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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 5 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NOW SERVICENOW INC Technology 5,438.0 $540K 0.02% -1K -18.4% $99.28 +26.7%
82 WY WEYERHAEUSER CO Real Estate 22,313.0 $534K 0.02% -32K -59.2% $23.94 +0.6%
83 PEP PEPSICO INC Consumer Defensive 3,770.0 $510K 0.02% -206K -98.2% $135.40 +5.0%
84 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 6,370.0 $477K 0.02% -280.0 -4.2% $74.81 -0.6%
85 TU TELUS CORPORATION Communication Services 43,876.0 $464K 0.02% -159K -78.3% $10.57 -8.2%
86 IEMG ISHARES INC 5,548.0 $460K 0.02% -192.0 -3.3% $82.88 -1.2%
87 COF CAPITAL ONE FINL CORP Financial Services 2,273.0 $456K 0.02% -37.0 -1.6% $200.62 +8.3%
88 PPG PPG INDs INC Basic Materials 3,676.0 $446K 0.02% -110.0 -2.9% $121.29 -5.7%
89 PGR PROGRESSIVE CORP Financial Services 2,028.0 $443K 0.01% -103.0 -4.8% $218.45 +1.9%
90 CAH CARDINAL HEALTH INC Healthcare 1,823.0 $433K 0.01% -111.0 -5.7% $237.56 +0.4%
91 SCHW SCHWAB CHARLES CORP Financial Services 4,680.0 $432K 0.01% -138.0 -2.9% $92.27 +18.6%
92 BAC BANK OF AMER CORP Financial Services 7,066.0 $403K 0.01% -31K -81.5% $56.98 +9.2%
93 MSI MOTOROLA SOLUTIONS INC Technology 868.0 $360K 0.01% -4K -82.3% $415.29 +17.3%
94 FAF FIRST AMERN FINL CORP Financial Services 5,076.0 $348K 0.01% -12K -70.3% $68.59 +7.3%
95 MFG MIZUHO FINANCIAL GROUP INC Financial Services 35,579.0 $341K 0.01% -1K -3.5% $9.58 +9.1%
96 MCK MCKESSON CORP Healthcare 434.0 $328K 0.01% -21.0 -4.6% $755.60 +18.7%
97 URI UNITED RENTALS INC Industrials 276.0 $313K 0.01% -7.0 -2.5% $1132.89 -6.6%
98 WMT WALMART INC Consumer Defensive 2,756.0 $312K 0.01% -1K -33.2% $113.26 -7.9%
99 CCEP COCA-COLA EUROAPACIPIC PARTNE Consumer Defensive 2,748.0 $275K 0.01% -76.0 -2.7% $100.07 +8.9%
100 MDT MEDTRONIC PLC Healthcare 3,453.0 $270K 0.01% -30K -89.6% $78.23 +17.6%
Page 5 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%