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CIK: 0002033534
Total reported value
$2.9B
$2.9B
351 檔
16.5%
At the close of Q1 2025, Aviso Financial Inc. disclosed equity holdings valued at approximately $2.9B, spread across 351 reported holdings.
During Q1 2025, Aviso Financial Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including BMO, V, TD) accounted for 16.5% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 351 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BMO | Bank Of Montreal | Stock-Financials | 4.91% | +1.18% | +1.35% | |
| 2 | V | Visa Inc-class A Shares | Stock-Financials | 4.89% | +0.25% | -0.49% | |
| 3 | TD | Toronto-dominion Bank | Stock-Financials | 4.88% | +1.19% | -0.67% | |
| 4 | CNQ | Canadian Natural Resources | Stock-Energy | 4.45% | -1.10% | +1.91% | |
| 5 | SAP | Sap Se-sponsored Adr | Stock-Tech | 4.25% | -0.26% | +2.59% | |
| 6 | CP | Canadian Pacific Kansas City | Stock-Industrials | 3.70% | +0.20% | +5.58% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.56% | -0.16% | +6.54% | |
| 8 | BN | Brookfield CORP | Stock-Financials | 3.51% | +0.07% | -9.63% | |
| 9 | ENB | Enbridge Inc | Stock-Energy | 3.18% | -0.16% | +2.75% | |
| 10 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.17% | +0.04% | +2.18% | |
| 11 | QSR | Restaurant Brands Intern | Stock-Consumer Disc | 3.13% | -0.13% | +1.19% | |
| 12 | GIB | Cgi Inc | Stock-Tech | 2.99% | -0.07% | +2.63% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.81% | +0.71% | +3.01% | |
| 14 | LIN | Linde plc | Stock-Materials | 2.73% | +0.04% | +2.70% | |
| 15 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.52% | -0.05% | +7.87% | |
| 16 | MIDD | Middleby CORP | Stock-Industrials | 2.43% | — | +2.45% | |
| 17 | RMD | Resmed Inc | Stock-Healthcare | 2.09% | -0.27% | +2.51% | |
| 18 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.95% | +0.56% | +36.74% | |
| 19 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 1.90% | +0.27% | +7.04% | |
| 20 | BALL | Ball CORP | Stock-Consumer Disc | 1.88% | — | +2.61% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.87% | +0.18% | +1070.05% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.77% | +0.61% | +263.92% | |
| 23 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.71% | +0.37% | +36.63% | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.60% | -1.13% | +1.43% | |
| 25 | RY | Royal Bank Of Canada | Stock-Financials | 1.40% | +0.15% | +19.34% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.13% | +0.09% | +2.20% | |
| 27 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.81% | +0.01% | +7.56% | |
| 28 | FNV | Franco-nevada CORP | Stock-Materials | 0.75% | -1.67% | +2.41% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.71% | +0.03% | -9.78% | |
| 30 | BNS | Bank Of Nova Scotia | Stock-Financials | 0.71% | +0.05% | -12.50% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.64% | +0.10% | -6.43% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.59% | -0.12% | -4.01% | |
| 33 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 0.59% | -0.16% | EXIT | |
| 34 | TRP | Tc Energy CORP | Stock-Energy | 0.58% | -0.06% | +2.62% | |
| 35 | RBA | Rb Global Inc | Stock-Industrials | 0.46% | +0.02% | +15.20% | |
| 36 | WCN | Waste Connections Inc | Stock-Industrials | 0.43% | -0.05% | +12.79% | |
| 37 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 0.43% | +0.08% | +7.53% | |
| 38 | ICE | Intercontinental Exchange In | Stock-Financials | 0.43% | -0.07% | +5.54% | |
| 39 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.41% | -0.07% | +19.97% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.36% | -0.06% | +2.94% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | +1.08% | -4.53% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.35% | -0.01% | +21.76% | |
| 43 | SPGI | S&p Global Inc | Stock-Financials | 0.34% | -0.05% | -15.65% | |
| 44 | MA | Mastercard Inc - A | Stock-Financials | 0.34% | -0.01% | -1.23% | |
| 45 | SLF | Sun Life Financial Inc | Stock-Financials | 0.32% | -0.06% | +9.70% | |
| 46 | CME | Cme Group Inc | Stock-Financials | 0.32% | -0.08% | +6.24% | |
| 47 | DHR | Danaher CORP | Stock-Healthcare | 0.32% | — | -0.66% | |
| 48 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.31% | -0.04% | +17.60% | |
| 49 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 0.31% | +0.59% | -8.95% | |
| 50 | AME | Ametek Inc | Stock-Industrials | 0.30% | +0.03% | +6.80% |
According to official SEC Form 13F filings, Aviso Financial Inc. reported a total U.S. public equity portfolio value of $2.9B across 351 disclosed positions in Q1 2025.
During Q1 2025, Aviso Financial Inc.'s top holdings by market value included BMO (4.9%)、V (4.9%)、TD (4.9%). The largest single position, BMO, represented 4.9% of total portfolio value.
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In Q1 2025, 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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