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Portfolio (Quarterly) Guide ↗

Avion Wealth

· CIK 0001792704
13F Portfolio $537M AUM 1,755 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 296 New 644 Added 198 Reduced 98 Exited
Page 12 of 33  ·  644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PINS PINTEREST INC Communication Services 853.0 $17K 0.00% +30.0 +3.6% $19.93 +16.6%
222 MAA MID-AMER APT CMNTYS INC Real Estate 129.0 $17K 0.00% +117.0 +975.0% $131.78 +0.2%
223 GWW WW GRAINGER INC Industrials 13.0 $17K 0.00% +1.0 +8.3% $1307.69 -0.6%
224 CIEN CIENA CORP Technology 35.0 $17K 0.00% +4.0 +12.9% $485.71 -19.2%
225 EA ELECTRONIC ARTS INC Communication Services 82.0 $16K 0.00% +21.0 +34.4% $195.12 +7.5%
226 F FORD MTR CO Consumer Cyclical 1,164.0 $16K 0.00% +267.0 +29.8% $13.75 +1.8%
227 TFC TRUIST FINL CORP Financial Services 328.0 $16K 0.00% +35.0 +11.9% $48.78 +3.0%
228 TSCO TRACTOR SUPPLY CO Consumer Cyclical 524.0 $16K 0.00% +340.0 +184.8% $30.53 +14.8%
229 TER TERADYNE INC Technology 35.0 $16K 0.00% +4.0 +12.9% $457.14 -16.2%
230 SYF SYNCHRONY FINANCIAL Financial Services 222.0 $16K 0.00% +50.0 +29.1% $72.07 +6.4%
231 DLR DIGITAL RLTY TR INC Real Estate 91.0 $16K 0.00% +11.0 +13.8% $175.82 +10.5%
232 MTB M & T BK CORP Financial Services 69.0 $16K 0.00% +13.0 +23.2% $231.88 +2.7%
233 DHR DANAHER CORP DEL Healthcare 89.0 $16K 0.00% +5.0 +6.0% $179.78 +20.1%
234 NKE NIKE INC Consumer Cyclical 393.0 $16K 0.00% +104.0 +36.0% $40.71 -1.2%
235 USFR WISDOMTREE TR 300.0 $15K 0.00% +133.0 +79.6% $50.00 +1.0%
236 LHX L3HARRIS TECHNOLOGIES INC Industrials 53.0 $15K 0.00% +5.0 +10.4% $283.02 -4.4%
237 DOC HEALTHPEAK PROPERTIES INC Real Estate 726.0 $15K 0.00% +66.0 +10.0% $20.66 +2.6%
238 XLE SELECT SECTOR SPDR TR 297.0 $15K 0.00% +5.0 +1.7% $50.51 +26.2%
239 AIG AMERICAN INTL GROUP INC Financial Services 205.0 $15K 0.00% +81.0 +65.3% $73.17 +3.5%
240 SNPS SYNOPSYS INC Technology 35.0 $15K 0.00% +4.0 +12.9% $428.57 -7.2%
Page 12 of 33  ·  644 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 27.3%
Financial Services 15.1%
Consumer Cyclical 15.0%
Energy 14.1%
Industrials 9.4%
Healthcare 6.7%
Communication Services 4.9%
Consumer Defensive 3.1%
Utilities 1.8%
Real Estate 1.6%