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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 63 of 78  ·  1,557 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 ATOM ATOMERA INC Technology 430.0 NEW
1242 AUR AURORA INNOVATION INC Technology 119.0 NEW
1243 AN AUTONATION INC Consumer Cyclical 3.0 NEW
1244 AVNS AVANOS MED INC Healthcare 30.0 NEW
1245 AVPT AVEPOINT INC Technology 39.0 NEW
1246 AVBC AVIDIA BANCORP INC Financial Services 34.0 NEW
1247 BOKF BOK FINL CORP Financial Services 8.0 NEW
1248 BWXT BWX TECHNOLOGIES INC Industrials 3.0 NEW
1249 BKKT BAKKT HOLDINGS INC Technology 46.0 NEW
1250 BANC BANC OF CALIFORNIA INC Financial Services 39.0 NEW
1251 BMRC BANK MARIN BANCORP Financial Services 24.0 NEW
1252 BBSI BARRETT BUSINESS SVCS INC Industrials 16.0 NEW
1253 BDC BELDEN INC Technology 6.0 NEW
1254 BSY BENTLEY SYS INC Technology 12.0 NEW
1255 BBY BEST BUY INC Consumer Cyclical 7.0 NEW
1256 BIO BIO RAD LABS INC Healthcare 2.0 NEW
1257 BNTX BIONTECH SE Healthcare 5.0 NEW
1258 BL BLACKLINE INC Technology 11.0 NEW
1259 BXMT BLACKSTONE MTG TR INC Real Estate 31.0 NEW
1260 BLND BLEND LABS INC Technology 200.0 NEW
Page 63 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%