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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 22 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 TOTALENERGIES SE 222.0 $17K 0.00% $76.58
422 AFL AFLAC INC Financial Services 150.0 $17K 0.00% +28.0 +22.9% $113.33 +3.1%
423 KEYS KEYSIGHT TECHNOLOGIES INC Technology 51.0 $17K 0.00% +3.0 +6.2% $333.33 -5.7%
424 JBL JABIL INC Technology 46.0 $17K 0.00% +7.0 +17.9% $369.57 -14.3%
425 AMP AMERIPRISE FINL INC Financial Services 39.0 $17K 0.00% +21.0 +116.7% $435.90 +28.0%
426 AME AMETEK INC Industrials 72.0 $17K 0.00% +10.0 +16.1% $236.11 +1.5%
427 SPTL SPDR SERIES TRUST 686.0 $17K 0.00% $24.78 +1.5%
428 BE BLOOM ENERGY CORP Industrials 59.0 $17K 0.00% +15.0 +34.1% $288.14 -30.4%
429 BSX BOSTON SCIENTIFIC CORP Healthcare 405.0 $17K 0.00% +116.0 +40.1% $41.98 +19.4%
430 HUM HUMANA INC Healthcare 45.0 $17K 0.00% +31.0 +221.4% $377.78 +1.6%
431 MAA MID-AMER APT CMNTYS INC Real Estate 129.0 $17K 0.00% +117.0 +975.0% $131.78 +1.1%
432 GWW WW GRAINGER INC Industrials 13.0 $17K 0.00% +1.0 +8.3% $1307.69 -0.8%
433 CIEN CIENA CORP Technology 35.0 $17K 0.00% +4.0 +12.9% $485.71 -18.4%
434 CTAS CINTAS CORP Industrials 101.0 $17K 0.00% -9.0 -8.2% $168.32 +21.1%
435 PINS PINTEREST INC Communication Services 853.0 $17K 0.00% +30.0 +3.6% $19.93 +15.6%
436 NOG NORTHERN OIL & GAS INC Energy 947.0 $17K 0.00% $17.95 +48.7%
437 EXC EXELON CORP Utilities 372.0 $17K 0.00% +100.0 +36.8% $45.70 -0.8%
438 EMR EMERSON ELEC CO Industrials 122.0 $17K 0.00% +19.0 +18.4% $139.34 +11.8%
439 KVUE KENVUE INC Consumer Defensive 861.0 $16K 0.00% $18.58 +2.4%
440 IEO ISHARES TR 150.0 $16K 0.00% $106.67 +27.9%
Page 22 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%