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Portfolio (Quarterly) Guide ↗

Aviso Financial Inc.

· CIK 0002033534
13F Portfolio $2.8B AUM 338 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 35 New 140 Added 104 Reduced 43 Exited
Page 5 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 APH AMPHENOL CORP Technology 11,977.0 $1.5M 0.05% +8K +220.7% $126.35 -1.2%
82 ROP ROPER TECHNOLOGIES INC Industrials 4,217.0 $1.5M 0.05% +78.0 +1.9% $353.86 -7.1%
83 DE DEERE & CO Industrials 2,630.0 $1.5M 0.05% +52.0 +2.0% $563.30 -5.7%
84 NI NISOURCE INC Utilities 31,690.0 $1.5M 0.05% +1K +4.0% $46.66 +2.3%
85 AMGN AMGEN INC Healthcare 4,153.0 $1.5M 0.05% +121.0 +3.0% $351.85 -4.1%
86 LLY ELI LILLY & CO Healthcare 1,492.0 $1.4M 0.05% +170.0 +12.9% $919.77 +13.3%
87 TMUS T-MOBILE US INC Communication Services 6,361.0 $1.3M 0.05% +430.0 +7.2% $210.03 -9.5%
88 BSX BOSTON SCIENTIFIC CORP Healthcare 21,168.0 $1.3M 0.05% +6K +44.2% $62.75 -8.9%
89 XOM EXXON MOBIL CORP Energy 7,760.0 $1.3M 0.05% +700.0 +9.9% $169.66 -7.9%
90 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 4,330.0 $1.3M 0.04% +228.0 +5.6% $290.49 -0.1%
91 FDX FEDEX CORP Industrials 3,480.0 $1.2M 0.04% +260.0 +8.1% $356.18 +9.2%
92 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 4,160.0 $1.2M 0.04% +1K +38.9% $292.75 +33.2%
93 CVX CHEVRON CORPORATION Energy 5,700.0 $1.2M 0.04% +610.0 +12.0% $206.90 -7.7%
94 AMAT APPLIED MATLS INC Technology 3,431.0 $1.2M 0.04% +1K +51.4% $341.79 +25.0%
95 NKE NIKE INC Consumer Cyclical 21,340.0 $1.1M 0.04% +1K +5.3% $52.82 -16.0%
96 ACN ACCENTURE PLC IRELAND Technology 5,445.0 $1.1M 0.04% +1K +24.7% $198.29 -10.3%
97 ITW ILLINOIS TOOL WKS INC Industrials 4,026.0 $1.0M 0.04% +148.0 +3.8% $260.29 -4.0%
98 POST POST HLDGS INC Consumer Defensive 10,560.0 $1.0M 0.04% +700.0 +7.1% $98.86 -1.4%
99 GWRE GUIDEWIRE SOFTWARE INC Technology 6,653.0 $995K 0.04% +2K +42.1% $149.56 -9.3%
100 COOPER COS INC 13,862.0 $991K 0.04% +1K +8.9% $71.50
Page 5 of 7  ·  140 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 35.1%
Basic Materials 12.1%
Technology 12.0%
Energy 10.6%
Communication Services 9.2%
Consumer Cyclical 7.4%
Healthcare 6.7%
Industrials 3.1%
Consumer Defensive 2.2%
Utilities 1.1%