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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 14 of 78  ·  1,557 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CRM SALESFORCE INC Technology 129.0 $34K 0.01% NEW $263.57 -42.4%
262 DELL DELL TECHNOLOGIES INC Technology 266.0 $33K 0.01% NEW $124.06 +230.1%
263 INTU INTUIT Technology 50.0 $33K 0.01% NEW $660.00 -59.5%
264 ANET ARISTA NETWORKS INC Technology 253.0 $33K 0.01% NEW $130.43 +30.1%
265 XLRE SELECT SECTOR SPDR TR 828.0 $33K 0.01% NEW $39.86 +10.0%
266 IWP ISHARES TR 248.0 $33K 0.01% NEW $133.06 +6.7%
267 BTI BRITISH AMERN TOB PLC Consumer Defensive 598.0 $33K 0.01% NEW $55.18 +6.8%
268 ITB ISHARES TR 345.0 $33K 0.01% NEW $95.65 +3.8%
269 HON HONEYWELL INTL INC Industrials 169.0 $32K 0.01% NEW $189.35 +20.9%
270 OWLET INC 2,000.0 $32K 0.01% NEW $16.00
271 WDC WESTERN DIGITAL CORP Technology 182.0 $31K 0.01% NEW $170.33 +338.1%
272 AKRE PROFESIONALLY MANAGED PORTFO 475.0 $31K 0.01% NEW $65.26 -18.6%
273 UBOT DIREXION SHS ETF TR 1,229.0 $31K 0.01% NEW $25.22 +6.1%
274 EQR EQUITY RESIDENTIAL Real Estate 488.0 $30K 0.01% NEW $61.48 +4.3%
275 IWD ISHARES TR 144.0 $30K 0.01% NEW $208.33 +16.2%
276 COHR COHERENT CORP Technology 165.0 $30K 0.01% NEW $181.82 +114.3%
277 DUK DUKE ENERGY CORP NEW Utilities 254.0 $29K 0.01% NEW $114.17 +8.5%
278 ROKU ROKU INC Communication Services 270.0 $29K 0.01% NEW $107.41 +28.5%
279 SPOT SPOTIFY TECHNOLOGY S A Communication Services 50.0 $29K 0.01% NEW $580.00 -19.3%
280 BLUE OWL TECHNOLOGY FIN CORP 2,055.0 $29K 0.01% NEW $14.11
Page 14 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%