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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 4 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ALRM ALARM COM HLDGS INC Technology 11.0 NEW
62 ALLY ALLY FINL INC Financial Services 13.0 NEW
63 AMPL AMPLITUDE INC Technology 69.0 NEW
64 AVTR AVANTOR INC Healthcare 67.0 NEW
65 BRCC BRC INC Consumer Defensive 637.0 NEW
66 BRBR BELLRING BRANDS INC Consumer Defensive 56.0 NEW
67 BTM BITCOIN DEPOT INC Financial Services 102.0 NEW
68 BRZE BRAZE INC Technology 26.0 NEW
69 CABO CABLE ONE INC Communication Services 4.0 NEW
70 CSL CARLISLE COS INC Industrials 1.0 NEW
71 CWST CASELLA WASTE SYS INC Industrials 5.0 NEW
72 LEU CENTRUS ENERGY CORP Energy 3.0 NEW
73 DV DOUBLEVERIFY HLDGS INC Technology 50.0 NEW
74 DFH DREAM FINDERS HOMES INC Consumer Cyclical 20.0 NEW
75 DOCS DOXIMITY INC Healthcare 40.0 NEW
76 EMBC EMBECTA CORP Healthcare 56.0 NEW
77 EOSE EOS ENERGY ENTERPRISES INC Industrials 104.0 NEW
78 EVER EVERQUOTE INC Communication Services 38.0 NEW
79 FGNX FG NEXUS INC. Financial Services 75.0 NEW
80 FIVA FIDELITY COVINGTON TRUST 19.0 NEW
Page 4 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%