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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 21 of 24  ·  462 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 ATOM ATOMERA INC Technology 491.0 $1K +61.0 +14.2% $2.04 +341.9%
402 AVPT AVEPOINT INC Technology 197.0 $1K +158.0 +405.1% $5.08 +105.1%
403 AX AXOS FINANCIAL INC Financial Services 20.0 $1K +6.0 +42.9% $50.00 +76.1%
404 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 18.0 $1K +1.0 +5.9% $55.56 -1.6%
405 HRB BLOCK H & R INC Consumer Cyclical 57.0 $1K +45.0 +375.0% $17.54 +96.0%
406 BOX BOX INC Technology 75.0 $1K +58.0 +341.2% $13.33 +86.3%
407 CAVA CAVA GROUP INC Consumer Cyclical 17.0 $1K +7.0 +70.0% $58.82 +51.6%
408 CIFR CIPHER DIGITAL INC Financial Services 135.0 $1K +35.0 +35.0% $7.41 +293.9%
409 CRUS CIRRUS LOGIC INC Technology 9.0 $1K +4.0 +80.0% $111.11 +48.8%
410 CORZ CORE SCIENTIFIC INC NEW Technology 92.0 $1K +32.0 +53.3% $10.87 +168.3%
411 DKNG DRAFTKINGS INC NEW Consumer Cyclical 52.0 $1K +10.0 +23.8% $19.23 +37.2%
412 DBX DROPBOX INC Technology 84.0 $1K +27.0 +47.4% $11.90 +118.1%
413 ENSG ENSIGN GROUP INC Healthcare 6.0 $1K +3.0 +100.0% $166.67 -7.8%
414 EQH EQUITABLE HLDGS INC Financial Services 32.0 $1K +1.0 +3.2% $31.25 +44.9%
415 ESS ESSEX PPTY TR INC Real Estate 8.0 $1K +2.0 +33.3% $125.00 +119.0%
416 FRSH FRESHWORKS INC Technology 202.0 $1K +160.0 +380.9% $4.95 +79.0%
417 GBCI GLACIER BANCORP INC NEW Financial Services 23.0 $1K +11.0 +91.7% $43.48 +11.4%
418 HCKT HACKETT GROUP INC Technology 113.0 $1K +87.0 +334.6% $8.85 +17.5%
419 IEX IDEX CORP Industrials 9.0 $1K +3.0 +50.0% $111.11 +102.4%
420 IPAR INTERPARFUMS INC Consumer Defensive 18.0 $1K +1.0 +5.9% $55.56 +78.4%
Page 21 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%