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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 35 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 VOOG VANGUARD ADMIRAL FDS INC 96.0 $7K 0.00% +80.0 +500.0% $72.92 +14.5%
682 FLEX FLEX LTD Technology 49.0 $7K 0.00% +25.0 +104.2% $142.86 -22.7%
683 CORPAY INC 23.0 $7K 0.00% +2.0 +9.5% $304.35
684 LANDBRIDGE COMPANY LLC 100.0 $7K 0.00% NEW $70.00
685 ABUS ARBUTUS BIOPHARMA CORP Healthcare 1,500.0 $7K 0.00% $4.67 +11.6%
686 TEAM ATLASSIAN CORPORATION Technology 90.0 $7K 0.00% +42.0 +87.5% $77.78 +120.9%
687 ADSK AUTODESK INC Technology 38.0 $7K 0.00% -16.0 -29.6% $184.21 +37.8%
688 ACLS AXCELIS TECHNOLOGIES INC Technology 42.0 $7K 0.00% $166.67 -23.8%
689 BHP BHP BILLITON LIMITED Basic Materials 89.0 $7K 0.00% $78.65 +23.4%
690 CNO CNO FINL GROUP INC Financial Services 151.0 $7K 0.00% +44.0 +41.1% $46.36 +15.5%
691 CPB THE CAMPBELLS COMPANY Consumer Defensive 343.0 $7K 0.00% +279.0 +435.9% $20.41 +17.4%
692 CINF CINCINNATI FINL CORP Financial Services 38.0 $7K 0.00% $184.21 -8.6%
693 COHU COHU INC Technology 100.0 $7K 0.00% $70.00 -22.3%
694 CCI CROWN CASTLE INC Real Estate 96.0 $7K 0.00% +21.0 +28.0% $72.92 +3.6%
695 DG DOLLAR GEN CORP Consumer Defensive 64.0 $7K 0.00% $109.38 +12.8%
696 EXPD EXPEDITORS INTL WASH INC Industrials 48.0 $7K 0.00% +12.0 +33.3% $145.83 +28.8%
697 EXR EXTRA SPACE STORAGE INC Real Estate 51.0 $7K 0.00% +18.0 +54.5% $137.25 +7.0%
698 FIS FIDELITY NATL INFORMATION SV Technology 188.0 $7K 0.00% +71.0 +60.7% $37.23 +11.0%
699 FSLR FIRST SOLAR INC Energy 30.0 $7K 0.00% +9.0 +42.9% $233.33 -8.2%
700 CIBR FIRST TR EXCHANGE-TRADED FD 85.0 $7K 0.00% $82.35 +15.2%
Page 35 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%