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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 25 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 DXYZ DESTINY TECH100 INC 580.0 $14K 0.00% +300.0 +107.1% $24.14 +42.6%
482 NEWT NEWTEKONE INC Financial Services 1,000.0 $14K 0.00% $14.00 -10.5%
483 SCHB SCHWAB STRATEGIC TR 509.0 $14K 0.00% $27.50 +7.7%
484 EFAV ISHARES TR 171.0 $14K 0.00% $81.87 +15.6%
485 AMT AMERICAN TOWER CORP Real Estate 89.0 $14K 0.00% -20.0 -18.4% $157.30 +11.8%
486 NVO NOVO-NORDISK A S Healthcare 305.0 $14K 0.00% +100.0 +48.8% $45.90 +1.8%
487 ON ON SEMICONDUCTOR CORP Technology 152.0 $14K 0.00% +41.0 +36.9% $92.11 -19.4%
488 PHM PULTE GROUP INC Consumer Cyclical 108.0 $14K 0.00% +24.0 +28.6% $129.63 -0.5%
489 RPM RPM INTL INC Basic Materials 126.0 $14K 0.00% +35.0 +38.5% $111.11 -2.2%
490 ROK ROCKWELL AUTOMATION INC Industrials 30.0 $14K 0.00% +11.0 +57.9% $466.67 -6.3%
491 FERG FERGUSON ENTERPRISES INC Industrials 60.0 $14K 0.00% $233.33 +3.8%
492 EXEL EXELIXIS INC Healthcare 260.0 $14K 0.00% $53.85 +0.4%
493 IONQ IONQ INC Technology 268.0 $14K 0.00% +28.0 +11.7% $52.24 -14.1%
494 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 60.0 $14K 0.00% +18.0 +42.9% $233.33 +2.7%
495 WAT WATERS CORP Healthcare 38.0 $14K 0.00% +14.0 +58.3% $368.42 +11.5%
496 MDT MEDTRONIC PLC Healthcare 183.0 $14K 0.00% -9.0 -4.7% $76.50 +22.0%
497 SPOT SPOTIFY TECHNOLOGY S A Communication Services 31.0 $14K 0.00% -19.0 -38.0% $451.61 +18.2%
498 CENCORA INC 53.0 $14K 0.00% -13.0 -19.7% $264.15
499 HONEYWELL AEROSPACE INC 67.0 $14K 0.00% NEW $208.96
500 IQVIA HLDGS INC 73.0 $14K 0.00% +14.0 +23.7% $191.78
Page 25 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%