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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 25 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 AON AON PLC Financial Services 35.0 $11K 0.00% +11.0 +45.8% $314.29 +1.1%
482 GENI GENIUS SPORTS LIMITED Communication Services 2,500.0 $11K 0.00% $4.40 +38.6%
483 FORTINET INC 137.0 $11K 0.00% +21.0 +18.1% $80.29
484 VSS VANGUARD INTL EQUITY INDEX F 71.0 $10K 0.00% $140.85 +11.9%
485 VXF VANGUARD INDEX FDS 50.0 $10K 0.00% -175.0 -77.8% $200.00 +20.5%
486 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 111.0 $10K 0.00% +90.0 +428.6% $90.09 +201.7%
487 IQVIA HLDGS INC 59.0 $10K 0.00% +6.0 +11.3% $169.49
488 CRH PLC 99.0 $10K 0.00% +27.0 +37.5% $101.01
489 DOC HEALTHPEAK PROPERTIES INC Real Estate 660.0 $10K 0.00% +599.0 +982.0% $15.15 +29.1%
490 COHR COHERENT CORP Technology 44.0 $10K 0.00% -121.0 -73.3% $227.27 +71.4%
491 CW CURTISS WRIGHT CORP Industrials 16.0 $10K 0.00% $625.00 +23.5%
492 IWR ISHARES TR 113.0 $10K 0.00% $88.50 +22.7%
493 JBL JABIL INC Technology 39.0 $10K 0.00% +6.0 +18.2% $256.41 +45.0%
494 AAL AMERICAN AIRLINES GROUP INC Industrials 1,008.0 $10K 0.00% +46.0 +4.8% $9.92 +61.2%
495 DASH DOORDASH INC Communication Services 70.0 $10K 0.00% -2.0 -2.8% $142.86 +21.4%
496 LVS LAS VEGAS SANDS CORP Consumer Cyclical 202.0 $10K 0.00% +30.0 +17.4% $49.50 -1.6%
497 APOS APOLLO GLOBAL MGMT INC Financial Services 93.0 $10K 0.00% +5.0 +5.7% $107.53 -76.2%
498 DELL DELL TECHNOLOGIES INC Technology 62.0 $10K 0.00% -204.0 -76.7% $161.29 +153.9%
499 ROBO EXCHANGE TRADED CONCEPTS TRU 159.0 $10K 0.00% $62.89 +36.7%
500 MRSH MARSH & MCLENNAN COS INC Financial Services 63.0 $10K 0.00% -10.0 -13.7% $158.73 +2.3%
Page 25 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%