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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 68 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 DNLI DENALI THERAPEUTICS INC Healthcare 40.0
1342 DLB DOLBY LABORATORIES INC Technology 16.0 +8.0 +100.0%
1343 DPZ DOMINOS PIZZA INC Consumer Cyclical 2.0
1344 DV DOUBLEVERIFY HLDGS INC Technology 50.0 NEW
1345 DFH DREAM FINDERS HOMES INC Consumer Cyclical 20.0 NEW
1346 DOCS DOXIMITY INC Healthcare 40.0 NEW
1347 ELF E L F BEAUTY INC Consumer Defensive 16.0
1348 ESI ELEMENT SOLUTIONS INC Basic Materials 26.0
1349 EMBC EMBECTA CORP Healthcare 56.0 NEW
1350 ENPH ENPHASE ENERGY INC Energy 16.0
1351 ENTG ENTEGRIS INC Technology 7.0
1352 EOSE EOS ENERGY ENTERPRISES INC Industrials 104.0 NEW
1353 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 20.0
1354 EEFT EURONET WORLDWIDE INC Technology 14.0 +7.0 +100.0%
1355 EWCZ EUROPEAN WAX CTR INC Consumer Defensive 142.0
1356 EVER EVERQUOTE INC Communication Services 38.0 NEW
1357 EXPO EXPONENT INC Industrials 7.0 -35.0 -83.3%
1358 FGNX FG NEXUS INC. Financial Services 75.0 NEW
1359 FATE FATE THERAPEUTICS INC Healthcare 625.0
1360 FFIV F5 INC Technology 3.0
Page 68 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%