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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 12 of 14  ·  273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SNPS SYNOPSYS INC Technology 239.0 $107K 0.00% +136.0 +132.0% $446.07 -8.1%
222 DGX QUEST DIAGNOSTICS INC Healthcare 489.0 $104K 0.00% +269.0 +122.3% $211.95 +15.6%
223 SYK STRYKER CORPORATION Healthcare 301.0 $95K 0.00% NEW $314.84 +4.7%
224 ZTS ZOETIS INC Healthcare 1,184.0 $85K 0.00% -38.0 -3.1% $71.86 +7.9%
225 NRC NRC HEALTH Healthcare 3,585.0 $77K 0.00% +190.0 +5.6% $21.57 +2.0%
226 EOG EOG RES INC Energy 549.0 $71K 0.00% NEW $129.73 +11.6%
227 TW TRADEWEB MKTS INC Financial Services 657.0 $65K 0.00% +364.0 +124.2% $99.66 +7.9%
228 LNG CHENIERE ENERGY INC Energy 270.0 $65K 0.00% NEW $239.01 +18.9%
229 OR OR ROYALTIES INC. Basic Materials 1,699.0 $54K 0.00% +53.0 +3.2% $31.65 +21.4%
230 NEM NEWMONT CORP Basic Materials 341.0 $32K 0.00% -8K -96.0% $93.40 +40.9%
231 ASTL ALGOMA STL GROUP INC Basic Materials 6,164.0 $25K 0.00% +131.0 +2.2% $4.07 +2.1%
232 KEYS KEYSIGHT TECHNOLOGIES INC Technology 69.0 $24K 0.00% $350.06 -8.1%
233 VIG VANGUARD SPECIALIZED FUNDS 100.0 $24K 0.00% -227.0 -69.4% $236.63 +3.2%
234 ATR APTARGROUP INC Healthcare 133.0 $17K 0.00% -23K -99.4% $125.20 +8.0%
235 OZK BANK OZK LITTLE ROCK ARK Financial Services 314.0 $16K 0.00% -16K -98.0% $52.09 -5.0%
236 BDX BECTON DICKINSON & CO Healthcare 86.0 $13K -15K -99.4% $151.33 +25.7%
237 VTV VANGUARD INDEX FDS 52.0 $11K $217.87 +4.1%
238 PM PHILIP MORRIS INTL INC Consumer Defensive 61.0 $11K $180.90 +7.3%
239 PCAR PACCAR INC Industrials 89.0 $11K $120.11 +7.6%
240 AGI ALAMOS GOLD INC Basic Materials 314.0 $10K -1K -80.0% $30.30 +23.9%
Page 12 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%