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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 4 of 14  ·  273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MCD MCDONALDS CORP Consumer Cyclical 19,284.0 $5.2M 0.18% -3K -12.7% $270.31 -1.3%
62 BOYD GROUP SERVICES INC 54,625.0 $5.2M 0.18% +6K +11.6% $94.64
63 CME CME GROUP INC Financial Services 23,229.0 $5.1M 0.18% -2K -6.8% $220.83 +27.2%
64 VRSK VERISK ANALYTICS INC Industrials 28,000.0 $5.0M 0.17% +6K +28.4% $179.53 +4.6%
65 SPOT SPOTIFY TECHNOLOGY S A Communication Services 10,942.0 $5.0M 0.17% +309.0 +2.9% $459.13 +19.9%
66 HEI HEICO CORP NEW Industrials 14,077.0 $5.0M 0.17% +5K +60.3% $356.19 -2.8%
67 EQIX EQUINIX INC Real Estate 4,654.0 $4.9M 0.17% +124.0 +2.7% $1042.39 +3.6%
68 AZN ASTRAZENECA PLC Healthcare 24,969.0 $4.7M 0.17% +1K +5.0% $189.62 -12.3%
69 FTS FORTIS INC Utilities 81,411.0 $4.7M 0.16% -17K -17.3% $57.26 -3.4%
70 ABT ABBOTT LABORATORIES Healthcare 48,206.0 $4.4M 0.15% +6K +13.2% $90.74 +25.7%
71 RSG REPUBLIC SVCS INC Industrials 20,368.0 $4.3M 0.15% +585.0 +3.0% $213.08 +4.3%
72 SHEL SHELL PLC Energy 55,352.0 $4.3M 0.15% +1K +2.5% $77.54 +17.5%
73 MRSH MARSH & MCLENNAN COS INC Financial Services 24,874.0 $4.1M 0.14% -5K -16.1% $166.67 +16.0%
74 STN STANTEC INC Industrials 56,836.0 $3.9M 0.14% +3K +4.8% $68.94 +9.4%
75 DPZ DOMINOS PIZZA INC Consumer Cyclical 12,742.0 $3.8M 0.13% +3K +32.8% $296.04 +16.4%
76 UNH UNITEDHEALTH GROUP INC Healthcare 8,943.0 $3.7M 0.13% -208.0 -2.3% $415.63 -3.5%
77 VZ VERIZON COMMUNICATIONS INC Communication Services 87,240.0 $3.7M 0.13% -5K -5.0% $42.34 +18.5%
78 WM WASTE MGMT INC DEL Industrials 16,451.0 $3.7M 0.13% +423.0 +2.6% $222.88 -0.7%
79 HIG HARTFORD INSURANCE GROUP INC Financial Services 26,445.0 $3.5M 0.12% +708.0 +2.8% $132.52 +5.5%
80 THOMSON REUTERS CORP 42,566.0 $3.5M 0.12% NEW $81.64
Page 4 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%