Aviso Financial Inc. Top Holdings and 13F Report (2025)

About Aviso Financial Inc.

Investment Activity

Aviso Financial Inc. has $2.03 billion in total holdings as of March 31, 2025.
Aviso Financial Inc. owns shares of 351 different stocks, but just 35 companies or ETFs make up 80% of its holdings.
Approximately 7.71% of the portfolio was purchased this quarter.
About 4.59% of the portfolio was sold this quarter.
This quarter, Aviso Financial Inc. has purchased 357 new stocks and bought additional shares in 160 stocks.
Aviso Financial Inc. sold shares of 105 stocks and completely divested from 33 stocks this quarter.

Largest Holdings

Bank of Montreal: $99,516,726
Visa: $99,259,033
Toronto-Dominion Bank: $98,982,928
Canadian Natural Resources: $90,211,334
SAP: $86,182,125

Largest New Holdings this Quarter

422806109 - HEICO: $2,144,466 Holding
169656105 - Chipotle Mexican Grill: $856,482 Holding
12514G108 - CDW: $776,299 Holding
871607107 - Synopsys: $615,828 Holding
46434G103 - iShares Core MSCI Emerging Markets ETF: $339,462 Holding

Largest Purchases this Quarter

JPMorgan Chase & Co.: 141,557 shares (about $34.72M)
Broadcom: 155,710 shares (about $26.07M)
iShares Core S&P Total U.S. Stock Market ETF: 87,046 shares (about $10.61M)
iShares Core MSCI Total International Stock ETF: 133,231 shares (about $9.30M)
Royal Bank of Canada: 40,689 shares (about $4.59M)

Largest Sales this Quarter

Diageo: 238,671 shares (about $25.01M)
IQVIA: 123,389 shares (about $21.75M)
Rogers Communications: 357,406 shares (about $9.55M)
Brookfield: 145,045 shares (about $7.59M)
Bank of Nova Scotia: 43,365 shares (about $2.06M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BMO Bank of Montreal	$99,516,726	$1,324,047 ▲	1.3%	1,041,732	4.9%	Finance
V Visa	$99,259,033	$487,840 ▼	-0.5%	283,225	4.9%	Business Services
TD Toronto-Dominion Bank	$98,982,928	$671,317 ▼	-0.7%	1,651,246	4.9%	Finance
CNQ Canadian Natural Resources	$90,211,334	$1,691,905 ▲	1.9%	2,930,646	4.4%	Energy
SAP SAP	$86,182,125	$2,173,827 ▲	2.6%	321,048	4.2%	Computer and Technology
CP Canadian Pacific Kansas City	$75,036,658	$3,967,640 ▲	5.6%	1,068,821	3.7%	Transportation
MSFT Microsoft	$72,143,576	$4,431,479 ▲	6.5%	192,183	3.6%	Computer and Technology
BN Brookfield	$71,265,195	$7,593,562 ▼	-9.6%	1,361,240	3.5%	Finance
ENB Enbridge	$64,489,833	$1,725,895 ▲	2.7%	1,456,565	3.2%	Energy
UNH UnitedHealth Group	$64,230,605	$1,368,035 ▲	2.2%	122,636	3.2%	Medical
QSR Restaurant Brands International	$63,565,612	$744,499 ▲	1.2%	953,186	3.1%	Retail/Wholesale
GIB CGI	$60,636,404	$1,555,143 ▲	2.6%	607,166	3.0%	Computer and Technology
GOOG Alphabet	$56,896,622	$1,661,350 ▲	3.0%	364,185	2.8%	Computer and Technology
LINDE PLC	$55,292,421	$1,451,865 ▲	2.7%	118,745	2.7%	SHS
TMO Thermo Fisher Scientific	$51,049,779	$3,723,541 ▲	7.9%	102,592	2.5%	Medical
MIDD Middleby	$49,363,255	$1,180,125 ▲	2.4%	324,801	2.4%	Industrials
RMD ResMed	$42,356,449	$1,036,425 ▲	2.5%	189,218	2.1%	Medical
ITOT iShares Core S&P Total U.S. Stock Market ETF	$39,479,420	$10,608,296 ▲	36.7%	323,947	1.9%	ETF
CM Canadian Imperial Bank of Commerce	$38,520,776	$2,532,944 ▲	7.0%	684,523	1.9%	Finance
BALL Ball	$38,093,526	$969,595 ▲	2.6%	731,583	1.9%	Industrials
JPM JPMorgan Chase & Co.	$37,969,005	$34,723,931 ▲	1,070.1%	154,786	1.9%	Finance
AVGO Broadcom	$35,948,727	$26,070,525 ▲	263.9%	214,709	1.8%	Computer and Technology
IXUS iShares Core MSCI Total International Stock ETF	$34,693,754	$9,300,856 ▲	36.6%	496,974	1.7%	Manufacturing
PEP PepsiCo	$32,432,471	$457,467 ▲	1.4%	216,303	1.6%	Consumer Staples
RY Royal Bank of Canada	$28,293,183	$4,585,114 ▲	19.3%	251,078	1.4%	Finance
SPY SPDR S&P 500 ETF Trust	$22,843,363	$491,502 ▲	2.2%	40,853	1.1%	Finance
CNI Canadian National Railway	$16,451,609	$1,155,659 ▲	7.6%	168,992	0.8%	Transportation
FNV Franco-Nevada	$15,283,922	$359,988 ▲	2.4%	97,141	0.8%	Basic Materials
GOOGL Alphabet	$14,457,912	$1,566,967 ▼	-9.8%	93,494	0.7%	Computer and Technology
BNS Bank of Nova Scotia	$14,402,435	$2,056,861 ▼	-12.5%	303,648	0.7%	Finance
AAPL Apple	$12,996,826	$892,518 ▼	-6.4%	58,510	0.6%	Computer and Technology
COST Costco Wholesale	$12,031,267	$502,209 ▼	-4.0%	12,721	0.6%	Retail/Wholesale
TRI Thomson Reuters	$12,031,187	$771,662 ▼	-6.0%	69,693	0.6%	Business Services
TRP TC Energy	$11,716,285	$299,478 ▲	2.6%	247,997	0.6%	Energy
RBA RB Global	$9,365,208	$1,235,562 ▲	15.2%	93,276	0.5%	Business Services
WCN Waste Connections	$8,773,477	$995,023 ▲	12.8%	44,995	0.4%	Business Services
BIP Brookfield Infrastructure Partners	$8,754,012	$612,702 ▲	7.5%	294,152	0.4%	Finance
ICE Intercontinental Exchange	$8,646,045	$453,848 ▲	5.5%	50,122	0.4%	Finance
TJX TJX Companies	$8,383,981	$1,395,706 ▲	20.0%	68,834	0.4%	Retail/Wholesale
MCD McDonald's	$7,384,426	$211,162 ▲	2.9%	23,640	0.4%	Retail/Wholesale
BRK.B Berkshire Hathaway	$7,232,968	$342,981 ▼	-4.5%	13,581	0.4%	Finance
META Meta Platforms	$7,161,849	$1,280,095 ▲	21.8%	12,426	0.4%	Computer and Technology
SPGI S&P Global	$6,874,593	$1,275,331 ▼	-15.6%	13,530	0.3%	Business Services
MA Mastercard	$6,801,621	$84,959 ▼	-1.2%	12,409	0.3%	Business Services
SLF Sun Life Financial	$6,539,446	$578,094 ▲	9.7%	114,218	0.3%	Finance
CME CME Group	$6,472,810	$380,161 ▲	6.2%	24,399	0.3%	Finance
DHR Danaher	$6,463,035	$42,845 ▼	-0.7%	31,527	0.3%	Medical
MMC Marsh & McLennan Companies	$6,367,718	$953,181 ▲	17.6%	26,094	0.3%	Finance
WPM Wheaton Precious Metals	$6,286,823	$618,241 ▼	-9.0%	80,985	0.3%	Basic Materials
AME AMETEK	$6,109,076	$389,036 ▲	6.8%	35,489	0.3%	Computer and Technology
SU Suncor Energy	$5,955,513	$259,368 ▲	4.6%	153,751	0.3%	Energy
WMB Williams Companies	$5,754,947	$467,682 ▲	8.8%	96,301	0.3%	Energy
ACN Accenture	$5,469,749	$458,699 ▲	9.2%	17,529	0.3%	Computer and Technology
AMZN Amazon.com	$5,420,126	$1,229,460 ▼	-18.5%	28,488	0.3%	Retail/Wholesale
TU TELUS	$5,373,401	$538,319 ▲	11.1%	374,498	0.3%	Utilities
VRSK Verisk Analytics	$5,327,398	$801,788 ▲	17.7%	17,900	0.3%	Business Services
TFII TFI International	$5,146,775	$1,825,398 ▲	55.0%	66,448	0.3%	Transportation
PBA Pembina Pipeline	$5,135,544	$532,545 ▲	11.6%	128,344	0.3%	Energy
OTIS Otis Worldwide	$5,020,060	$1,005,581 ▲	25.0%	48,644	0.2%	Construction
BDX Becton, Dickinson and Company	$4,938,075	$352,294 ▲	7.7%	21,558	0.2%	Medical
JNJ Johnson & Johnson	$4,887,968	$575,133 ▲	13.3%	29,474	0.2%	Medical
PG Procter & Gamble	$4,740,061	$504,443 ▲	11.9%	27,814	0.2%	Consumer Staples
MFC Manulife Financial	$4,475,022	$736,205 ▼	-14.1%	143,562	0.2%	Finance
ABT Abbott Laboratories	$4,378,245	$383,491 ▲	9.6%	33,006	0.2%	Medical
FTS Fortis	$4,321,515	$461,470 ▲	12.0%	94,836	0.2%	Utilities
CIGI Colliers International Group	$4,104,661	$297,453 ▲	7.8%	33,905	0.2%	Finance
GRANITE REAL ESTATE INVT TR	$4,029,385	$931,289 ▼	-18.8%	86,447	0.2%	TR UNIT NEW
RSG Republic Services	$3,933,647	$306,817 ▲	8.5%	16,244	0.2%	Business Services
SHOP Shopify	$3,650,095	$771,532 ▲	26.8%	38,354	0.2%	Computer and Technology
DOMINOS PIZZA INC	$3,614,952	$192,510 ▲	5.6%	7,868	0.2%	COM
BCE BCE	$3,555,093	$151,844 ▲	4.5%	154,829	0.2%	Utilities
NTR Nutrien	$3,551,388	$110,370 ▲	3.2%	71,530	0.2%	Basic Materials
RCI Rogers Communications	$3,500,562	$9,548,216 ▼	-73.2%	131,032	0.2%	Consumer Discretionary
LOW Lowe's Companies	$3,404,924	$160,929 ▲	5.0%	14,599	0.2%	Retail/Wholesale
STN Stantec	$3,338,844	$1,276,300 ▲	61.9%	40,266	0.2%	Business Services
ASML ASML	$3,094,482	$437,998 ▲	16.5%	4,670	0.2%	Computer and Technology
WM Waste Management	$3,074,221	$213,684 ▲	7.5%	13,279	0.2%	Business Services
TTE TotalEnergies	$3,050,392	$289,552 ▲	10.5%	47,154	0.2%	Energy
SHEL Shell	$3,016,864	$231,931 ▲	8.3%	41,169	0.1%	Energy
TXN Texas Instruments	$2,964,151	$97,577 ▲	3.4%	16,495	0.1%	Computer and Technology
AZN AstraZeneca	$2,938,456	$144,207 ▲	5.2%	39,979	0.1%	Medical
VZ Verizon Communications	$2,825,701	$432,054 ▲	18.1%	62,295	0.1%	Computer and Technology
CPRT Copart	$2,785,529	$57,043 ▼	-2.0%	49,223	0.1%	Business Services
HIG The Hartford Financial Services Group	$2,630,376	$181,636 ▲	7.4%	21,259	0.1%	Finance
NVO Novo Nordisk A/S	$2,577,612	$225,888 ▲	9.6%	37,120	0.1%	Medical
NVDA NVIDIA	$2,450,580	$176,768 ▲	7.8%	22,611	0.1%	Computer and Technology
COR Cencora	$2,438,571	$362,907 ▲	17.5%	8,769	0.1%	Medical
SNY Sanofi	$2,395,705	$75,426 ▲	3.3%	43,197	0.1%	Medical
MDT Medtronic	$2,388,928	$115,560 ▲	5.1%	26,585	0.1%	Medical
FI Fiserv	$2,383,197	$463,522 ▼	-16.3%	10,792	0.1%	Business Services
WAT Waters	$2,369,167	$360,093 ▲	17.9%	6,428	0.1%	Medical
AEM Agnico Eagle Mines	$2,348,567	$113,911 ▼	-4.6%	21,669	0.1%	Basic Materials
ROP Roper Technologies	$2,322,945	$1,055,348 ▼	-31.2%	3,940	0.1%	Computer and Technology
HD Home Depot	$2,303,023	$164,920 ▲	7.7%	6,284	0.1%	Retail/Wholesale
EQIX Equinix	$2,243,843	$194,053 ▲	9.5%	2,752	0.1%	Finance
VEREN INC	$2,176,589	$725,505 ▲	50.0%	328,889	0.1%	COM NEW
ABBV AbbVie	$2,151,770	$145,616 ▲	7.3%	10,270	0.1%	Medical
HEI HEICO	$2,144,466	$2,144,466 ▲	New Holding	8,026	0.1%	Aerospace
OTEX Open Text	$2,143,650	$263,923 ▲	14.0%	84,902	0.1%	Computer and Technology
ATR AptarGroup	$2,113,969	$442,172 ▲	26.4%	14,247	0.1%	Industrials

Showing largest 100 holdings. View all holdings.

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Aviso Financial Inc. Top Holdings and 13F Report (2025)

About Aviso Financial Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Aviso Financial Inc. Top Holdings and 13F Report (2025)

About Aviso Financial Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAviso Financial Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools