BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 10 of 10  ·  198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PEN PENUMBRA INC Healthcare 2.0 -2.0 -50.0%
182 FOUR SHIFT4 PMTS INC Technology 12.0 -19.0 -61.3%
183 SSTK SHUTTERSTOCK INC Communication Services 66.0 -32.0 -32.6%
184 CXM SPRINKLR INC Technology 97.0 -81.0 -45.5%
185 SPT SPROUT SOCIAL INC Technology 89.0 -71.0 -44.4%
186 TKO TKO GROUP HOLDINGS INC Communication Services 3.0 -3.0 -50.0%
187 PATH UIPATH INC Technology 46.0 -91.0 -66.4%
188 PCVX VAXCYTE INC Healthcare 15.0 -27.0 -64.3%
189 VNT VONTIER CORPORATION Technology 17.0 -26.0 -60.5%
190 WU WESTERN UN CO Financial Services 62.0 -127.0 -67.2%
191 YELP YELP INC Communication Services 22.0 -40.0 -64.5%
192 AXTA AXALTA COATING SYS LTD Basic Materials 18.0 -18.0 -50.0%
193 G GENPACT LIMITED Technology 27.0 -4.0 -12.9%
194 ESTC ELASTIC N V Technology 11.0 -17.0 -60.7%
195 DIGITAL BRANDS GROUP INC 479.0 -382.0 -44.4%
196 OPENDOOR TECHNOLOGIES INC 16.0 -43.0 -72.9%
197 OPENDOOR TECHNOLOGIES INC 16.0 -43.0 -72.9%
198 OPENDOOR TECHNOLOGIES INC 16.0 -43.0 -72.9%
Page 10 of 10  ·  198 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%