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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 64 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 EVEREST GROUP LTD 2.0 NEW
1262 PAYSAFE LIMITED 84.0
1263 CNH INDL N V 47.0
1264 ATEN A10 NETWORKS INC Technology 30.0
1265 ADEA ADEIA INC Technology 41.0
1266 JBIO JADE BIOSCIENCES INC Healthcare 7.0
1267 AVAV AEROVIRONMENT INC Industrials 5.0 NEW
1268 AFBI AFFINITY BANCSHARES INC Financial Services 28.0
1269 AKAM AKAMAI TECHNOLOGIES INC Technology 7.0
1270 ALRM ALARM COM HLDGS INC Technology 11.0 NEW
1271 ALK ALASKA AIR GROUP INC Industrials 15.0
1272 ALGN ALIGN TECHNOLOGY INC Healthcare 4.0
1273 ALGT ALLEGIANT TRAVEL CO Industrials 11.0
1274 ALGM ALLEGRO MICROSYSTEMS INC Technology 17.0
1275 ALLY ALLY FINL INC Financial Services 13.0 NEW
1276 AMH AMERICAN HOMES 4 RENT Real Estate 17.0 -8.0 -32.0%
1277 AMPH AMPHASTAR PHARMACEUTICALS IN Healthcare 24.0 -60.0 -71.4%
1278 AMPL AMPLITUDE INC Technology 69.0 NEW
1279 ANIX ANIXA BIOSCIENCES INC Healthcare 200.0
1280 ANVS ANNOVIS BIO INC Healthcare 229.0
Page 64 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%