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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 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MRSH MARSH & MCLENNAN COS INC Financial Services 24,874.0 $4.1M 0.14% -5K -16.1% $166.67 +16.0%
42 UNH UNITEDHEALTH GROUP INC Healthcare 8,943.0 $3.7M 0.13% -208.0 -2.3% $415.63 -3.5%
43 VZ VERIZON COMMUNICATIONS INC Communication Services 87,240.0 $3.7M 0.13% -5K -5.0% $42.34 +18.5%
44 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 65,179.0 $3.4M 0.12% -716.0 -1.1% $51.53 +4.0%
45 BCE BCE INC Communication Services 145,683.0 $3.1M 0.11% -34K -18.8% $21.53 +9.1%
46 HD HOME DEPOT INC Consumer Cyclical 7,839.0 $2.8M 0.10% -714.0 -8.3% $352.68 -5.1%
47 RCI ROGERS COMMUNICATIONS INC Communication Services 83,453.0 $2.7M 0.09% -47K -36.2% $32.52 +13.6%
48 AMAT APPLIED MATLS INC Technology 3,341.0 $2.4M 0.08% -90.0 -2.6% $723.00 -33.6%
49 MGA MAGNA INTL INC Consumer Cyclical 36,267.0 $2.4M 0.08% -2K -4.0% $65.73 +0.4%
50 OTEX OPEN TEXT CORP Technology 103,665.0 $2.3M 0.08% -5K -4.6% $22.12 +10.0%
51 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 4,411.0 $2.1M 0.07% -3K -37.1% $477.57 -12.5%
52 OTIS OTIS WORLDWIDE CORP Industrials 27,958.0 $2.0M 0.07% -10K -26.2% $71.60 +1.1%
53 DOO BRP INC Consumer Cyclical 30,669.0 $1.9M 0.07% -880.0 -2.8% $61.05 -1.4%
54 CDNS CADENCE DESIGN SYSTEM INC Technology 4,631.0 $1.7M 0.06% -1K -24.2% $375.32 -10.8%
55 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 18,293.0 $1.6M 0.06% -821.0 -4.3% $87.04 +11.5%
56 MDLZ MONDELEZ INTL INC Consumer Defensive 26,330.0 $1.5M 0.05% -1K -4.2% $57.84 +8.9%
57 PBA PEMBINA PIPELINE CORP Energy 31,386.0 $1.5M 0.05% -20K -38.9% $46.25 +5.2%
58 UPS UNITED PARCEL SVCS INC Industrials 12,653.0 $1.4M 0.05% -12K -47.8% $107.50 -1.7%
59 IMO IMPERIAL OIL LTD Energy 12,116.0 $1.4M 0.05% -386.0 -3.1% $112.24 +17.1%
60 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 12,257.0 $1.2M 0.04% -598.0 -4.7% $96.12 -50.3%
Page 3 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%