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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 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BMO BANK MONTREAL MEDIUM Financial Services 999,301.0 $135.2M 4.80% -23K -2.2% $135.31 +18.0%
2 CANADIAN PACIFIC KANSAS CITY 1,106,483.0 $87.0M 3.09% -218K -16.5% $78.61
3 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 990,535.0 $73.2M 2.60% -10K -1.0% $73.92 +3.5%
4 RY ROYAL BK CDA Financial Services 276,652.0 $44.7M 1.59% -2K -0.6% $161.49 +15.9%
5 SPY STATE STR SPDR S&P 500 ETF T Financial Services 61,184.0 $39.8M 1.41% -775.0 -1.2% $650.28 +14.2%
6 GOOGL ALPHABET INC Communication Services 82,983.0 $23.9M 0.85% -10K -11.2% $287.56 +34.8%
7 CNI CANADIAN NATL RY CO Industrials 162,383.0 $16.7M 0.59% -5K -2.8% $102.82 +11.0%
8 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 12,670.0 $12.6M 0.45% -412.0 -3.1% $996.43 +5.4%
9 TJX TJX COS INC NEW Consumer Cyclical 70,035.0 $11.2M 0.40% -9K -10.9% $159.70 -0.3%
10 GIB CGI INC Technology 151,627.0 $11.1M 0.39% -381K -71.5% $73.03 -9.6%
11 RB GLOBAL INC 91,317.0 $8.7M 0.31% -8K -8.2% $95.81
12 ASML ASML HLDG NV Technology 6,076.0 $8.0M 0.28% -54.0 -0.9% $1320.83 +20.5%
13 META META PLATFORMS INC Communication Services 13,415.0 $7.7M 0.27% -667.0 -4.7% $572.13 +6.2%
14 WCN WASTE CONNECTIONS INC Industrials 46,428.0 $7.5M 0.27% -9K -15.7% $162.31 -3.3%
15 CME CME GROUP INC Financial Services 24,928.0 $7.4M 0.26% -959.0 -3.7% $295.35 -2.1%
16 SLF SUN LIFE FINANCIAL INC. Financial Services 115,804.0 $7.2M 0.26% -6K -4.7% $62.59 +16.7%
17 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 44,399.0 $7.0M 0.25% -2K -5.0% $157.28 -3.7%
18 MCD MCDONALDS CORP Consumer Cyclical 22,087.0 $6.9M 0.24% -2K -9.9% $310.79 -8.6%
19 BOYD GROUP SERVICES INC 48,958.0 $6.2M 0.22% -530.0 -1.1% $127.53
20 MFC MANULIFE FINL CORP Financial Services 168,199.0 $5.8M 0.21% -15K -8.1% $34.41 +13.4%
Page 1 of 6  ·  104 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%