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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 64 of 78  ·  1,557 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 HRB BLOCK H & R INC Consumer Cyclical 12.0 NEW
1262 BOX BOX INC Technology 17.0 NEW
1263 BBIO BRIDGEBIO PHARMA INC Healthcare 7.0 NEW
1264 BRX BRIXMOR PPTY GROUP INC Real Estate 23.0 NEW
1265 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 19.0 NEW
1266 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 14.0 NEW
1267 BMBL BUMBLE INC Technology 100.0 NEW
1268 BZFD BUZZFEED INC Communication Services 1,000.0 NEW
1269 AI C3 AI INC Technology 72.0 NEW
1270 CDW CDW CORP Technology 6.0 NEW
1271 CBT CABOT CORP Basic Materials 8.0 NEW
1272 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 36.0 NEW
1273 CAL CALERES INC Consumer Cyclical 48.0 NEW
1274 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 38.0 NEW
1275 CRDF CARDIFF ONCOLOGY INC Healthcare 225.0 NEW
1276 CARG CARGURUS INC Consumer Cyclical 21.0 NEW
1277 CAVA CAVA GROUP INC Consumer Cyclical 10.0 NEW
1278 CLDX CELLDEX THERAPEUTICS INC NEW Healthcare 24.0 NEW
1279 CELH CELSIUS HLDGS INC Consumer Defensive 18.0 NEW
1280 CCS CENTURY CMNTYS INC Consumer Cyclical 16.0 NEW
Page 64 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%