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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 29 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 WAB WABTEC Industrials 44.0 $11K 0.00% +6.0 +15.8% $250.00 +19.3%
562 WYNN WYNN RESORTS LTD Consumer Cyclical 123.0 $11K 0.00% $89.43 +12.5%
563 XEL XCEL ENERGY INC Utilities 145.0 $11K 0.00% +1.0 +0.7% $75.86 +0.8%
564 ACGL ARCH CAP GROUP LTD Financial Services 117.0 $11K 0.00% +23.0 +24.5% $94.02 +5.9%
565 BROOKFIELD ASSET MANAGMT LTD 250.0 $11K 0.00% NEW $44.00
566 IRSA INVERSIONES Y REP S A 750.0 $11K 0.00% $14.67
567 XLU SELECT SECTOR SPDR TR 252.0 $11K 0.00% $43.65 -1.8%
568 ARLP ALLIANCE RESOURCE PARTNERS L Energy 500.0 $11K 0.00% NEW $22.00 +19.6%
569 RSG REPUBLIC SVCS INC Industrials 55.0 $11K 0.00% -10.0 -15.4% $200.00 +10.3%
570 RJF RAYMOND JAMES FINL INC Financial Services 78.0 $11K 0.00% +15.0 +23.8% $141.03 +24.5%
571 PCAR PACCAR INC Industrials 92.0 $11K 0.00% -1.0 -1.1% $119.57 +10.2%
572 OTIS OTIS WORLDWIDE CORP Industrials 156.0 $11K 0.00% +107.0 +218.4% $70.51 +1.6%
573 BRO BROWN & BROWN INC Financial Services 184.0 $11K 0.00% +99.0 +116.5% $59.78 +21.9%
574 MRNA MODERNA INC Healthcare 171.0 $11K 0.00% -18.0 -9.5% $64.33 +126.0%
575 MIR MIRION TECHNOLOGIES INC Industrials 620.0 $11K 0.00% $17.74 -15.5%
576 MSTR STRATEGY INC Technology 128.0 $11K 0.00% -28.0 -17.9% $85.94 +38.4%
577 MRSH MARSH & MCLENNAN COS INC Financial Services 70.0 $11K 0.00% +7.0 +11.1% $157.14 +22.3%
578 EMO CLEARBRIDGE ENERGY MIDSTREAM Financial Services 222.0 $11K 0.00% $49.55 +10.1%
579 DKNG DRAFTKINGS INC NEW Consumer Cyclical 437.0 $11K 0.00% +385.0 +740.4% $25.17 +3.5%
580 EMB ISHARES TR 121.0 $11K 0.00% $90.91 +4.2%
Page 29 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%