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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 35 of 43  ·  844 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 PNRG PRIMEENERGY RESOURCES CORP Energy 2,281.0 $531K 0.00% +436.0 +23.6% $232.85 +8.8%
682 PB PROSPERITY BANCSHARES INC Financial Services 7,821.0 $525K 0.00% +1K +21.1% $67.18 -0.3%
683 FNB F N B CORP Financial Services 31,371.0 $525K 0.00% -3K -9.3% $16.72 +3.8%
684 VLYPN VALLEY NATL BANCORP Financial Services 42,672.0 $524K 0.00% +5K +12.1% $12.28 +111.3%
685 YOU CLEAR SECURE INC Technology 10,756.0 $521K 0.00% -3K -21.7% $48.41 +14.7%
686 DTE DTE ENERGY CO Utilities 3,463.0 $506K 0.00% $146.22 -1.7%
687 AEE AMEREN CORP Utilities 4,605.0 $506K 0.00% $109.92 -3.2%
688 USLM UNITED STS LIME & MINERALS Basic Materials 3,858.0 $504K 0.00% -167.0 -4.2% $130.61 -17.7%
689 RSI RUSH STREET INTERACTIVE IN Consumer Cyclical 23,043.0 $501K 0.00% -4K -13.2% $21.75 +24.9%
690 PRDO PERDOCEO ED CORP Consumer Defensive 13,450.0 $500K 0.00% -3K -20.1% $37.21 -5.9%
691 WAL WESTERN ALLIANCE BANCORP Financial Services 6,975.0 $494K 0.00% NEW $70.85 +7.2%
692 ACLS AXCELIS TECHNOLOGIES INC Technology 5,308.0 $494K 0.00% -608.0 -10.3% $93.08 +66.7%
693 PLAB PHOTRONICS INC Technology 12,149.0 $491K 0.00% -7K -37.6% $40.41 +28.7%
694 CARG CARGURUS INC Consumer Cyclical 14,219.0 $484K 0.00% +685.0 +5.1% $34.05 -15.8%
695 LMAT LEMAITRE VASCULAR INC Healthcare 4,433.0 $484K 0.00% -1K -22.1% $109.17 -8.9%
696 YELP YELP INC Communication Services 19,434.0 $481K 0.00% +3K +19.5% $24.74 -14.8%
697 TECHNIPFMC PLC 6,944.0 $480K 0.00% -4K -35.9% $69.13
698 TBPH THERAVANCE BIOPHARMA INC Healthcare 29,492.0 $479K 0.00% +3K +10.0% $16.23 +1.7%
699 AMSC AMERICAN SUPERCONDUCTOR CO Industrials 14,134.0 $478K 0.00% NEW $33.85 +62.7%
700 NXT NEXTPOWER INC Technology 3,958.0 $477K 0.00% -2K -28.9% $120.55 +18.4%
Page 35 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%