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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 7 of 33  ·  644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PH PARKER-HANNIFIN CORP Industrials 47.0 $45K 0.01% +1.0 +2.2% $957.45 +7.0%
122 T AT&T INC Communication Services 2,219.0 $45K 0.01% +316.0 +16.6% $20.28 +24.1%
123 HPE HEWLETT PACKARD ENTERPRISE C Technology 994.0 $44K 0.01% +128.0 +14.8% $44.27 +21.1%
124 ONDS ONDAS INC Technology 5,250.0 $43K 0.01% +891.0 +20.4% $8.19 +8.4%
125 CB CHUBB LIMITED Financial Services 125.0 $42K 0.01% +5.0 +4.2% $336.00 +2.2%
126 DDOG DATADOG INC Technology 160.0 $41K 0.01% +22.0 +15.9% $256.25 -8.0%
127 PRK PARK NATL CORP Financial Services 221.0 $40K 0.01% +218.0 +7266.7% $181.00 +12.1%
128 DUK DUKE ENERGY CORP NEW Utilities 322.0 $40K 0.01% +39.0 +13.8% $124.22 -0.6%
129 TT TRANE TECHNOLOGIES PLC Industrials 83.0 $40K 0.01% +27.0 +48.2% $481.93 -5.1%
130 INTU INTUIT Technology 151.0 $39K 0.01% +114.0 +308.1% $258.28 +41.1%
131 BK BANK OF NY MELLON CORP Financial Services 268.0 $38K 0.01% +37.0 +16.0% $141.79 +0.1%
132 BTI BRITISH AMERN TOB PLC Consumer Defensive 614.0 $37K 0.01% +8.0 +1.3% $60.26 -7.3%
133 XLRE SELECT SECTOR SPDR TR 839.0 $36K 0.01% +6.0 +0.7% $42.91 +4.2%
134 EQR EQUITY RESIDENTIAL Real Estate 527.0 $35K 0.01% +31.0 +6.2% $66.41 -4.1%
135 DELL DELL TECHNOLOGIES INC Technology 83.0 $35K 0.01% +21.0 +33.9% $421.69 +5.4%
136 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 446.0 $34K 0.01% +50.0 +12.6% $76.23 +6.8%
137 WELL WELLTOWER INC Real Estate 150.0 $34K 0.01% +2.0 +1.4% $226.67 +3.6%
138 FORTINET INC 217.0 $33K 0.01% +80.0 +58.4% $152.07
139 PLD PROLOGIS INC. Real Estate 250.0 $33K 0.01% +37.0 +17.4% $132.00 +6.7%
140 FCX FREEPORT MCMORAN INC Basic Materials 538.0 $33K 0.01% +42.0 +8.5% $61.34 +13.3%
Page 7 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%