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CIK: 0002033534
Total reported value
$2.9B
$2.9B
338 檔
22.9%
As reported in its official Q1 2026 Form 13F filing, Aviso Financial Inc.'s tracked investment portfolio stood at $2.9B with 338 total positions.
In Q1 2026, Aviso Financial Inc. displayed an active expansion posture, initiating 19 new positions and adding to 106 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 338 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TD | Toronto-dominion Bank | Stock-Financials | 5.61% | +1.19% | +0.14% | |
| 2 | BMO | Bank Of Montreal | Stock-Financials | 4.80% | +1.18% | -2.25% | |
| 3 | CNQ | Canadian Natural Resources | Stock-Energy | 4.64% | -1.10% | +0.96% | |
| 4 | FNV | Franco-nevada CORP | Stock-Materials | 4.37% | -1.67% | +25.08% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.97% | +0.71% | +1.18% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 3.19% | +0.25% | +0.30% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 3.14% | +0.61% | +2.23% | |
| 8 | BN | Brookfield CORP | Stock-Financials | 3.11% | +0.07% | +1.33% | |
| 9 | CP | Canadian Pacific Kansas City | Stock-Industrials | 3.09% | +0.20% | -16.46% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.95% | -0.16% | +8.61% | |
| 11 | ENB | Enbridge Inc | Stock-Energy | 2.90% | -0.16% | +0.30% | |
| 12 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.61% | -0.05% | +1.84% | |
| 13 | QSR | Restaurant Brands Intern | Stock-Consumer Disc | 2.60% | -0.13% | -1.00% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.59% | +0.31% | +64.58% | |
| 15 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 2.43% | +0.27% | +0.53% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.43% | +0.18% | +1.69% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.36% | +0.56% | +16.53% | |
| 18 | LIN | Linde plc | Stock-Materials | 2.20% | +0.04% | +0.71% | |
| 19 | RELX | Relx PLC - Spon Adr | Stock-Industrials | 2.12% | -0.15% | +9606.79% | |
| 20 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.10% | +0.37% | +13.06% | |
| 21 | MUFG | Mitsubishi Ufj Finl-spon Adr | Stock-Financials | 2.08% | +0.28% | — | |
| 22 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.87% | +0.05% | +1.63% | |
| 23 | SPGI | S&p Global Inc | Stock-Financials | 1.83% | -0.05% | +60.24% | |
| 24 | SAP | Sap Se-sponsored Adr | Stock-Tech | 1.81% | -0.26% | +4.01% | |
| 25 | RMD | Resmed Inc | Stock-Healthcare | 1.69% | -0.27% | +4.17% | |
| 26 | RY | Royal Bank Of Canada | Stock-Financials | 1.59% | +0.15% | -0.63% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.41% | +0.09% | -1.25% | |
| 28 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 1.28% | +0.59% | +231.50% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.15% | -1.13% | +0.58% | |
| 30 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.92% | -0.92% | EXIT | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.85% | +0.03% | -11.18% | |
| 32 | BNS | Bank Of Nova Scotia | Stock-Financials | 0.76% | +0.05% | +3.66% | |
| 33 | TRP | Tc Energy CORP | Stock-Energy | 0.66% | -0.06% | +2.11% | |
| 34 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 0.62% | +0.08% | +4.44% | |
| 35 | AAPL | Apple Inc | Stock-Tech | 0.62% | +0.10% | +1.48% | |
| 36 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.59% | +0.01% | -2.76% | |
| 37 | EMA | Emera Inc | Stock-Other | 0.50% | +0.01% | +1.76% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.45% | -0.12% | -3.15% | |
| 39 | SU | Suncor Energy Inc | Stock-Energy | 0.40% | -0.14% | +3.04% | |
| 40 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.40% | -0.07% | -10.87% | |
| 41 | GIB | Cgi Inc | Stock-Tech | 0.39% | -0.07% | -71.52% | |
| 42 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.33% | -0.11% | +114.92% | |
| 43 | TFII | Tfi International Inc | Stock-Other | 0.32% | +0.06% | +0.18% | |
| 44 | RBA | Rb Global Inc | Stock-Industrials | 0.31% | +0.02% | -8.16% | |
| 45 | WMB | Williams Cos Inc | Stock-Energy | 0.31% | — | +4.41% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.29% | +0.03% | +8.06% | |
| 47 | ASML | ASML Holding N.V. | Stock-Tech | 0.29% | +0.14% | -0.88% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.27% | -0.01% | -4.74% | |
| 49 | WCN | Waste Connections Inc | Stock-Industrials | 0.27% | -0.05% | -15.73% | |
| 50 | CME | Cme Group Inc | Stock-Financials | 0.26% | -0.08% | -3.70% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RELX | Relx PLC - Spon Adr | +2.1% | +9606.79% | Add |
| 2 | FNV | Franco-nevada CORP | +1.2% | +25.08% | Add |
| 3 | CNQ | Canadian Natural Resources | +1.2% | +0.96% | Add |
| 4 | WPM | Wheaton Precious Metals CORP | +0.9% | +231.50% | Add |
| 5 | AMZN | Amazon.com Inc | +0.7% | +64.58% | Add |
| 6 | SPGI | S&p Global Inc | +0.3% | +60.24% | Add |
| 7 | LIN | Linde plc | +0.2% | +0.71% | Add |
| 8 | AEM | Agnico Eagle Mines LTD | +0.2% | +114.92% | Add |
| 9 | ENB | Enbridge Inc | +0.2% | +0.30% | Add |
| 10 | IXUS | Ishares Core Intl Stock ETF | +0.2% | +13.06% | Add |
| 11 | SU | Suncor Energy Inc | +0.1% | +3.04% | Add |
| 12 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +16.53% | Add |
| 13 | TTE | TotalEnergies SE | +0.1% | +6.39% | Add |
| 14 | TRP | Tc Energy CORP | +0.1% | +2.11% | Add |
| 15 | WMB | Williams Cos Inc | +0.1% | +4.41% | Add |
| 16 | JNJ | Johnson & Johnson | +0.1% | +8.06% | Add |
| 17 | SHEL | Shell Plc-adr | 0% | +11.41% | Add |
| 18 | EQIX | Equinix Inc | 0% | +13.39% | Add |
| 19 | B | Barrick Mining CORP | 0% | +54.29% | Add |
| 20 | ASML | ASML Holding N.V. | 0% | -0.88% | Trim |
| 21 | VZ | Verizon Communications Inc | 0% | +9.71% | Add |
| 22 | NVDA | Nvidia CORP | 0% | +38.14% | Add |
| 23 | CVE | Cenovus Energy Inc | 0% | +30.25% | Add |
| 24 | APH | Amphenol Corp-cl A | 0% | +220.67% | Add |
| 25 | UBER | Uber Technologies Inc | 0% | +3735.61% | Add |
| 26 | BP | Bp Plc-spons Adr | 0% | +23.22% | Add |
| 27 | NEM | Newmont CORP | 0% | +876.73% | Add |
| 28 | ADBE | Adobe Inc | 0% | +32370.00% | Add |
| 29 | COST | Costco Wholesale CORP | 0% | -3.15% | Trim |
| 30 | RCI | Rogers Communications Inc-b | 0% | +17.06% | Add |
| 31 | COR | Cencora Inc | 0% | +26.35% | Add |
| 32 | VOD | Vodafone Group Plc-sp Adr | 0% | +16.83% | Add |
| 33 | AMAT | Applied Materials Inc | 0% | +51.35% | Add |
| 34 | RIO | Rio Tinto Plc-spon Adr | 0% | +14.58% | Add |
| 35 | IMO | Imperial Oil LTD | 0% | +0.11% | Add |
| 36 | XOM | Exxon Mobil CORP | 0% | +9.91% | Add |
| 37 | MSI | Motorola Solutions Inc | 0% | +12.24% | Add |
| 38 | PEP | Pepsico Inc | 0% | +0.58% | Add |
| 39 | BIP | Brookfield Infrastructure Partners L.P. | 0% | +4.44% | Add |
| 40 | MEOH | Methanex CORP | 0% | -24.15% | Trim |
| 41 | BCE | Bce Inc | 0% | +5.37% | Add |
| 42 | CVX | Chevron CORP | 0% | +11.98% | Add |
| 43 | PBA | Pembina Pipeline CORP | 0% | +2.89% | Add |
| 44 | MDLZ | Mondelez International Inc-a | 0% | +23.98% | Add |
| 45 | DRI | Darden Restaurants Inc | 0% | +17.90% | Add |
| 46 | LRCX | Lam Research CORP | 0% | +20.94% | Add |
| 47 | PYPL | Paypal Holdings Inc | 0% | +160.69% | Add |
| 48 | T | At&t Inc | 0% | +4.19% | Add |
| 49 | FCN | Fti Consulting Inc | 0% | +8.73% | Add |
| 50 | MRVL | Marvell Technology Inc | 0% | +19.71% | Add |
According to official SEC Form 13F filings, Aviso Financial Inc. reported a total U.S. public equity portfolio value of $2.9B across 338 disclosed positions in Q1 2026.
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, CNQ) accounted for 22.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
MUFG
市值: $58.5M
Top Position Liquidated / Trimmed
GRTUF
前期市值: $9.9M
During Q1 2026, Aviso Financial Inc.'s top holdings by market value included TD (5.6%)、BMO (4.8%)、CNQ (4.6%). The largest single position, TD, represented 5.6% of total portfolio value.
In Q1 2026, Aviso Financial Inc. made 200 total portfolio adjustments, initiating 19 new buys, adding to 106 positions, trimming 63 holdings, and fully liquidating 12 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.
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