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CIK: 0002033534
Total reported value
$2.9B
$2.9B
346 檔
21.5%
According to the latest 13F quarterly dataset, Aviso Financial Inc. managed an equity portfolio of $2.9B at the end of Q4 2025, spanning 346 distinct U.S. exchange-listed positions.
Aviso Financial Inc. executed strategic sector rebalancing during Q4 2025, establishing 8 new positions while fully exiting 8 holdings and trimming 92 positions.
Showing top 200 holdings (of 346 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TD | Toronto-dominion Bank | Stock-Financials | 6.06% | +1.19% | +1.92% | |
| 2 | BMO | Bank Of Montreal | Stock-Financials | 5.05% | +1.18% | +2.02% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.60% | +0.71% | +0.92% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 3.95% | +0.25% | +0.73% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.80% | -0.16% | +2.27% | |
| 6 | BN | Brookfield CORP | Stock-Financials | 3.72% | +0.07% | +52.09% | |
| 7 | CP | Canadian Pacific Kansas City | Stock-Industrials | 3.71% | +0.20% | +1.94% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 3.67% | +0.61% | +1.96% | |
| 9 | CNQ | Canadian Natural Resources | Stock-Energy | 3.42% | -1.10% | +1.69% | |
| 10 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 3.24% | -0.05% | +27.32% | |
| 11 | FNV | Franco-nevada CORP | Stock-Materials | 3.14% | -1.67% | +10.59% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.80% | +0.18% | +40.55% | |
| 13 | ENB | Enbridge Inc | Stock-Energy | 2.73% | -0.16% | +1.14% | |
| 14 | SAP | Sap Se-sponsored Adr | Stock-Tech | 2.65% | -0.26% | +1.17% | |
| 15 | QSR | Restaurant Brands Intern | Stock-Consumer Disc | 2.60% | -0.13% | +2.80% | |
| 16 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 2.48% | +0.27% | -0.67% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.26% | +0.56% | +10.50% | |
| 18 | LIN | Linde plc | Stock-Materials | 2.01% | +0.04% | +0.46% | |
| 19 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.99% | +0.05% | +3512.57% | |
| 20 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.94% | +0.37% | +10.60% | |
| 21 | GIB | Cgi Inc | Stock-Tech | 1.87% | -0.07% | +3.83% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.86% | +0.31% | +314.89% | |
| 23 | RMD | Resmed Inc | Stock-Healthcare | 1.86% | -0.27% | +0.83% | |
| 24 | RY | Royal Bank Of Canada | Stock-Financials | 1.80% | +0.15% | +4.45% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.61% | +0.09% | +49.00% | |
| 26 | SPGI | S&p Global Inc | Stock-Financials | 1.50% | -0.05% | -1.60% | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.14% | -1.13% | -9.39% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.11% | +0.03% | +0.91% | |
| 29 | BNS | Bank Of Nova Scotia | Stock-Financials | 0.83% | +0.05% | +3.70% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.70% | +0.10% | +6.80% | |
| 31 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.63% | +0.01% | -9.09% | |
| 32 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 0.61% | +0.08% | +3.10% | |
| 33 | TRP | Tc Energy CORP | Stock-Energy | 0.61% | -0.06% | +2.65% | |
| 34 | EMA | Emera Inc | Stock-Other | 0.50% | +0.01% | +2.82% | |
| 35 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.46% | -0.07% | -5.72% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.43% | -0.12% | -5.14% | |
| 37 | RBA | Rb Global Inc | Stock-Industrials | 0.39% | +0.02% | -0.20% | |
| 38 | GRTUF | Granite Real Estate Investme | Stock-Other | 0.38% | — | -1.41% | |
| 39 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 0.37% | +0.59% | -0.12% | |
| 40 | WCN | Waste Connections Inc | Stock-Industrials | 0.37% | -0.05% | +8.59% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.35% | -0.01% | +0.14% | |
| 42 | TFII | Tfi International Inc | Stock-Other | 0.32% | +0.06% | +1.33% | |
| 43 | BGSI | THE Boyd Group Inc | Stock-Other | 0.30% | -0.04% | — | |
| 44 | SLF | Sun Life Financial Inc | Stock-Financials | 0.29% | -0.06% | -4.69% | |
| 45 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 0.29% | -0.16% | EXIT | |
| 46 | ICE | Intercontinental Exchange In | Stock-Financials | 0.29% | -0.07% | +0.89% | |
| 47 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.29% | +0.02% | +2.82% | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.28% | -0.06% | -4.79% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.28% | -0.01% | -0.35% | |
| 50 | SU | Suncor Energy Inc | Stock-Energy | 0.28% | -0.14% | +2.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SHW | Sherwin-williams Co/the | +1.9% | +3512.57% | Add |
| 2 | AMZN | Amazon.com Inc | +1.4% | +314.89% | Add |
| 3 | TMO | Thermo Fisher Scientific Inc | +1% | +27.32% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.8% | +0.92% | Add |
| 5 | JPM | Jpmorgan Chase & Co | +0.7% | +40.55% | Add |
| 6 | TD | Toronto-dominion Bank | +0.7% | +1.92% | Add |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +49.00% | Add |
| 8 | RY | Royal Bank Of Canada | +0.2% | +4.45% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.91% | Add |
| 10 | CM | Can Imperial Bk Of Commerce | +0.1% | -0.67% | Trim |
| 11 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +10.50% | Add |
| 12 | IXUS | Ishares Core Intl Stock ETF | +0.1% | +10.60% | Add |
| 13 | BNS | Bank Of Nova Scotia | +0.1% | +3.70% | Add |
| 14 | UPS | United Parcel Service-cl B | +0.1% | +1884.22% | Add |
| 15 | ORCL | Oracle CORP | +0.1% | +225.77% | Add |
| 16 | QSR | Restaurant Brands Intern | +0.1% | +2.80% | Add |
| 17 | AAPL | Apple Inc | +0.1% | +6.80% | Add |
| 18 | GIL | Gildan Activewear Inc | +0.1% | +29.61% | Add |
| 19 | ALB | Albemarle CORP | 0% | -3.01% | Trim |
| 20 | CNQ | Canadian Natural Resources | 0% | +1.69% | Add |
| 21 | TFII | Tfi International Inc | 0% | +1.33% | Add |
| 22 | MFC | Manulife Financial CORP | 0% | +6.03% | Add |
| 23 | WAT | Waters CORP | 0% | +6.24% | Add |
| 24 | STN | Stantec Inc | 0% | +43.58% | Add |
| 25 | EQX | Equinox Gold CORP | 0% | +208.18% | Add |
| 26 | JNJ | Johnson & Johnson | 0% | +6.12% | Add |
| 27 | ASML | ASML Holding N.V. | 0% | +5.82% | Add |
| 28 | AZNN | Astrazeneca Plc-spons Adr | 0% | +4.46% | Add |
| 29 | SHOP | Shopify Inc - Class A | 0% | +2.82% | Add |
| 30 | AMAT | Applied Materials Inc | 0% | +37683.33% | Add |
| 31 | GIB | Cgi Inc | 0% | +3.83% | Add |
| 32 | BIP | Brookfield Infrastructure Partners L.P. | 0% | +3.10% | Add |
| 33 | WCN | Waste Connections Inc | 0% | +8.59% | Add |
| 34 | B | Barrick Mining CORP | 0% | -0.30% | Trim |
| 35 | AME | Ametek Inc | 0% | +1.12% | Add |
| 36 | SU | Suncor Energy Inc | 0% | +2.16% | Add |
| 37 | COR | Cencora Inc | 0% | +7.09% | Add |
| 38 | LLY | Eli Lilly & Co | 0% | +6.70% | Add |
| 39 | CWAN | Clearwater Analytics Holdings, Inc. | 0% | -2.80% | Trim |
| 40 | DOO | Brp Inc/ca- Sub Voting | 0% | -0.35% | Trim |
| 41 | PH | Parker Hannifin CORP | 0% | +4.58% | Add |
| 42 | SHEL | Shell Plc-adr | 0% | +4.60% | Add |
| 43 | AMGN | Amgen Inc | 0% | +4.21% | Add |
| 44 | MGA | Magna International Inc | 0% | +0.19% | Add |
| 45 | XLE | Ss Energy Select Sector | 0% | +598.10% | Add |
| 46 | LCII | Lci Industries | 0% | -0.98% | Trim |
| 47 | GWW | Ww Grainger Inc | 0% | +4.67% | Add |
| 48 | FDX | Fedex CORP | 0% | -4.17% | Trim |
| 49 | SFBS | Servisfirst Bancshares Inc | 0% | +30.51% | Add |
| 50 | KLAC | Kla CORP | 0% | +2.44% | Add |
According to official SEC Form 13F filings, Aviso Financial Inc. reported a total U.S. public equity portfolio value of $2.9B across 346 disclosed positions in Q4 2025.
During Q4 2025, Aviso Financial Inc.'s top holdings by market value included TD (6.1%)、BMO (5.0%)、GOOG (4.6%). The largest single position, TD, represented 6.1% 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, BMO, GOOG) accounted for 21.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
BGSI
市值: $7.9M
Top Position Liquidated / Trimmed
TTEN
前期市值: $3.2M
In Q4 2025, Aviso Financial Inc. made 200 total portfolio adjustments, initiating 8 new buys, adding to 92 positions, trimming 92 holdings, and fully liquidating 8 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.