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Portfolio (Quarterly) Guide ↗

Avion Wealth

· CIK 0001792704
13F Portfolio $537M AUM 1,755 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 296 New 644 Added 198 Reduced 98 Exited
Page 2 of 10  ·  198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SLB SLB LIMITED Energy 6,320.0 $293K 0.06% -792.0 -11.1% $46.36 +15.2%
22 NEE NEXTERA ENERGY INC Utilities 3,322.0 $291K 0.05% -439.0 -11.7% $87.60 -1.8%
23 EFA ISHARES TR 2,745.0 $285K 0.05% -104.0 -3.6% $103.83 +3.5%
24 CAT CATERPILLAR INC Industrials 257.0 $273K 0.05% -170.0 -39.8% $1062.26 -23.6%
25 HD HOME DEPOT INC Consumer Cyclical 747.0 $263K 0.05% -38.0 -4.8% $352.07 -2.3%
26 PLTR PALANTIR TECHNOLOGIES INC Technology 2,185.0 $254K 0.05% -61.0 -2.7% $116.25 +49.5%
27 ETN EATON CORP PLC Industrials 587.0 $250K 0.05% -12.0 -2.0% $425.89 -0.2%
28 SABA SABA CAPITAL INCOME & OPPORT Financial Services 27,937.0 $233K 0.04% -968.0 -3.4% $8.34 -0.8%
29 EMXC ISHARES INC 2,270.0 $232K 0.04% -780.0 -25.6% $102.20 -6.0%
30 FSEP FIRST TR EXCHNG TRADED FD VI 3,647.0 $200K 0.04% -304.0 -7.7% $54.84 +2.9%
31 MCK MCKESSON CORP Healthcare 260.0 $196K 0.04% -4.0 -1.5% $753.85 +14.8%
32 UNP UNION PAC CORP Industrials 608.0 $165K 0.03% -499.0 -45.1% $271.38 +11.5%
33 SPYG SPDR SERIES TRUST 1,356.0 $161K 0.03% -110.0 -7.5% $118.73 +1.7%
34 IUSV ISHARES TR 1,331.0 $146K 0.03% -110.0 -7.6% $109.69 +5.4%
35 ENTERGY CORP NEW 1,132.0 $130K 0.02% -10.0 -0.9% $114.84
36 SHOP SHOPIFY INC Technology 1,050.0 $119K 0.02% -6.0 -0.6% $113.33 +29.2%
37 MSI MOTOROLA SOLUTIONS INC Technology 284.0 $117K 0.02% -8.0 -2.7% $411.97 +17.0%
38 PANW PALO ALTO NETWORKS INC Technology 320.0 $109K 0.02% -27.0 -7.8% $340.62 +5.0%
39 VDC VANGUARD WORLD FD 472.0 $106K 0.02% -53.0 -10.1% $224.58 +4.6%
40 BP BP PLC Energy 2,800.0 $103K 0.02% -582.0 -17.2% $36.79 +19.6%
Page 2 of 10  ·  198 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 27.3%
Financial Services 15.1%
Consumer Cyclical 15.0%
Energy 14.1%
Industrials 9.4%
Healthcare 6.7%
Communication Services 4.9%
Consumer Defensive 3.1%
Utilities 1.8%
Real Estate 1.6%