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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 9 of 15  ·  296 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ARMK ARAMARK Industrials 9.0 NEW
162 AROC ARCHROCK INC Energy 14.0 NEW
163 ARTNA ARTESIAN RES CORP Utilities 15.0 NEW
164 RNA ATRIUM THERAPEUTICS INC Healthcare 43.0 NEW
165 AVNT AVIENT CORPORATION Basic Materials 15.0 NEW
166 AVA AVISTA CORP Utilities 13.0 NEW
167 BGS B & G FOODS INC Consumer Defensive 129.0 NEW
168 BRT BRT APARTMENTS CORP Real Estate 35.0 NEW
169 BCPC BALCHEM CORP Basic Materials 3.0 NEW
170 BALL BALL CORP Consumer Cyclical 2.0 NEW
171 BBY BEST BUY INC Consumer Cyclical 12.0 NEW
172 BBNX BETA BIONICS INC Healthcare 53.0 NEW
173 BRCB BLACK ROCK COFFEE BAR INC Consumer Defensive 72.0 NEW
174 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 21.0 NEW
175 CNX CNX RES CORP Energy 15.0 NEW
176 CAL CALERES INC Consumer Cyclical 46.0 NEW
177 CENX CENTURY ALUM CO Basic Materials 7.0 NEW
178 CHE CHEMED CORP NEW Healthcare 2.0 NEW
179 CPK CHESAPEAKE UTILS CORP Utilities 4.0 NEW
180 CHCO CITY HLDG CO Financial Services 4.0 NEW
Page 9 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%