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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 44 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 TECH BIO-TECHNE CORP Healthcare 41.0 $2K -70.0 -63.1% $48.78 +18.8%
862 BLND BLEND LABS INC Technology 1,200.0 $2K +1K +500.0% $1.67 -1.0%
863 OWL BLUE OWL CAPITAL INC Financial Services 252.0 $2K +142.0 +129.1% $7.94 +20.1%
864 BCC BOISE CASCADE CO DEL Basic Materials 35.0 $2K +20.0 +133.3% $57.14 +30.7%
865 CBZ CBIZ INC Industrials 87.0 $2K NEW $22.99 +35.3%
866 CASY CASEYS GEN STORES INC Consumer Cyclical 4.0 $2K $500.00 +68.5%
867 CHH CHOICE HOTELS INTL INC Consumer Cyclical 28.0 $2K -10.0 -26.3% $71.43 +61.0%
868 CRCL CIRCLE INTERNET GROUP INC Financial Services 25.0 $2K NEW $80.00 +0.3%
869 CGNX COGNEX CORP Technology 47.0 $2K +10.0 +27.0% $42.55 +55.3%
870 CMC COMMERCIAL METALS CO Basic Materials 48.0 $2K $41.67 +73.7%
871 CRVL CORVEL CORP Financial Services 43.0 $2K +22.0 +104.8% $46.51 +25.8%
872 COTY COTY INC Consumer Defensive 1,279.0 $2K NEW $1.56 +24.7%
873 DOCN DIGITALOCEAN HLDGS INC Technology 30.0 $2K +12.0 +66.7% $66.67 +159.9%
874 QBTS D-WAVE QUANTUM INC Technology 200.0 $2K $10.00 +146.9%
875 JETS ETF SER SOLUTIONS 100.0 $2K $20.00 +55.0%
876 PFFA ETFIS SER TR I 100.0 $2K $20.00 +6.7%
877 EWBC EAST WEST BANCORP INC Financial Services 22.0 $2K $90.91 +39.5%
878 ELAN ELANCO ANIMAL HEALTH INC Healthcare 118.0 $2K $16.95 +42.9%
879 ACT ENACT HLDGS INC Financial Services 60.0 $2K $33.33 +27.2%
880 ECPG ENCORE CAP GROUP INC Financial Services 29.0 $2K $68.97 +20.4%
Page 44 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%