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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 34 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 FIS FIDELITY NATL INFORMATION SV Technology 117.0 $5K 0.00% -12.0 -9.3% $42.74 -10.6%
662 CIBR FIRST TR EXCHANGE-TRADED FD 85.0 $5K 0.00% NEW $58.82 +43.7%
663 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 80.0 $5K 0.00% $62.50 -1.5%
664 GIS GENERAL MILLS INC Consumer Defensive 160.0 $5K 0.00% -156.0 -49.4% $31.25 +6.9%
665 GWRE GUIDEWIRE SOFTWARE INC Technology 38.0 $5K 0.00% +27.0 +245.4% $131.58 -18.0%
666 HUBS HUBSPOT INC Technology 23.0 $5K 0.00% +20.0 +666.7% $217.39 -19.0%
667 CRGY CRESCENT ENERGY COMPANY Energy 396.0 $5K 0.00% $12.63 -17.3%
668 INSM INSMED INC Healthcare 34.0 $5K 0.00% -4.0 -10.5% $147.06 -34.9%
669 PODD INSULET CORP Healthcare 27.0 $5K 0.00% +1.0 +3.9% $185.19 -21.3%
670 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 77.0 $5K 0.00% +24.0 +45.3% $64.94 +47.8%
671 KBWB INVESCO EXCH TRADED FD TR II 74.0 $5K 0.00% NEW $67.57 +37.1%
672 IBB ISHARES TR 31.0 $5K 0.00% NEW $161.29 +7.7%
673 MTD METTLER TOLEDO INTERNATIONAL Healthcare 4.0 $5K 0.00% $1250.00 -8.4%
674 NRG NRG ENERGY INC Utilities 36.0 $5K 0.00% +1.0 +2.9% $138.89 -2.8%
675 NTRA NATERA INC Healthcare 25.0 $5K 0.00% +6.0 +31.6% $200.00 +15.7%
676 NTRS NORTHERN TR CORP Financial Services 38.0 $5K 0.00% +12.0 +46.1% $131.58 +30.8%
677 ONB OLD NATL BANCORP IND Financial Services 244.0 $5K 0.00% +104.0 +74.3% $20.49 +21.0%
678 OXM OXFORD INDS INC Consumer Cyclical 150.0 $5K 0.00% $33.33 +9.2%
679 RDDT REDDIT INC Communication Services 44.0 $5K 0.00% -3.0 -6.4% $113.64 +53.8%
680 EBND SPDR SERIES TRUST 251.0 $5K 0.00% $19.92 +5.3%
Page 34 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%