Aviso Financial Inc.
Sector Allocation
- Financials31.4%$902.9M
- Technology17.3%$498.4M
- Materials9.3%$268.9M
- Industrials8.3%$239.1M
- Energy8.0%$228.7M
- Other7.0%$199.8M
- Consumer Discretionary6.7%$191.4M
- Healthcare5.6%$160.7M
- Real Estate3.6%$102.6M
- Utilities1.3%$36.7M
AUM History
13fpro.ai/research/fund/aviso-financial-inc-2033534
Conviction and streaks
Concentrating · top 10 = 40.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
TD
$195.5MBMO
$172.0MGOOG
$134.7MAVGO
$107.8MCNQ
$101.9MV
$99.1MCP
$94.5MBN
$91.5M- ISHARES$84.1M
AMZN
$83.3MMSFT
$80.3MENB
$78.9MCM
$77.8MFNV
$77.6MJPM
$74.9MTMO
$73.5M- ISHARES$71.1M
QSR
$71.1MMUFG
$67.8MLIN
$64.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/aviso-financial-inc-2033534
Aviso Financial Inc. 13F holdings — Q2 2026
$2.9B portfolio (+2.1% QoQ) · 273 holdings · Q2 2026 13F · top 10 are 41% of the stock portfolio
$195.5M
6.8% of stocks
-5%This quarter+1.8%Since filed7+ qtrsHeld$172.0M
6.0% of stocks
-3%This quarter-7.4%Since filed7+ qtrsHeld$134.7M
4.7% of stocks
-2%This quarter-8.7%Since filed7+ qtrsHeld$107.8M
3.8% of stocks
+0.1%This quarter-21.2%Since filed7+ qtrsHeld$101.9M
3.5% of stocks
-4%This quarter+15.8%Since filed7+ qtrsHeld$99.1M
3.4% of stocks
-3%This quarter+10.6%Since filed7+ qtrsHeld$94.5M
3.3% of stocks
-1%This quarter-4.4%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$91.5M
3.2% of stocks
-0.8%This quarter-15.9%Since filed7+ qtrsHeld- 9
ISHARES TR - CORE S&P TTL STK
$84.1M
2.9% of stocks
+10%This quarter—Since filed—HeldAIQuality—Est. buy— $83.3M
2.9% of stocks
-0.0%This quarter-6.0%Since filed7+ qtrsHeld
All holdings — Aviso Financial Inc. (Q2 2026)
273 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | MICROSOFT CORP | Technology | $80.3M | 2.8% | 215K | -4% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | ENBRIDGE INC | Energy | $78.9M | 2.7% | 1.46M | -3% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | Financials | $77.8M | 2.7% | 676K | -7% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | FRANCO NEVADA Corp | Materials | $77.6M | 2.7% | 372K | -25% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | JPMORGAN CHASE & CO | Financials | $74.9M | 2.6% | 229K | -2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | THERMO FISHER SCIENTIFIC INC. | Healthcare | $73.5M | 2.5% | 147K | -2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | ISHARES TR - CORE MSCI TOTALetf/fund | — | $71.1M | 2.5% | 745K | +9% | — | — | 13F |
| 18 | Restaurant Brands International Inc. | Consumer Discretionary | $71.1M | 2.5% | 981K | -1.0% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | MITSUBISHI UFJ FINANCIAL GROUP INCadr | Financials | $67.8M | 2.4% | 3.41M | -1% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | LINDE PLC | Materials | $64.4M | 2.2% | 124K | -0.7% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | RELX PLCadr | Industrials | $56.7M | 2.0% | 1.79M | -0.3% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | SHERWIN WILLIAMS CO | Materials | $55.4M | 1.9% | 161K | -2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Wheaton Precious Metals Corp. | Materials | $53.8M | 1.9% | 479K | +74% | 7+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | S&P Global Inc. | Financials | $51.2M | 1.8% | 126K | +4% | 7+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | ROYAL BANK OF CANADA | Financials | $49.9M | 1.7% | 241K | -13% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $SAP | SAP SE | Technology | $44.6M | 1.6% | 289K | -3% | |||
| 27 | $SPY | SPDR S&P 500 ETF TRUST | — | $43.1M | 1.5% | 58K | -6% | |||
| 28 | $RMD | RESMED INC | Healthcare | $40.9M | 1.4% | 210K | -0.8% | |||
| 29 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $38.1M | 1.3% | 76K | +440% | |||
| 30 | $GOOGL | Alphabet Inc. | Technology | $25.2M | 0.9% | 70K | -15% | |||
| 31 | $BNS | BANK OF NOVA SCOTIA | Financials | $23.3M | 0.8% | 269K | -13% | |||
| 32 | $AAPL | Apple Inc. | Technology | $20.7M | 0.7% | 71K | +4% | |||
| 33 | $BIP | Brookfield Infrastructure Partners L.P. | Industrials | $20.0M | 0.7% | 548K | +13% | |||
| 34 | $TRP | TC ENERGY CORP | Energy | $17.2M | 0.6% | 260K | -13% | |||
| 35 | $CNI | CANADIAN NATIONAL RAILWAY CO | Industrials | $17.2M | 0.6% | 144K | -11% | |||
| 36 | $EMA | EMERA INC | Utilities | $14.6M | 0.5% | 275K | +0.8% | |||
| 37 | $ASML | ASML HOLDING NV | Technology | $12.1M | 0.4% | 6,099 | +0.4% | |||
| 38 | $TFII | TFI International Inc. | Industrials | $11.0M | 0.4% | 76K | -7% | |||
| 39 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $9.6M | 0.3% | 63K | -10% | |||
| 40 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $9.5M | 0.3% | 10K | -20% | |||
| 41 | $RBA | RB GLOBAL INC. | Industrials | $9.5M | 0.3% | 81K | -11% | |||
| 42 | $JNJ | JOHNSON & JOHNSON | Healthcare | $9.3M | 0.3% | 37K | +11% | |||
| 43 | $GIB | CGI INC | Technology | $9.3M | 0.3% | 144K | -5% | |||
| 44 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $9.0M | 0.3% | 121K | +2% | |||
| 45 | $SHOP | SHOPIFY INC. | Technology | $7.7M | 0.3% | 68K | +15% | |||
| 46 | $SU | SUNCOR ENERGY INC | Energy | $7.6M | 0.3% | 141K | -17% | |||
| 47 | $META | Meta Platforms, Inc. | Technology | $7.5M | 0.3% | 13K | -0.3% | |||
| 48 | $AME | AMETEK INC/ | Industrials | $7.2M | 0.3% | 30K | +2% | |||
| 49 | $MA | Mastercard Inc | Financials | $6.7M | 0.2% | 13K | -5% | |||
| 50 | $NVDA | NVIDIA CORP | Technology | $6.6M | 0.2% | 33K | +13% | |||
| 51 | $WCN | Waste Connections, Inc. | Utilities | $6.3M | 0.2% | 38K | -19% | |||
| 52 | $MFC | MANULIFE FINANCIAL CORP | Financials | $6.2M | 0.2% | 154K | -9% | |||
| 53 | $AEM | AGNICO EAGLE MINES LTD | Materials | $6.2M | 0.2% | 40K | -13% | |||
| 54 | $WAT | WATERS CORP /DE/ | Healthcare | $6.1M | 0.2% | 16K | +14% | |||
| 55 | $TTE | TotalEnergies SE | Energy | $5.9M | 0.2% | 76K | +2% | |||
| 56 | $SLF | SUN LIFE FINANCIAL INC | Financials | $5.8M | 0.2% | 74K | -36% | |||
| 57 | $TXN | TEXAS INSTRUMENTS INC | Technology | $5.4M | 0.2% | 18K | +10% | |||
| 58 | $COR | Cencora, Inc. | Consumer Staples | $5.3M | 0.2% | 19K | +24% | |||
| 59 | $ICE | Intercontinental Exchange, Inc. | Financials | $5.2M | 0.2% | 43K | -4% | |||
| 60 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $5.2M | 0.2% | 36K | +4% | |||
| 61 | $MCD | MCDONALDS CORP | Consumer Discretionary | $5.2M | 0.2% | 19K | -13% | |||
| 62 | $BGSI | Boyd Group Services Inc. | Consumer Discretionary | $5.2M | 0.2% | 55K | +12% | |||
| 63 | $CME | CME GROUP INC. | Financials | $5.1M | 0.2% | 23K | -7% | |||
| 64 | $VRSK | Verisk Analytics, Inc. | Technology | $5.0M | 0.2% | 28K | +28% | |||
| 65 | $SPOT | Spotify Technology S.A. | Communication Services | $5.0M | 0.2% | 11K | +3% | |||
| 66 | $HEI | HEICO CORP | Industrials | $5.0M | 0.2% | 14K | +60% | |||
| 67 | $EQIX | EQUINIX INC | Real Estate | $4.9M | 0.2% | 4,654 | +3% | |||
| 68 | $AZN | ASTRAZENECA PLC | Healthcare | $4.7M | 0.2% | 25K | +5% | |||
| 69 | $FTS | Fortis Inc. | Utilities | $4.7M | 0.2% | 81K | -17% | |||
| 70 | $ABT | ABBOTT LABORATORIES | Healthcare | $4.4M | 0.1% | 48K | +13% | |||
| 71 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $4.3M | 0.1% | 20K | +3% | |||
| 72 | $SHEL | Shell plc | Energy | $4.3M | 0.1% | 55K | +3% | |||
| 73 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $4.1M | 0.1% | 25K | -16% | |||
| 74 | $STN | STANTEC INC | Technology | $3.9M | 0.1% | 57K | +5% | |||
| 75 | $DPZ | DOMINOS PIZZA INC | Consumer Discretionary | $3.8M | 0.1% | 13K | +33% | |||
| 76 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $3.7M | 0.1% | 8,943 | -2% | |||
| 77 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $3.7M | 0.1% | 87K | -5% | |||
| 78 | $WM | WASTE MANAGEMENT INC | Utilities | $3.7M | 0.1% | 16K | +3% | |||
| 79 | $HIG | HARTFORD INSURANCE GROUP, INC. | Financials | $3.5M | 0.1% | 26K | +3% | |||
| 80 | $TRI | THOMSON REUTERS CORP /CAN/ | Communication Services | $3.5M | 0.1% | 43K | -13% | |||
| 81 | $ABBV | AbbVie Inc. | Healthcare | $3.4M | 0.1% | 13K | +8% | |||
| 82 | $GIL | Gildan Activewear Inc. | Consumer Discretionary | $3.4M | 0.1% | 65K | -1% | |||
| 83 | $MLM | MARTIN MARIETTA MATERIALS INC | Materials | $3.3M | 0.1% | 5,700 | +4% | |||
| 84 | $MEOH | METHANEX CORP | Materials | $3.2M | 0.1% | 69K | +1.0% | |||
| 85 | $BCE | BCE INC | Communication Services | $3.1M | 0.1% | 146K | -19% | |||
| 86 | $CIGI | Colliers International Group Inc. | Real Estate | $3.1M | 0.1% | 33K | +3% | |||
| 87 | $ORCL | ORACLE CORP | Technology | $3.0M | 0.1% | 21K | +0.9% | |||
| 88 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $2.8M | 0.1% | 7,839 | -8% | |||
| 89 | $RCI | ROGERS COMMUNICATIONS INC | Communication Services | $2.7M | 0.1% | 83K | -36% | |||
| 90 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $2.4M | 0.1% | 3,341 | -3% | |||
| 91 | $MGA | MAGNA INTERNATIONAL INC | Industrials | $2.4M | 0.1% | 36K | -4% | |||
| 92 | $DHR | DANAHER CORP /DE/ | Healthcare | $2.3M | 0.1% | 12K | +2% | |||
| 93 | $OTEX | OPEN TEXT CORP | Technology | $2.3M | 0.1% | 104K | -5% | |||
| 94 | $PH | Parker-Hannifin Corp | Industrials | $2.2M | 0.1% | 2,259 | +10% | |||
| 95 | $FCN | FTI CONSULTING, INC | Technology | $2.2M | 0.1% | 15K | +5% | |||
| 96 | $APH | AMPHENOL CORP /DE/ | Technology | $2.2M | 0.1% | 12K | +2% | |||
| 97 | $UL | UNILEVER PLC | Consumer Staples | $2.1M | 0.1% | 35K | +7% | |||
| 98 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $2.1M | 0.1% | 4,411 | -37% | |||
| 99 | $LLY | ELI LILLY & Co | Healthcare | $2.1M | 0.1% | 1,755 | +18% | |||
| 100 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $2.1M | 0.1% | 1,515 | +3% | |||
| 101 | $LRCX | LAM RESEARCH CORP | Technology | $2.0M | 0.1% | 4,639 | +19% | |||
| 102 | $OTIS | Otis Worldwide Corp | Industrials | $2.0M | 0.1% | 28K | -26% | |||
| 103 | $DSGX | DESCARTES SYSTEMS GROUP INC | Technology | $2.0M | 0.1% | 28K | +0.7% | |||
| 104 | $IBN | ICICI BANK LTD | Financials | $1.9M | 0.1% | 67K | +2% | |||
| 105 | $DOO | BRP Inc. | Industrials | $1.9M | 0.1% | 31K | -3% | |||
| 106 | $DRI | DARDEN RESTAURANTS INC | Consumer Discretionary | $1.8M | 0.1% | 8,724 | +4% | |||
| 107 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $1.8M | 0.1% | 15K | +3% | |||
| 108 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $1.7M | 0.1% | 4,631 | -24% | |||
| 109 | $IBKR | Interactive Brokers Group, Inc. | Financials | $1.6M | 0.1% | 18K | -4% | |||
| 110 | $AMGN | AMGEN INC | Healthcare | $1.5M | 0.1% | 4,248 | +2% | |||
| 111 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $1.5M | 0.1% | 26K | -4% | |||
| 112 | $FSV | FirstService Corp | Real Estate | $1.5M | 0.1% | 11K | +35% | |||
| 113 | $ROP | ROPER TECHNOLOGIES INC | Technology | $1.5M | 0.1% | 4,379 | +4% | |||
| 114 | $PBA | PEMBINA PIPELINE CORP | Energy | $1.5M | 0.1% | 31K | -39% | |||
| 115 | $WFG | WEST FRASER TIMBER CO., LTD | Industrials | $1.4M | 0.1% | 21K | +50% | |||
| 116 | $KNX | Knight-Swift Transportation Holdings Inc. | Industrials | $1.4M | 0.1% | 18K | New | |||
| 117 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $1.4M | 0.1% | 13K | -48% | |||
| 118 | $IMO | IMPERIAL OIL LTD | Energy | $1.4M | 0.1% | 12K | -3% | |||
| 119 | $APD | Air Products & Chemicals, Inc. | Materials | $1.3M | 0.1% | 4,440 | +3% | |||
| 120 | $THC | TENET HEALTHCARE CORP | Healthcare | $1.2M | 0.0% | 6,399 | New | |||
| 121 | $MNST | Monster Beverage Corp | Consumer Staples | $1.2M | 0.0% | 12K | -5% | |||
| 122 | $ATS | ATS Corp /ATS | Industrials | $1.2M | 0.0% | 40K | -12% | |||
| 123 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $1.1M | 0.0% | 4,144 | +3% | |||
| 124 | $IQV | IQVIA HOLDINGS INC. | Healthcare | $1.1M | 0.0% | 5,588 | -4% | |||
| 125 | $AFG | AMERICAN FINANCIAL GROUP INC | Financials | $1.1M | 0.0% | 7,641 | -5% | |||
| 126 | $ELV | Elevance Health, Inc. | Healthcare | $1.1M | 0.0% | 2,757 | -34% | |||
| 127 | $KLAC | KLA CORP | Technology | $1.1M | 0.0% | 3,514 | +887% | |||
| 128 | $ROL | ROLLINS INC | Industrials | $1.0M | 0.0% | 25K | +19% | |||
| 129 | $TECK | TECK RESOURCES LTD | Materials | $1.0M | 0.0% | 17K | +2% | |||
| 130 | $USB | US BANCORP \DE\ | Financials | $1.0M | 0.0% | 17K | +548% | |||
| 131 | $COO | COOPER COMPANIES, INC. | Healthcare | $979K | 0.0% | 14K | -2% | |||
| 132 | $MOH | MOLINA HEALTHCARE, INC. | Healthcare | $977K | 0.0% | 4,271 | +260% | |||
| 133 | $MDA | MDA Space Ltd. | Industrials | $947K | 0.0% | 23K | -56% | |||
| 134 | $CBRE | CBRE GROUP, INC. | Real Estate | $895K | 0.0% | 6,647 | -9% | |||
| 135 | $BAM | Brookfield Asset Management Ltd. | Financials | $888K | 0.0% | 20K | +27% | |||
| 136 | $B | BARRICK MINING CORP | Materials | $886K | 0.0% | 24K | -72% | |||
| 137 | $BLK | BlackRock, Inc. | Financials | $875K | 0.0% | 910 | -9% | |||
| 138 | $BSX | BOSTON SCIENTIFIC CORP | Healthcare | $863K | 0.0% | 20K | -4% | |||
| 139 | $AX | Axos Financial, Inc. | Financials | $840K | 0.0% | 8,630 | -5% | |||
| 140 | $SNY | Sanofi | Healthcare | $828K | 0.0% | 19K | -65% | |||
| 141 | $NKE | NIKE, Inc. | Consumer Discretionary | $797K | 0.0% | 19K | -9% | |||
| 142 | $GWRE | Guidewire Software, Inc. | Technology | $787K | 0.0% | 6,396 | -4% | |||
| 143 | $AON | Aon plc | Financials | $768K | 0.0% | 2,316 | +2% | |||
| 144 | $SUNC | SunocoCorp LLC | Energy | $763K | 0.0% | 11K | +5% | |||
| 145 | $SAN | Banco Santander, S.A. | Financials | $751K | 0.0% | 54K | +6% | |||
| 146 | $VST | Vistra Corp. | Utilities | $750K | 0.0% | 4,730 | +5% | |||
| 147 | $SFBS | ServisFirst Bancshares, Inc. | Financials | $739K | 0.0% | 8,514 | -4% | |||
| 148 | $ACN | Accenture plc | Technology | $736K | 0.0% | 5,911 | +9% | |||
| 149 | $NTR | Nutrien Ltd. | Materials | $727K | 0.0% | 12K | -40% | |||
| 150 | $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | Utilities | $698K | 0.0% | 8,604 | -4% |
What changed in Q2 2026
Against the previous quarter's 13F: 21 new, 98 added to, 138 trimmed, 86 sold out. Share-count changes; largest moves by dollar size first.
New positions (21)
$KNXKnight-Swift Transportation Holdings Inc.$1.4M
first bought this quarter
$THCTENET HEALTHCARE CORP$1.2M
first bought this quarter
$AZOAUTOZONE INC$569K
first bought this quarter
$BNYBank of New York Mellon Corp$283K
first bought this quarter
$PFGCPerformance Food Group Co$201K
first bought this quarter
$MMM3M CO$142K
first bought this quarter
+15 more in the Excel export
Added to (98)
$BRK.BBERKSHIRE HATHAWAY INC+440%
now $38.1M · held 7+ qtrs, 2 adds in a row
$WPMWheaton Precious Metals Corp.+74%
now $53.8M · held 7+ qtrs, 2 adds in a row
- ISHARES TR - CORE S&P TTL STK+10%
now $84.1M
- ISHARES TR - CORE MSCI TOTAL+9%
now $71.1M
$BIPBrookfield Infrastructure Partners L.P.+13%
now $20.0M · held 7+ qtrs, 6 adds in a row
$HEIHEICO CORP+60%
now $5.0M · held 6 qtrs
+92 more in the Excel export
Trimmed (138)
$PEPPEPSICO INC-98%
now $510K
now $77.6M · held 7+ qtrs
now $195.5M · held 7+ qtrs
$RYROYAL BANK OF CANADA-13%
now $49.9M · held 7+ qtrs
now $77.8M · held 7+ qtrs
now $172.0M · held 7+ qtrs, 2 trims in a row
+132 more in the Excel export
Holdings by quarter
Every 13F Aviso Financial Inc. has filed, 8 earlier quarters. Pick one to see what it held then.
Is it too late to follow Aviso Financial?
Q2 2026 13F filed with the SEC on Aug 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Aviso Financial's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 14 of the 20 are scored)
Top 10 since filing
-3.0%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 13% over the last 4
Top 10 weight
41%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Aviso Financial Inc. disclosed 273 positions worth $2.9B in its Form 13F-HR for Q2 2026, led by $TD (TORONTO DOMINION BANK) at 6.8% of the equity portfolio, followed by $BMO and $GOOG. During the quarter the fund opened 21 new positions and exited 86 — including a new stake in $KNX. The portfolio is most concentrated in Financials (31.4% of disclosed assets). All figures are sourced directly from Aviso Financial Inc.’s Form 13F-HR filing with the SEC under CIK 2033534.
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AI-Powered Hedge Fund Analysis: Aviso Financial Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For Aviso Financial Inc. (SEC CIK: 2033534), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Aviso Financial Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.