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Portfolio (Quarterly) Guide ↗

Aviso Financial Inc.

· CIK 0002033534
13F Portfolio $2.8B AUM 338 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 35 New 140 Added 104 Reduced 43 Exited
Page 1 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 3,446,409.0 $58.5M 2.08% NEW $16.97 +14.2%
2 BOXX EA SERIES TRUST 222,229.0 $25.8M 0.92% NEW $116.29 +0.4%
3 SPOT SPOTIFY TECHNOLOGY S A Communication Services 10,633.0 $5.2M 0.18% NEW $484.91 -10.6%
4 AZN ASTRAZENECA PLC Healthcare 23,786.0 $4.7M 0.17% NEW $197.22 -3.8%
5 WY WEYERHAEUSER CO Real Estate 54,694.0 $1.3M 0.05% NEW $24.43 -4.9%
6 MDA MDA SPACE LTD Technology 52,122.0 $1.3M 0.05% NEW $25.31 +62.8%
7 PAAS PAN AMERN SILVER CORP Basic Materials 22,000.0 $1.2M 0.04% NEW $54.65 +0.3%
8 DBA INVESCO DB MULTI-SECTOR COMM Financial Services 42,515.0 $1.2M 0.04% NEW $27.32 +1.1%
9 WFG WEST FRASER TIMBER LTD Basic Materials 14,068.0 $918K 0.03% NEW $65.25 -6.5%
10 BKNG BOOKING HOLDINGS INC Consumer Cyclical 181.0 $762K 0.03% NEW $4210.31 -96.2%
11 VST VISTRA CORP Utilities 4,506.0 $677K 0.02% NEW $150.33 -4.2%
12 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 6,650.0 $433K 0.01% NEW $65.09 +14.3%
13 COF CAPITAL ONE FINL CORP Financial Services 2,310.0 $421K 0.01% NEW $182.43 +2.3%
14 CAH CARDINAL HEALTH INC Healthcare 1,934.0 $409K 0.01% NEW $211.31 -5.1%
15 MCK MCKESSON CORP Healthcare 455.0 $394K 0.01% NEW $865.36 -11.4%
16 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 36,007.0 $358K 0.01% NEW $9.94 +1.0%
17 RACE FERRARI N V Consumer Cyclical 705.0 $239K 0.01% NEW $338.45 +1.0%
18 MOH MOLINA HEALTHCARE INC Healthcare 1,185.0 $158K 0.01% NEW $133.30 +36.0%
19 ITA ISHARES TR 696.0 $152K 0.01% NEW $218.75 +2.0%
20 SNPS SYNOPSYS INC Technology 103.0 $41K 0.00% NEW $396.48 +25.8%
Page 1 of 2  ·  35 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 35.1%
Basic Materials 12.1%
Technology 12.0%
Energy 10.6%
Communication Services 9.2%
Consumer Cyclical 7.4%
Healthcare 6.7%
Industrials 3.1%
Consumer Defensive 2.2%
Utilities 1.1%