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Portfolio (Quarterly) Guide ↗

Aviso Financial Inc.

· CIK 0002033534
13F Portfolio $2.8B AUM 338 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 35 New 140 Added 104 Reduced 43 Exited
Page 8 of 17  ·  338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FDX FEDEX CORP Industrials 3,480.0 $1.2M 0.04% +260.0 +8.1% $356.18 +9.2%
142 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 4,160.0 $1.2M 0.04% +1K +38.9% $292.75 +33.2%
143 PAAS PAN AMERN SILVER CORP Basic Materials 22,000.0 $1.2M 0.04% NEW $54.65 +0.3%
144 CVX CHEVRON CORPORATION Energy 5,700.0 $1.2M 0.04% +610.0 +12.0% $206.90 -7.7%
145 AMAT APPLIED MATLS INC Technology 3,431.0 $1.2M 0.04% +1K +51.4% $341.79 +25.0%
146 DBA INVESCO DB MULTI-SECTOR COMM Financial Services 42,515.0 $1.2M 0.04% NEW $27.32 +1.1%
147 NKE NIKE INC Consumer Cyclical 21,340.0 $1.1M 0.04% +1K +5.3% $52.82 -16.0%
148 ROL ROLLINS INC Consumer Cyclical 20,891.0 $1.1M 0.04% -563.0 -2.6% $53.41 -0.3%
149 FSV FIRSTSERVICE CORP NEW Real Estate 7,822.0 $1.1M 0.04% -1K -11.5% $138.97 -4.2%
150 ACN ACCENTURE PLC IRELAND Technology 5,445.0 $1.1M 0.04% +1K +24.7% $198.29 -10.3%
151 ITW ILLINOIS TOOL WKS INC Industrials 4,026.0 $1.0M 0.04% +148.0 +3.8% $260.29 -4.0%
152 POST POST HLDGS INC Consumer Defensive 10,560.0 $1.0M 0.04% +700.0 +7.1% $98.86 -1.4%
153 FAF FIRST AMERN FINL CORP Financial Services 17,080.0 $1.0M 0.04% -768.0 -4.3% $60.29 +12.5%
154 AFG AMERICAN FINANCIAL GROUP INC Financial Services 8,040.0 $1.0M 0.04% -690.0 -7.9% $127.71 +7.5%
155 GWRE GUIDEWIRE SOFTWARE INC Technology 6,653.0 $995K 0.04% +2K +42.1% $149.56 -9.3%
156 IQVIA HLDGS INC 5,822.0 $993K 0.04% -555.0 -8.7% $170.54
157 COOPER COS INC 13,862.0 $991K 0.04% +1K +8.9% $71.50
158 CBRE CBRE GROUP INC Real Estate 7,307.0 $990K 0.04% -2K -21.9% $135.46 -3.3%
159 BLK BLACKROCK INC Financial Services 995.0 $957K 0.03% -99.0 -9.1% $961.71 +10.6%
160 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 12,855.0 $931K 0.03% -1K -7.7% $72.46 +19.1%
Page 8 of 17  ·  338 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 35.1%
Basic Materials 12.1%
Technology 12.0%
Energy 10.6%
Communication Services 9.2%
Consumer Cyclical 7.4%
Healthcare 6.7%
Industrials 3.1%
Consumer Defensive 2.2%
Utilities 1.1%