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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 9 of 14  ·  273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PEP PEPSICO INC Consumer Defensive 3,770.0 $510K 0.02% -206K -98.2% $135.40 +5.0%
162 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 6,370.0 $477K 0.02% -280.0 -4.2% $74.81 -0.6%
163 MCO MOODY'S CORP Financial Services 1,049.0 $475K 0.02% +14.0 +1.4% $452.92 +13.6%
164 TU TELUS CORPORATION Communication Services 43,876.0 $464K 0.02% -159K -78.3% $10.57 -8.2%
165 IEMG ISHARES INC 5,548.0 $460K 0.02% -192.0 -3.3% $82.88 -1.2%
166 COF CAPITAL ONE FINL CORP Financial Services 2,273.0 $456K 0.02% -37.0 -1.6% $200.62 +8.3%
167 PPG PPG INDs INC Basic Materials 3,676.0 $446K 0.02% -110.0 -2.9% $121.29 -5.7%
168 PGR PROGRESSIVE CORP Financial Services 2,028.0 $443K 0.01% -103.0 -4.8% $218.45 +1.9%
169 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 2,548.0 $441K 0.01% +130.0 +5.4% $173.12 -4.9%
170 CAH CARDINAL HEALTH INC Healthcare 1,823.0 $433K 0.01% -111.0 -5.7% $237.56 +0.4%
171 SCHW SCHWAB CHARLES CORP Financial Services 4,680.0 $432K 0.01% -138.0 -2.9% $92.27 +18.6%
172 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,344.0 $418K 0.01% +2K +1195.0% $178.24 +17.2%
173 BAC BANK OF AMER CORP Financial Services 7,066.0 $403K 0.01% -31K -81.5% $56.98 +9.2%
174 MSI MOTOROLA SOLUTIONS INC Technology 868.0 $360K 0.01% -4K -82.3% $415.29 +17.3%
175 WFC WELLS FARGO & CO Financial Services 4,280.0 $354K 0.01% +1K +38.6% $82.64 +3.1%
176 REET ISHARES TR 12,734.0 $352K 0.01% +76.0 +0.6% $27.62 +1.6%
177 FAF FIRST AMERN FINL CORP Financial Services 5,076.0 $348K 0.01% -12K -70.3% $68.59 +7.3%
178 MFG MIZUHO FINANCIAL GROUP INC Financial Services 35,579.0 $341K 0.01% -1K -3.5% $9.58 +9.1%
179 NFRA FLEXSHARES TR 5,234.0 $336K 0.01% +68.0 +1.3% $64.24 +3.3%
180 MCK MCKESSON CORP Healthcare 434.0 $328K 0.01% -21.0 -4.6% $755.60 +18.7%
Page 9 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%