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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 7 of 14  ·  273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 12,257.0 $1.2M 0.04% -598.0 -4.7% $96.12 -50.3%
122 ATS CORPORATION 40,111.0 $1.2M 0.04% -6K -12.3% $28.81
123 ITW ILLINOIS TOOL WKS INC Industrials 4,144.0 $1.1M 0.04% +118.0 +2.9% $270.47 +5.6%
124 IQVIA HLDGS INC 5,588.0 $1.1M 0.04% -234.0 -4.0% $193.22
125 AFG AMERICAN FINANCIAL GROUP INC Financial Services 7,641.0 $1.1M 0.04% -399.0 -5.0% $139.94 +3.6%
126 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 2,757.0 $1.1M 0.04% -1K -33.7% $386.73 +4.1%
127 KLAC KLA CORP Technology 3,514.0 $1.1M 0.04% +3K +887.1% $301.71 -39.1%
128 ROL ROLLINS INC Consumer Cyclical 24,940.0 $1.0M 0.04% +4K +19.4% $41.74 -12.1%
129 TECK TECK RESOURCES LTD Basic Materials 17,072.0 $1.0M 0.04% +344.0 +2.1% $59.53 +19.5%
130 USB US BANCORP Financial Services 16,683.0 $1.0M 0.04% +14K +547.9% $60.40 +4.0%
131 COOPER COS INC 13,647.0 $979K 0.03% -215.0 -1.6% $71.71
132 MOH MOLINA HEALTHCARE INC Healthcare 4,271.0 $977K 0.03% +3K +260.4% $228.70 -11.5%
133 MDA MDA SPACE LTD Technology 22,923.0 $947K 0.03% -29K -56.0% $41.30 -28.4%
134 CBRE CBRE GROUP INC Real Estate 6,647.0 $895K 0.03% -660.0 -9.0% $134.69 +11.6%
135 BROOKFIELD ASSET MANAGMT LTD 19,805.0 $888K 0.03% +4K +27.2% $44.84
136 B BARRICK MNG CORP Basic Materials 24,102.0 $886K 0.03% -63K -72.3% $36.75 +27.9%
137 BLK BLACKROCK INC Financial Services 910.0 $875K 0.03% -85.0 -8.5% $961.56 +22.0%
138 BSX BOSTON SCIENTIFIC CORP Healthcare 20,227.0 $863K 0.03% -941.0 -4.5% $42.68 +12.9%
139 AX AXOS FINANCIAL INC Financial Services 8,630.0 $840K 0.03% -464.0 -5.1% $97.39 +0.7%
140 SNY SANOFI SA Healthcare 19,416.0 $828K 0.03% -35K -64.5% $42.66 +6.5%
Page 7 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%