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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 48 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 TRMB TRIMBLE INC Technology 33.0 $2K +28.0 +560.0% $60.61 -18.9%
942 TYL TYLER TECHNOLOGIES INC Technology 8.0 $2K +3.0 +60.0% $250.00 +11.6%
943 UMBF UMB FINL CORP Financial Services 26.0 $2K +20.0 +333.3% $76.92 +73.0%
944 ULS UL SOLUTIONS INC Industrials 30.0 $2K $66.67 +37.0%
945 U UNITY SOFTWARE INC Technology 121.0 $2K -51.0 -29.6% $16.53 +66.3%
946 UTMD UTAH MED PRODS INC Healthcare 48.0 $2K $41.67 +60.9%
947 OIH VANECK ETF TRUST 7.0 $2K $285.71 +34.9%
948 DAPP VANECK ETF TRUST 200.0 $2K $10.00 +120.2%
949 AES AES CORP Utilities 101.0 $1K $9.90 +47.7%
950 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 15.0 $1K -5.0 -25.0% $66.67 +30.9%
951 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 58.0 $1K +37.0 +176.2% $17.24 +44.2%
952 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 140.0 $1K $7.14 +145.4%
953 WMS ADVANCED DRAIN SYS INC DEL Industrials 10.0 $1K $100.00 +47.1%
954 AEIS ADVANCED ENERGY INDS Industrials 4.0 $1K $250.00 +49.0%
955 AMG AFFILIATED MANAGERS GROUP Financial Services 7.0 $1K $142.86 +147.0%
956 ALLO ALLOGENE THERAPEUTICS INC Healthcare 440.0 $1K $2.27 -12.0%
957 AMR ALPHA METALLURGICAL RESOUR I Energy 6.0 $1K $166.67 +11.5%
958 DCH DAUCH CORP Industrials 274.0 $1K $3.65 +72.9%
959 APLD APPLIED DIGITAL CORP Technology 83.0 $1K +19.0 +29.7% $12.05 +286.7%
960 ATR APTARGROUP INC Healthcare 8.0 $1K $125.00 -3.7%
Page 48 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%