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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 34 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 NTRS NORTHERN TR CORP Financial Services 47.0 $8K 0.00% +9.0 +23.7% $170.21 +8.0%
662 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 107.0 $8K 0.00% -30.0 -21.9% $74.77 -2.9%
663 QS QUANTUMSCAPE CORP Consumer Cyclical 1,130.0 $8K 0.00% +9.0 +0.8% $7.08 -15.5%
664 RS RELIANCE INC Basic Materials 24.0 $8K 0.00% +3.0 +14.3% $333.33 +16.4%
665 XLB SELECT SECTOR SPDR TR 164.0 $8K 0.00% $48.78 +9.8%
666 XLP SELECT SECTOR SPDR TR 100.0 $8K 0.00% $80.00 +7.5%
667 SWKS SKYWORKS SOLUTIONS INC Technology 126.0 $8K 0.00% +8.0 +6.8% $63.49 +5.7%
668 TOL TOLL BROTHERS INC Consumer Cyclical 50.0 $8K 0.00% +4.0 +8.7% $160.00 -8.1%
669 TSN TYSON FOODS INC Consumer Defensive 156.0 $8K 0.00% $51.28 +14.0%
670 VRSN VERISIGN INC Technology 35.0 $8K 0.00% +6.0 +20.7% $228.57 +23.3%
671 WDAY WORKDAY INC Technology 69.0 $8K 0.00% +17.0 +32.7% $115.94 +72.5%
672 YUM YUM BRANDS INC Consumer Cyclical 51.0 $8K 0.00% -30.0 -37.0% $156.86 -2.5%
673 ZM ZOOM COMMUNICATIONS INC Technology 96.0 $8K 0.00% +20.0 +26.3% $83.33 +28.9%
674 ACN ACCENTURE PLC IRELAND Technology 66.0 $8K 0.00% -3.0 -4.3% $121.21 +52.9%
675 NU NU HLDGS LTD Financial Services 600.0 $8K 0.00% $13.33 +9.3%
676 GRMN GARMIN LTD Technology 36.0 $8K 0.00% $222.22 +32.7%
677 COOPER COS INC 112.0 $8K 0.00% +91.0 +433.3% $71.43
678 PINNACLE FINL PARTNERS INC 82.0 $8K 0.00% +20.0 +32.3% $97.56
679 BLOX TIDAL TRUST II 500.0 $7K 0.00% NEW $14.00 -2.5%
680 NLR VANECK ETF TRUST 65.0 $7K 0.00% NEW $107.69 +11.4%
Page 34 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%