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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 8 of 14  ·  273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NKE NIKE INC Consumer Cyclical 19,418.0 $797K 0.03% -2K -9.0% $41.05 -6.0%
142 GWRE GUIDEWIRE SOFTWARE INC Technology 6,396.0 $787K 0.03% -257.0 -3.9% $123.05 +55.3%
143 AON AON PLC Financial Services 2,316.0 $768K 0.03% +49.0 +2.2% $331.69 +6.7%
144 SUNC SUNOCOCORP LLC Energy 11,277.0 $763K 0.03% +553.0 +5.2% $67.67 +12.7%
145 SAN BANCO SANTANDER SA Financial Services 54,423.0 $751K 0.03% +3K +6.0% $13.80 +6.5%
146 VST VISTRA CORP Utilities 4,730.0 $750K 0.03% +224.0 +5.0% $158.63 -11.7%
147 SFBS SERVISFIRST BANCSHARES INC Financial Services 8,514.0 $739K 0.03% -370.0 -4.2% $86.75 -50.1%
148 ACN ACCENTURE PLC IRELAND Technology 5,911.0 $736K 0.03% +466.0 +8.6% $124.44 +45.8%
149 NTR NUTRIEN LTD Basic Materials 11,550.0 $727K 0.03% -8K -40.1% $62.97 +16.9%
150 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 8,604.0 $698K 0.02% -380.0 -4.2% $81.16 -8.8%
151 MSCI MSCI INC Financial Services 1,234.0 $691K 0.02% -111.0 -8.2% $560.04 +0.7%
152 CAE CAE INC Industrials 25,579.0 $640K 0.02% -1K -3.8% $25.03 +1.0%
153 CPRT COPART INC Industrials 21,695.0 $612K 0.02% +4K +22.5% $28.19 +15.9%
154 AZO AUTOZONE INC Consumer Cyclical 178.0 $569K 0.02% NEW $3195.94 -6.2%
155 NDAQ NASDAQ INC Financial Services 7,035.0 $554K 0.02% -630.0 -8.2% $78.82 +26.2%
156 NOW SERVICENOW INC Technology 5,438.0 $540K 0.02% -1K -18.4% $99.28 +26.7%
157 WY WEYERHAEUSER CO Real Estate 22,313.0 $534K 0.02% -32K -59.2% $23.94 +0.6%
158 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 49,877.0 $527K 0.02% +14K +38.5% $10.57 +8.3%
159 INTU INTUIT Technology 1,963.0 $512K 0.02% +251.0 +14.7% $261.00 +32.5%
160 KO COCA COLA CO Consumer Defensive 6,301.0 $512K 0.02% +565.0 +9.8% $81.27 +10.8%
Page 8 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%