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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 12 of 15  ·  296 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 LNN LINDSAY CORP Industrials 5.0 NEW
222 LQDA LIQUIDIA CORPORATION Healthcare 6.0 NEW
223 MARA MARA HOLDINGS INC Financial Services 39.0 NEW
224 MOBX MOBIX LABS INC Technology 203.0 NEW
225 MLI MUELLER INDS INC Industrials 8.0 NEW
226 NINE NINE ENERGY SERVICE INC Energy 45.0 NEW
227 LASR NLIGHT INC Technology 6.0 NEW
228 NWN NORTHWEST NAT HLDG CO Utilities 10.0 NEW
229 OII OCEANEERING INTL INC Energy 14.0 NEW
230 OFIX ORTHOFIX MED INC Healthcare 41.0 NEW
231 OVID OVID THERAPEUTICS INC Healthcare 300.0 NEW
232 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 435.0 NEW
233 PENG PENGUIN SOLUTIONS INC Technology 6.0 NEW
234 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 5.0 NEW
235 PNW PINNACLE WEST CAP CORP Utilities 5.0 NEW
236 PBFS PIONEER BANCORP INC MD Financial Services 34.0 NEW
237 ASBP ASPIRE BIOPHARMA HLDGS INC Healthcare 45.0 NEW
238 PSMT PRICESMART INC Consumer Defensive 3.0 NEW
239 PIII P3 HEALTH PARTNERS INC Healthcare 45.0 NEW
240 QTRX QUANTERIX CORP Healthcare 198.0 NEW
Page 12 of 15  ·  296 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%