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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 23 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 AQST AQUESTIVE THERAPEUTICS INC Healthcare 4,000.0 $16K 0.00% NEW $4.00 +12.4%
442 IWO ISHARES TR 42.0 $16K 0.00% $380.95 +0.4%
443 MTB M & T BK CORP Financial Services 69.0 $16K 0.00% +13.0 +23.2% $231.88 +2.7%
444 F FORD MTR CO Consumer Cyclical 1,164.0 $16K 0.00% +267.0 +29.8% $13.75 +1.9%
445 DHR DANAHER CORP DEL Healthcare 89.0 $16K 0.00% +5.0 +6.0% $179.78 +20.1%
446 DLR DIGITAL RLTY TR INC Real Estate 91.0 $16K 0.00% +11.0 +13.8% $175.82 +10.5%
447 NKE NIKE INC Consumer Cyclical 393.0 $16K 0.00% +104.0 +36.0% $40.71 -1.2%
448 NSC NORFOLK SOUTHN CORP Industrials 51.0 $16K 0.00% -2.0 -3.8% $313.73 +10.5%
449 DPRO DRAGANFLY INC. Industrials 3,000.0 $16K 0.00% $5.33 -19.7%
450 EA ELECTRONIC ARTS INC Communication Services 82.0 $16K 0.00% +21.0 +34.4% $195.12 +7.5%
451 SYF SYNCHRONY FINANCIAL Financial Services 222.0 $16K 0.00% +50.0 +29.1% $72.07 +6.4%
452 TER TERADYNE INC Technology 35.0 $16K 0.00% +4.0 +12.9% $457.14 -16.2%
453 TSCO TRACTOR SUPPLY CO Consumer Cyclical 524.0 $16K 0.00% +340.0 +184.8% $30.53 +14.8%
454 TFC TRUIST FINL CORP Financial Services 328.0 $16K 0.00% +35.0 +11.9% $48.78 +3.0%
455 HONEYWELL INTL INC 72.0 $16K 0.00% NEW $222.22
456 SNPS SYNOPSYS INC Technology 35.0 $15K 0.00% +4.0 +12.9% $428.57 -7.2%
457 USFR WISDOMTREE TR 300.0 $15K 0.00% +133.0 +79.6% $50.00 +1.0%
458 GENI GENIUS SPORTS LIMITED Communication Services 2,500.0 $15K 0.00% $6.00 +32.2%
459 ANNALY CAPITAL MANAGEMENT IN 692.0 $15K 0.00% +500.0 +260.4% $21.68
460 CEREBRAS SYSTEMS INC 70.0 $15K 0.00% NEW $214.29
Page 23 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%