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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 51 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 DCI DONALDSON INC Industrials 23.0 $1K $43.48 +96.7%
1002 DGICA DONEGAL GROUP INC Financial Services 108.0 $1K $9.26 +88.9%
1003 DKNG DRAFTKINGS INC NEW Consumer Cyclical 52.0 $1K +10.0 +23.8% $19.23 +37.2%
1004 DBX DROPBOX INC Technology 84.0 $1K +27.0 +47.4% $11.90 +118.1%
1005 EMN EASTMAN CHEM CO Basic Materials 25.0 $1K $40.00 +81.2%
1006 ENR ENERGIZER HLDGS INC Industrials 100.0 $1K NEW $10.00 +115.2%
1007 ENSG ENSIGN GROUP INC Healthcare 6.0 $1K +3.0 +100.0% $166.67 -7.8%
1008 EQH EQUITABLE HLDGS INC Financial Services 32.0 $1K +1.0 +3.2% $31.25 +44.9%
1009 ESS ESSEX PPTY TR INC Real Estate 8.0 $1K +2.0 +33.3% $125.00 +119.0%
1010 EVR EVERCORE INC Financial Services 4.0 $1K -1.0 -20.0% $250.00 +48.7%
1011 EVGO EVGO INC Consumer Cyclical 1,000.0 $1K $1.00 +94.0%
1012 FCN FTI CONSULTING INC Industrials 9.0 $1K -9.0 -50.0% $111.11 +31.0%
1013 FRT FEDERAL RLTY INVT TR NEW Real Estate 16.0 $1K $62.50 +92.6%
1014 FAF FIRST AMERN FINL CORP Financial Services 24.0 $1K $41.67 +64.7%
1015 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 1.0 $1K $1000.00 +107.2%
1016 GRID FIRST TR EXCHANGE-TRADED FD 10.0 $1K NEW $100.00 +94.7%
1017 FLO FLOWERS FOODS INC Consumer Defensive 223.0 $1K -91.0 -29.0% $4.48 +73.5%
1018 FLS FLOWSERVE CORP Industrials 16.0 $1K $62.50 +30.7%
1019 FRSH FRESHWORKS INC Technology 202.0 $1K +160.0 +380.9% $4.95 +79.0%
1020 ULCC FRONTIER GROUP HLDGS INC Industrials 298.0 $1K $3.36 +115.2%
Page 51 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%