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Portfolio (Quarterly) Guide ↗

AVIVA PLC

· CIK 0001140022
13F Portfolio $59.6B AUM 844 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 52 New 576 Added 178 Reduced 78 Exited
Page 29 of 29  ·  576 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 DOCS DOXIMITY INC Healthcare 17,691.0 $412K 0.00% +7K +72.6% $23.30 -22.7%
562 PGNY PROGYNY INC Healthcare 24,165.0 $410K 0.00% +5K +25.6% $16.98 +38.5%
563 RIGL RIGEL PHARMACEUTICALS INC Healthcare 15,172.0 $410K 0.00% +4K +35.5% $27.04 +18.0%
564 HLNE HAMILTON LANE INC Financial Services 4,094.0 $407K 0.00% +246.0 +6.4% $99.40 -11.9%
565 NAGE NIAGEN BIOSCIENCE INC Healthcare 92,121.0 $406K 0.00% +18K +24.1% $4.41 -13.8%
566 APPF APPFOLIO INC Technology 2,538.0 $401K 0.00% +425.0 +20.1% $157.82 -3.9%
567 MZTI MARZETTI COMPANY Consumer Defensive 2,893.0 $400K 0.00% +21.0 +0.7% $138.33 -17.3%
568 QLYS QUALYS INC Technology 4,520.0 $397K 0.00% +1K +32.7% $87.85 -1.3%
569 OLED UNIVERSAL DISPLAY CORP Technology 4,312.0 $395K 0.00% +114.0 +2.7% $91.66 +0.9%
570 EGAN EGAIN CORP Technology 49,590.0 $391K 0.00% +33K +198.4% $7.89 -17.7%
571 ERII ENERGY RECOVERY INC Industrials 38,719.0 $390K 0.00% +5K +14.0% $10.07 -14.4%
572 SF STIFEL FINL CORP Financial Services 5,256.0 $389K 0.00% +548.0 +11.6% $73.92 +1.5%
573 MDXG MIMEDX GROUP INC Healthcare 95,491.0 $377K 0.00% +24K +34.0% $3.95 -10.1%
574 RDVT RED VIOLET INC Technology 10,600.0 $367K 0.00% +2K +18.0% $34.60 +31.2%
575 AXTA AXALTA COATING SYS LTD Basic Materials 9,878.0 $274K +387.0 +4.1% $27.70 -3.2%
576 ADMA ADMA BIOLOGICS INC Healthcare 28,686.0 $258K +2K +6.2% $9.01 -8.2%
Page 29 of 29  ·  576 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
Technology 31.4%
Healthcare 12.8%
Financial Services 12.3%
Communication Services 9.9%
Consumer Cyclical 9.5%
Industrials 8.3%
Consumer Defensive 5.1%
Energy 4.1%
Utilities 2.5%
Basic Materials 2.4%