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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 16 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 WSR WHITESTONE REIT Real Estate 1,500.0 $24K 0.01% $16.00 +18.4%
302 SPOT SPOTIFY TECHNOLOGY S A Communication Services 50.0 $24K 0.01% $480.00 -2.5%
303 FS SPECIALTY LENDING FD 1,964.0 $24K 0.01% $12.22
304 TNET TRINET GROUP INC Industrials 679.0 $24K 0.01% +39.0 +6.1% $35.35 +28.1%
305 TOST TOAST INC Technology 907.0 $24K 0.01% +307.0 +51.2% $26.46 -6.8%
306 CNI CANADIAN NATL RY CO Industrials 236.0 $24K 0.01% $101.69 +11.5%
307 IWS ISHARES TR 167.0 $24K 0.01% -25.0 -13.0% $143.71 +13.4%
308 NEM NEWMONT CORP Basic Materials 228.0 $24K 0.01% -227.0 -49.9% $105.26 -1.4%
309 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 622.0 $23K 0.01% +15.0 +2.5% $36.98 -2.8%
310 RKLB ROCKET LAB CORP Industrials 363.0 $23K 0.01% +3.0 +0.8% $63.36 +69.3%
311 PRF INVESCO EXCHANGE TRADED FD T 498.0 $23K 0.01% $46.18 +16.6%
312 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 255.0 $23K 0.01% -5.0 -1.9% $90.20 -3.7%
313 CEG CONSTELLATION ENERGY CORP Utilities 83.0 $23K 0.01% +10.0 +13.7% $277.11 -1.1%
314 JCI JOHNSON CONTROLS INTERNATION Industrials 180.0 $23K 0.01% +16.0 +9.8% $127.78 +13.3%
315 TT TRANE TECHNOLOGIES PLC Industrials 56.0 $23K 0.01% +7.0 +14.3% $410.71 +17.7%
316 MMM 3M CO Industrials 155.0 $22K 0.01% +11.0 +7.6% $141.94 +13.1%
317 MAR MARRIOTT INTL INC NEW Consumer Cyclical 69.0 $22K 0.01% +8.0 +13.1% $318.84 +24.3%
318 OXY OCCIDENTAL PETE CORP Energy 350.0 $22K 0.01% -268.0 -43.4% $62.86 -17.6%
319 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 74.0 $22K 0.01% +10.0 +15.6% $297.30 +17.3%
320 PWR QUANTA SVCS INC Industrials 41.0 $22K 0.01% +6.0 +17.1% $536.59 +30.9%
Page 16 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%