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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 2 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMPX AMPRIUS TECHNOLOGIES INC Industrials 200.0 $3K 0.00% NEW $15.00 +7.8%
22 CRCL CIRCLE INTERNET GROUP INC Financial Services 25.0 $2K NEW $80.00 +0.3%
23 PD PAGERDUTY INC Technology 366.0 $2K NEW $5.46 +55.2%
24 PAYC PAYCOM SOFTWARE INC Technology 18.0 $2K NEW $111.11 +12.4%
25 VSNT VERSANT MEDIA GROUP INC Industrials 64.0 $2K NEW $31.25 +22.3%
26 YUMC YUM CHINA HLDGS INC Consumer Cyclical 53.0 $2K NEW $37.74 +13.8%
27 MP MP MATERIALS CORP Basic Materials 50.0 $2K NEW $40.00 +52.2%
28 SOUTHSTATE BK CORP 27.0 $2K NEW $74.07
29 INFQ INFLEQTION INC Technology 250.0 $2K NEW $8.00 +69.1%
30 CBZ CBIZ INC Industrials 87.0 $2K NEW $22.99 +35.3%
31 COTY COTY INC Consumer Defensive 1,279.0 $2K NEW $1.56 +24.7%
32 SONY SONY GROUP CORP Technology 131.0 $2K NEW $15.27 +33.2%
33 DKS DICKS SPORTING GOODS INC Consumer Cyclical 9.0 $1K NEW $111.11 +109.7%
34 ACHIEVE LIFE SCIENCE INC 500.0 $1K NEW $2.00
35 STXS STEREOTAXIS INC Healthcare 1,000.0 $1K NEW $1.00 +88.0%
36 FLEX FLEXTRONICS INTL LTD Technology 24.0 $1K NEW $41.67 +254.3%
37 SIDUS SPACE INC 699.0 $1K NEW $1.43
38 CXM SPRINKLR INC Technology 178.0 $1K NEW $5.62 -10.3%
39 ATOS ATOSSA THERAPEUTICS INC Healthcare 318.0 $1K NEW $3.14 -36.1%
40 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 28.0 $1K NEW $35.71 +114.8%
Page 2 of 7  ·  134 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%