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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 76 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 SLG SL GREEN RLTY CORP Real Estate 14.0 NEW
1502 SLM SLM CORP Financial Services 37.0 -10.0 -21.3%
1503 RWO SPDR INDEX SHS FDS 6.0 -104.0 -94.5%
1504 SLYG SPDR SERIES TRUST NEW
1505 SLYV SPDR SERIES TRUST NEW
1506 BWX SPDR SERIES TRUST 1.0
1507 MDYG SPDR SERIES TRUST NEW
1508 SPSM SPDR SERIES TRUST 17.0
1509 SAFT SAFETY INS GROUP INC Financial Services 7.0
1510 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 8.0
1511 HSIC SCHEIN HENRY INC Healthcare 8.0
1512 SNDR SCHNEIDER NATIONAL INC Industrials 24.0
1513 SDGR SCHRODINGER INC Healthcare 39.0 NEW
1514 SCHH SCHWAB STRATEGIC TR 20.0
1515 SCHR SCHWAB STRATEGIC TR 36.0
1516 SCLX SCILEX HOLDING CO Healthcare 77.0
1517 SLQT SELECTQUOTE INC Financial Services 1,512.0
1518 SIGA SIGA TECHNOLOGIES INC Healthcare 108.0
1519 SLAB SILICON LABORATORIES INC Technology 3.0
1520 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 33.0 -79.0 -70.5%
Page 76 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%