Fund HoldingsAviso Financial Inc.

Total Portfolio Value
$2.82B
Total Bought
$504.06M
Total Sold
$130.58M
Net Transaction
+$373.48M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
RELX PLC(RELX)01,797,213+1,797,213059,5782.12%+59,578
MITSUBISHI UFJ FINANCIAL GRO(MUFG)03,446,409+3,446,409058,4862.08%+58,486
CANADIAN NAT RES LTD MED TER(CNQ)2,653,4392,678,995+25,55689,879130,5544.64%+40,676
FRANCO NEV CORP(FNV)398,108497,972+99,86482,525123,1794.37%+40,654
WHEATON PRECIOUS METALS CORP(WPM)83,198275,799+192,6019,78136,1661.28%+26,385
EA SERIES TRUST
ALPHA ARCH 1-3
0222,229+222,229025,8430.92%+25,843
AMAZON COM INC(AMZN)212,459349,668+137,20949,04072,8252.59%+23,786
S&P GLOBAL INC(SPGI)75,611121,156+45,54539,51451,5321.83%+12,019
ENBRIDGE INC(ENB)01,507,861+1,507,861081,6572.90%+81,657
LINDE PLC(LIN)0125,050+125,050061,9952.20%+61,995
ISHARES TR
CORE MSCI TOTAL
603,318682,105+78,78751,06559,0982.10%+8,033
ISHARES TR399,543465,585+66,04259,40466,3092.36%+6,905
AGNICO EAGLE MINES LTD(AEM)046,175+46,17509,3630.33%+9,363
SPOTIFY TECHNOLOGY S A(SPOT)010,633+10,63305,1560.18%+5,156
RESTAURANT BRANDS INTL INC(QSR)1,000,550990,535-10,01568,27873,2252.60%+4,947
ASTRAZENECA PLC(AZN)023,786+23,78604,6910.17%+4,691
SUNCOR ENERGY INC NEW(SU)164,694169,704+5,0107,31011,2130.40%+3,903
CANADIAN IMPERIAL BANK OF CO(CM)720,017723,814+3,79765,27668,5302.43%+3,253
PEPSICO INC(PEP)0209,379+209,379032,5141.15%+32,514
TC ENERGY CORP(TRP)292,245298,404+6,15916,09318,6670.66%+2,574
BANK MONTREAL MEDIUM1,022,316999,301-23,015132,771135,2164.80%+2,445
TAIWAN SEMICONDUCTOR MANUFAC(TSM)07,014+7,01402,3700.08%+2,370
TOTALENERGIES SE(TTE)70,38274,877+4,4954,6046,8120.24%+2,208
WILLIAMS COS INC(WMB)0118,288+118,28808,6090.31%+8,609
JOHNSON & JOHNSON(JNJ)30,53232,992+2,4606,3198,0650.29%+1,746
ASML HLDG NV
N Y REGISTRY SHS
6,1306,076-546,5588,0250.29%+1,467
SHELL PLC(SHEL)48,46353,995+5,5323,5615,0220.18%+1,460
EQUINIX INC(EQIX)04,530+4,53004,4400.16%+4,440
COSTCO WHOLESALE CORPORATION(COST)012,670+12,670012,6250.45%+12,625
WEYERHAEUSER CO(WY)054,694+54,69401,3360.05%+1,336
BROOKFIELD INFRASTRUCTURE PA
LP INT UNIT
463,164483,729+20,56516,10017,4320.62%+1,331
MDA SPACE LTD(MDA)052,122+52,12201,3190.05%+1,319
INTERACTIVE BROKERS GROUP IN(IBKR)019,114+19,11401,2820.05%+1,282
PAN AMERN SILVER CORP(PAAS)022,000+22,00001,2020.04%+1,202
VERIZON COMMUNICATIONS INC(VZ)091,833+91,83304,6100.16%+4,610
INVESCO DB MULTI-SECTOR COMM(DBA)042,515+42,51501,1620.04%+1,162
NVIDIA CORPORATION(NVDA)029,074+29,07405,0710.18%+5,071
BARRICK MNG CORP(B)56,37686,982+30,6062,4563,5510.13%+1,095
CENOVUS ENERGY INC(CVE)079,459+79,45902,1070.07%+2,107
AMPHENOL CORP011,977+11,97701,5130.05%+1,513
WEST FRASER TIMBER LTD(WFG)014,068+14,06809180.03%+918
EMERA INC(EMA)267,795272,520+4,72513,19814,1120.50%+915
UBER TECHNOLOGIES INC(UBER)012,926+12,92609300.03%+930
BP PLC(BP)046,120+46,12002,1680.08%+2,168
NEWMONT CORP(NEM)8688,478+7,610879180.03%+831
ROGERS COMMUNICATIONS INC(RCI)111,670130,717+19,0474,2155,0220.18%+807
ADOBE INC(ADBE)03,247+3,24707890.03%+789
BOOKING HOLDINGS INC(BKNG)0181+18107620.03%+762
CENCORA INC12,04515,219+3,1744,0684,7810.17%+713
VISTRA CORP(VST)04,506+4,50606770.02%+677
VODAFONE GROUP PLC(VOD)146,820171,530+24,7101,9392,5760.09%+637
APPLIED MATLS INC2,2673,431+1,1645831,1730.04%+590
RIO TINTO PLC(RIO)20,92023,970+3,0501,6742,2360.08%+562
IMPERIAL OIL LTD(IMO)012,502+12,50201,6360.06%+1,636
METHANEX CORP(MEOH)068,705+68,70504,0900.15%+4,090
EXXON MOBIL CORP07,760+7,76001,3170.05%+1,317
BCE INC(BCE)0179,490+179,49004,5240.16%+4,524
TRANSFORCE INC(TFII)82,42582,573+1488,5208,9790.32%+459
MOTOROLA SOLUTIONS INC(MSI)04,914+4,91402,1330.08%+2,133
SUNBELT RENTALS HOLDINGS INC(SUNB)06,650+6,65004330.02%+433
CAPITAL ONE FINL CORP(COF)02,310+2,31004210.01%+421
CARDINAL HEALTH INC(CAH)01,934+1,93404090.01%+409
CHEVRON CORPORATION(CVX)05,700+5,70001,1790.04%+1,179
PEMBINA PIPELINE CORP(PBA)49,89351,337+1,4441,9012,2960.08%+395
MCKESSON CORP(MCK)0455+45503940.01%+394
MONDELEZ INTL INC(MDLZ)027,489+27,48901,5840.06%+1,584
UNITED PARCEL SVCS INC(UPS)20,23924,232+3,9932,0082,3840.08%+376
REPUBLIC SVCS INC(RSG)019,783+19,78304,3330.15%+4,333
GRAPHIC PACKAGING HLDG CO(GPK)036,007+36,00703580.01%+358
APTARGROUP INC022,846+22,84602,8790.10%+2,879
FORTIS INC(FTS)098,423+98,42305,4860.19%+5,486
BROOKFIELD RENEWABLE ENERGY
PARTNERSHIP UNIT
010,365+10,36503380.01%+338
DARDEN RESTAURANTS INC(DRI)08,364+8,36401,6400.06%+1,640
SANOFI SA(SNY)47,71754,694+6,9772,3122,6350.09%+323
INTERCONTINENTAL HOTELS GROU(IHG)02,418+2,41803230.01%+323
FEDEX CORP(FDX)3,2203,480+2609301,2400.04%+309
CME GROUP INC(CME)024,928+24,92807,3620.26%+7,362
WASTE MGMT INC DEL(WM)15,43116,028+5973,3903,6830.13%+293
SHERWIN WILLIAMS CO(SHW)161,193163,824+2,63152,23152,5141.87%+282
LAM RESEARCH CORP(LRCX)3,2283,904+6765538340.03%+282
DEERE & CO(DE)02,630+2,63001,4810.05%+1,481
AMETEK INC29,05229,137+855,9656,2460.22%+281
PAYPAL HLDGS INC(PYPL)012,247+12,24705540.02%+554
AT&T INC(T)053,910+53,91001,5630.06%+1,563
FTI CONSULTING INC(FCN)12,89314,019+1,1262,2032,4780.09%+276
AIR PRODUCTS AND CHEMICALS I04,330+4,33001,2580.04%+1,258
MARVELL TECHNOLOGY INC(MRVL)08,638+8,63808560.03%+856
MSCI INC(MSCI)01,345+1,34507250.03%+725
FERRARI N V
COM
0705+70502390.01%+239
WEC ENERGY GROUP INC(WEC)014,725+14,72501,7050.06%+1,705
NISOURCE INC(NI)031,690+31,69001,4790.05%+1,479
WELLS FARGO & CO(WFC)03,089+3,08902460.01%+246
CANADIAN NATL RY CO(CNI)0162,383+162,383016,6970.59%+16,697
TEXAS INSTRS INC(TXN)016,425+16,42503,1890.11%+3,189
HOME DEPOT INC(HD)08,553+8,55302,8130.10%+2,813
ELEVANCE HEALTH INC FORMERLY(ELV)2,9944,160+1,1661,0501,2180.04%+168
WW GRAINGER INC(GWW)1,4331,473+401,4461,6070.06%+161
MOLINA HEALTHCARE INC(MOH)01,185+1,18501580.01%+158
ISHARES TR0696+69601520.01%+152
SUNOCOCORP LLC(SUNC)10,40610,724+3185136610.02%+148
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