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Portfolio (Quarterly) Guide ↗

Avion Wealth

· CIK 0001792704
13F Portfolio $477M AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1557 New
Page 55 of 78  ·  1,557 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 OC OWENS CORNING NEW Industrials 12.0 $1K NEW $83.33 +53.8%
1082 PCTY PAYLOCITY HLDG CORP Technology 12.0 $1K NEW $83.33 +21.3%
1083 PAYO PAYONEER GLOBAL INC Technology 200.0 $1K NEW $5.00 +40.4%
1084 PEN PENUMBRA INC Healthcare 4.0 $1K NEW $250.00 +26.9%
1085 PR PERMIAN RESOURCES CORP Energy 88.0 $1K NEW $11.36 +62.2%
1086 PECO PHILLIPS EDISON & CO INC Real Estate 30.0 $1K NEW $33.33 +22.1%
1087 PLUG PLUG POWER INC Industrials 1,000.0 $1K NEW $1.00 +185.0%
1088 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 70.0 $1K NEW $14.29 +69.9%
1089 PRI PRIMERICA INC Financial Services 7.0 $1K NEW $142.86 +97.2%
1090 PB PROSPERITY BANCSHARES INC Financial Services 15.0 $1K NEW $66.67 +6.8%
1091 QUIK QUICKLOGIC CORP Technology 265.0 $1K NEW $3.77 +480.3%
1092 RDN RADIAN GROUP INC Financial Services 31.0 $1K NEW $32.26 +7.6%
1093 RRX REGAL REXNORD CORPORATION Industrials 10.0 $1K NEW $100.00 +126.8%
1094 RGA REINSURANCE GRP OF AMERICA I Financial Services 9.0 $1K NEW $111.11 +89.5%
1095 RLAY RELAY THERAPEUTICS INC Healthcare 136.0 $1K NEW $7.35 +116.0%
1096 RVMD REVOLUTION MEDICINES INC Healthcare 22.0 $1K NEW $45.45 +258.6%
1097 REXR REXFORD INDL RLTY INC Real Estate 42.0 $1K NEW $23.81 +39.1%
1098 R RYDER SYS INC Industrials 6.0 $1K NEW $166.67 +58.0%
1099 SLM SLM CORP Financial Services 47.0 $1K NEW $21.28 +8.2%
1100 SBRA SABRA HEALTH CARE REIT INC Real Estate 100.0 $1K NEW $10.00 +81.2%
Page 55 of 78  ·  1,557 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 25.2%
Energy 18.0%
Financial Services 16.2%
Consumer Cyclical 15.5%
Industrials 9.2%
Healthcare 5.2%
Communication Services 5.1%
Consumer Defensive 2.7%
Real Estate 1.3%
Utilities 1.0%