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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 56 of 78  ·  1,557 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 SANM SANMINA CORPORATION Technology 8.0 $1K NEW $125.00 +93.2%
1102 BFS SAUL CTRS INC Real Estate 50.0 $1K NEW $20.00 +80.2%
1103 ELVR ELEVRA LITHIUM LTD Basic Materials 30.0 $1K NEW $33.33 +160.8%
1104 SAIC SCIENCE APPLICATIONS INTL CO Technology 11.0 $1K NEW $90.91 +12.6%
1105 SSTK SHUTTERSTOCK INC Communication Services 98.0 $1K NEW $10.20 +29.6%
1106 SEI SOLARIS ENERGY INFRAS INC Energy 28.0 $1K NEW $35.71 +132.1%
1107 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 36.0 $1K NEW $27.78 +208.1%
1108 SOLV SOLVENTUM CORP Healthcare 20.0 $1K NEW $50.00 +50.9%
1109 SFM SPROUTS FMRS MKT INC Consumer Defensive 18.0 $1K NEW $55.56 +44.9%
1110 SPT SPROUT SOCIAL INC Technology 103.0 $1K NEW $9.71 -32.5%
1111 SWK STANLEY BLACK & DECKER INC Industrials 16.0 $1K NEW $62.50 +38.8%
1112 SCL STEPAN CO Basic Materials 22.0 $1K NEW $45.45 +18.7%
1113 STRL STERLING INFRASTRUCTURE INC Industrials 4.0 $1K NEW $250.00 +244.8%
1114 SU SUNCOR ENERGY INC NEW Energy 24.0 $1K NEW $41.67 +32.8%
1115 SYM SYMBOTIC INC Industrials 23.0 $1K NEW $43.48 -4.1%
1116 SYNA SYNAPTICS INC Technology 21.0 $1K NEW $47.62 +195.9%
1117 TFSL TFS FINL CORP Financial Services 118.0 $1K NEW $8.47 +93.8%
1118 TKO TKO GROUP HOLDINGS INC Communication Services 9.0 $1K NEW $111.11 +78.9%
1119 TTMI TTM TECHNOLOGIES INC Technology 27.0 $1K NEW $37.04 +484.4%
1120 TDY TELEDYNE TECHNOLOGIES INC Technology 3.0 $1K NEW $333.33 +85.9%
Page 56 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%