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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 53 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 IDA IDACORP INC Utilities 12.0 $1K $83.33 +70.8%
1042 IEX IDEX CORP Industrials 9.0 $1K +3.0 +50.0% $111.11 +102.4%
1043 IMKTA INGLES MKTS INC Consumer Defensive 15.0 $1K $66.67 +31.1%
1044 NTLA INTELLIA THERAPEUTICS INC Healthcare 149.0 $1K $6.71 +133.5%
1045 IPAR INTERPARFUMS INC Consumer Defensive 18.0 $1K +1.0 +5.9% $55.56 +78.4%
1046 IDCC INTERDIGITAL INC Technology 4.0 $1K +1.0 +33.3% $250.00 +18.4%
1047 PXH INVESCO EXCH TRADED FD TR II 70.0 $1K $14.29 +103.4%
1048 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 466.0 $1K +198.0 +73.9% $2.15 +82.2%
1049 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 408.0 $1K $2.45 +44.4%
1050 EWC ISHARES INC 36.0 $1K $27.78 +108.3%
1051 EPP ISHARES INC 27.0 $1K $37.04 +45.6%
1052 IGSB ISHARES TR 22.0 $1K $45.45 +15.1%
1053 XJH ISHARES TR 36.0 $1K $27.78 +84.1%
1054 J JACOBS SOLUTIONS INC Industrials 8.0 $1K $125.00 -3.2%
1055 JLL JONES LANG LASALLE INC Real Estate 4.0 $1K -2.0 -33.3% $250.00 +18.9%
1056 KKR KKR & CO INC Financial Services 14.0 $1K $71.43 +35.8%
1057 KEY KEYCORP Financial Services 91.0 $1K $10.99 +105.6%
1058 KVYO KLAVIYO INC Technology 56.0 $1K +38.0 +211.1% $17.86 -25.8%
1059 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 25.0 $1K $40.00 +85.4%
1060 PHG KONINKLIJKE PHILIPS N V Healthcare 57.0 $1K $17.54 +52.6%
Page 53 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%