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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 43  ·  844 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 RKT ROCKET COS INC Financial Services 552,848.0 $7.9M 0.01% +59K +11.8% $14.25 +0.2%
562 DKNG DRAFTKINGS INC NEW Consumer Cyclical 361,692.0 $7.8M 0.01% +5K +1.3% $21.62 +16.3%
563 SOLV SOLVENTUM CORP Healthcare 118,930.0 $7.8M 0.01% +2K +1.4% $65.30 +14.0%
564 TW TRADEWEB MKTS INC Financial Services 65,069.0 $7.7M 0.01% +893.0 +1.4% $117.66 -6.7%
565 SATS ECHOSTAR CORP Technology 63,905.0 $7.5M 0.01% +3K +4.3% $117.07 +15.4%
566 ENTG ENTEGRIS INC Technology 63,634.0 $7.5M 0.01% +2K +2.7% $117.24 +18.8%
567 UDR UDR INC Real Estate 220,163.0 $7.4M 0.01% -10K -4.4% $33.78 +10.5%
568 HTHT H WORLD GROUP LTD Consumer Cyclical 147,455.0 $7.4M 0.01% +2K +1.4% $50.29 -9.7%
569 OKLO OKLO INC Utilities 148,334.0 $7.4M 0.01% +100K +206.2% $49.59 +35.5%
570 DPZ DOMINOS PIZZA INC Consumer Cyclical 20,500.0 $7.4M 0.01% +211.0 +1.0% $358.79 -15.3%
571 BEKE KE HLDGS INC Real Estate 483,092.0 $7.2M 0.01% -4K -0.8% $14.97 +21.4%
572 DQ DAQO NEW ENERGY CORP Technology 339,144.0 $7.2M 0.01% +101K +42.6% $21.27 -11.8%
573 HRL HORMEL FOODS CORP Consumer Defensive 318,103.0 $7.2M 0.01% +66K +26.3% $22.65 -11.7%
574 CW CURTISS WRIGHT CORP Industrials 10,426.0 $7.1M 0.01% NEW $681.12 +10.2%
575 IOT SAMSARA INC Technology 217,511.0 $6.9M 0.01% +4K +1.9% $31.69 -11.7%
576 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 123,056.0 $6.8M 0.01% +4K +3.0% $55.51 +2.9%
577 BLDR BUILDERS FIRSTSOURCE INC Industrials 81,345.0 $6.7M 0.01% -2K -2.2% $82.33 -10.6%
578 ZTO ZTO EXPRESS CAYMAN INC Industrials 262,797.0 $6.6M 0.01% -1K -0.5% $25.17 -5.2%
579 IONQ IONQ INC Technology 228,671.0 $6.6M 0.01% +5K +2.2% $28.83 +99.3%
580 FOX FOX CORP Communication Services 117,805.0 $6.3M 0.01% +3K +3.0% $53.10 +10.4%
Page 29 of 43  ·  844 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%