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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 15  ·  296 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 QNST QUINSTREET INC Communication Services 41.0 NEW
242 RL RALPH LAUREN CORP Consumer Cyclical 1.0 NEW
243 RNGR RANGER ENERGY SVCS INC Energy 31.0 NEW
244 RIGL RIGEL PHARMACEUTICALS INC Healthcare 12.0 NEW
245 RGTI RIGETTI COMPUTING INC Technology 48.0 NEW
246 SPSC SPS COMM INC Technology 8.0 NEW
247 SLYG SPDR SERIES TRUST NEW
248 SLYV SPDR SERIES TRUST NEW
249 MDYG SPDR SERIES TRUST NEW
250 SD SANDRIDGE ENERGY INC Energy 33.0 NEW
251 SER SERINA THERAPEUTICS INC Healthcare 312.0 NEW
252 SCVL SHOE STA GROUP INC Consumer Cyclical 33.0 NEW
253 SLGN SILGAN HLDGS INC Consumer Cyclical 14.0 NEW
254 SSD SIMPSON MFG INC Industrials 3.0 NEW
255 SDHC SMITH DOUGLAS HOMES CORP Real Estate 36.0 NEW
256 SJM SMUCKER J M CO Consumer Defensive 3.0 NEW
257 SFBC SOUND FINL BANCORP INC Financial Services 12.0 NEW
258 SYBT STOCK YDS BANCORP INC Financial Services 7.0 NEW
259 SMMT SUMMIT THERAPEUTICS INC Healthcare 29.0 NEW
260 SUI SUN CMNTYS INC Real Estate 8.0 NEW
Page 13 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%