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Portfolio (Quarterly) Guide ↗

Avion Wealth

· CIK 0001792704
13F Portfolio $537M AUM 1,755 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 296 New 644 Added 198 Reduced 98 Exited
Page 11 of 33  ·  644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 EFV ISHARES TR 253.0 $19K 0.00% +7.0 +2.9% $75.10 +9.5%
202 CAH CARDINAL HEALTH INC Healthcare 82.0 $19K 0.00% +6.0 +7.9% $231.71 -0.9%
203 BMY BRISTOL-MYERS SQUIBB CO Healthcare 339.0 $19K 0.00% +10.0 +3.0% $56.05 +19.6%
204 FDX FEDEX CORP Industrials 63.0 $19K 0.00% +10.0 +18.9% $301.59 +7.8%
205 EW EDWARDS LIFESCIENCES CORP Healthcare 216.0 $19K 0.00% +59.0 +37.6% $87.96 +2.1%
206 OXY OCCIDENTAL PETE CORP Energy 384.0 $18K 0.00% +34.0 +9.7% $46.88 +30.8%
207 MCO MOODYS CORP Financial Services 41.0 $18K 0.00% +6.0 +17.1% $439.02 +14.6%
208 CRWV COREWEAVE INC Technology 189.0 $18K 0.00% +128.0 +209.8% $95.24 -7.8%
209 SPGI S&P GLOBAL INC Financial Services 46.0 $18K 0.00% +10.0 +27.8% $391.30 +10.2%
210 STT STATE STR CORP Financial Services 108.0 $18K 0.00% +14.0 +14.9% $166.67 +12.3%
211 BSX BOSTON SCIENTIFIC CORP Healthcare 405.0 $17K 0.00% +116.0 +40.1% $41.98 +20.0%
212 EXC EXELON CORP Utilities 372.0 $17K 0.00% +100.0 +36.8% $45.70 -4.2%
213 PINS PINTEREST INC Communication Services 853.0 $17K 0.00% +30.0 +3.6% $19.93 +17.4%
214 MAA MID-AMER APT CMNTYS INC Real Estate 129.0 $17K 0.00% +117.0 +975.0% $131.78 -0.4%
215 GWW WW GRAINGER INC Industrials 13.0 $17K 0.00% +1.0 +8.3% $1307.69 +0.4%
216 HUM HUMANA INC Healthcare 45.0 $17K 0.00% +31.0 +221.4% $377.78 +0.2%
217 AMP AMERIPRISE FINL INC Financial Services 39.0 $17K 0.00% +21.0 +116.7% $435.90 +27.4%
218 AME AMETEK INC Industrials 72.0 $17K 0.00% +10.0 +16.1% $236.11 +1.5%
219 EMR EMERSON ELEC CO Industrials 122.0 $17K 0.00% +19.0 +18.4% $139.34 +12.8%
220 JBL JABIL INC Technology 46.0 $17K 0.00% +7.0 +17.9% $369.57 -15.3%
Page 11 of 33  ·  644 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 28.1%
Financial Services 15.6%
Consumer Cyclical 15.5%
Energy 12.0%
Industrials 9.7%
Healthcare 6.9%
Communication Services 4.6%
Consumer Defensive 3.2%
Utilities 1.9%
Real Estate 1.6%