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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 25 of 33  ·  644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 DCI DONALDSON INC Industrials 35.0 $3K 0.00% +12.0 +52.2% $85.71 +8.7%
482 EWBC EAST WEST BANCORP INC Financial Services 26.0 $3K 0.00% +4.0 +18.2% $115.38 +13.3%
483 EHC ENCOMPASS HEALTH CORP Healthcare 36.0 $3K 0.00% +10.0 +38.5% $83.33 +45.6%
484 EOSE EOS ENERGY ENTERPRISES INC Industrials 671.0 $3K 0.00% +567.0 +545.2% $4.47 -18.3%
485 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 56.0 $3K 0.00% +17.0 +43.6% $53.57 +22.2%
486 FFIV F5 INC Technology 8.0 $3K 0.00% +5.0 +166.7% $375.00 +3.1%
487 ULCC FRONTIER GROUP HLDGS INC Industrials 404.0 $3K 0.00% +106.0 +35.6% $7.43 -18.7%
488 GENB GENERATE BIOMEDICINES INC Financial Services 200.0 $3K 0.00% +100.0 +100.0% $15.00 +15.4%
489 GGG GRACO INC Industrials 50.0 $3K 0.00% +29.0 +138.1% $60.00 +36.9%
490 HII HUNTINGTON INGALLS INDS INC Industrials 12.0 $3K 0.00% +3.0 +33.3% $250.00 +25.6%
491 IDYA IDEAYA BIOSCIENCES INC Healthcare 103.0 $3K 0.00% +18.0 +21.2% $29.13 +33.5%
492 IEX IDEX CORP Industrials 17.0 $3K 0.00% +8.0 +88.9% $176.47 +32.2%
493 INVH INVITATION HOMES INC Real Estate 128.0 $3K 0.00% +17.0 +15.3% $23.44 +28.3%
494 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 233.0 $3K 0.00% +4.0 +1.8% $12.88 +14.3%
495 KEY KEYCORP Financial Services 139.0 $3K 0.00% +48.0 +52.8% $21.58 +2.2%
496 LECO LINCOLN ELEC HLDGS INC Industrials 13.0 $3K 0.00% +4.0 +44.4% $230.77 +21.2%
497 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 69.0 $3K 0.00% +1.0 +1.5% $43.48 -0.5%
498 MDLN MEDLINE INC Healthcare 90.0 $3K 0.00% +1.0 +1.1% $33.33 +2.3%
499 MTH MERITAGE HOMES CORP Consumer Cyclical 39.0 $3K 0.00% +23.0 +143.8% $76.92 -4.1%
500 MBOT MICROBOT MED INC Healthcare 2,000.0 $3K 0.00% +500.0 +33.3% $1.50 +2.3%
Page 25 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%