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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 33 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 AGX ARGAN INC Industrials 1,003.0 $5K 0.00% +1K +10000.0% $4.99 +14721.3%
642 ATO ATMOS ENERGY CORP Utilities 29.0 $5K 0.00% -3.0 -9.4% $172.41 -1.3%
643 AXON AXON ENTERPRISE INC Industrials 13.0 $5K 0.00% +3.0 +30.0% $384.62 +10.1%
644 DYNF BLACKROCK ETF TRUST 95.0 $5K 0.00% +33.0 +53.2% $52.63 +28.7%
645 BE BLOOM ENERGY CORP Industrials 44.0 $5K 0.00% +13.0 +41.9% $113.64 +189.4%
646 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 69.0 $5K 0.00% -27.0 -28.1% $72.46 -8.4%
647 BR BROADRIDGE FINL SOLUTIONS IN Technology 32.0 $5K 0.00% +12.0 +60.0% $156.25 -11.9%
648 BRO BROWN & BROWN INC Financial Services 85.0 $5K 0.00% +35.0 +70.0% $58.82 +0.5%
649 BLDR BUILDERS FIRSTSOURCE INC Industrials 72.0 $5K 0.00% $69.44 +16.0%
650 CG CARLYLE GROUP INC Financial Services 120.0 $5K 0.00% +41.0 +51.9% $41.67 +7.5%
651 CINF CINCINNATI FINL CORP Financial Services 38.0 $5K 0.00% +18.0 +90.0% $131.58 +29.4%
652 CLX CLOROX CO DEL Consumer Defensive 57.0 $5K 0.00% +5.0 +9.6% $87.72 +9.2%
653 CPRT COPART INC Industrials 175.0 $5K 0.00% -24.0 -12.1% $28.57 +5.8%
654 DLTR DOLLAR TREE INC Consumer Defensive 46.0 $5K 0.00% $108.70 +2.7%
655 DSL DOUBLELINE INCOME SOLUTIONS Financial Services 489.0 $5K 0.00% $10.22 +5.6%
656 DOV DOVER CORP Industrials 28.0 $5K 0.00% -100.0 -78.1% $178.57 +25.2%
657 EIX EDISON INTL Utilities 78.0 $5K 0.00% +7.0 +9.9% $64.10 +12.1%
658 EXPD EXPEDITORS INTL WASH INC Industrials 36.0 $5K 0.00% -4.0 -10.0% $138.89 +16.2%
659 FNB F N B CORP Financial Services 314.0 $5K 0.00% $15.92 +14.5%
660 FSLY FASTLY INC Technology 184.0 $5K 0.00% +91.0 +97.8% $27.17 -34.1%
Page 33 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%