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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 11 of 13  ·  255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SCHP SCHWAB STRATEGIC TR 68.0 $1K -256.0 -79.0% $14.71 +80.1%
202 SNAP SNAP INC Communication Services 400.0 $1K -67.0 -14.3% $2.50 +86.4%
203 TFSL TFS FINL CORP Financial Services 81.0 $1K -37.0 -31.4% $12.35 +33.0%
204 TKO TKO GROUP HOLDINGS INC Communication Services 6.0 $1K -3.0 -33.3% $166.67 +19.3%
205 TLN TALEN ENERGY CORP Utilities 5.0 $1K -1.0 -16.7% $200.00 +118.1%
206 THC TENET HEALTHCARE CORP Healthcare 7.0 $1K -6.0 -46.1% $142.86 +20.8%
207 UPST UPSTART HLDGS INC Financial Services 51.0 $1K -12.0 -19.1% $19.61 +65.4%
208 VNT VONTIER CORPORATION Technology 43.0 $1K -33.0 -43.4% $23.26 +28.6%
209 WST WEST PHARMACEUTICAL SVSC INC Healthcare 7.0 $1K -4.0 -36.4% $142.86 +129.6%
210 WU WESTERN UN CO Financial Services 189.0 $1K -59.0 -23.8% $5.29 +34.6%
211 COOPER COS INC 21.0 $1K -13.0 -38.2% $47.62
212 LEIDOS HOLDINGS INC 12.0 $1K -6.0 -33.3% $83.33
213 SIX FLAGS ENTERTAINMENT CORP 71.0 $1K -33.0 -31.7% $14.08
214 AMH AMERICAN HOMES 4 RENT Real Estate 17.0 -8.0 -32.0%
215 AMPH AMPHASTAR PHARMACEUTICALS IN Healthcare 24.0 -60.0 -71.4%
216 ASH ASHLAND INC Basic Materials 10.0 -10.0 -50.0%
217 BXP BXP INC Real Estate 9.0 -12.0 -57.1%
218 CDW CDW CORP Technology 4.0 -2.0 -33.3%
219 CPT CAMDEN PPTY TR Real Estate 5.0 -5.0 -50.0%
220 CTRE CARETRUST REIT INC Real Estate 15.0 -14.0 -48.3%
Page 11 of 13  ·  255 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%