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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 26 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 OWLET INC 2,500.0 $14K 0.00% $5.60
502 BLOCK INC 189.0 $14K 0.00% +34.0 +21.9% $74.07
503 TGT TARGET CORP Consumer Defensive 106.0 $13K 0.00% +7.0 +7.1% $122.64 +29.0%
504 IVZ INVESCO LTD Financial Services 500.0 $13K 0.00% $26.00 +20.6%
505 OUSTER INC 211.0 $13K 0.00% +11.0 +5.5% $61.61
506 CRH PLC 129.0 $13K 0.00% +30.0 +30.3% $100.78
507 KDP KEURIG DR PEPPER INC Consumer Defensive 413.0 $13K 0.00% +185.0 +81.1% $31.48 +0.6%
508 KOD KODIAK SCIENCES INC Healthcare 352.0 $13K 0.00% -59.0 -14.4% $36.93 +7.9%
509 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 45.0 $13K 0.00% $288.89 +4.0%
510 AEP AMERICAN ELEC PWR CO INC Utilities 98.0 $13K 0.00% -2.0 -2.0% $132.65 -5.2%
511 BIL SPDR SERIES TRUST 152.0 $13K 0.00% $85.53 +7.1%
512 XRT SPDR SERIES TRUST 159.0 $13K 0.00% $81.76 +6.1%
513 ITW ILLINOIS TOOL WKS INC Industrials 49.0 $13K 0.00% -2.0 -3.9% $265.31 +6.6%
514 HIG HARTFORD INSURANCE GROUP INC Financial Services 101.0 $13K 0.00% +30.0 +42.2% $128.71 +6.5%
515 MDB MONGODB INC Technology 39.0 $13K 0.00% +10.0 +34.5% $333.33 +26.1%
516 PYPL PAYPAL HLDGS INC Financial Services 317.0 $13K 0.00% -118.0 -27.1% $41.01 +51.9%
517 PAYX PAYCHEX INC Industrials 136.0 $13K 0.00% +2.0 +1.5% $95.59 +28.6%
518 NOC NORTHROP GRUMMAN CORP Industrials 27.0 $13K 0.00% +1.0 +3.9% $481.48 +17.1%
519 FG F&G ANNUITIES & LIFE INC Financial Services 523.0 $13K 0.00% $24.86 -8.9%
520 DX DYNEX CAP INC Real Estate 1,000.0 $13K 0.00% NEW $13.00 +1.9%
Page 26 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%