1y return+13.0%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2024: $126 against $137 in the S&P 500.2
Aviso Financial Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| TDToronto Dominion Bk Ont | $195.5M | 6.8% | −5.0% |
| BMOBank Montreal Medium | $172.0M | 6.0% | −2.6% |
| GOOGAlphabet Inc | $134.7M | 4.7% | −2.2% |
| AVGOBroadcom Inc | $107.8M | 3.7% | |
| CNQCanadian Nat Res Ltd Med Ter | $101.9M | 3.5% | −3.8% |
| VVisa Inc | $99.1M | 3.4% | −3.0% |
| CPCanadian Pacific Kansas City | $94.5M | 3.3% | −1.4% |
| BNBrookfield Corp | $91.5M | 3.2% | |
| ITOTIshares Tr | $84.1M | 2.9% | +9.9% |
| AMZNAmazon Com Inc | $83.3M | 2.9% | |
| MSFTMicrosoft Corp | $80.3M | 2.8% | −4.2% |
| ENBEnbridge Inc | $78.9M | 2.7% | −3.5% |
| CMCanadian Imperial Bank Of Co | $77.8M | 2.7% | −6.7% |
| FNVFranco Nev Corp | $77.6M | 2.7% | −25.3% |
| JPMJpmorgan Chase & Co | $74.9M | 2.6% | −1.7% |
| TMOThermo Fisher Scientific Inc | $73.5M | 2.6% | −2.1% |
| IXUSIshares Tr | $71.1M | 2.5% | +9.2% |
| QSRRestaurant Brands Intl Inc | $71.1M | 2.5% | |
| MUFGMitsubishi Ufj Financial Gro | $67.8M | 2.4% | −1.1% |
| Linde PLCCUSIP G54950103 | $64.4M | 2.2% | |
| RELXRelx PLC | $56.7M | 2.0% | |
| SHWSherwin Williams Co | $55.4M | 1.9% | −1.9% |
| WPMWheaton Precious Metals Corp | $53.8M | 1.9% | +73.6% |
| SPGIS&p Global Inc | $51.2M | 1.8% | +3.8% |
| RYRoyal Bk Cda | $49.9M | 1.7% | −12.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CMCanadian Imperial Bank Of Co | June 30, 2024 | +141.9% | $77.8M |
| AVGOBroadcom Inc | June 30, 2024 | +135.3% | $107.8M |
| TDToronto Dominion Bk Ont | June 30, 2024 | +120.9% | $195.5M |
| WPMWheaton Precious Metals Corp | June 30, 2024 | +114.3% | $53.8M |
| BMOBank Montreal Medium | June 30, 2024 | +110.7% | $172.0M |
| GOOGLAlphabet Inc | June 30, 2024 | +96.2% | $25.2M |
| RYRoyal Bk Cda | June 30, 2024 | +94.6% | $49.9M |
| Asml Hldg NvCUSIP N07059210 | June 30, 2024 | +94.5% | $12.1M |
| GOOGAlphabet Inc | June 30, 2024 | +92.6% | $134.7M |
| BNSBank Nova Scotia B C | June 30, 2024 | +89.9% | $23.3M |
Sold off last quarter
- BOXXEa Series Trust was $25.8M
- Thomson Reuters CorpCUSIP 884903808 was $4.4M
- VODVodafone Group PLC was $2.6M
- RIORio Tinto PLC was $2.2M
- BPBp PLC was $2.2M
- SONYSony Group Corp was $1.9M
- DEDeere & Co was $1.5M
- NINisource Inc was $1.5M
- TMUST-mobile Us Inc was $1.3M
- Exxon Mobil CorpCUSIP 30231G102 was $1.3M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.9% | +14.8% |
| March 31, 2026 | −1.9% | −4.6% |
| December 31, 2025 | +2.1% | +2.4% |
| September 30, 2025 | +5.5% | +7.8% |
| June 30, 2025 | +7.8% | +10.5% |
| March 31, 2025 | −0.8% | −4.6% |
| December 31, 2024 | −4.1% | +2.1% |
| September 30, 2024 | +8.7% | +5.4% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Aviso Financial Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2033534&type=13F-HR&dateb=&owner=include&count=40CIK 2033534
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2033534/000203353426000006/Filed August 13, 2026 · accession 0002033534-26-000006