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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 55 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 CHRD CHORD ENERGY CORPORATION Energy 12.0 $1K $83.33 +47.7%
1082 OKTA OKTA INC Technology 13.0 $1K -3.0 -18.8% $76.92 +53.2%
1083 OHI OMEGA HEALTHCARE INVS INC Real Estate 41.0 $1K -11.0 -21.1% $24.39 +82.6%
1084 OMF ONEMAIN HLDGS INC Financial Services 30.0 $1K +19.0 +172.7% $33.33 +74.5%
1085 OC OWENS CORNING NEW Industrials 17.0 $1K +5.0 +41.7% $58.82 +117.8%
1086 PBF PBF ENERGY INC Energy 34.0 $1K $29.41 +26.8%
1087 PEN PENUMBRA INC Healthcare 4.0 $1K $250.00 +26.9%
1088 PR PERMIAN RESOURCES CORP Energy 88.0 $1K $11.36 +62.2%
1089 PECO PHILLIPS EDISON & CO INC Real Estate 30.0 $1K $33.33 +22.1%
1090 PLXS PLEXUS CORP Technology 5.0 $1K $200.00 +50.0%
1091 PLUG PLUG PWR INC Industrials 500.0 $1K -500.0 -50.0% $2.00 +42.5%
1092 POWL POWELL INDS INC Industrials 3.0 $1K $333.33 -10.8%
1093 POWI POWER INTEGRATIONS INC Technology 27.0 $1K $37.04 +135.2%
1094 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 70.0 $1K $14.29 +69.9%
1095 QRVO QORVO INC Technology 15.0 $1K +6.0 +66.7% $66.67 +47.6%
1096 QUIK QUICKLOGIC CORP Technology 185.0 $1K -80.0 -30.2% $5.41 +305.2%
1097 RLI RLI CORP Financial Services 24.0 $1K -40.0 -62.5% $41.67 +27.4%
1098 RMR RMR GROUP INC Real Estate 67.0 $1K $14.93 +37.0%
1099 RXT RACKSPACE TECHNOLOGY INC Technology 1,601.0 $1K NEW $0.62 +1055.9%
1100 RRX REGAL REXNORD CORPORATION Industrials 10.0 $1K $100.00 +126.8%
Page 55 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%