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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 71 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 HMN HORACE MANN EDUCATORS CORP N Financial Services 17.0
1402 HLI HOULIHAN LOKEY INC Financial Services 6.0 +4.0 +200.0%
1403 HURN HURON CONSULTING GROUP INC Industrials 4.0 NEW
1404 ICFI ICF INTL INC Industrials 8.0 NEW
1405 IMVT IMMUNOVANT INC Healthcare 29.0
1406 IBCP INDEPENDENT BK CORP MICH Financial Services 16.0
1407 INSP INSPIRE MED SYS INC Healthcare 8.0 NEW
1408 INVA INNOVIVA INC Healthcare 34.0
1409 KBWY INVESCO EXCH TRADED FD TR II 25.0
1410 BKLN INVESCO EXCH TRADED FD TR II 24.0
1411 TIP ISHARES TR 6.0
1412 IVW ISHARES TR 3.0
1413 IAGG ISHARES TR 8.0
1414 ZD ZIFF DAVIS INC Communication Services 16.0
1415 KBH KB HOME Consumer Cyclical 14.0
1416 KE KIMBALL ELECTRONICS INC Industrials 37.0
1417 KSCP KNIGHTSCOPE INC Industrials 20.0
1418 KRO KRONOS WORLDWIDE INC Basic Materials 117.0
1419 LZB LA Z BOY INC Consumer Cyclical 15.0 NEW
1420 LW LAMB WESTON HLDGS INC Consumer Defensive 10.0
Page 71 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%