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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 65 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 AR ANTERO RESOURCES CORP Energy 15.0
1282 AIT APPLIED INDL TECHNOLOGIES IN Industrials 2.0
1283 ARCB ARCBEST CORP Industrials 8.0
1284 ACA ARCOSA INC Industrials 6.0
1285 ASAN ASANA INC Technology 74.0 +38.0 +105.6%
1286 ASH ASHLAND INC Basic Materials 10.0 -10.0 -50.0%
1287 ASB ASSOCIATED BANC-CORP Financial Services 25.0
1288 ATRC ATRICURE INC Healthcare 19.0
1289 AUR AURORA INNOVATION INC Technology 230.0 +111.0 +93.3%
1290 AN AUTONATION INC Consumer Cyclical 3.0
1291 AVNS AVANOS MED INC Healthcare 30.0
1292 AVTR AVANTOR INC Healthcare 67.0 NEW
1293 AVBC AVIDIA BANCORP INC Financial Services 34.0
1294 BRCC BRC INC Consumer Defensive 637.0 NEW
1295 BWXT BWX TECHNOLOGIES INC Industrials 3.0
1296 TBBK BANCORP INC DEL Financial Services 18.0
1297 BANC BANC OF CALIFORNIA INC Financial Services 39.0
1298 BMRC BANK OF MARIN BANCORP Financial Services 24.0
1299 BBSI BARRETT BUSINESS SVCS INC Industrials 18.0 +2.0 +12.5%
1300 BDC BELDEN INC Technology 6.0
Page 65 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%