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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 75 of 78  ·  1,557 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 STSS SHARPS TECHNOLOGY INC Healthcare 357.0 NEW
1482 SIGA SIGA TECHNOLOGIES INC Healthcare 108.0 NEW
1483 SLAB SILICON LABORATORIES INC Technology 3.0 NEW
1484 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 4.0 NEW
1485 AOS SMITH A O CORP Industrials 8.0 NEW
1486 SLDP SOLID POWER INC Industrials 203.0 NEW
1487 SOUN SOUNDHOUND AI INC Technology 45.0 NEW
1488 SFST SOUTHERN FIRST BANCSHARES Financial Services 16.0 NEW
1489 SBSI SOUTHSIDE BANCSHARES INC Financial Services 18.0 NEW
1490 STWD STARWOOD PPTY TR INC Real Estate 30.0 NEW
1491 SFIX STITCH FIX INC Consumer Cyclical 149.0 NEW
1492 STRT STRATTEC SEC CORP Consumer Cyclical 8.0 NEW
1493 TPH TRI POINTE HOMES INC Consumer Cyclical 21.0 NEW
1494 TPR TAPESTRY INC Consumer Cyclical 4.0 NEW
1495 TTGT TECHTARGET INC Communication Services 103.0 NEW
1496 TFX TELEFLEX INCORPORATED Healthcare 8.0 NEW
1497 TENB TENABLE HLDGS INC Technology 19.0 NEW
1498 TEX TEREX CORP NEW Industrials 14.0 NEW
1499 TCBI TEXAS CAP BANCSHARES INC Financial Services 8.0 NEW
1500 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 3.0 NEW
Page 75 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%