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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 10 of 17  ·  338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 NDAQ NASDAQ INC Financial Services 7,665.0 $651K 0.02% -3K -26.9% $84.89 +7.2%
182 SFBS SERVISFIRST BANCSHARES INC Financial Services 8,884.0 $647K 0.02% -711.0 -7.4% $72.83 +6.3%
183 TRU TRANSUNION Industrials 9,200.0 $637K 0.02% -3K -26.5% $69.19 +2.1%
184 CPRT COPART INC Industrials 17,706.0 $588K 0.02% +2K +15.2% $33.20 +1.8%
185 SAN BANCO SANTANDER SA Financial Services 51,336.0 $579K 0.02% +1K +2.6% $11.28 +6.7%
186 PYPL PAYPAL HLDGS INC Financial Services 12,247.0 $554K 0.02% +8K +160.7% $45.23 -2.2%
187 KLAC KLA CORP Technology 356.0 $524K 0.02% +20.0 +6.0% $1472.41 +28.3%
188 WMT WALMART INC Consumer Defensive 4,126.0 $513K 0.02% -865.0 -17.3% $124.28 -3.2%
189 BSY BENTLEY SYS INC Technology 13,700.0 $481K 0.02% -2K -10.0% $35.12 -5.6%
190 SCHW SCHWAB CHARLES CORP Financial Services 4,818.0 $453K 0.02% -412.0 -7.9% $93.98 -4.1%
191 MCO MOODY'S CORP Financial Services 1,035.0 $452K 0.02% -672.0 -39.4% $436.25 +3.0%
192 KO Coca Cola Co Consumer Defensive 5,736.0 $436K 0.01% -960.0 -14.3% $76.05 +7.1%
193 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 6,650.0 $433K 0.01% NEW $65.09 +19.7%
194 PGR PROGRESSIVE CORP Financial Services 2,131.0 $422K 0.01% -173.0 -7.5% $198.24 +0.6%
195 COF CAPITAL ONE FINL CORP Financial Services 2,310.0 $421K 0.01% NEW $182.43 +2.9%
196 KMX CARMAX INC Consumer Cyclical 10,108.0 $420K 0.01% -491.0 -4.6% $41.58 -3.0%
197 CAH CARDINAL HEALTH INC Healthcare 1,934.0 $409K 0.01% NEW $211.31 -5.0%
198 PPG PPG INDS INC Basic Materials 3,786.0 $405K 0.01% -48.0 -1.2% $106.88 +0.8%
199 IEMG ISHARES INC 5,740.0 $400K 0.01% -397.0 -6.5% $69.74 +15.5%
200 MCK MCKESSON CORP Healthcare 455.0 $394K 0.01% NEW $865.36 -11.5%
Page 10 of 17  ·  338 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%