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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 47 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 PDD PDD HOLDINGS INC Consumer Cyclical 25.0 $2K $80.00 -0.5%
922 PII POLARIS INC Consumer Cyclical 51.0 $2K $39.22 +82.0%
923 TROW PRICE T ROWE GROUP INC Financial Services 30.0 $2K -15.0 -33.3% $66.67 +61.5%
924 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 24.0 $2K $83.33 +31.5%
925 RMBS RAMBUS INC DEL Technology 28.0 $2K $71.43 +97.6%
926 REGCO REGENCY CTRS CORP Real Estate 32.0 $2K $62.50 -64.0%
927 RGA REINSURANCE GROUP AMER INC Financial Services 13.0 $2K +4.0 +44.4% $153.85 +36.9%
928 SBAC SBA COMMUNICATIONS CORP Real Estate 15.0 $2K -23.0 -60.5% $133.33 +40.2%
929 SSNC SS&C TECH HLDGS Technology 40.0 $2K +17.0 +73.9% $50.00 +30.8%
930 SLS SELLAS LIFE SCIENCES GROUP I Healthcare 573.0 $2K $3.49 +130.6%
931 SRG SERITAGE GROWTH PPTYS Real Estate 1,000.0 $2K $2.00 +33.0%
932 SNA SNAP ON INC Industrials 6.0 $2K $333.33 +16.2%
933 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 33.0 $2K -3.0 -8.3% $60.61 +41.2%
934 SONY SONY GROUP CORP Technology 131.0 $2K NEW $15.27 +33.2%
935 STLD STEEL DYNAMICS INC Basic Materials 16.0 $2K $125.00 +99.9%
936 SUPN SUPERNUS PHARMACEUTICALS Healthcare 43.0 $2K $46.51 -4.6%
937 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 100.0 $2K $20.00 -5.0%
938 TTMI TTM TECHNOLOGIES INC Technology 27.0 $2K $74.07 +192.2%
939 TXT TEXTRON INC Industrials 23.0 $2K $86.96 +2.9%
940 TM TOYOTA MOTOR CORP Consumer Cyclical 10.0 $2K $200.00 -13.0%
Page 47 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%