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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 59 of 78  ·  1,557 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 PALISADE BIO INC 500.0 $1K NEW $2.00
1162 BUNGE GLOBAL SA 13.0 $1K NEW $76.92
1163 TECHNIPFMC PLC 24.0 $1K NEW $41.67
1164 SMURFIT WESTROCK PLC 40.0 $1K NEW $25.00
1165 FTAI AVIATION LTD 6.0 $1K NEW $166.67
1166 FLUTTER ENTMT PLC 9.0 $1K NEW $111.11
1167 WHEELS UP EXPERIENCE INC 2,000.0 $1K NEW $0.50
1168 SANDISK CORP 6.0 $1K NEW $166.67
1169 MATIV HOLDINGS INC 106.0 $1K NEW $9.43
1170 SIX FLAGS ENTERTAINMENT CORP 104.0 $1K NEW $9.62
1171 TIDAL TRUST II 40.0 $1K NEW $25.00
1172 LIONSGATE STUDIOS CORP 149.0 $1K NEW $6.71
1173 HEICO CORP NEW 4.0 $1K NEW $250.00
1174 IMMUNITYBIO INC 866.0 $1K NEW $1.15
1175 INTERNATIONAL BANCSHARES COR 21.0 $1K NEW $47.62
1176 MULTISENSOR AI HOLDINGS INC 500.0 NEW
1177 LIBERTY LIVE HOLDINGS INC 12.0 NEW
1178 LENNAR CORP 10.0 NEW
1179 ELME COMMUNITIES 39.0 NEW
1180 JASPER THERAPEUTICS INC 214.0 NEW
Page 59 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%