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Portfolio (Quarterly) Guide ↗

Avion Wealth

· CIK 0001792704
13F Portfolio $477M AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1557 New
Page 31 of 78  ·  1,557 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 FANG DIAMONDBACK ENERGY INC Energy 42.0 $6K 0.00% NEW $142.86 +28.4%
602 INSM INSMED INC Healthcare 38.0 $6K 0.00% NEW $157.89 -39.3%
603 HEI HEICO CORP NEW Industrials 20.0 $6K 0.00% NEW $300.00 +12.4%
604 MLPA GLOBAL X FDS 141.0 $6K 0.00% NEW $42.55 +22.2%
605 EWJ ISHARES INC 81.0 $6K 0.00% NEW $74.07 +30.0%
606 AJG GALLAGHER ARTHUR J & CO Financial Services 27.0 $6K 0.00% NEW $222.22 -3.7%
607 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 80.0 $6K 0.00% NEW $75.00 -17.9%
608 GUNR FLEXSHARES TR 144.0 $6K 0.00% NEW $41.67 +21.6%
609 FE FIRSTENERGY CORP Utilities 147.0 $6K 0.00% NEW $40.82 +13.8%
610 LMBS FIRST TR EXCHANGE-TRADED FD 122.0 $6K 0.00% NEW $49.18 +1.4%
611 CORPAY INC 21.0 $6K 0.00% NEW $285.71
612 CIVITAS RESOURCES INC 257.0 $6K 0.00% NEW $23.35
613 MKSI MKS INC. Technology 40.0 $6K 0.00% NEW $150.00 +170.9%
614 FDS FACTSET RESH SYS INC Financial Services 22.0 $6K 0.00% NEW $272.73 -18.9%
615 ASTRAZENECA PLC 74.0 $6K 0.00% NEW $81.08
616 ODFL OLD DOMINION FREIGHT LINE IN Industrials 43.0 $6K 0.00% NEW $139.53 +58.4%
617 ON ON SEMICONDUCTOR CORP Technology 111.0 $6K 0.00% NEW $54.05 +125.0%
618 EBAY EBAY INC. Consumer Cyclical 78.0 $6K 0.00% NEW $76.92 +40.7%
619 CIEN CIENA CORP Technology 27.0 $6K 0.00% NEW $222.22 +92.7%
620 VRSN VERISIGN INC Technology 27.0 $6K 0.00% NEW $222.22 +19.1%
Page 31 of 78  ·  1,557 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 25.2%
Energy 18.0%
Financial Services 16.2%
Consumer Cyclical 15.5%
Industrials 9.2%
Healthcare 5.2%
Communication Services 5.1%
Consumer Defensive 2.7%
Real Estate 1.3%
Utilities 1.0%