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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 6 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Status
101 MPAA MOTORCAR PTS AMER INC Consumer Cyclical 34 SOLD
102 ACH OWENS & MINOR INC NEW Healthcare 296 SOLD
103 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 5 SOLD
104 PPC PILGRIMS PRIDE CORP Consumer Defensive 13 SOLD
105 PIPER SANDLER COMPANIES 1 SOLD
106 POOL POOL CORP Industrials 2 SOLD
107 POST POST HLDGS INC Consumer Defensive 5 SOLD
108 PRECISION BIOSCIENCES INC 103 SOLD
109 PRCT PROCEPT BIOROBOTICS CORP Healthcare 14 SOLD
110 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 6 SOLD
111 QMCO QUANTUM CORP Technology 68 SOLD
112 RPD RAPID7 INC Technology 58 SOLD
113 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 4 SOLD
114 STSS SHARPS TECHNOLOGY INC Healthcare 357 SOLD
115 SOUN SOUNDHOUND AI INC Technology 45 SOLD
116 SFIX STITCH FIX INC Consumer Cyclical 149 SOLD
117 TFX TELEFLEX INCORPORATED Healthcare 8 SOLD
118 SOMNIGROUP INTERNATIONAL INC 11 SOLD
119 TGTX TG THERAPEUTICS INC Healthcare 16 SOLD
120 TDUP THREDUP INC Consumer Cyclical 76 SOLD
Page 6 of 7  ·  131 positions
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%