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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 41 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 OXLC OXFORD LANE CAP CORP Financial Services 356.0 $3K 0.00% +40.0 +12.7% $8.43 -1.3%
802 PPG PPG INDS INC Basic Materials 33.0 $3K 0.00% -5.0 -13.2% $90.91 +30.1%
803 PTC PTC INC Technology 25.0 $3K 0.00% +3.0 +13.6% $120.00 -4.4%
804 PKG PACKAGING CORP AMER Consumer Cyclical 15.0 $3K 0.00% $200.00 +14.5%
805 PCTY PAYLOCITY HLDG CORP Technology 36.0 $3K 0.00% +24.0 +200.0% $83.33 +21.3%
806 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 232.0 $3K 0.00% $12.93 +27.8%
807 ROG ROGERS CORP Technology 33.0 $3K 0.00% $90.91 +78.9%
808 SPYM SPDR SERIES TRUST 46.0 $3K 0.00% $65.22 +34.8%
809 IOT SAMSARA INC Technology 126.0 $3K 0.00% +98.0 +350.0% $23.81 +33.1%
810 FNDE SCHWAB STRATEGIC TR 100.0 $3K 0.00% $30.00 +36.5%
811 FNDC SCHWAB STRATEGIC TR 85.0 $3K 0.00% $35.29 +41.0%
812 FNDX SCHWAB STRATEGIC TR 117.0 $3K 0.00% $25.64 +21.1%
813 SOLV SOLVENTUM CORP Healthcare 54.0 $3K 0.00% +34.0 +170.0% $55.56 +35.8%
814 STAG STAG INDUSTRIAL INC Real Estate 100.0 $3K 0.00% $30.00 +26.0%
815 UHS UNIVERSAL HLTH SVCS INC Healthcare 22.0 $3K 0.00% -4.0 -15.4% $136.36 +3.5%
816 BIV VANGUARD BD INDEX FDS 43.0 $3K 0.00% $69.77 +9.7%
817 VKTX VIKING THERAPEUTICS INC Healthcare 121.0 $3K 0.00% $24.79 +22.5%
818 VC VISTEON CORP Consumer Cyclical 34.0 $3K 0.00% $88.24 +29.0%
819 WASH WASHINGTON TR BANCORP INC Financial Services 100.0 $3K 0.00% $30.00 +16.4%
820 WY WEYERHAEUSER CO Real Estate 148.0 $3K 0.00% -22.0 -12.9% $20.27 +20.0%
Page 41 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%