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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 14 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 IAU ISHARES GOLD TR Financial Services 594.0 $44K 0.01% -302.0 -33.7% $74.07 +14.5%
262 HPE HEWLETT PACKARD ENTERPRISE C Technology 994.0 $44K 0.01% +128.0 +14.8% $44.27 +20.0%
263 ONDS ONDAS INC Technology 5,250.0 $43K 0.01% +891.0 +20.4% $8.19 +8.7%
264 PFF ISHARES TR 1,385.0 $42K 0.01% $30.32 +0.9%
265 RDVY FIRST TR EXCHANGE TRADED FD 525.0 $42K 0.01% NEW $80.00 +2.8%
266 CB CHUBB LIMITED Financial Services 125.0 $42K 0.01% +5.0 +4.2% $336.00 +1.5%
267 DDOG DATADOG INC Technology 160.0 $41K 0.01% +22.0 +15.9% $256.25 -8.9%
268 EVRG EVERGY INC Utilities 485.0 $41K 0.01% $84.54 -1.1%
269 PFE PFIZER INC Healthcare 1,719.0 $41K 0.01% -14.0 -0.8% $23.85 +18.4%
270 IXUS ISHARES TR 426.0 $40K 0.01% $93.90 +3.5%
271 XLI SELECT SECTOR SPDR TR 219.0 $40K 0.01% $182.65 -0.4%
272 PRK PARK NATL CORP Financial Services 221.0 $40K 0.01% +218.0 +7266.7% $181.00 +11.4%
273 DUK DUKE ENERGY CORP NEW Utilities 322.0 $40K 0.01% +39.0 +13.8% $124.22 -0.5%
274 TT TRANE TECHNOLOGIES PLC Industrials 83.0 $40K 0.01% +27.0 +48.2% $481.93 -5.5%
275 VCSH VANGUARD SCOTTSDALE FDS 500.0 $39K 0.01% $78.00 +0.9%
276 INTU INTUIT Technology 151.0 $39K 0.01% +114.0 +308.1% $258.28 +40.3%
277 BOND PIMCO ETF TR 428.0 $39K 0.01% $91.12 -0.2%
278 LQD ISHARES TR 354.0 $38K 0.01% $107.34 -0.7%
279 PEP PEPSICO INC Consumer Defensive 283.0 $38K 0.01% -133.0 -32.0% $134.28 +6.2%
280 BK BANK OF NY MELLON CORP Financial Services 268.0 $38K 0.01% +37.0 +16.0% $141.79 +0.1%
Page 14 of 88  ·  1,750 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%