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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 10 of 78  ·  1,557 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CSX CSX CORP Industrials 1,902.0 $68K 0.01% NEW $35.75 +27.6%
182 USMV ISHARES TR 726.0 $68K 0.01% NEW $93.66 +0.6%
183 REMX VANECK ETF TRUST 900.0 $66K 0.01% NEW $73.33 +30.3%
184 OKE ONEOK INC NEW Energy 882.0 $64K 0.01% NEW $72.56 +17.2%
185 ELM SERIES PORTFOLIOS TR 2,289.0 $62K 0.01% NEW $27.09 +8.3%
186 CMCSA COMCAST CORP NEW Communication Services 2,065.0 $61K 0.01% NEW $29.54 -24.1%
187 NUE NUCOR CORP Basic Materials 375.0 $61K 0.01% NEW $162.67 +49.9%
188 AMD ADVANCED MICRO DEVICES INC Technology 289.0 $61K 0.01% NEW $211.07 +154.6%
189 MAIN MAIN STR CAP CORP Financial Services 1,000.0 $60K 0.01% NEW $60.00 -15.1%
190 CME CME GROUP INC Financial Services 221.0 $60K 0.01% NEW $271.49 -9.3%
191 PG PROCTER AND GAMBLE CO Consumer Defensive 414.0 $59K 0.01% NEW $142.51 +5.5%
192 FHN FIRST HORIZON CORPORATION Financial Services 2,493.0 $59K 0.01% NEW $23.67 +4.8%
193 WM WASTE MGMT INC DEL Industrials 257.0 $56K 0.01% NEW $217.90 -1.5%
194 VZ VERIZON COMMUNICATIONS INC Communication Services 1,342.0 $54K 0.01% NEW $40.24 +12.8%
195 GS GOLDMAN SACHS GROUP INC Financial Services 62.0 $54K 0.01% NEW $870.97 +25.9%
196 LUV SOUTHWEST AIRLS CO Industrials 1,309.0 $54K 0.01% NEW $41.25 +16.3%
197 AMAT APPLIED MATLS INC Technology 208.0 $53K 0.01% NEW $254.81 +142.2%
198 IMCB ISHARES TR 643.0 $53K 0.01% NEW $82.43 +15.4%
199 TRGP TARGA RES CORP Energy 282.0 $52K 0.01% NEW $184.40 +40.2%
200 VHI VALHI INC NEW Basic Materials 4,372.0 $52K 0.01% NEW $11.89 +13.8%
Page 10 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%