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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 24 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 MILLROSE PPTYS INC 500.0 $15K 0.00% NEW $30.00
462 RYLD GLOBAL X FDS 1,000.0 $15K 0.00% NEW $15.00 +9.5%
463 COPX GLOBAL X FDS 200.0 $15K 0.00% NEW $75.00 +26.1%
464 FIX COMFORT SYS USA INC Industrials 8.0 $15K 0.00% $1875.00 -11.7%
465 DOC HEALTHPEAK PROPERTIES INC Real Estate 726.0 $15K 0.00% +66.0 +10.0% $20.66 +3.6%
466 XLE SELECT SECTOR SPDR TR 297.0 $15K 0.00% +5.0 +1.7% $50.51 +26.0%
467 EZBC FRANKLIN TEMPLETON DIGITAL H Financial Services 457.0 $15K 0.00% $32.82 +35.7%
468 AIG AMERICAN INTL GROUP INC Financial Services 205.0 $15K 0.00% +81.0 +65.3% $73.17 +4.0%
469 HYLS FIRST TR EXCHANGE-TRADED FD 391.0 $15K 0.00% NEW $38.36 +5.7%
470 BKNG BOOKING HOLDINGS INC Consumer Cyclical 86.0 $15K 0.00% NEW $174.42 +20.2%
471 PPL PPL CORP Utilities 422.0 $15K 0.00% +42.0 +11.1% $35.55 -3.3%
472 PDI PIMCO DYNAMIC INCOME FD Financial Services 899.0 $15K 0.00% +611.0 +212.2% $16.69 -9.4%
473 PRU PRUDENTIAL FINL INC Financial Services 140.0 $15K 0.00% +10.0 +7.7% $107.14 +13.1%
474 LHX L3HARRIS TECHNOLOGIES INC Industrials 53.0 $15K 0.00% +5.0 +10.4% $283.02 -5.8%
475 ESPR ESPERION THERAPEUTICS INC NE Healthcare 5,000.0 $15K 0.00% -5K -50.0% $3.00 +6.0%
476 FAST FASTENAL CO Industrials 326.0 $15K 0.00% +31.0 +10.5% $46.01 +11.4%
477 CHCT COMMUNITY HEALTHCARE TR INC Real Estate 770.0 $14K 0.00% +20.0 +2.7% $18.18 -18.2%
478 CW CURTISS WRIGHT CORP Industrials 19.0 $14K 0.00% +3.0 +18.8% $736.84 -13.8%
479 MET METLIFE INC Financial Services 170.0 $14K 0.00% -357.0 -67.7% $82.35 +14.6%
480 CNC CENTENE CORP DEL Healthcare 229.0 $14K 0.00% +79.0 +52.7% $61.14 +6.4%
Page 24 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 28.1%
Financial Services 15.6%
Consumer Cyclical 15.5%
Energy 12.0%
Industrials 9.7%
Healthcare 6.9%
Communication Services 4.6%
Consumer Defensive 3.2%
Utilities 1.9%
Real Estate 1.6%