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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 70 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 GDEN GOLDEN ENTMT INC Consumer Cyclical 23.0
1382 GDRX GOODRX HLDGS INC Healthcare 219.0 NEW
1383 LOPE GRAND CANYON ED INC Consumer Defensive 4.0
1384 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 2.0
1385 GCBC GREENE CNTY BANCORP INC Financial Services 23.0 NEW
1386 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 2.0
1387 GRWG GROWGENERATION CORP Consumer Cyclical 521.0
1388 GPOR GULFPORT ENERGY CORP Energy 4.0
1389 HAIN HAIN CELESTIAL GROUP INC Consumer Defensive 734.0 NEW
1390 HWC HANCOCK WHITNEY CORPORATION Financial Services 14.0
1391 THG HANOVER INS GROUP INC Financial Services 5.0
1392 HAS HASBRO INC Consumer Cyclical 8.0
1393 HCAT HEALTH CATALYST INC Healthcare 256.0 NEW
1394 HQY HEALTHEQUITY INC Healthcare 7.0
1395 HP HELMERICH & PAYNE INC Energy 25.0
1396 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 19.0
1397 HPK HIGHPEAK ENERGY INC Energy 120.0 +39.0 +48.1%
1398 HIW HIGHWOODS PPTYS INC Real Estate 24.0 -23.0 -48.9%
1399 HLLY HOLLEY INC Consumer Cyclical 251.0
1400 HBCP HOMEBANCORP INC Financial Services 15.0
Page 70 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%