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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 6 of 14  ·  273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LRCX LAM RESEARCH CORP Technology 4,639.0 $2.0M 0.07% +735.0 +18.8% $433.33 -27.8%
102 OTIS OTIS WORLDWIDE CORP Industrials 27,958.0 $2.0M 0.07% -10K -26.2% $71.60 +1.1%
103 DSGX DESCARTES SYS GROUP INC Technology 28,242.0 $2.0M 0.07% +200.0 +0.7% $69.23 +11.9%
104 ICICI BANK LIMITED 66,812.0 $1.9M 0.07% +1K +2.2% $29.03
105 DOO BRP INC Consumer Cyclical 30,669.0 $1.9M 0.07% -880.0 -2.8% $61.05 -1.4%
106 DRI DARDEN RESTAURANTS INC Consumer Cyclical 8,724.0 $1.8M 0.06% +360.0 +4.3% $206.01 +6.3%
107 WEC WEC ENERGY GROUP INC Utilities 15,231.0 $1.8M 0.06% +506.0 +3.4% $116.77 -7.9%
108 CDNS CADENCE DESIGN SYSTEM INC Technology 4,631.0 $1.7M 0.06% -1K -24.2% $375.32 -10.8%
109 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 18,293.0 $1.6M 0.06% -821.0 -4.3% $87.04 +11.5%
110 AMGN AMGEN INC Healthcare 4,248.0 $1.5M 0.05% +95.0 +2.3% $362.12 +21.6%
111 MDLZ MONDELEZ INTL INC Consumer Defensive 26,330.0 $1.5M 0.05% -1K -4.2% $57.84 +8.9%
112 FSV FIRSTSERVICE CORP NEW Real Estate 10,590.0 $1.5M 0.05% +3K +35.4% $142.13 +1.0%
113 ROP ROPER TECHNOLOGIES INC Industrials 4,379.0 $1.5M 0.05% +162.0 +3.8% $338.39 +22.1%
114 PBA PEMBINA PIPELINE CORP Energy 31,386.0 $1.5M 0.05% -20K -38.9% $46.25 +5.2%
115 WFG WEST FRASER TIMBER CO LTD Basic Materials 21,036.0 $1.4M 0.05% +7K +49.5% $67.67 +0.2%
116 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 18,124.0 $1.4M 0.05% NEW $77.87 -10.7%
117 UPS UNITED PARCEL SVCS INC Industrials 12,653.0 $1.4M 0.05% -12K -47.8% $107.50 -1.7%
118 IMO IMPERIAL OIL LTD Energy 12,116.0 $1.4M 0.05% -386.0 -3.1% $112.24 +17.1%
119 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 4,440.0 $1.3M 0.04% +110.0 +2.5% $293.18 +4.6%
120 THC TENET HEALTHCARE CORP Healthcare 6,399.0 $1.2M 0.04% NEW $187.08 +46.6%
Page 6 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%