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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 27 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 ROBO EXCHANGE TRADED CONCEPTS TRU 159.0 $13K 0.00% $81.76 -1.0%
522 EBAY EBAY INC. Consumer Cyclical 120.0 $13K 0.00% +36.0 +42.9% $108.33 -3.4%
523 KIM KIMCO REALTY CORP Real Estate 475.0 $12K 0.00% +71.0 +17.6% $25.26 -4.4%
524 JEPQ J P MORGAN EXCHANGE TRADED F 200.0 $12K 0.00% $60.00 -0.6%
525 AFRM AFFIRM HLDGS INC Technology 156.0 $12K 0.00% +25.0 +19.1% $76.92 -2.4%
526 KR KROGER CO Consumer Defensive 218.0 $12K 0.00% +43.0 +24.6% $55.05 +2.3%
527 A AGILENT TECHNOLOGIES INC Healthcare 95.0 $12K 0.00% +40.0 +72.7% $126.32 +23.7%
528 SHW SHERWIN WILLIAMS CO Basic Materials 35.0 $12K 0.00% +4.0 +12.9% $342.86 +1.2%
529 APOS APOLLO GLOBAL MGMT INC Financial Services 103.0 $12K 0.00% +10.0 +10.8% $116.50 -78.2%
530 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 153.0 $12K 0.00% $78.43 +11.5%
531 ALAB ASTERA LABS INC Technology 26.0 $12K 0.00% +12.0 +85.7% $461.54 -37.1%
532 IWR ISHARES TR 113.0 $12K 0.00% $106.19 +6.1%
533 IEF ISHARES TR 131.0 $12K 0.00% $91.60 +1.5%
534 SPYV SPDR SERIES TRUST 213.0 $12K 0.00% $56.34 +12.2%
535 BX BLACKSTONE INC Financial Services 102.0 $12K 0.00% +11.0 +12.1% $117.65 +20.2%
536 ILMN ILLUMINA INC Healthcare 72.0 $12K 0.00% +10.0 +16.1% $166.67 +27.9%
537 RMD RESMED INC Healthcare 63.0 $12K 0.00% +16.0 +34.0% $190.48 +19.9%
538 IDXX IDEXX LABS INC Healthcare 24.0 $12K 0.00% +1.0 +4.3% $500.00 +9.2%
539 MSCI MSCI INC Financial Services 22.0 $12K 0.00% +8.0 +57.1% $545.45 +4.3%
540 CBRE CBRE GROUP INC Real Estate 90.0 $12K 0.00% -9.0 -9.1% $133.33 +13.9%
Page 27 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%