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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 5 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GUTS FRACTYL HEALTH INC Healthcare 1,042.0 NEW
82 GDRX GOODRX HLDGS INC Healthcare 219.0 NEW
83 GCBC GREENE CNTY BANCORP INC Financial Services 23.0 NEW
84 HAIN HAIN CELESTIAL GROUP INC Consumer Defensive 734.0 NEW
85 HCAT HEALTH CATALYST INC Healthcare 256.0 NEW
86 HURN HURON CONSULTING GROUP INC Industrials 4.0 NEW
87 ICFI ICF INTL INC Industrials 8.0 NEW
88 INSP INSPIRE MED SYS INC Healthcare 8.0 NEW
89 LZB LA Z BOY INC Consumer Cyclical 15.0 NEW
90 MC MOELIS & CO Financial Services 8.0 NEW
91 NABL N-ABLE INC Technology 205.0 NEW
92 NRXP NRX PHARMACEUTICALS INC Healthcare 294.0 NEW
93 NN NEXTNAV INC Communication Services 27.0 NEW
94 OSIS OSI SYSTEMS INC Technology 2.0 NEW
95 OM OUTSET MED INC Healthcare 157.0 NEW
96 PATN PACER FDS TR 23.0 NEW
97 PEGA PEGASYSTEMS INC Technology 11.0 NEW
98 PIPR PIPER SANDLER COMPANIES Financial Services 4.0 NEW
99 LUNG PULMONX CORP Healthcare 248.0 NEW
100 RC READY CAPITAL CORP Real Estate 260.0 NEW
Page 5 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%