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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 24 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 CHCT COMMUNITY HEALTHCARE TR INC Real Estate 750.0 $11K 0.00% NEW $14.67 +18.8%
462 FIX COMFORT SYS USA INC Industrials 8.0 $11K 0.00% $1375.00 +43.1%
463 SHY ISHARES TR 135.0 $11K 0.00% $81.48 +0.6%
464 EMO CLEARBRIDGE ENERGY MIDSTREAM Financial Services 222.0 $11K 0.00% $49.55 -1.5%
465 SCZ ISHARES TR 141.0 $11K 0.00% $78.01 +7.2%
466 EMB ISHARES TR 121.0 $11K 0.00% -43.0 -26.2% $90.91 +6.4%
467 CSWC CAPITAL SOUTHWEST CORP Financial Services 500.0 $11K 0.00% $22.00 +4.5%
468 TGT TARGET CORP Consumer Defensive 99.0 $11K 0.00% +24.0 +32.0% $111.11 +17.7%
469 SYF SYNCHRONY FINANCIAL Financial Services 172.0 $11K 0.00% +24.0 +16.2% $63.95 +17.7%
470 STT STATE STR CORP Financial Services 94.0 $11K 0.00% +23.0 +32.4% $117.02 +43.8%
471 JEPQ J P MORGAN EXCHANGE TRADED F 200.0 $11K 0.00% -3K -93.3% $55.00 +11.5%
472 SRE SEMPRA Utilities 114.0 $11K 0.00% +20.0 +21.3% $96.49 -6.0%
473 XLU SELECT SECTOR SPDR TR 252.0 $11K 0.00% $43.65 +2.5%
474 APA APA CORPORATION Energy 282.0 $11K 0.00% -100.0 -26.2% $39.01 -15.3%
475 MTB M & T BK CORP Financial Services 56.0 $11K 0.00% +2.0 +3.7% $196.43 +14.6%
476 EXEL EXELIXIS INC Healthcare 260.0 $11K 0.00% -11.0 -4.1% $42.31 +22.7%
477 MIR MIRION TECHNOLOGIES INC Industrials 620.0 $11K 0.00% $17.74 +4.9%
478 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 137.0 $11K 0.00% +18.0 +15.1% $80.29 -0.5%
479 VAW VANGUARD WORLD FD 52.0 $11K 0.00% $211.54 +10.7%
480 XEL XCEL ENERGY INC Utilities 144.0 $11K 0.00% +24.0 +20.0% $76.39 +1.3%
Page 24 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%