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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 50 of 78  ·  1,557 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 CTRE CARETRUST REIT INC Real Estate 29.0 $1K NEW $34.48 +8.0%
982 KMX CARMAX INC Consumer Cyclical 28.0 $1K NEW $35.71 +46.1%
983 CRL CHARLES RIV LABS INTL INC Healthcare 7.0 $1K NEW $142.86 +25.9%
984 GTLS CHART INDS INC Industrials 8.0 $1K NEW $125.00 +67.0%
985 CHDN CHURCHILL DOWNS INC Consumer Cyclical 11.0 $1K NEW $90.91 -4.0%
986 CIFR CIPHER MINING INC Financial Services 100.0 $1K NEW $10.00 +191.4%
987 CLPT CLEARPOINT NEURO INC Healthcare 92.0 $1K NEW $10.87 +60.1%
988 CGNX COGNEX CORP Technology 37.0 $1K NEW $27.03 +146.9%
989 CLBK COLUMBIA FINL INC Financial Services 107.0 $1K NEW $9.35 +113.8%
990 CVLT COMMVAULT SYS INC Technology 8.0 $1K NEW $125.00 +2.4%
991 CMP COMPASS MINERALS INTL INC Basic Materials 63.0 $1K NEW $15.87 +84.1%
992 GPGI COMPOSECURE INC Industrials 84.0 $1K NEW $11.90 +20.4%
993 CRBG COREBRIDGE FINL INC Financial Services 45.0 $1K NEW $22.22 +31.4%
994 CRVL CORVEL CORP Financial Services 21.0 $1K NEW $47.62 +22.5%
995 CUBI CUSTOMERS BANCORP INC Financial Services 27.0 $1K NEW $37.04 +106.6%
996 CYTK CYTOKINETICS INC Healthcare 30.0 $1K NEW $33.33 +136.3%
997 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 126.0 $1K NEW $7.94 +4.9%
998 DKNG DRAFTKINGS INC NEW Consumer Cyclical 42.0 $1K NEW $23.81 +8.9%
999 DBX DROPBOX INC Technology 57.0 $1K NEW $17.54 +48.3%
1000 ELF E L F BEAUTY INC Consumer Defensive 16.0 $1K NEW $62.50 +1.8%
Page 50 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%