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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 30 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 FE FIRSTENERGY CORP Utilities 147.0 $7K 0.00% $47.62 -3.5%
582 FISV FISERV INC Technology 130.0 $7K 0.00% +101.0 +348.3% $53.85 -2.4%
583 QS QUANTUMSCAPE CORP Consumer Cyclical 1,121.0 $7K 0.00% $6.24 -4.2%
584 EBAY EBAY INC. Consumer Cyclical 84.0 $7K 0.00% +6.0 +7.7% $83.33 +25.0%
585 DXYZ DESTINY TECH100 INC 280.0 $7K 0.00% +200.0 +250.0% $25.00 +37.7%
586 MDB MONGODB INC Technology 29.0 $7K 0.00% $241.38 +78.5%
587 ILMN ILLUMINA INC Healthcare 62.0 $7K 0.00% -4.0 -6.1% $112.90 +94.3%
588 NVO NOVO-NORDISK A S Healthcare 205.0 $7K 0.00% +105.0 +105.0% $34.15 +36.9%
589 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 335.0 $7K 0.00% $20.90 +20.0%
590 TWLO TWILIO INC Communication Services 56.0 $7K 0.00% +5.0 +9.8% $125.00 +80.2%
591 CHD CHURCH & DWIGHT CO INC Consumer Defensive 79.0 $7K 0.00% +17.0 +27.4% $88.61 +11.5%
592 VEEV VEEVA SYS INC Healthcare 45.0 $7K 0.00% +16.0 +55.2% $155.56 +59.4%
593 VRSN VERISIGN INC Technology 29.0 $7K 0.00% +2.0 +7.4% $241.38 +16.7%
594 VMC VULCAN MATLS CO Basic Materials 29.0 $7K 0.00% +6.0 +26.1% $241.38 +14.4%
595 WAT WATERS CORP Healthcare 24.0 $7K 0.00% +1.0 +4.3% $291.67 +40.8%
596 WTFC WINTRUST FINL CORP Financial Services 51.0 $7K 0.00% +15.0 +41.7% $137.25 +11.2%
597 INGERSOLL RAND INC 96.0 $7K 0.00% +11.0 +12.9% $72.92
598 NEWSMAX INC 1,500.0 $7K 0.00% $4.67
599 VOOG VANGUARD ADMIRAL FDS INC 16.0 $6K 0.00% -24.0 -60.0% $375.00 -77.7%
600 VRSK VERISK ANALYTICS INC Industrials 36.0 $6K 0.00% $166.67 +12.5%
Page 30 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%