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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 57 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 SWK STANLEY BLACK & DECKER INC Industrials 16.0 $1K $62.50 +38.8%
1122 SCL STEPAN CO Basic Materials 22.0 $1K $45.45 +18.7%
1123 STXS STEREOTAXIS INC Healthcare 1,000.0 $1K NEW $1.00 +88.0%
1124 STRL STERLING INFRASTRUCTURE INC Industrials 4.0 $1K $250.00 +244.8%
1125 SF STIFEL FINL CORP Financial Services 27.0 $1K +9.0 +50.0% $37.04 +98.6%
1126 SU SUNCOR ENERGY INC NEW Energy 24.0 $1K $41.67 +32.8%
1127 SYM SYMBOTIC INC Industrials 23.0 $1K $43.48 -4.1%
1128 SYNA SYNAPTICS INC Technology 28.0 $1K +7.0 +33.3% $35.71 +294.5%
1129 TFSL TFS FINL CORP Financial Services 81.0 $1K -37.0 -31.4% $12.35 +33.0%
1130 TKO TKO GROUP HOLDINGS INC Communication Services 6.0 $1K -3.0 -33.3% $166.67 +19.3%
1131 TLN TALEN ENERGY CORP Utilities 5.0 $1K -1.0 -16.7% $200.00 +118.1%
1132 TDY TELEDYNE TECHNOLOGIES INC Technology 3.0 $1K $333.33 +85.9%
1133 TXG 10X GENOMICS INC Healthcare 62.0 $1K $16.13 +115.5%
1134 THC TENET HEALTHCARE CORP Healthcare 7.0 $1K -6.0 -46.1% $142.86 +20.8%
1135 TTEK TETRA TECH INC NEW Industrials 58.0 $1K $17.24 +58.7%
1136 TTD THE TRADE DESK INC Technology 50.0 $1K +4.0 +8.7% $20.00 -7.4%
1137 TW TRADEWEB MKTS INC Financial Services 10.0 $1K $100.00 -0.5%
1138 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 28.0 $1K NEW $35.71 +114.8%
1139 TWST TWIST BIOSCIENCE CORP Healthcare 33.0 $1K $30.30 +188.9%
1140 PATH UIPATH INC Technology 137.0 $1K +90.0 +191.5% $7.30 +40.7%
Page 57 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%