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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 56 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 RLAY RELAY THERAPEUTICS INC Healthcare 136.0 $1K $7.35 +116.0%
1102 REI RING ENERGY INC Energy 665.0 $1K $1.50 -24.2%
1103 RCKT ROCKET PHARMACEUTICALS INC Healthcare 291.0 $1K +158.0 +118.8% $3.44 -2.5%
1104 R RYDER SYS INC Industrials 6.0 $1K $166.67 +58.0%
1105 SBRA SABRA HEALTH CARE REIT INC Real Estate 100.0 $1K $10.00 +81.2%
1106 SANM SANMINA CORP Technology 8.0 $1K $125.00 +93.2%
1107 BFS SAUL CTRS INC Real Estate 50.0 $1K $20.00 +80.2%
1108 ELVR ELEVRA LITHIUM LTD Basic Materials 30.0 $1K $33.33 +160.8%
1109 SCHE SCHWAB STRATEGIC TR 38.0 $1K -728.0 -95.0% $26.32 +40.1%
1110 SCHP SCHWAB STRATEGIC TR 68.0 $1K -256.0 -79.0% $14.71 +80.1%
1111 SENEA SENECA FOODS CORP NEW Consumer Defensive 8.0 $1K $125.00 +24.7%
1112 TTAN SERVICETITAN INC Technology 24.0 $1K +18.0 +300.0% $41.67 +54.2%
1113 FOUR SHIFT4 PMTS INC Technology 31.0 $1K NEW $32.26 +22.1%
1114 SSTK SHUTTERSTOCK INC Communication Services 98.0 $1K $10.20 +29.6%
1115 SGHT SIGHT SCIENCES INC Healthcare 331.0 $1K $3.02 +74.8%
1116 AOS SMITH A O CORP Industrials 16.0 $1K +8.0 +100.0% $62.50 -6.8%
1117 SNAP SNAP INC Communication Services 400.0 $1K -67.0 -14.3% $2.50 +86.4%
1118 SEI SOLARIS ENERGY INFRAS INC Energy 28.0 $1K $35.71 +132.1%
1119 CXM SPRINKLR INC Technology 178.0 $1K NEW $5.62 -10.3%
1120 STAA STAAR SURGICAL CO Healthcare 100.0 $1K $10.00 +191.2%
Page 56 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%