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AVIVA PLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1140022

$67.92B

disclosed book value

854

positions

6.5%

largest position share

Positions, as of 2026-06-30

top 100 of 854 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1NVDANVIDIA CORPORATION22.1M$4.43B6.5%
2AAPLAPPLE INC13.3M$3.84B5.7%
3MSFTMICROSOFT CORP7.2M$2.68B4%
4AMZNAMAZON COM INC8.6M$2.06B3%
5GOOGLALPHABET INC5.7M$2.05B3%
6ASTRAZENECA PLC10.9M$2.04B3%
7AVGOBROADCOM INC4.7M$1.77B2.6%
8GOOGALPHABET INC4.5M$1.60B2.3%
9MUMICRON TECHNOLOGY INC1.0M$1.19B1.8%
10METAMETA PLATFORMS INC2.0M$1.14B1.7%
11TSLATESLA INC2.5M$1.06B1.6%
12JPMJPMORGAN CHASE & CO3.1M$1.01B1.5%
13AMDADVANCED MICRO DEVICES INC1.6M$915.8M1.3%
14LLYELI LILLY & CO718,261$861.5M1.3%
15VVISA INC2.2M$747.1M1.1%
16AMATAPPLIED MATLS INC850,706$615.1M0.9%
17BRK/BBERKSHIRE HATHAWAY INC DEL1.2M$596.4M0.9%
18JNJJOHNSON & JOHNSON2.2M$549.3M0.8%
19INTCINTEL CORP3.8M$537.1M0.8%
20EXMOCEXXON MOBIL CORP3.7M$509.6M0.8%
21WMTWALMART INC4.4M$498.6M0.7%
22LRCXLAM RESEARCH CORP1.1M$488.1M0.7%
23CATCATERPILLAR INC425,977$453.6M0.7%
24KOCOCA COLA CO5.2M$425.8M0.6%
25MRKMERCK & CO INC3.3M$419.4M0.6%
26ABBVABBVIE INC1.7M$418.9M0.6%
27COSTCOSTCO WHOLESALE CORPORATI444,887$416.2M0.6%
28HDHOME DEPOT INC1.2M$416.1M0.6%
29CSCOCISCO SYS INC3.5M$414.5M0.6%
30BACBANK OF AMER CORP6.9M$395.8M0.6%
31MAMASTERCARD INCORPORATED716,627$368.1M0.5%
32GEGE AEROSPACE937,121$350.2M0.5%
33KLACKLA CORP1.2M$347.5M0.5%
34UNHUNITEDHEALTH GROUP INC835,665$347.3M0.5%
35PGPROCTER & GAMBLE CO2.3M$338.9M0.5%
36LINDE PLC613,723$318.5M0.5%
37CVXCHEVRON CORPORATION1.9M$313.6M0.5%
38GEVGE VERNOVA INC242,333$284.7M0.4%
39NFLXNETFLIX INC.3.9M$278.9M0.4%
40TOTALENERGIES SE3.6M$276.1M0.4%
41PANWPALO ALTO NETWORKS INC796,869$271.7M0.4%
42GSGOLDMAN SACHS GROUP INC263,877$266.9M0.4%
43RYROYAL BK CDA1.3M$261.8M0.4%
44ADIANALOG DEVICES INC631,477$250.8M0.4%
45TSMTAIWAN SEMICONDUCTOR MANUF516,834$246.8M0.4%
46TXNTEXAS INSTRS INC801,713$239.0M0.4%
47DHRDANAHER CORP DEL1.2M$237.5M0.3%
48SEAGATE TECHNOLOGY HLDNGS244,981$236.4M0.3%
49PEPPEPSICO INC1.7M$234.0M0.3%
50IBMINTERNATIONAL BUSINESS MAC820,671$230.8M0.3%
51MSMORGAN STANLEY1.1M$227.3M0.3%
52ANETARISTA NETWORKS INC1.3M$225.6M0.3%
53CLCOLGATE PALMOLIVE CO2.4M$224.0M0.3%
54RTXRTX CORPORATION1.2M$223.4M0.3%
55MRVLMARVELL TECHNOLOGY INC749,310$223.2M0.3%
56ORCLORACLE CORP1.5M$221.2M0.3%
57PLTRPALANTIR TECHNOLOGIES INC1.9M$220.6M0.3%
58TJXTJX COS INC NEW1.5M$220.6M0.3%
59WFCWELLS FARGO & CO2.7M$220.0M0.3%
60NXP SEMICONDUCTORS N V775,957$218.1M0.3%
61NEENEXTERA ENERGY INC2.5M$216.0M0.3%
62CCITIGROUP INC1.5M$211.2M0.3%
63CRH PLC2.0M$211.1M0.3%
64TMOTHERMO FISHER SCIENTIFIC I404,389$202.7M0.3%
65WDCWESTERN DIGITAL CORP308,519$197.1M0.3%
66WABWABTEC715,841$193.0M0.3%
67ADPAUTOMATIC DATA PROCESSING850,945$190.6M0.3%
68APHAMPHENOL CORP1.1M$186.1M0.3%
69TDTORONTO DOMINION BK ONT1.5M$183.9M0.3%
70UBS GROUP AG3.7M$182.8M0.3%
71GLWCORNING INC704,090$179.8M0.3%
72QCOMQUALCOMM INC943,073$174.3M0.3%
73AMGNAMGEN INC471,664$170.8M0.3%
74CDNSCADENCE DESIGN SYSTEM INC451,524$169.5M0.2%
75MCDMCDONALDS CORP621,713$168.1M0.2%
76AXPAMERICAN EXPRESS CO489,351$165.5M0.2%
77CRWDCROWDSTRIKE HLDGS INC213,619$163.0M0.2%
78VZVERIZON COMMUNICATIONS INC3.7M$157.5M0.2%
79SPGIS&P GLOBAL INC372,336$151.6M0.2%
80DISDISNEY WALT CO1.6M$150.9M0.2%
81GILDGILEAD SCIENCES INC1.2M$149.6M0.2%
82EATON CORP PLC341,701$145.6M0.2%
83DEDEERE & CO224,519$142.4M0.2%
84BABOEING CO656,821$142.2M0.2%
85UNPUNION PAC CORP522,442$142.1M0.2%
86PEGPUBLIC SVC ENTERPRISE GROU1.7M$142.0M0.2%
87TPRTAPESTRY INC963,879$141.1M0.2%
88WELLWELLTOWER INC616,109$139.8M0.2%
89PLDPROLOGIS INC.1.0M$139.4M0.2%
90ABTABBOTT LABORATORIES1.5M$138.7M0.2%
91NOWSERVICENOW INC1.4M$138.5M0.2%
92XYLXYLEM INC1.2M$137.4M0.2%
93SCHWSCHWAB CHARLES CORP1.4M$131.6M0.2%
94TAT&T INC6.2M$128.7M0.2%
95TRANE TECHNOLOGIES PLC256,440$126.0M0.2%
96BKNGBOOKING HOLDINGS INC701,726$125.1M0.2%
97BLKBLACKROCK INC129,327$124.4M0.2%
98UBERUBER TECHNOLOGIES INC1.7M$124.3M0.2%
99WMBWILLIAMS COS INC1.7M$124.0M0.2%
100ISRGINTUITIVE SURGICAL INC310,612$123.5M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.