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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 7 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Status
121 TRIP TRIPADVISOR INC Consumer Cyclical 68 SOLD
122 TRUP TRUPANION INC Financial Services 14 SOLD
123 USNA USANA HEALTH SCIENCES INC Consumer Defensive 26 SOLD
124 UIS UNISYS CORP Technology 187 SOLD
125 OLED UNIVERSAL DISPLAY CORP Technology 3 SOLD
126 ELME COMMUNITIES 39 SOLD
127 WING WINGSTOP INC Consumer Cyclical 2 SOLD
128 GTM ZOOMINFO TECHNOLOGIES INC Technology 62 SOLD
129 ALKS ALKERMES PLC Healthcare 21 SOLD
130 AMCOR PLC 63 SOLD
131 CRESCENT BIOPHARMA INC. 40 SOLD
Page 7 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%