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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 75 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 9.0
1482 POR PORTLAND GEN ELEC CO Utilities 12.0
1483 PNRG PRIMEENERGY RESOURCES CORP Energy 4.0
1484 PRI PRIMERICA INC Financial Services 3.0 -4.0 -57.1%
1485 LUNG PULMONX CORP Healthcare 248.0 NEW
1486 KWR QUAKER HOUGHTON Basic Materials 5.0
1487 QTWO Q2 HLDGS INC Technology 11.0 +1.0 +10.0%
1488 QLYS QUALYS INC Technology 10.0 +3.0 +42.9%
1489 RES RPC INC Energy 121.0
1490 RH RH Consumer Cyclical 6.0 -7.0 -53.9%
1491 RDN RADIAN GROUP INC Financial Services 16.0 -15.0 -48.4%
1492 RRC RANGE RES CORP Energy 17.0
1493 RC READY CAPITAL CORP Real Estate 260.0 NEW
1494 UTG REAVES UTIL INCOME FD Financial Services NEW
1495 RDVT RED VIOLET INC Technology 11.0 NEW
1496 REXR REXFORD INDL RLTY INC Real Estate 30.0 -12.0 -28.6%
1497 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 45.0 -160.0 -78.0%
1498 RIOT RIOT PLATFORMS INC Financial Services 64.0 -507.0 -88.8%
1499 RHI ROBERT HALF INC. Industrials 22.0 -96.0 -81.4%
1500 RXST RXSIGHT INC Healthcare 65.0 NEW
Page 75 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%