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Portfolio (Quarterly) Guide ↗

Avion Wealth

· CIK 0001792704
13F Portfolio $484M AUM 1,558 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 134 New 462 Added 255 Reduced
Page 19 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 RIO RIO TINTO PLC Basic Materials 200.0 $18K 0.00% $90.00 +17.0%
362 REGN REGENERON PHARMACEUTICALS Healthcare 24.0 $18K 0.00% +7.0 +41.2% $750.00 +11.2%
363 DGX QUEST DIAGNOSTICS INC Healthcare 95.0 $18K 0.00% $189.47 +29.0%
364 QCOM QUALCOMM INC Technology 141.0 $18K 0.00% +5.0 +3.7% $127.66 +25.9%
365 D DOMINION ENERGY INC Utilities 293.0 $18K 0.00% +32.0 +12.3% $61.43 +8.4%
366 EZBC FRANKLIN TEMPLETON DIGITAL H Financial Services 457.0 $17K 0.00% $37.20 +19.7%
367 EMLC VANECK ETF TRUST 709.0 $17K 0.00% $23.98 +7.8%
368 TRV TRAVELERS COMPANIES INC Financial Services 59.0 $17K 0.00% +16.0 +37.2% $288.14 +26.2%
369 EUFN ISHARES TR 500.0 $17K 0.00% $34.00 +24.2%
370 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 142.0 $17K 0.00% NEW $119.72 -0.3%
371 XLE SELECT SECTOR SPDR TR 292.0 $17K 0.00% +54.0 +22.7% $58.22 +9.3%
372 CDNS CADENCE DESIGN SYSTEM INC Technology 62.0 $17K 0.00% +7.0 +12.7% $274.19 +16.3%
373 MPC MARATHON PETE CORP Energy 72.0 $17K 0.00% +14.0 +24.1% $236.11 +52.8%
374 MEC MAYVILLE ENGR CO INC Industrials 1,000.0 $17K 0.00% $17.00 +27.8%
375 MPWR MONOLITHIC PWR SYS INC Technology 16.0 $17K 0.00% $1062.50 +23.9%
376 CCL CARNIVAL CORP Consumer Cyclical 675.0 $17K 0.00% +203.0 +43.0% $25.19 +2.2%
377 NOC NORTHROP GRUMMAN CORP Industrials 26.0 $17K 0.00% +5.0 +23.8% $653.85 -15.7%
378 DAL DELTA AIR LINES INC Industrials 258.0 $17K 0.00% +16.0 +6.6% $65.89 +25.1%
379 VRTX VERTEX PHARMACEUTICALS INC Healthcare 39.0 $17K 0.00% +5.0 +14.7% $435.90 +25.7%
380 MDT MEDTRONIC PLC Healthcare 192.0 $16K 0.00% -27.0 -12.3% $83.33 +12.0%
Page 19 of 78  ·  1,556 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 23.4%
Energy 19.1%
Financial Services 16.3%
Consumer Cyclical 15.2%
Industrials 9.0%
Healthcare 5.3%
Communication Services 4.1%
Consumer Defensive 3.4%
Utilities 1.9%
Real Estate 1.5%