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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 52 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 GENB GENERATE BIOMEDICINES INC Financial Services 100.0 $1K NEW $10.00 +44.9%
1022 GNTX GENTEX CORP Consumer Cyclical 49.0 $1K -2.0 -3.9% $20.41 +27.2%
1023 GBCI GLACIER BANCORP INC NEW Financial Services 23.0 $1K +11.0 +91.7% $43.48 +11.4%
1024 GOOD GLADSTONE COMMERCIAL CORP Real Estate 91.0 $1K $10.99 +9.8%
1025 GL GLOBE LIFE INC Financial Services 9.0 $1K $111.11 +53.7%
1026 GDDY GODADDY INC Technology 19.0 $1K -22.0 -53.7% $52.63 +46.4%
1027 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 280.0 $1K NEW $3.57 +73.3%
1028 GPRO GOPRO INC Technology 1,963.0 $1K $0.51 +55.1%
1029 GGG GRACO INC Industrials 21.0 $1K $47.62 +59.7%
1030 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 137.0 $1K -83.0 -37.7% $7.30 +46.7%
1031 UPXI UPEXI INC Communication Services 1,581.0 $1K NEW $0.63 +43.5%
1032 HCKT HACKETT GROUP INC Technology 113.0 $1K +87.0 +334.6% $8.85 +17.5%
1033 HLN HALEON PLC Healthcare 100.0 $1K $10.00 -10.4%
1034 JKHY HENRY JACK & ASSOC INC Technology 9.0 $1K -6.0 -40.0% $111.11 +13.6%
1035 HRI HERC HLDGS INC Industrials 13.0 $1K $76.92 +101.7%
1036 HOMB HOME BANCSHARES INC Financial Services 38.0 $1K NEW $26.32 +5.1%
1037 HRL HORMEL FOODS CORP Consumer Defensive 67.0 $1K $14.93 +61.9%
1038 HST HOST HOTELS & RESORTS INC Real Estate 73.0 $1K $13.70 +82.6%
1039 IESC IES HOLDINGS INC Industrials 3.0 $1K $333.33 +113.7%
1040 IPGP IPG PHOTONICS CORP Technology 9.0 $1K $111.11 +6.2%
Page 52 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%