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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 6 of 15  ·  296 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 REPL REPLIMUNE GROUP INC Healthcare 98.0 $1K NEW $10.20 +52.7%
102 ZENATECH INC 1,000.0 $1K NEW $1.00
103 PRAXIS PRECISION MEDICINES I 3.0 $1K NEW $333.33
104 PARABILIS MEDICINES INC 69.0 $1K NEW $14.49
105 TXNM ENERGY INC 32.0 $1K NEW $31.25
106 APARTMENT INVT & MGMT CO 356.0 $1K NEW $2.81
107 KNSL KINSALE CAP GROUP INC Financial Services 4.0 $1K NEW $250.00 +49.1%
108 KOPN KOPIN CORP Technology 305.0 $1K NEW $3.28 +53.7%
109 MGEE MGE ENERGY INC Utilities 20.0 $1K NEW $50.00 +62.5%
110 RDW REDWIRE CORPORATION Industrials 100.0 $1K NEW $10.00 +29.4%
111 RBC RBC BEARINGS INC Industrials 2.0 $1K NEW $500.00 +9.1%
112 RBRK RUBRIK INC. Technology 24.0 $1K NEW $41.67 +141.3%
113 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 46.0 $1K NEW $21.74 +89.7%
114 ONTO ONTO INNOVATION INC Technology 3.0 $1K NEW $333.33 -5.4%
115 NUVL NUVALENT INC Healthcare 16.0 $1K NEW $62.50 +98.3%
116 NOV NOV INC Energy 102.0 $1K NEW $9.80 +114.1%
117 TNGX TANGO THERAPEUTICS INC Healthcare 36.0 $1K NEW $27.78 -8.4%
118 MAIR MADISON AIR SOLUTIONS CORP Industrials 29.0 $1K NEW $34.48 -20.4%
119 XE X-ENERGY INC Industrials 100.0 $1K NEW $10.00 +88.6%
120 WHR WHIRLPOOL CORP Consumer Cyclical 26.0 $1K NEW $38.46 +2.1%
Page 6 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%