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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 13 of 33  ·  644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PDI PIMCO DYNAMIC INCOME FD Financial Services 899.0 $15K 0.00% +611.0 +212.2% $16.69 -9.7%
242 ANNALY CAPITAL MANAGEMENT IN 692.0 $15K 0.00% +500.0 +260.4% $21.68
243 PPL PPL CORP Utilities 422.0 $15K 0.00% +42.0 +11.1% $35.55 -2.7%
244 DOC HEALTHPEAK PROPERTIES INC Real Estate 726.0 $15K 0.00% +66.0 +10.0% $20.66 +3.3%
245 LHX L3HARRIS TECHNOLOGIES INC Industrials 53.0 $15K 0.00% +5.0 +10.4% $283.02 -5.6%
246 ON ON SEMICONDUCTOR CORP Technology 152.0 $14K 0.00% +41.0 +36.9% $92.11 -19.6%
247 WAT WATERS CORP Healthcare 38.0 $14K 0.00% +14.0 +58.3% $368.42 +11.8%
248 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 60.0 $14K 0.00% +18.0 +42.9% $233.33 +3.8%
249 ROK ROCKWELL AUTOMATION INC Industrials 30.0 $14K 0.00% +11.0 +57.9% $466.67 -6.2%
250 BLOCK INC 189.0 $14K 0.00% +34.0 +21.9% $74.07
251 RPM RPM INTL INC Basic Materials 126.0 $14K 0.00% +35.0 +38.5% $111.11 -2.6%
252 PHM PULTE GROUP INC Consumer Cyclical 108.0 $14K 0.00% +24.0 +28.6% $129.63 -0.4%
253 CNC CENTENE CORP DEL Healthcare 229.0 $14K 0.00% +79.0 +52.7% $61.14 +6.1%
254 NVO NOVO-NORDISK A S Healthcare 305.0 $14K 0.00% +100.0 +48.8% $45.90 +2.4%
255 CHCT COMMUNITY HEALTHCARE TR INC Real Estate 770.0 $14K 0.00% +20.0 +2.7% $18.18 -18.0%
256 CW CURTISS WRIGHT CORP Industrials 19.0 $14K 0.00% +3.0 +18.8% $736.84 -13.3%
257 DXYZ DESTINY TECH100 INC 580.0 $14K 0.00% +300.0 +107.1% $24.14 +38.2%
258 IONQ IONQ INC Technology 268.0 $14K 0.00% +28.0 +11.7% $52.24 -14.8%
259 IQVIA HLDGS INC 73.0 $14K 0.00% +14.0 +23.7% $191.78
260 PAYX PAYCHEX INC Industrials 136.0 $13K 0.00% +2.0 +1.5% $95.59 +29.4%
Page 13 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%