.0 $527K 0.02% +14K +38.5% $10.57 +8.3%
68 INTU INTUIT Technology 1,963.0 $512K 0.02% +251.0 +14.7% $261.00 +32.5%
69 KO COCA COLA CO Consumer Defensive 6,301.0 $512K 0.02% +565.0 +9.8% $81.27 +10.8%
70 MCO MOODY'S CORP Financial Services 1,049.0 $475K 0.02% +14.0 +1.4% $452.92 +13.6%
71 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 2,548.0 $441K 0.01% +130.0 +5.4% $173.12 -4.9%
72 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,344.0 $418K 0.01% +2K +1195.0% $178.24 +17.2%
73 WFC WELLS FARGO & CO Financial Services 4,280.0 $354K 0.01% +1K +38.6% $82.64 +3.1%
74 REET ISHARES TR 12,734.0 $352K 0.01% +76.0 +0.6% $27.62 +1.6%
75 NFRA FLEXSHARES TR 5,234.0 $336K 0.01% +68.0 +1.3% $64.24 +3.3%
76 DEO DIAGEO PLC Consumer Defensive 3,846.0 $309K 0.01% +541.0 +16.4% $80.38 +16.5%
77 CB CHUBB LIMITED Financial Services 882.0 $301K 0.01% +51.0 +6.1% $340.74 +0.9%
78 MRK MERCK & CO INC Healthcare 1,665.0 $214K 0.01% +845.0 +103.0% $128.50 +19.2%
79 ITUB ITAU UNIBANCO HLDG S A Financial Services 24,138.0 $197K 0.01% +2K +8.6% $8.17 -6.9%
80 NFLX NETFLIX INC. Communication Services 2,682.0 $191K 0.01% +2K +440.7% $71.40 +14.1%
Page 4 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%