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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 4 of 15  ·  296 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BKD BROOKDALE SR LIVING INC Healthcare 400.0 $6K 0.00% NEW $15.00 -18.5%
62 ITRN ITURAN LOCATION AND CONTROL Technology 100.0 $6K 0.00% NEW $60.00 -13.3%
63 BB BLACKBERRY LTD Technology 400.0 $5K 0.00% NEW $12.50 -31.4%
64 FEDEX FGHT HLDG CO INC 39.0 $5K 0.00% NEW $128.21
65 RYN RAYONIER INC Real Estate 250.0 $5K 0.00% NEW $20.00 +3.9%
66 FSK FS KKR CAP CORP Financial Services 500.0 $5K 0.00% NEW $10.00 +19.1%
67 ANIP ANI PHARMACEUTICALS INC Healthcare 50.0 $4K 0.00% NEW $80.00 -3.9%
68 WING WINGSTOP INC Consumer Cyclical 24.0 $4K 0.00% NEW $166.67 -31.3%
69 USAR USA RARE EARTH INC Basic Materials 224.0 $4K 0.00% NEW $17.86 +3.7%
70 ALMONTY INDS INC 250.0 $4K 0.00% NEW $16.00
71 QXO QXO INC Industrials 250.0 $4K 0.00% NEW $16.00 -15.6%
72 PPC PILGRIMS PRIDE CORP Consumer Defensive 169.0 $4K 0.00% NEW $23.67 +20.4%
73 ABR ARBOR REALTY TRUST INC Real Estate 774.0 $4K 0.00% NEW $5.17 -5.2%
74 TMC TMC THE METALS COMPANY INC Basic Materials 1,000.0 $4K 0.00% NEW $4.00 -2.0%
75 XOVR ENTREPRENEURSHARES SERIES TR 200.0 $4K 0.00% NEW $20.00 +0.7%
76 PSKY PARAMOUNT SKYDANCE CORP Communication Services 341.0 $3K 0.00% NEW $8.80 +18.6%
77 ACI ALBERTSONS COMPANIES INC Consumer Defensive 276.0 $3K 0.00% NEW $10.87 +12.3%
78 FIG FIGMA INC Technology 174.0 $3K 0.00% NEW $17.24 +50.9%
79 MMSI MERIT MED SYS INC Healthcare 54.0 $3K 0.00% NEW $55.56 +60.7%
80 CGEM CULLINAN THERAPEUTICS INC Healthcare 200.0 $3K 0.00% NEW $15.00 +38.9%
Page 4 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%