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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 42 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 ZION ZIONS BANCORPORATION NATL AS Financial Services 53.0 $3K 0.00% +9.0 +20.4% $56.60 +16.9%
822 ESNT ESSENT GROUP LTD Financial Services 56.0 $3K 0.00% $53.57 +9.1%
823 FN FABRINET Technology 6.0 $3K 0.00% -1.0 -14.3% $500.00 +14.8%
824 JOBY JOBY AVIATION INC Industrials 467.0 $3K 0.00% $6.42 +55.7%
825 NE NOBLE CORP PLC Energy 75.0 $3K 0.00% $40.00 +4.2%
826 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 12.0 $3K 0.00% -8.0 -40.0% $250.00 +2.1%
827 ELECTROVAYA INC 500.0 $3K 0.00% $6.00
828 LIBERTY MEDIA CORP DEL 46.0 $3K 0.00% +14.0 +43.8% $65.22
829 OUSTER INC 200.0 $3K 0.00% -22.0 -9.9% $15.00
830 FLUTTER ENTMT PLC 36.0 $3K 0.00% +27.0 +300.0% $83.33
831 PCVX VAXCYTE INC Healthcare 42.0 $2K +27.0 +180.0% $47.62 +8.0%
832 VLTO VERALTO CORP Industrials 28.0 $2K +3.0 +12.0% $71.43 +17.6%
833 VSNT VERSANT MEDIA GROUP INC Industrials 64.0 $2K NEW $31.25 +22.3%
834 WDFC WD 40 CO Basic Materials 13.0 $2K +2.0 +18.2% $153.85 +47.7%
835 W WAYFAIR INC Consumer Cyclical 36.0 $2K $55.56 +59.3%
836 XPO XPO INC Industrials 12.0 $2K +3.0 +33.3% $166.67 +19.7%
837 YUMC YUM CHINA HLDGS INC Consumer Cyclical 53.0 $2K NEW $37.74 +13.8%
838 AMBA AMBARELLA INC Technology 44.0 $2K +9.0 +25.7% $45.45 +53.9%
839 ICHR ICHOR HOLDINGS Technology 58.0 $2K $34.48 +186.0%
840 WFRD WEATHERFORD INTL PLC Energy 23.0 $2K $86.96 +5.4%
Page 42 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%