BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Avion Wealth

· CIK 0001792704
13F Portfolio $484M AUM 1,558 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 134 New 462 Added 255 Reduced 131 Exited
Page 11 of 24  ·  462 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PSEC PROSPECT CAP CORP Financial Services 5,100.0 $13K 0.00% +237.0 +4.9% $2.55 -13.3%
202 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 45.0 $13K 0.00% +14.0 +45.2% $288.89 -3.0%
203 BIIB BIOGEN INC Healthcare 75.0 $13K 0.00% +3.0 +4.2% $173.33 +13.4%
204 EMR EMERSON ELEC CO Industrials 103.0 $13K 0.00% +20.0 +24.1% $126.21 +19.4%
205 KEYS KEYSIGHT TECHNOLOGIES INC Technology 48.0 $13K 0.00% +8.0 +20.0% $270.83 +34.3%
206 CBRE CBRE GROUP INC Real Estate 99.0 $13K 0.00% +5.0 +5.3% $131.31 +0.2%
207 ITW ILLINOIS TOOL WKS INC Industrials 51.0 $13K 0.00% +12.0 +30.8% $254.90 +3.6%
208 AFL AFLAC INC Financial Services 122.0 $13K 0.00% +5.0 +4.3% $106.56 +8.4%
209 AME AMETEK INC Industrials 62.0 $13K 0.00% +6.0 +10.7% $209.68 +13.2%
210 EXC EXELON CORP Utilities 272.0 $13K 0.00% +81.0 +42.4% $47.79 -4.2%
211 TFC TRUIST FINL CORP Financial Services 293.0 $13K 0.00% +36.0 +14.0% $44.37 +8.9%
212 FAST FASTENAL CO Industrials 295.0 $13K 0.00% +44.0 +17.5% $44.07 +4.1%
213 FERG FERGUSON ENTERPRISES INC Industrials 60.0 $13K 0.00% +4.0 +7.1% $216.67 +10.0%
214 ECL ECOLAB INC Basic Materials 47.0 $12K 0.00% +10.0 +27.0% $255.32 +5.4%
215 WYNN WYNN RESORTS LTD Consumer Cyclical 123.0 $12K 0.00% +23.0 +23.0% $97.56 +8.2%
216 EW EDWARDS LIFESCIENCES CORP Healthcare 157.0 $12K 0.00% +28.0 +21.7% $76.43 +14.3%
217 SM SM ENERGY COMPANY Energy 397.0 $12K 0.00% +369.0 +1317.9% $30.23 -10.2%
218 YUM YUM BRANDS INC Consumer Cyclical 81.0 $12K 0.00% +24.0 +42.1% $148.15 +2.6%
219 IDXX IDEXX LABS INC Healthcare 23.0 $12K 0.00% +7.0 +43.8% $521.74 +7.7%
220 CIEN CIENA CORP Technology 31.0 $12K 0.00% +4.0 +14.8% $387.10 +10.6%
Page 11 of 24  ·  462 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 22.6%
Energy 21.2%
Financial Services 15.8%
Consumer Cyclical 14.8%
Industrials 8.7%
Healthcare 5.1%
Communication Services 4.3%
Consumer Defensive 3.3%
Utilities 1.9%
Real Estate 1.5%