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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 66 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 BRBR BELLRING BRANDS INC Consumer Defensive 56.0 NEW
1302 BNTX BIONTECH SE Healthcare 5.0
1303 BTM BITCOIN DEPOT INC Financial Services 102.0 NEW
1304 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 31.0
1305 BXP BXP INC Real Estate 9.0 -12.0 -57.1%
1306 BRZE BRAZE INC Technology 26.0 NEW
1307 BRX BRIXMOR PPTY GROUP INC Real Estate 23.0
1308 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 19.0
1309 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 14.0
1310 BMBL BUMBLE INC Technology 100.0
1311 BZFD BUZZFEED INC Communication Services 1,000.0
1312 CDW CDW CORP Technology 4.0 -2.0 -33.3%
1313 CABO CABLE ONE INC Communication Services 4.0 NEW
1314 CBT CABOT CORP Basic Materials 8.0
1315 CPT CAMDEN PPTY TR Real Estate 5.0 -5.0 -50.0%
1316 CTRE CARETRUST REIT INC Real Estate 15.0 -14.0 -48.3%
1317 CARG CARGURUS INC Consumer Cyclical 21.0
1318 CSL CARLISLE COS INC Industrials 1.0 NEW
1319 CWST CASELLA WASTE SYS INC Industrials 5.0 NEW
1320 CLDX CELLDEX THERAPEUTICS INC NEW Healthcare 24.0
Page 66 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%