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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 78 of 78  ·  1,557 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 AXS AXIS CAP HLDGS LTD Financial Services 5.0 NEW
1542 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 38.0 NEW
1543 PNR PENTAIR PLC Industrials 6.0 NEW
1544 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 10.0 NEW
1545 TROX TRONOX HOLDINGS PLC Basic Materials 139.0 NEW
1546 VAL VALARIS LTD Energy 17.0 NEW
1547 ACRES COMMERCIAL REALTY CORP 17.0 NEW
1548 U HAUL HOLDING COMPANY 11.0 NEW
1549 ASTRANA HEALTH INC 13.0 NEW
1550 AVIDITY BIOSCIENCES INC 7.0 NEW
1551 BV FINL INC 50.0 NEW
1552 BIOATLA INC 490.0 NEW
1553 ACADIAN ASSET MANAGEMENT INC 13.0 NEW
1554 CAN FITE BIOFARMA LTD 100.0 NEW
1555 CONFLUENT INC 25.0 NEW
1556 DIEBOLD NIXDORF INC 12.0 NEW
1557 FIDELITY COVINGTON TRUST 10.0 NEW
Page 78 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%