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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 49 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 ACHR ARCHER AVIATION INC Industrials 200.0 $1K $5.00 +11.4%
962 RCUS ARCUS BIOSCIENCES INC Healthcare 64.0 $1K $15.62 +55.6%
963 AWI ARMSTRONG WORLD INDS INC NEW Industrials 7.0 $1K $142.86 +10.5%
964 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 42.0 $1K +1.0 +2.4% $23.81 +50.7%
965 ALAB ASTERA LABS INC Technology 14.0 $1K +3.0 +27.3% $71.43 +483.9%
966 ATOS ATOSSA THERAPEUTICS INC Healthcare 318.0 $1K NEW $3.14 -36.1%
967 ATOM ATOMERA INC Technology 491.0 $1K +61.0 +14.2% $2.04 +341.9%
968 AVPT AVEPOINT INC Technology 197.0 $1K +158.0 +405.1% $5.08 +105.1%
969 AX AXOS FINANCIAL INC Financial Services 20.0 $1K +6.0 +42.9% $50.00 +76.1%
970 BOKF BOK FINL CORP Financial Services 8.0 $1K $125.00 +4.3%
971 OZK BANK OZK LITTLE ROCK ARK Financial Services 39.0 $1K $25.64 +92.1%
972 BKU BANKUNITED INC Financial Services 25.0 $1K $40.00 +18.8%
973 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 18.0 $1K +1.0 +5.9% $55.56 -1.6%
974 BKH BLACK HILLS CORP Utilities 20.0 $1K $50.00 +45.5%
975 HRB BLOCK H & R INC Consumer Cyclical 57.0 $1K +45.0 +375.0% $17.54 +96.0%
976 BOX BOX INC Technology 75.0 $1K +58.0 +341.2% $13.33 +86.3%
977 BYD BOYD GAMING CORP Consumer Cyclical 16.0 $1K $62.50 +35.5%
978 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 17.0 $1K NEW $58.82 +9.3%
979 BURL BURLINGTON STORES INC Consumer Cyclical 6.0 $1K $166.67 +102.2%
980 CHRW C H ROBINSON WORLDWIDE IN Industrials 10.0 $1K -137.0 -93.2% $100.00 +85.0%
Page 49 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%