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Portfolio (Quarterly) Guide ↗

Avion Wealth

· CIK 0001792704
13F Portfolio $477M AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1557 New
Page 33 of 78  ·  1,557 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 CARR CARRIER GLOBAL CORPORATION Industrials 103.0 $5K 0.00% NEW $48.54 +47.9%
642 ZM ZOOM COMMUNICATIONS INC Technology 69.0 $5K 0.00% NEW $72.46 +19.2%
643 WTFC WINTRUST FINL CORP Financial Services 36.0 $5K 0.00% NEW $138.89 +11.0%
644 WSM WILLIAMS SONOMA INC Consumer Cyclical 29.0 $5K 0.00% NEW $172.41 +31.6%
645 SPRY ARS PHARMACEUTICALS INC Healthcare 500.0 $5K 0.00% NEW $10.00 -3.5%
646 WEC WEC ENERGY GROUP INC Utilities 52.0 $5K 0.00% NEW $96.15 +16.7%
647 CHD CHURCH & DWIGHT CO INC Consumer Defensive 62.0 $5K 0.00% NEW $80.65 +18.6%
648 SCCO SOUTHERN COPPER CORP Basic Materials 37.0 $5K 0.00% NEW $135.14 +42.8%
649 DLTR DOLLAR TREE INC Consumer Defensive 46.0 $5K 0.00% NEW $108.70 +2.7%
650 LYFT LYFT INC Technology 300.0 $5K 0.00% NEW $16.67 -14.3%
651 DSL DOUBLELINE INCOME SOLUTIONS Financial Services 489.0 $5K 0.00% NEW $10.22 +5.6%
652 VICI VICI PPTYS INC Real Estate 193.0 $5K 0.00% NEW $25.91 +1.4%
653 QBTS D-WAVE QUANTUM INC Technology 200.0 $5K 0.00% NEW $25.00 -1.2%
654 VMBS VANGUARD SCOTTSDALE FDS 107.0 $5K 0.00% NEW $46.73 +0.0%
655 CLX CLOROX CO DEL Consumer Defensive 52.0 $5K 0.00% NEW $96.15 -0.4%
656 ATO ATMOS ENERGY CORP Utilities 32.0 $5K 0.00% NEW $156.25 +8.9%
657 PCG PG&E CORP Utilities 338.0 $5K 0.00% NEW $14.79 +11.4%
658 AXON AXON ENTERPRISE INC Industrials 10.0 $5K 0.00% NEW $500.00 -15.3%
659 OXM OXFORD INDS INC Consumer Cyclical 150.0 $5K 0.00% NEW $33.33 +9.2%
660 FNB F N B CORP Financial Services 314.0 $5K 0.00% NEW $15.92 +14.5%
Page 33 of 78  ·  1,557 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 25.2%
Energy 18.0%
Financial Services 16.2%
Consumer Cyclical 15.5%
Industrials 9.2%
Healthcare 5.2%
Communication Services 5.1%
Consumer Defensive 2.7%
Real Estate 1.3%
Utilities 1.0%