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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 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RMD RESMED INC Healthcare 209,744.0 $40.9M 1.42% -2K -0.8% $194.88 +20.9%
22 GOOGL ALPHABET INC Communication Services 70,428.0 $25.2M 0.88% -13K -15.1% $357.37 -4.3%
23 BNS BANK NOVA SCOTIA B C Financial Services 268,713.0 $23.3M 0.81% -40K -12.8% $86.88 +7.7%
24 TRP TC ENERGY CORP Energy 260,025.0 $17.2M 0.60% -38K -12.9% $66.19 -5.0%
25 CNI CANADIAN NATL RY CO Industrials 143,847.0 $17.2M 0.60% -19K -11.4% $119.28 +6.9%
26 TFII TFI INTERNATIONAL INC Industrials 76,461.0 $11.0M 0.38% -6K -7.4% $143.88 -6.0%
27 TJX TJX COS INC NEW Consumer Cyclical 63,155.0 $9.6M 0.33% -7K -9.8% $151.50 -9.7%
28 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 10,132.0 $9.5M 0.33% -3K -20.0% $935.47 +2.2%
29 RB GLOBAL INC 81,262.0 $9.5M 0.33% -10K -11.0% $116.36
30 GIB CGI INC Technology 144,085.0 $9.3M 0.32% -8K -5.0% $64.61 +13.4%
31 SU SUNCOR ENERGY INC NEW Energy 140,676.0 $7.6M 0.26% -29K -17.1% $53.77 +22.1%
32 MA MASTERCARD INCORPORATED Financial Services 12,986.0 $6.7M 0.23% -711.0 -5.2% $513.60 +16.5%
33 WCN WASTE CONNECTIONS INC Industrials 37,623.0 $6.3M 0.22% -9K -19.0% $166.60 +0.3%
34 MFC MANULIFE FINL CORP Financial Services 153,725.0 $6.2M 0.22% -14K -8.6% $40.54 +6.6%
35 AEM AGNICO EAGLE MINES LTD Basic Materials 40,021.0 $6.2M 0.22% -6K -13.3% $155.30 +37.8%
36 SLF SUN LIFE FINANCIAL INC. Financial Services 74,107.0 $5.8M 0.20% -42K -36.0% $78.48 +0.7%
37 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 42,602.0 $5.2M 0.18% -2K -4.0% $123.11 +31.5%
38 MCD MCDONALDS CORP Consumer Cyclical 19,284.0 $5.2M 0.18% -3K -12.7% $270.31 -1.3%
39 CME CME GROUP INC Financial Services 23,229.0 $5.1M 0.18% -2K -6.8% $220.83 +27.2%
40 FTS FORTIS INC Utilities 81,411.0 $4.7M 0.16% -17K -17.3% $57.26 -3.3%
Page 2 of 7  ·  133 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%