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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 67 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 CELH CELSIUS HLDGS INC Consumer Defensive 18.0
1322 LEU CENTRUS ENERGY CORP Energy 3.0 NEW
1323 CCS CENTURY COMMUNITIES INC Consumer Cyclical 16.0
1324 CRL CHARLES RIV LABS INTL INC Healthcare 4.0 -3.0 -42.9%
1325 CHEF CHEFS WHSE INC Consumer Defensive 9.0
1326 CIM CHIMERA INVT CORP Real Estate 66.0
1327 CLH CLEAN HARBORS INC Industrials 2.0
1328 CLSK CLEANSPARK INC Technology 13.0
1329 CLPT CLEARPOINT NEURO INC Healthcare 92.0
1330 CWEN CLEARWAY ENERGY INC Utilities 15.0
1331 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 18.0 +9.0 +100.0%
1332 CMCO COLUMBUS MCKINNON CORP N Y Industrials 36.0
1333 CBSH COMMERCE BANCSHARES INC Financial Services 19.0
1334 CPS COOPER-STANDARD HOLDINGS INC Consumer Cyclical 21.0
1335 CRBG COREBRIDGE FINL INC Financial Services 27.0 -18.0 -40.0%
1336 CNM CORE & MAIN INC Industrials 6.0
1337 CSGP COSTAR GROUP INC Real Estate 21.0 -17.0 -44.7%
1338 CUBE CUBESMART Real Estate 27.0 +14.0 +107.7%
1339 DXC DXC TECHNOLOGY CO Technology 27.0
1340 DVA DAVITA INC Healthcare 4.0
Page 67 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%