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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 61 of 78  ·  1,557 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 GEN DIGITAL INC 32.0 NEW
1202 SOMNIGROUP INTERNATIONAL INC 11.0 NEW
1203 MOOG INC 4.0 NEW
1204 MICROVAST HOLDINGS INC 1,000.0 NEW
1205 SEALED AIR CORP NEW 19.0 NEW
1206 MIAMI INTL HLDGS INC 15.0 NEW
1207 SOUTH BOW CORP 16.0 NEW
1208 LOANDEPOT INC 53.0 NEW
1209 DATAVAULT AI INC 1,000.0 NEW
1210 SUTRO BIOPHARMA INC 72.0 NEW
1211 ANGI ANGI INC Communication Services 41.0 NEW
1212 ATEN A10 NETWORKS INC Technology 30.0 NEW
1213 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 21.0 NEW
1214 TIC TIC SOLUTIONS INC Industrials 32.0 NEW
1215 ADEA ADEIA INC Technology 41.0 NEW
1216 ACM AECOM Industrials 4.0 NEW
1217 AEIS ADVANCED ENERGY INDS Industrials 4.0 NEW
1218 JBIO JADE BIOSCIENCES INC Healthcare 7.0 NEW
1219 AFBI AFFINITY BANCSHARES INC Financial Services 28.0 NEW
1220 AEVA AEVA TECHNOLOGIES INC Consumer Cyclical 37.0 NEW
Page 61 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%