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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 20 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 MOAT VANECK ETF TRUST 169.0 $16K 0.00% $94.67 +20.9%
382 USB US BANCORP Financial Services 326.0 $16K 0.00% +59.0 +22.1% $49.08 +26.4%
383 LHX L3HARRIS TECHNOLOGIES INC Industrials 48.0 $16K 0.00% $333.33 -20.0%
384 DDOG DATADOG INC Technology 138.0 $16K 0.00% +37.0 +36.6% $115.94 +103.2%
385 CAH CARDINAL HEALTH INC Healthcare 76.0 $16K 0.00% +8.0 +11.8% $210.53 +9.0%
386 INTU INTUIT Technology 37.0 $15K 0.00% -13.0 -26.0% $405.41 -9.5%
387 EFAV ISHARES TR 171.0 $15K 0.00% $87.72 +7.9%
388 KOD KODIAK SCIENCES INC Healthcare 411.0 $15K 0.00% $36.50 +5.0%
389 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 48.0 $15K 0.00% +15.0 +45.5% $312.50 -24.4%
390 LITE LUMENTUM HLDGS INC Technology 22.0 $15K 0.00% $681.82 +27.1%
391 SPGI S&P GLOBAL INC Financial Services 36.0 $15K 0.00% -4.0 -10.0% $416.67 +3.5%
392 MCO MOODYS CORP Financial Services 35.0 $15K 0.00% +3.0 +9.4% $428.57 +17.4%
393 NKE NIKE INC Consumer Cyclical 289.0 $15K 0.00% +11.0 +4.0% $51.90 -21.5%
394 DHR DANAHER CORP DEL Healthcare 84.0 $15K 0.00% -19.0 -18.4% $178.57 +22.6%
395 NSC NORFOLK SOUTHN CORP Industrials 53.0 $15K 0.00% +8.0 +17.8% $283.02 +23.9%
396 PINS PINTEREST INC Communication Services 823.0 $15K 0.00% -8.0 -1.0% $18.23 +28.4%
397 ZS ZSCALER INC Technology 112.0 $15K 0.00% +93.0 +489.5% $133.93 +35.7%
398 DPRO DRAGANFLY INC. Industrials 3,000.0 $14K 0.00% $4.67 -3.8%
399 JBHT HUNT J B TRANS SVCS INC Industrials 69.0 $14K 0.00% $202.90 +35.8%
400 NSP INSPERITY INC Industrials 522.0 $14K 0.00% NEW $26.82 +96.8%
Page 20 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 23.4%
Energy 19.1%
Financial Services 16.3%
Consumer Cyclical 15.2%
Industrials 9.0%
Healthcare 5.3%
Communication Services 4.1%
Consumer Defensive 3.4%
Utilities 1.9%
Real Estate 1.5%