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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 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 +13.0%
482 GENI GENIUS SPORTS LIMITED Communication Services 2,500.0 $11K 0.00% $4.40 +83.2%
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 +13.6%
485 VXF VANGUARD INDEX FDS 50.0 $10K 0.00% -175.0 -77.8% $200.00 +22.8%
486 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 111.0 $10K 0.00% +90.0 +428.6% $90.09 +155.9%
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 COHR COHERENT CORP Technology 44.0 $10K 0.00% -121.0 -73.3% $227.27 +27.4%
490 AAL AMERICAN AIRLINES GROUP INC Industrials 1,008.0 $10K 0.00% +46.0 +4.8% $9.92 +39.3%
491 CW CURTISS WRIGHT CORP Industrials 16.0 $10K 0.00% $625.00 +1.6%
492 RMD RESMED INC Healthcare 47.0 $10K 0.00% +6.0 +14.6% $212.77 +8.8%
493 DELL DELL TECHNOLOGIES INC Technology 62.0 $10K 0.00% -204.0 -76.7% $161.29 +174.0%
494 FANG DIAMONDBACK ENERGY INC Energy 54.0 $10K 0.00% +12.0 +28.6% $185.19 +13.8%
495 PSA PUBLIC STORAGE OPER CO Real Estate 39.0 $10K 0.00% +14.0 +56.0% $256.41 +25.8%
496 DASH DOORDASH INC Communication Services 70.0 $10K 0.00% -2.0 -2.8% $142.86 +56.4%
497 APOS APOLLO GLOBAL MGMT INC 93.0 $10K 0.00% +5.0 +5.7% $107.53
498 PCAR PACCAR INC Industrials 93.0 $10K 0.00% +20.0 +27.4% $107.53 +21.9%
499 ODFL OLD DOMINION FREIGHT LINE IN Industrials 55.0 $10K 0.00% +12.0 +27.9% $181.82 +13.6%
500 NEWT NEWTEKONE INC Financial Services 1,000.0 $10K 0.00% $10.00 +25.3%
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 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%