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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 74 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 OTLY OATLY GROUP AB Consumer Defensive 35.0
1462 OMEX ODYSSEY MARINE EXPL INC Industrials 875.0
1463 OFLX OMEGA FLEX INC Industrials 18.0 -17.0 -48.6%
1464 OLP ONE LIBERTY PPTYS INC Real Estate 24.0
1465 OPY OPPENHEIMER HLDGS INC Financial Services 11.0
1466 OPCH OPTION CARE HEALTH INC Healthcare 34.0
1467 OGN ORGANON & CO Healthcare 65.0
1468 OSK OSHKOSH CORP Industrials 6.0
1469 OM OUTSET MED INC Healthcare 157.0 NEW
1470 PATN PACER FDS TR 23.0 NEW
1471 PACS PACS GROUP INC Financial Services 26.0
1472 PRK PARK NATL CORP Financial Services 3.0
1473 PAYO PAYONEER GLOBAL INC Technology 200.0
1474 PEGA PEGASYSTEMS INC Technology 11.0 NEW
1475 PTON PELOTON INTERACTIVE INC Consumer Cyclical 100.0
1476 PWP PERELLA WEINBERG PARTNERS Financial Services 31.0
1477 RVTY REVVITY INC Healthcare 11.0 -25.0 -69.4%
1478 PHIN PHINIA INC Consumer Cyclical 10.0
1479 PDM PIEDMONT REALTY TRUST INC Real Estate 89.0
1480 PIPR PIPER SANDLER COMPANIES Financial Services 4.0 NEW
Page 74 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%