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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 54 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 KRYS KRYSTAL BIOTECH INC Healthcare 6.0 $1K $166.67 +108.8%
1062 LPLA LPL FINL HLDGS INC Financial Services 6.0 $1K -4.0 -40.0% $166.67 +76.4%
1063 LSTR LANDSTAR SYS INC Industrials 12.0 $1K $83.33 +148.9%
1064 LC LENDINGCLUB ISSUANCE TR SER Financial Services 96.0 $1K $10.42 +84.4%
1065 LEN LENNAR CORP Consumer Cyclical 22.0 $1K -20.0 -47.6% $45.45 +97.4%
1066 LGND LIGAND PHARMACEUTICALS INC Healthcare 9.0 $1K $111.11 +147.4%
1067 LMNR LIMONEIRA CO Consumer Defensive 100.0 $1K $10.00 +30.7%
1068 MHO M/I HOMES INC Consumer Cyclical 9.0 $1K $111.11 +34.2%
1069 MRTN MARTEN TRANS LTD Industrials 148.0 $1K $6.76 +149.4%
1070 MAS MASCO CORP Industrials 18.0 $1K $55.56 +33.9%
1071 MCBS METROCITY BANKSHARES INC Financial Services 56.0 $1K +36.0 +180.0% $17.86 +91.4%
1072 MVST MICROVAST HOLDINGS INC Industrials 1,000.0 $1K $1.00 +29.0%
1073 MAA MID-AMER APT CMNTYS INC Real Estate 12.0 $1K $83.33 +59.0%
1074 MIDD MIDDLEBY CORP Industrials 8.0 $1K $125.00 +37.8%
1075 AVO MISSION PRODUCE INC Consumer Defensive 107.0 $1K $9.35 +22.9%
1076 NFG NATIONAL FUEL GAS CO Energy 17.0 $1K $58.82 +29.0%
1077 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 8.0 $1K $125.00 +26.6%
1078 NXDR NEXTDOOR HOLDINGS INC Communication Services 1,000.0 $1K -291.0 -22.5% $1.00 +120.0%
1079 NI NISOURCE INC Utilities 30.0 $1K $33.33 +41.8%
1080 SMR NUSCALE PWR CORP Utilities 184.0 $1K $5.43 +116.0%
Page 54 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%