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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 17 of 24  ·  462 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 NRG NRG ENERGY INC Utilities 36.0 $5K 0.00% +1.0 +2.9% $138.89 -2.8%
322 NTRA NATERA INC Healthcare 25.0 $5K 0.00% +6.0 +31.6% $200.00 +15.7%
323 NTRS NORTHERN TR CORP Financial Services 38.0 $5K 0.00% +12.0 +46.1% $131.58 +30.8%
324 ONB OLD NATL BANCORP IND Financial Services 244.0 $5K 0.00% +104.0 +74.3% $20.49 +21.0%
325 VTRS VIATRIS INC Healthcare 440.0 $5K 0.00% +71.0 +19.2% $11.36 +35.3%
326 OFFERPAD SOLUTIONS INC 8,167.0 $5K 0.00% +667.0 +8.9% $0.61
327 BWA BORGWARNER INC Consumer Cyclical 75.0 $4K 0.00% +10.0 +15.4% $53.33 +34.7%
328 CNO CNO FINL GROUP INC Financial Services 107.0 $4K 0.00% +48.0 +81.4% $37.38 +36.0%
329 CHTR CHARTER COMMUNICATIONS INC Communication Services 22.0 $4K 0.00% +10.0 +83.3% $181.82 -30.6%
330 CRWV COREWEAVE INC Technology 61.0 $4K 0.00% +33.0 +117.9% $65.57 +79.9%
331 CCAP CRESCENT CAP BDC INC Financial Services 336.0 $4K 0.00% +9.0 +2.8% $11.90 -6.1%
332 EXR EXTRA SPACE STORAGE INC Real Estate 33.0 $4K 0.00% +11.0 +50.0% $121.21 +19.9%
333 NWSA NEWS CORP NEW Communication Services 162.0 $4K 0.00% +106.0 +189.3% $24.69 +2.4%
334 NXT NEXTPOWER INC Technology 40.0 $4K 0.00% +8.0 +25.0% $100.00 +25.9%
335 PDI PIMCO DYNAMIC INCOME FD Financial Services 288.0 $4K 0.00% +11.0 +4.0% $13.89 +17.6%
336 PSTG EVERPURE INC Technology 84.0 $4K 0.00% +8.0 +10.5% $47.62 +56.9%
337 RVMD REVOLUTION MEDICINES INC Healthcare 42.0 $4K 0.00% +20.0 +90.9% $95.24 +71.1%
338 ROP ROPER TECHNOLOGIES INC Industrials 14.0 $4K 0.00% +5.0 +55.6% $285.71 +15.6%
339 SEIC SEI INVTS CO Financial Services 63.0 $4K 0.00% +6.0 +10.5% $63.49 +40.9%
340 SAR SARATOGA INVT CORP Financial Services 211.0 $4K 0.00% +7.0 +3.4% $18.96 +16.5%
Page 17 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%