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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 36 of 43  ·  844 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 NYT NEW YORK TIMES CO MTN BE Communication Services 5,697.0 $477K 0.00% -2K -23.1% $83.73 -9.8%
702 PPL PPL CORP Utilities 12,461.0 $476K 0.00% $38.20 -6.3%
703 CRVL CORVEL CORP Financial Services 8,700.0 $475K 0.00% +2K +27.3% $54.65 +5.2%
704 MEDP MEDPACE HLDGS INC Healthcare 983.0 $472K 0.00% +136.0 +16.1% $480.19 -12.7%
705 CTLP CANTALOUPE INC Technology 43,665.0 $472K 0.00% -2K -4.7% $10.81 +3.6%
706 FE FIRSTENERGY CORP Utilities 9,294.0 $471K 0.00% $50.66 -12.2%
707 CPRX CATALYST PHARMACEUTICALS I Healthcare 18,963.0 $470K 0.00% -2K -9.7% $24.76 +25.8%
708 ESE ESCO TECHNOLOGIES INC Technology 1,662.0 $468K 0.00% +27.0 +1.6% $281.37 +5.4%
709 FDS FACTSET RESH SYS INC Financial Services 2,150.0 $467K 0.00% +743.0 +52.8% $216.99 -7.9%
710 POWL POWELL INDS INC Industrials 861.0 $466K 0.00% -719.0 -45.5% $541.08 -45.1%
711 LOPE GRAND CANYON ED INC Consumer Defensive 2,729.0 $464K 0.00% -309.0 -10.2% $170.03 -5.6%
712 CNP CENTERPOINT ENERGY INC Utilities 10,746.0 $464K 0.00% $43.16 -1.4%
713 EBF ENNIS INC Industrials 21,631.0 $463K 0.00% -6K -22.1% $21.42 -5.3%
714 PKE PARK AEROSPACE CORP Industrials 16,902.0 $463K 0.00% NEW $27.38 +25.6%
715 QNST QUINSTREET INC Communication Services 38,517.0 $463K 0.00% NEW $12.01 -3.8%
716 JBS N.V. 25,733.0 $462K 0.00% -2K -8.0% $17.96
717 AUPH AURINIA PHARMACEUTICALS IN Healthcare 31,167.0 $462K 0.00% -677.0 -2.1% $14.82 +3.1%
718 CART MAPLEBEAR INC Consumer Cyclical 12,302.0 $461K 0.00% +1K +9.1% $37.46 +6.0%
719 PTCT PTC THERAPEUTICS INC Healthcare 6,764.0 $461K 0.00% +2K +55.6% $68.13 +6.7%
720 TNK TEEKAY TANKERS LTD Energy 6,253.0 $458K 0.00% -2K -26.0% $73.32 +5.5%
Page 36 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%