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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 62 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 AMC ENTMT HLDGS INC 5.0 NEW
1222 ACRES COMMERCIAL REALTY CORP 17.0
1223 ADVANTAGE SOLUTIONS INC 31.0 NEW
1224 AIR LEASE CORP 8.0 NEW
1225 U HAUL HOLDING COMPANY 12.0 +1.0 +9.1%
1226 BV FINL INC 50.0
1227 ACADIAN ASSET MANAGEMENT INC 13.0
1228 BROWN FORMAN CORP 22.0 -31.0 -58.5%
1229 CAN FITE BIOFARMA LTD 5.0 NEW
1230 DIEBOLD NIXDORF INC 12.0
1231 EXICURE INC 120.0 NEW
1232 FIDELITY COVINGTON TRUST 10.0
1233 GCI LIBERTY INC 16.0 -2.0 -11.1%
1234 HEICO CORP NEW 4.0
1235 INFINITY NAT RES INC 46.0
1236 AUTHID INC 325.0 NEW
1237 ALT5 SIGMA CORP 362.0 NEW
1238 BONK INC 162.0 NEW
1239 LOANDEPOT INC 53.0
1240 MNTN INC 47.0 NEW
Page 62 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%