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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 22 of 33  ·  644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 TROW PRICE T ROWE GROUP INC Financial Services 51.0 $5K 0.00% +21.0 +70.0% $98.04 +14.8%
422 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 295.0 $5K 0.00% +63.0 +27.2% $16.95 -6.3%
423 SEI SOLARIS ENERGY INFRAS INC Energy 67.0 $5K 0.00% +39.0 +139.3% $74.63 -28.6%
424 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 67.0 $5K 0.00% +52.0 +346.7% $74.63 +4.3%
425 TTMI TTM TECHNOLOGIES INC Technology 31.0 $5K 0.00% +4.0 +14.8% $161.29 -29.1%
426 UMAC UNUSUAL MACHS INC Financial Services 250.0 $5K 0.00% +212.0 +557.9% $20.00 +27.5%
427 VLTO VERALTO CORP Industrials 59.0 $5K 0.00% +31.0 +110.7% $84.75 +17.5%
428 VOYA VOYA FINANCIAL INC Financial Services 58.0 $5K 0.00% +49.0 +544.4% $86.21 +12.9%
429 WY WEYERHAEUSER CO Real Estate 217.0 $5K 0.00% +69.0 +46.6% $23.04 +7.8%
430 XPO XPO INC Industrials 26.0 $5K 0.00% +14.0 +116.7% $192.31 +2.6%
431 NVT NVENT ELEC PLC Industrials 31.0 $5K 0.00% +6.0 +24.0% $161.29 -4.7%
432 FLUTTER ENTMT PLC 57.0 $5K 0.00% +21.0 +58.3% $87.72
433 AA ALCOA CORP Basic Materials 80.0 $4K 0.00% +20.0 +33.3% $50.00 -0.8%
434 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 94.0 $4K 0.00% +8.0 +9.3% $42.55 +19.3%
435 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 75.0 $4K 0.00% +57.0 +316.7% $53.33 +27.4%
436 HRB BLOCK H & R INC Consumer Cyclical 124.0 $4K 0.00% +67.0 +117.5% $32.26 +65.7%
437 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 76.0 $4K 0.00% +7.0 +10.1% $52.63 +44.5%
438 BOX BOX INC Technology 158.0 $4K 0.00% +83.0 +110.7% $25.32 +30.2%
439 BC BRUNSWICK CORP Consumer Cyclical 59.0 $4K 0.00% +6.0 +11.3% $67.80 +19.2%
440 CAG CONAGRA BRANDS INC Consumer Defensive 337.0 $4K 0.00% +223.0 +195.6% $11.87 +36.2%
Page 22 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 27.3%
Financial Services 15.1%
Consumer Cyclical 15.0%
Energy 14.1%
Industrials 9.4%
Healthcare 6.7%
Communication Services 4.9%
Consumer Defensive 3.1%
Utilities 1.8%
Real Estate 1.6%