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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 37 of 78  ·  1,557 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 CG CARLYLE GROUP INC Financial Services 79.0 $4K 0.00% NEW $50.63 -12.0%
722 XYL XYLEM INC Industrials 30.0 $4K 0.00% NEW $133.33 -16.2%
723 DECK DECKERS OUTDOOR CORP Consumer Cyclical 40.0 $4K 0.00% NEW $100.00 +5.6%
724 SAR SARATOGA INVT CORP Financial Services 204.0 $4K 0.00% NEW $19.61 +12.7%
725 THRM GENTHERM INC Consumer Cyclical 113.0 $4K 0.00% NEW $35.40 -0.4%
726 IJK ISHARES TR 48.0 $4K 0.00% NEW $83.33 +39.7%
727 RWO SPDR INDEX SHS FDS 110.0 $4K 0.00% NEW $36.36 +34.6%
728 RF REGIONS FINANCIAL CORP NEW Financial Services 157.0 $4K 0.00% NEW $25.48 +12.9%
729 RLI RLI CORP Financial Services 64.0 $4K 0.00% NEW $62.50 -15.6%
730 JAAA JANUS DETROIT STR TR 84.0 $4K 0.00% NEW $47.62 +6.4%
731 OGIG ALPS ETF TR 95.0 $4K 0.00% NEW $42.11 +2.3%
732 ROP ROPER TECHNOLOGIES INC Industrials 9.0 $4K 0.00% NEW $444.44 -26.9%
733 CC CHEMOURS CO Basic Materials 404.0 $4K 0.00% NEW $9.90 +116.6%
734 CCAP CRESCENT CAP BDC INC Financial Services 327.0 $4K 0.00% NEW $12.23 -8.6%
735 RACE FERRARI N V Consumer Cyclical 12.0 $4K 0.00% NEW $333.33 +4.6%
736 ANNALY CAPITAL MANAGEMENT IN 192.0 $4K 0.00% NEW $20.83
737 STE STERIS PLC Healthcare 16.0 $4K 0.00% NEW $250.00 -19.8%
738 DTM DT MIDSTREAM INC Energy 36.0 $4K 0.00% NEW $111.11 +30.6%
739 STNE STONECO LTD Technology 300.0 $4K 0.00% NEW $13.33 -19.4%
740 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 232.0 $4K 0.00% NEW $17.24 -12.4%
Page 37 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%