Aviso Financial Inc.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 351
Total Value: 2027868285
Accession Number: 0002033536-25-000005
Form Type: 13F-HR
CIK: 0002033534
Manager Name: Aviso Financial Inc.

Data Enrichment

93% identified

326 identified25 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

351 positions • $2,027,868.285K total value

351 positions

Manager:

SEC FilingSEC DataHachi Filing

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BERKSHIRE HATHAWAY INC

BRK-B|084670702

13581(-4.5%)

Value:

$7.2B(+12.2%)

Meta Platforms, Inc.

META|30303M102

12426(+21.8%)

Value:

$7.2B(+19.9%)

S&P Global Inc.

SPGI|78409V104

13530(-15.6%)

Value:

$6.9B(-13.9%)

Mastercard Inc

MA|57636Q104

12409(-1.2%)

Value:

$6.8B(+2.8%)

SUN LIFE FINANCIAL INC

SLF|866796105

114218(+9.7%)

Value:

$6.5B(+5.8%)

CME GROUP INC.

CME|12572Q105

24399(+6.2%)

Value:

$6.5B(+21.4%)

DANAHER CORP /DE/

DHR|235851102

31527(-0.7%)

Value:

$6.5B(-11.3%)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

26094(+17.6%)

Value:

$6.4B(+35.1%)

Wheaton Precious Metals Corp.

WPM|962879102

80985(-8.9%)

Value:

$6.3B(+25.6%)

AMETEK INC/

AME|031100100

35489(+6.8%)

Value:

$6.1B(+2.0%)

SUNCOR ENERGY INC

SU|867224107

153751(+4.5%)

Value:

$6.0B(+13.5%)

WILLIAMS COMPANIES, INC.

WMB|969457100

96301(+8.8%)

Value:

$5.8B(+20.2%)

Accenture plc

ACN|G1151C101

17529(+9.2%)

Value:

$5.5B(-3.2%)

AMAZON COM INC

AMZN|023135106

28488(-18.5%)

Value:

$5.4B(-29.3%)

TELUS CORP

TU|87971M103

374498(+11.1%)

Value:

$5.4B(+17.6%)

Verisk Analytics, Inc.

VRSK|92345Y106

17900(+17.7%)

Value:

$5.3B(+27.2%)

TFI International Inc.

TFII|87241L109

66448(+55.0%)

Value:

$5.1B(-11.2%)

PEMBINA PIPELINE CORP

PBA|706327103

128344(+11.6%)

Value:

$5.1B(+20.9%)

Otis Worldwide Corp

OTIS|68902V107

48644(+25.0%)

Value:

$5.0B(+39.3%)

BECTON DICKINSON & CO

BDX|075887109

21558(+7.7%)

Value:

$4.9B(+8.7%)

Instrument	Shares		Other Manager	Value
Berkshire Hathaway Inc(BRK-Bcusip084670702)	13.6K	QoQ -4.52% (-644) YoY-	All Managers (Combined)	$7.2M	QoQ +12.17% (-$785.1K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	12.4K	QoQ +21.76% (+2.2K) YoY-	All Managers (Combined)	$7.2M	QoQ +19.86% (+$1.2M) YoY-
S&P Global Inc.(SPGIcusip78409V104)	13.5K	QoQ -15.64% (-2.5K) YoY-	All Managers (Combined)	$6.9M	QoQ -13.94% (-$1.1M) YoY-
Mastercard Inc(MAcusip57636Q104)	12.4K	QoQ -1.23% (-155) YoY-	All Managers (Combined)	$6.8M	QoQ +2.80% (-$185.8K) YoY-
Sun Life Financial Inc(SLFcusip866796105)	114.2K	QoQ +9.69% (+10.1K) YoY-	All Managers (Combined)	$6.5M	QoQ +5.80% (+$358.7K) YoY-
Cme Group Inc.(CMEcusip12572Q105)	24.4K	QoQ +6.23% (+1.4K) YoY-	All Managers (Combined)	$6.5M	QoQ +21.36% (+$1.1M) YoY-
Danaher Corp /De/(DHRcusip235851102)	31.5K	QoQ -0.65% (-209) YoY-	All Managers (Combined)	$6.5M	QoQ -11.28% (-$822.0K) YoY-
Marsh & Mclennan Companies, Inc.(MMCcusip571748102)	26.1K	QoQ +17.60% (+3.9K) YoY-	All Managers (Combined)	$6.4M	QoQ +35.11% (+$1.7M) YoY-
Wheaton Precious Metals Corp.(WPMcusip962879102)	81.0K	QoQ -8.95% (-8.0K) YoY-	All Managers (Combined)	$6.3M	QoQ +25.59% (-$1.3M) YoY-
Ametek Inc/(AMEcusip031100100)	35.5K	QoQ +6.80% (+2.3K) YoY-	All Managers (Combined)	$6.1M	QoQ +1.99% (+$119.2K) YoY-
Suncor Energy Inc(SUcusip867224107)	153.8K	QoQ +4.55% (+6.7K) YoY-	All Managers (Combined)	$6.0M	QoQ +13.48% (+$707.6K) YoY-
Williams Companies, Inc.(WMBcusip969457100)	96.3K	QoQ +8.84% (+7.8K) YoY-	All Managers (Combined)	$5.8M	QoQ +20.18% (+$966.7K) YoY-
Accenture Plc(ACNcusipG1151C101)	17.5K	QoQ +9.15% (-1.5K) YoY-	All Managers (Combined)	$5.5M	QoQ -3.17% (-$179.6K) YoY-
Amazon Com Inc(AMZNcusip023135106)	28.5K	QoQ -18.48% (-6.5K) YoY-	All Managers (Combined)	$5.4M	QoQ -29.31% (-$2.2M) YoY-
Telus Corp(TUcusip87971M103)	374.5K	QoQ +11.13% (+37.5K) YoY-	All Managers (Combined)	$5.4M	QoQ +17.63% (+$805.5K) YoY-
Verisk Analytics, Inc.(VRSKcusip92345Y106)	17.9K	QoQ +17.71% (+2.7K) YoY-	All Managers (Combined)	$5.3M	QoQ +27.20% (+$1.1M) YoY-
Tfi International Inc.(TFIIcusip87241L109)	66.4K	QoQ +54.95% (-23.6K) YoY-	All Managers (Combined)	$5.1M	QoQ -11.15% (-$646.2K) YoY-
Pembina Pipeline Corp(PBAcusip706327103)	128.3K	QoQ +11.56% (+13.3K) YoY-	All Managers (Combined)	$5.1M	QoQ +20.85% (+$886.3K) YoY-
Otis Worldwide Corp(OTIScusip68902V107)	48.6K	QoQ +25.04% (+9.7K) YoY-	All Managers (Combined)	$5.0M	QoQ +39.34% (+$1.4M) YoY-
Becton Dickinson & Co(BDXcusip075887109)	21.6K	QoQ +7.68% (+1.5K) YoY-	All Managers (Combined)	$4.9M	QoQ +8.72% (+$396.1K) YoY-