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CIK: 0002033534
Total reported value
$2.9B
$2.9B
355 檔
15.4%
In Q2 2024, Aviso Financial Inc.'s U.S. equity holdings reached a combined market value of $2.9B, distributed across 355 disclosed stock positions.
During Q2 2024, Aviso Financial Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 355 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TD | Toronto-dominion Bank | Stock-Financials | 6.75% | +1.19% | — | |
| 2 | CNQ | Canadian Natural Resources | Stock-Energy | 5.36% | -1.10% | — | |
| 3 | BMO | Bank Of Montreal | Stock-Financials | 4.60% | +1.18% | — | |
| 4 | SAP | Sap Se-sponsored Adr | Stock-Tech | 3.98% | -0.26% | — | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 3.95% | +0.25% | — | |
| 6 | CP | Canadian Pacific Kansas City | Stock-Industrials | 3.72% | +0.20% | — | |
| 7 | QSR | Restaurant Brands Intern | Stock-Consumer Disc | 3.48% | -0.13% | — | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.40% | +0.71% | — | |
| 9 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.30% | +0.04% | — | |
| 10 | BN | Brookfield CORP | Stock-Financials | 3.30% | +0.07% | — | |
| 11 | GIB | Cgi Inc | Stock-Tech | 3.14% | -0.07% | — | |
| 12 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.80% | -0.05% | — | |
| 13 | LIN | Linde plc | Stock-Materials | 2.67% | +0.04% | — | |
| 14 | ENB | Enbridge Inc | Stock-Energy | 2.61% | -0.16% | — | |
| 15 | BALL | Ball CORP | Stock-Consumer Disc | 2.26% | — | — | |
| 16 | RCI | Rogers Communications Inc-b | Stock-Other | 2.18% | -0.09% | — | |
| 17 | MIDD | Middleby CORP | Stock-Industrials | 2.06% | — | — | |
| 18 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.93% | -1.13% | — | |
| 19 | RMD | Resmed Inc | Stock-Healthcare | 1.88% | -0.27% | — | |
| 20 | GPN | Global Payments Inc | Stock-Industrials | 1.85% | — | — | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.71% | -0.16% | — | |
| 22 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 1.60% | — | — | |
| 23 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.44% | — | — | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.43% | +0.56% | — | |
| 25 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.19% | +0.37% | — | |
| 26 | RY | Royal Bank Of Canada | Stock-Financials | 1.15% | +0.15% | — | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.13% | +0.09% | — | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.02% | +0.03% | — | |
| 29 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.92% | +0.01% | — | |
| 30 | BNS | Bank Of Nova Scotia | Stock-Financials | 0.76% | +0.05% | — | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.68% | +0.10% | — | |
| 32 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 0.66% | -0.16% | EXIT | |
| 33 | TRP | Tc Energy CORP | Stock-Energy | 0.61% | -0.06% | — | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.60% | -0.12% | — | |
| 35 | FNV | Franco-nevada CORP | Stock-Materials | 0.59% | -1.67% | — | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.53% | +0.61% | — | |
| 37 | DHR | Danaher CORP | Stock-Healthcare | 0.44% | — | — | |
| 38 | SPGI | S&p Global Inc | Stock-Financials | 0.43% | -0.05% | — | |
| 39 | WCN | Waste Connections Inc | Stock-Industrials | 0.41% | -0.05% | — | |
| 40 | BCE | Bce Inc | Stock-Comm Services | 0.39% | -0.05% | — | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.38% | +0.31% | — | |
| 42 | ICE | Intercontinental Exchange In | Stock-Financials | 0.37% | -0.07% | — | |
| 43 | NTR | Nutrien LTD | Stock-Materials | 0.36% | -0.02% | — | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.32% | +1.08% | — | |
| 45 | RBA | Rb Global Inc | Stock-Industrials | 0.32% | +0.02% | — | |
| 46 | TFII | Tfi International Inc | Stock-Other | 0.31% | +0.06% | — | |
| 47 | MFC | Manulife Financial CORP | Stock-Financials | 0.30% | +0.01% | — | |
| 48 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.30% | -0.07% | — | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.29% | -0.06% | — | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.29% | -0.01% | — |
According to official SEC Form 13F filings, Aviso Financial Inc. reported a total U.S. public equity portfolio value of $2.9B across 355 disclosed positions in Q2 2024.
During Q2 2024, Aviso Financial Inc.'s top holdings by market value included TD (6.8%)、CNQ (5.4%)、BMO (4.6%). The largest single position, TD, represented 6.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including TD, CNQ, BMO) accounted for 15.4% of total reported equity market value during Q2 2024.
In Q2 2024, Aviso Financial Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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