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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 10 of 14  ·  273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 URI UNITED RENTALS INC Industrials 276.0 $313K 0.01% -7.0 -2.5% $1132.89 -6.6%
182 WMT WALMART INC Consumer Defensive 2,756.0 $312K 0.01% -1K -33.2% $113.26 -7.9%
183 DEO DIAGEO PLC Consumer Defensive 3,846.0 $309K 0.01% +541.0 +16.4% $80.38 +16.5%
184 GLD SPDR GOLD TR Financial Services 833.0 $307K 0.01% $368.40 +14.4%
185 CB CHUBB LIMITED Financial Services 882.0 $301K 0.01% +51.0 +6.1% $340.74 +0.9%
186 BK BANK OF NY MELLON CORP Financial Services 1,955.0 $283K 0.01% NEW $144.61 -0.6%
187 CCEP COCA-COLA EUROAPACIPIC PARTNE Consumer Defensive 2,748.0 $275K 0.01% -76.0 -2.7% $100.07 +8.9%
188 MDT MEDTRONIC PLC Healthcare 3,453.0 $270K 0.01% -30K -89.6% $78.23 +17.6%
189 GSK GSK PLC Healthcare 4,604.0 $241K 0.01% -218.0 -4.5% $52.42 -1.9%
190 LAMR LAMAR ADVERTISING CO Real Estate 1,510.0 $236K 0.01% -129.0 -7.9% $155.98 -2.6%
191 DOX AMDOCS LTD Technology 4,659.0 $235K 0.01% -171.0 -3.5% $50.54 +23.2%
192 MRK MERCK & CO INC Healthcare 1,665.0 $214K 0.01% +845.0 +103.0% $128.50 +19.2%
193 ARGX ARGENX SE Healthcare 230.0 $213K 0.01% -6.0 -2.5% $927.77 +12.9%
194 CVE CENOVUS ENERGY INC Energy 8,175.0 $203K 0.01% -71K -89.7% $24.80 +26.9%
195 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 1,801.0 $201K 0.01% NEW $111.79 -8.3%
196 ITUB ITAU UNIBANCO HLDG S A Financial Services 24,138.0 $197K 0.01% +2K +8.6% $8.17 -6.9%
197 NFLX NETFLIX INC. Communication Services 2,682.0 $191K 0.01% +2K +440.7% $71.40 +14.1%
198 SBUX STARBUCKS CORP Consumer Cyclical 1,857.0 $190K 0.01% -309.0 -14.3% $102.19 +6.2%
199 QCOM QUALCOMM INC Technology 1,017.0 $188K 0.01% -157.0 -13.4% $184.79 -11.4%
200 HLN HALEON PLC Healthcare 18,985.0 $177K 0.01% +11K +124.1% $9.33 +9.0%
Page 10 of 14  ·  273 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%