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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 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MIDD MIDDLEBY CORP Industrials 924.0 $123K 0.00% -317.0 -25.5% $132.58 +11.7%
82 CRM SALESFORCE INC Technology 605.0 $113K 0.00% -1K -64.1% $186.67 -3.5%
83 CORPAY INC 371.0 $108K 0.00% -12.0 -3.1% $290.99
84 VIG VANGUARD SPECIALIZED FUNDS 327.0 $70K 0.00% -379.0 -53.7% $215.07 +8.4%
85 OR OR ROYALTIES INC. Basic Materials 1,646.0 $63K 0.00% -38.0 -2.3% $38.04 -6.4%
86 QQQ INVESCO QQQ TR Financial Services 68.0 $39K 0.00% -1K -93.9% $577.18 +24.3%
87 MTUM ISHARES TR 159.0 $38K 0.00% -183.0 -53.5% $239.99 +26.5%
88 VHT VANGUARD WORLD FD 140.0 $38K 0.00% -182.0 -56.5% $272.43 +2.5%
89 NVO NOVO-NORDISK A S Healthcare 808.0 $30K 0.00% -3K -81.2% $36.75 +22.3%
90 ASTL ALGOMA STL GROUP INC Basic Materials 6,033.0 $25K 0.00% -526.0 -8.0% $4.12 +14.8%
91 LCII LCI INDS Consumer Cyclical 157.0 $19K 0.00% -6K -97.4% $122.97 -9.2%
92 BALL BALL CORP Consumer Cyclical 311.0 $18K 0.00% -739.0 -70.4% $59.11 -4.4%
93 IJK ISHARES TR 160.0 $16K 0.00% -781.0 -83.0% $100.59 +11.2%
94 WDAY WORKDAY INC Technology 118.0 $15K 0.00% -4K -97.3% $129.92 -1.4%
95 CACC CREDIT ACCEP CORP MICH Financial Services 34.0 $14K 0.00% -2K -97.9% $423.44 +28.7%
96 CWS ADVISORSHARES TR 139.0 $9K -500.0 -78.2% $64.76 +3.8%
97 CRWD CROWDSTRIKE HLDGS INC Technology 20.0 $8K -2K -99.1% $390.40 +69.9%
98 HON HONEYWELL INTL INC Industrials 30.0 $7K -21.0 -41.2% $226.00 +0.8%
99 CMCSA COMCAST CORP NEW Communication Services 165.0 $5K -237.0 -59.0% $28.71 -12.2%
100 GFL GFL ENVIRONMENTAL INC Industrials 85.0 $4K -75.0 -46.9% $41.67 -14.3%
Page 5 of 6  ·  104 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%