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Portfolio (Quarterly) Guide ↗

Avion Wealth

· CIK 0001792704
13F Portfolio $537M AUM 1,755 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 296 New 644 Added 198 Reduced 98 Exited
Page 21 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 POET POET TECHNOLOGIES INC Technology 1,900.0 $19K 0.00% NEW $10.00 -17.5%
402 EW EDWARDS LIFESCIENCES CORP Healthcare 216.0 $19K 0.00% +59.0 +37.6% $87.96 +2.1%
403 EFV ISHARES TR 253.0 $19K 0.00% +7.0 +2.9% $75.10 +9.5%
404 EUFN ISHARES TR 500.0 $19K 0.00% $38.00 +11.1%
405 BMY BRISTOL-MYERS SQUIBB CO Healthcare 339.0 $19K 0.00% +10.0 +3.0% $56.05 +19.6%
406 MTUM ISHARES TR 58.0 $19K 0.00% $327.59 -6.8%
407 CAH CARDINAL HEALTH INC Healthcare 82.0 $19K 0.00% +6.0 +7.9% $231.71 -0.9%
408 STT STATE STR CORP Financial Services 108.0 $18K 0.00% +14.0 +14.9% $166.67 +12.3%
409 S SENTINELONE INC Technology 1,077.0 $18K 0.00% $16.71 +26.8%
410 SCHO SCHWAB STRATEGIC TR 780.0 $18K 0.00% $23.08 +4.4%
411 SPGI S&P GLOBAL INC Financial Services 46.0 $18K 0.00% +10.0 +27.8% $391.30 +10.2%
412 RIO RIO TINTO PLC Basic Materials 200.0 $18K 0.00% $90.00 +17.0%
413 OXY OCCIDENTAL PETE CORP Energy 384.0 $18K 0.00% +34.0 +9.7% $46.88 +30.8%
414 MCO MOODYS CORP Financial Services 41.0 $18K 0.00% +6.0 +17.1% $439.02 +14.6%
415 CRWV COREWEAVE INC Technology 189.0 $18K 0.00% +128.0 +209.8% $95.24 -7.8%
416 EMLC VANECK ETF TRUST 709.0 $18K 0.00% $25.39 +1.8%
417 WBD WARNER BROS DISCOVERY INC Communication Services 699.0 $18K 0.00% -52.0 -6.9% $25.75 +10.9%
418 CHPY TIDAL TRUST II 200.0 $17K 0.00% NEW $85.00 -20.7%
419 MOAT VANECK ETF TRUST 169.0 $17K 0.00% $100.59 +13.7%
420 ROIV ROIVANT SCIENCES LTD Healthcare 500.0 $17K 0.00% $34.00 +6.8%
Page 21 of 88  ·  1,750 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 28.1%
Financial Services 15.6%
Consumer Cyclical 15.5%
Energy 12.0%
Industrials 9.7%
Healthcare 6.9%
Communication Services 4.6%
Consumer Defensive 3.2%
Utilities 1.9%
Real Estate 1.6%