13F filer

Aviso Financial

As of Jun 30, 2026 Filed Aug 13, 2026 CIK 2033534 SEC filings ↗
13F Value
$2.88B
Positions
273
Top Position
TD6.8%
Top 5
24.8%

Latest filing changes

vs Mar 31, 2026
Holdings273
# Trend (4Q)
1 TD 6.8% $195.5M -5.0% 1.61M 5.6% Common Stock
2 BMO 6.0% $172.0M -2.6% 973.6K 4.8% Common Stock
3 GOOG 4.7% $134.7M -2.2% 381.3K 4.0% Common Stock
4 AVGO 3.7% $107.8M +0.1% 285.4K 3.1% Common Stock
5 CNQ 3.5% $101.9M -3.8% 2.58M 4.6% Common Stock
6 V 3.4% $99.1M -3.0% 288.7K 3.2% Common Stock
7 CP 3.3% $94.5M -1.4% 1.09M 3.1% Common Stock
8 BN 3.2% $91.5M -0.8% 2.15M 3.1% Common Stock
9 ITOT 2.9% $84.1M +9.9% 511.8K 2.4% ETF
10 AMZN 2.9% $83.3M -0.0% 349.6K 2.6% Common Stock
11 MSFT 2.8% $80.3M -4.2% 215.3K 3.0% Common Stock
12 ENB 2.7% $78.9M -3.5% 1.46M 2.9% Common Stock
13 CM 2.7% $77.8M -6.7% 675.7K 2.4% Common Stock
14 FNV 2.7% $77.6M -25.3% 372.0K 4.4% Common Stock
15 JPM 2.6% $74.9M -1.7% 228.9K 2.4% Common Stock
16 TMO 2.6% $73.5M -2.1% 146.6K 2.6% Common Stock
17 IXUS 2.5% $71.1M +9.2% 745.2K 2.1% ETF
18 QSR 2.5% $71.1M -1.0% 980.8K 2.6% Common Stock
19 MUFG 2.4% $67.8M -1.1% 3.41M 2.1% ADR
20 LIN
Filing details
  • G54950103 Jun 30, 2026 124,113 reported quantity $64,407,200 reported value
2.2% $64.4M -0.7% 124.1K 2.2% Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing86
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.