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Portfolio (Quarterly) Guide ↗

Avion Wealth

· CIK 0001792704
13F Portfolio $477M AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1557 New
Page 77 of 78  ·  1,557 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 VTS VITESSE ENERGY INC Energy 26.0 NEW
1522 SEAT VIVID SEATS INC Communication Services 62.0 NEW
1523 VNO VORNADO RLTY TR Real Estate 23.0 NEW
1524 VOYA VOYA FINANCIAL INC Financial Services 9.0 NEW
1525 VYGR VOYAGER THERAPEUTICS INC Healthcare 169.0 NEW
1526 WTI W & T OFFSHORE INC Energy 452.0 NEW
1527 WAFD WAFD INC Financial Services 19.0 NEW
1528 WSBF WATERSTONE FINL INC MD Financial Services 45.0 NEW
1529 WMK WEIS MKTS INC Consumer Defensive 8.0 NEW
1530 WCC WESCO INTL INC Industrials 3.0 NEW
1531 WING WINGSTOP INC Consumer Cyclical 2.0 NEW
1532 WINA WINMARK CORP Consumer Cyclical 2.0 NEW
1533 DXJ WISDOMTREE TR 2.0 NEW
1534 GLDM WORLD GOLD TR Financial Services 7.0 NEW
1535 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 7.0 NEW
1536 YELP YELP INC Communication Services 32.0 NEW
1537 Z ZILLOW GROUP INC Communication Services 9.0 NEW
1538 ZETA ZETA GLOBAL HOLDINGS CORP Technology 27.0 NEW
1539 GTM ZOOMINFO TECHNOLOGIES INC Technology 62.0 NEW
1540 ALKS ALKERMES PLC Healthcare 21.0 NEW
Page 77 of 78  ·  1,557 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 25.2%
Energy 18.0%
Financial Services 16.2%
Consumer Cyclical 15.5%
Industrials 9.2%
Healthcare 5.2%
Communication Services 5.1%
Consumer Defensive 2.7%
Real Estate 1.3%
Utilities 1.0%