13F filer

Aviva

As of Jun 30, 2026 Filed Aug 13, 2026 CIK 1140022 SEC filings ↗

13F Value

$67.92B

Positions

854

Top Position

NVDA6.5%

Top 5

22.2%

Latest filing changes

vs Mar 31, 2026

1 AMD Advanced Micro Devices +12.9%+$104.6M

2 AMAT Applied Materials +19.1%+$98.6M

3 PANW Palo Alto Networks +34.9%+$70.3M

4 ANET Arista Networks +44.4%+$69.4M

5 AMZN Amazon +3.3%+$66.5M

Holdings854

#
1	NVDA NVIDIA	6.5%	$4.43B	-4.0%	22.14M	6.7%	Common Stock
2	AAPL Apple	5.7%	$3.84B	+0.5%	13.27M	5.6%	Common Stock
3	MSFT Microsoft	4.0%	$2.68B	+0.9%	7.20M	4.4%	Common Stock
4	AMZN Amazon	3.0%	$2.06B	+3.3%	8.63M	2.9%	Common Stock
5	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 5,743,742 reported quantity $2,052,641,079 reported value	3.0%	$2.05B	-1.8%	5.74M	2.8%	Common Stock
6	AZN AstraZeneca Filing details G0593M107 Jun 30, 2026 10,899,700 reported quantity $2,037,421,320 reported value	3.0%	$2.04B	-1.7%	10.90M	3.6%	Common Stock
7	AVGO Broadcom	2.6%	$1.77B	-0.0%	4.69M	2.4%	Common Stock
8	GOOG Alphabet Class C	2.3%	$1.60B	-4.3%	4.52M	2.3%	Common Stock
9	MU Micron Technology	1.8%	$1.19B	+2.8%	1.03M	0.6%	Common Stock
10	META Meta Platforms	1.7%	$1.14B	+2.4%	2.03M	1.9%	Common Stock
11	TSLA Tesla	1.6%	$1.06B	+1.4%	2.51M	1.5%	Common Stock
12	JPM JPMorgan Chase	1.5%	$1.01B	-0.0%	3.10M	1.5%	Common Stock
13	AMD Advanced Micro Devices	1.3%	$915.8M	+12.9%	1.58M	0.5%	Common Stock
14	LLY Eli Lilly	1.3%	$861.5M	+0.8%	718.3K	1.1%	Common Stock
15	V Visa	1.1%	$747.1M	+1.9%	2.18M	1.1%	Common Stock
16	AMAT Applied Materials	0.9%	$615.1M	+19.1%	850.7K	0.4%	Common Stock
17	BRK.B Berkshire Hathaway Class B Filing details 084670702 Jun 30, 2026 1,191,796 reported quantity $596,362,800 reported value	0.9%	$596.4M	+4.5%	1.19M	0.9%	Common Stock
18	JNJ Johnson & Johnson	0.8%	$549.3M	+1.4%	2.16M	0.9%	Common Stock
19	INTC Intel	0.8%	$537.1M	+1.9%	3.85M	0.3%	Common Stock
20	XOM ExxonMobil Filing details 30231G102 Jun 30, 2026 3,727,679 reported quantity $509,648,273 reported value	0.8%	$509.6M	+0.4%	3.73M	1.1%	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 Filing60

#	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.