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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
Q2 2026 Q1 2026 · All 134 New 462 Added 255 Reduced
Page 12 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 LIN LINDE PLC Basic Materials 89.0 $44K 0.01% +31.0 +53.5% $494.38 -2.6%
222 VT VANGUARD INTL EQUITY INDEX F 313.0 $43K 0.01% $137.38 +16.4%
223 BLK BLACKROCK INC Financial Services 45.0 $43K 0.01% -1.0 -2.2% $955.56 +19.3%
224 NOW SERVICENOW INC Technology 407.0 $42K 0.01% +229.0 +128.7% $103.19 +25.7%
225 CRM SALESFORCE INC Technology 230.0 $42K 0.01% +101.0 +78.3% $182.61 +12.5%
226 APH AMPHENOL CORP Technology 337.0 $42K 0.01% -167.0 -33.1% $124.63 +22.9%
227 CL COLGATE PALMOLIVE CO Consumer Defensive 496.0 $42K 0.01% -118.0 -19.2% $84.68 +5.9%
228 PH PARKER-HANNIFIN CORP Industrials 46.0 $41K 0.01% +4.0 +9.5% $891.30 +12.2%
229 PFF ISHARES TR 1,385.0 $41K 0.01% $29.60 +2.9%
230 CRWD CROWDSTRIKE HLDGS INC Technology 103.0 $40K 0.01% +23.0 +28.8% $97.09 +96.1%
231 SMH VANECK ETF TRUST 102.0 $39K 0.01% -598.0 -85.4% $382.35 +47.2%
232 BOND PIMCO ETF TR 428.0 $39K 0.01% -20.0 -4.5% $91.12 -0.6%
233 ONDS ONDAS INC Technology 4,359.0 $39K 0.01% +359.0 +9.0% $8.95 -6.3%
234 EVRG EVERGY INC Utilities 485.0 $39K 0.01% $80.41 +3.4%
235 COF CAPITAL ONE FINL CORP Financial Services 217.0 $39K 0.01% +8.0 +3.8% $179.72 +18.2%
236 VCSH VANGUARD SCOTTSDALE FDS 500.0 $39K 0.01% $78.00 +0.8%
237 CB CHUBB LTD SWITZ Financial Services 120.0 $39K 0.01% +11.0 +10.1% $325.00 +5.5%
238 AZN ASTRAZENECA PLC Healthcare 197.0 $38K 0.01% NEW $192.89 -14.7%
239 PM PHILIP MORRIS INTL INC Consumer Defensive 233.0 $38K 0.01% +51.0 +28.0% $163.09 +17.4%
240 MS MORGAN STANLEY Financial Services 235.0 $38K 0.01% +19.0 +8.8% $161.70 +28.4%
Page 12 of 78  ·  1,556 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 22.7%
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%