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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 3 of 14  ·  273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RB GLOBAL INC 81,262.0 $9.5M 0.33% -10K -11.0% $116.36
42 JNJ JOHNSON & JOHNSON Healthcare 36,682.0 $9.3M 0.32% +4K +11.2% $253.97 +6.3%
43 GIB CGI INC Technology 144,085.0 $9.3M 0.32% -8K -5.0% $64.61 +13.4%
44 WMB WILLIAMS COS INC Energy 121,110.0 $9.0M 0.31% +3K +2.4% $74.34 +0.1%
45 SHOP SHOPIFY INC Technology 67,661.0 $7.7M 0.27% +9K +15.3% $114.36 +31.4%
46 SU SUNCOR ENERGY INC NEW Energy 140,676.0 $7.6M 0.26% -29K -17.1% $53.77 +22.1%
47 META META PLATFORMS INC Communication Services 13,370.0 $7.5M 0.26% $563.29 +2.3%
48 AME AMETEK INC Industrials 29,594.0 $7.2M 0.25% +457.0 +1.6% $241.94 +1.3%
49 MA MASTERCARD INCORPORATED Financial Services 12,986.0 $6.7M 0.23% -711.0 -5.2% $513.60 +16.5%
50 NVDA NVIDIA CORPORATION Technology 32,881.0 $6.6M 0.23% +4K +13.1% $200.09 +4.8%
51 WCN WASTE CONNECTIONS INC Industrials 37,623.0 $6.3M 0.22% -9K -19.0% $166.60 +0.3%
52 MFC MANULIFE FINL CORP Financial Services 153,725.0 $6.2M 0.22% -14K -8.6% $40.54 +6.6%
53 AEM AGNICO EAGLE MINES LTD Basic Materials 40,021.0 $6.2M 0.22% -6K -13.3% $155.30 +37.8%
54 WAT WATERS CORP Healthcare 16,376.0 $6.1M 0.21% +2K +13.6% $375.04 +10.4%
55 TOTALENERGIES SE 76,147.0 $5.9M 0.21% +1K +1.7% $77.76
56 SLF SUN LIFE FINANCIAL INC. Financial Services 74,107.0 $5.8M 0.20% -42K -36.0% $78.48 +0.7%
57 TXN TEXAS INSTRS INC Technology 18,003.0 $5.4M 0.19% +2K +9.6% $298.07 -12.2%
58 CENCORA INC 18,859.0 $5.3M 0.19% +4K +23.9% $282.98
59 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 42,602.0 $5.2M 0.18% -2K -4.0% $123.11 +31.5%
60 PG PROCTER & GAMBLE CO Consumer Defensive 35,615.0 $5.2M 0.18% +1K +4.1% $146.64 -1.1%
Page 3 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%