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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 28 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 NU NU HLDGS LTD Financial Services 600.0 $8K 0.00% +200.0 +50.0% $13.33 -4.7%
542 GRMN GARMIN LTD Technology 36.0 $8K 0.00% +12.0 +50.0% $222.22 +5.4%
543 AMLP ALPS ETF TR 168.0 $8K 0.00% $47.62 +6.4%
544 TDG TRANSDIGM GROUP INC Industrials 7.0 $8K 0.00% $1142.86 +16.2%
545 TSCO TRACTOR SUPPLY CO Consumer Cyclical 184.0 $8K 0.00% -28.0 -13.2% $43.48 -30.4%
546 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 1,000.0 $8K 0.00% $8.00 +20.0%
547 ALB ALBEMARLE CORP Basic Materials 48.0 $8K 0.00% +31.0 +182.3% $166.67 -3.8%
548 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 42.0 $8K 0.00% -38.0 -47.5% $190.48 +25.6%
549 AMP AMERIPRISE FINL INC Financial Services 18.0 $8K 0.00% -2.0 -10.0% $444.44 +5.2%
550 XLP SELECT SECTOR SPDR TR 100.0 $8K 0.00% $80.00 +4.1%
551 XLB SELECT SECTOR SPDR TR 164.0 $8K 0.00% $48.78 +6.2%
552 RKT ROCKET COS INC Financial Services 563.0 $8K 0.00% -52.0 -8.5% $14.21 +1.5%
553 PCOR PROCORE TECHNOLOGIES INC Technology 156.0 $8K 0.00% +24.0 +18.2% $51.28 -22.0%
554 FITB FIFTH THIRD BANCORP Financial Services 177.0 $8K 0.00% +84.0 +90.3% $45.20 +16.7%
555 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 1,800.0 $8K 0.00% $4.44 +0.6%
556 L LOEWS CORP Financial Services 80.0 $8K 0.00% $100.00 +7.3%
557 AJG GALLAGHER ARTHUR J & CO Financial Services 40.0 $8K 0.00% +13.0 +48.1% $200.00 +7.0%
558 CMS CMS ENERGY CORP Utilities 106.0 $8K 0.00% +7.0 +7.1% $75.47 -2.8%
559 CC CHEMOURS CO Basic Materials 404.0 $8K 0.00% $19.80 +9.9%
560 IXC ISHARES TR 144.0 $8K 0.00% $55.56 -10.3%
Page 28 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%