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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 14 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ORCL ORACLE CORP Technology 221.0 $32K 0.01% $144.80 +27.3%
262 HON HONEYWELL INTL INC Industrials 138.0 $31K 0.01% -31.0 -18.3% $224.64 +1.9%
263 PDBC INVESCO ACTVELY MNGD ETC FD 1,816.0 $31K 0.01% $17.07 -3.3%
264 IWP ISHARES TR 248.0 $31K 0.01% $125.00 +13.6%
265 NEBIUS GROUP N.V. 300.0 $31K 0.01% $103.33
266 VRT VERTIV HOLDINGS CO Industrials 122.0 $30K 0.01% +17.0 +16.2% $245.90 +35.4%
267 ADBE ADOBE INC Technology 126.0 $30K 0.01% +21.0 +20.0% $238.10 -18.0%
268 GLW CORNING INC Technology 222.0 $30K 0.01% +19.0 +9.4% $135.14 +44.2%
269 IWD ISHARES TR 144.0 $30K 0.01% $208.33 +16.2%
270 CVNA CARVANA CO Consumer Cyclical 96.0 $30K 0.01% -1.0 -1.0% $312.50 -78.7%
271 DOW DOW HLDGS INC Basic Materials 718.0 $29K 0.01% -35.0 -4.7% $40.39 -21.4%
272 EQR EQUITY RESIDENTIAL Real Estate 496.0 $29K 0.01% +8.0 +1.6% $58.47 +9.6%
273 FCX FREEPORT MCMORAN INC Basic Materials 496.0 $29K 0.01% +45.0 +10.0% $58.47 +17.5%
274 WELL WELLTOWER INC Real Estate 148.0 $29K 0.01% +14.0 +10.4% $195.95 +5.5%
275 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 317.0 $28K 0.01% $88.33 -0.4%
276 TMQ TRILOGY METALS INC NEW Basic Materials 7,870.0 $28K 0.01% -530.0 -6.3% $3.56 +6.5%
277 SCHW SCHWAB CHARLES CORP Financial Services 306.0 $28K 0.01% +35.0 +12.9% $91.50 +0.2%
278 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 396.0 $28K 0.01% +125.0 +46.1% $70.71 +6.2%
279 PLD PROLOGIS INC. Real Estate 213.0 $28K 0.01% +28.0 +15.1% $131.46 +6.9%
280 AGNC AGNC INVT CORP Real Estate 2,727.0 $27K 0.01% +2K +286.3% $9.90 +4.8%
Page 14 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 22.6%
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%