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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 59 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 TROX TRONOX HOLDINGS PLC Basic Materials 139.0 $1K $7.19 +2.9%
1162 VAL VALARIS LTD Energy 17.0 $1K $58.82 +33.6%
1163 ICCM ICECURE MEDICAL LTD CAESAREA Healthcare 5,851.0 $1K $0.17 +3059.5%
1164 ESTC ELASTIC N V Technology 28.0 $1K +9.0 +47.4% $35.71 +65.1%
1165 NXPI NXP SEMICONDUCTORS N V Technology 6.0 $1K $166.67 +88.0%
1166 FLEX FLEXTRONICS INTL LTD Technology 24.0 $1K NEW $41.67 +254.3%
1167 ACHIEVE LIFE SCIENCE INC 500.0 $1K NEW $2.00
1168 ADICET BIO INC 246.0 $1K NEW $4.07
1169 ATAIBECKLEY INC 500.0 $1K NEW $2.00
1170 ATLANTA BRAVES HLDGS INC 28.0 $1K $35.71
1171 SS INNOVATIONS INTERNATIONAL 250.0 $1K NEW $4.00
1172 EXPAND ENERGY CORPORATION 14.0 $1K $71.43
1173 COOPER COS INC 21.0 $1K -13.0 -38.2% $47.62
1174 DIGITAL BRANDS GROUP INC 861.0 $1K NEW $1.16
1175 FEDERATED HERMES INC 24.0 $1K $41.67
1176 INTERNATIONAL BANCSHARES COR 21.0 $1K $47.62
1177 LEIDOS HOLDINGS INC 12.0 $1K -6.0 -33.3% $83.33
1178 LIBERTY LIVE HOLDINGS INC 12.0 $1K $83.33
1179 LIONSGATE STUDIOS CORP 149.0 $1K $6.71
1180 MINDWALK HOLDINGS CORP 1,000.0 $1K NEW $1.00
Page 59 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%