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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 1 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 THOMSON REUTERS CORP 42,566.0 $3.5M 0.12% NEW $81.64
2 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 18,124.0 $1.4M 0.05% NEW $77.87 -10.7%
3 THC TENET HEALTHCARE CORP Healthcare 6,399.0 $1.2M 0.04% NEW $187.08 +46.7%
4 AZO AUTOZONE INC Consumer Cyclical 178.0 $569K 0.02% NEW $3195.94 -6.2%
5 BK BANK OF NY MELLON CORP Financial Services 1,955.0 $283K 0.01% NEW $144.61 -1.9%
6 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 1,801.0 $201K 0.01% NEW $111.79 -8.3%
7 MMM 3M CO Industrials 875.0 $142K 0.01% NEW $161.91 +11.1%
8 BA BOEING CO Industrials 647.0 $140K 0.01% NEW $216.47 -2.0%
9 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 1,442.0 $133K 0.01% NEW $92.09 -2.8%
10 ADSK AUTODESK INC Technology 621.0 $121K 0.00% NEW $194.42 +31.0%
11 VEA VANGUARD TAX-MANAGED FDS 1,570.0 $112K 0.00% NEW $71.25 +3.1%
12 SYK STRYKER CORPORATION Healthcare 301.0 $95K 0.00% NEW $314.84 +4.7%
13 EOG EOG RES INC Energy 549.0 $71K 0.00% NEW $129.73 +11.6%
14 LNG CHENIERE ENERGY INC Energy 270.0 $65K 0.00% NEW $239.01 +18.9%
15 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 100.0 $8K NEW $82.40 -4.8%
16 PFE PFIZER INC Healthcare 215.0 $5K NEW $24.08 +17.6%
17 KHC KRAFT HEINZ CO Consumer Defensive 150.0 $4K NEW $23.62 +5.0%
18 CARNIVAL CORP LTD 100.0 $3K NEW $28.57
19 BLDP BALLARD PWR SYS INC NEW Industrials 450.0 $2K NEW $3.90 -41.2%
20 OVV OVINTIV INC Energy 26.0 $1K NEW $52.62 +22.6%
Page 1 of 2  ·  23 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%