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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 40 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 VOYA VOYA FINANCIAL INC Financial Services 58.0 $5K 0.00% +49.0 +544.4% $86.21 +13.4%
782 WY WEYERHAEUSER CO Real Estate 217.0 $5K 0.00% +69.0 +46.6% $23.04 +6.0%
783 XPO XPO INC Industrials 26.0 $5K 0.00% +14.0 +116.7% $192.31 +2.8%
784 NBR NABORS INDUSTRIES LTD Energy 63.0 $5K 0.00% $79.37 +16.4%
785 NVT NVENT ELEC PLC Industrials 31.0 $5K 0.00% +6.0 +24.0% $161.29 -5.8%
786 ELECTROVAYA INC 500.0 $5K 0.00% $10.00
787 FEDEX FGHT HLDG CO INC 39.0 $5K 0.00% NEW $128.21
788 IMMUNITYBIO INC 666.0 $5K 0.00% -200.0 -23.1% $7.51
789 FLUTTER ENTMT PLC 57.0 $5K 0.00% +21.0 +58.3% $87.72
790 ALB ALBEMARLE CORP Basic Materials 42.0 $5K 0.00% -6.0 -12.5% $119.05 +20.3%
791 AAL AMERICAN AIRLINES GROUP INC Industrials 292.0 $5K 0.00% -716.0 -71.0% $17.12 -19.3%
792 AWK AMERICAN WTR WKS CO INC NEW Utilities 44.0 $5K 0.00% +16.0 +57.1% $113.64 +19.1%
793 BDX BECTON DICKINSON & CO Healthcare 36.0 $5K 0.00% +6.0 +20.0% $138.89 +38.2%
794 WRB BERKLEY W R CORP Financial Services 78.0 $5K 0.00% +40.0 +105.3% $64.10 +7.0%
795 BB BLACKBERRY LTD Technology 400.0 $5K 0.00% NEW $12.50 -35.7%
796 BLDR BUILDERS FIRSTSOURCE INC Industrials 60.0 $5K 0.00% -12.0 -16.7% $83.33 -15.7%
797 CASY CASEYS GEN STORES INC Consumer Cyclical 7.0 $5K 0.00% +3.0 +75.0% $714.29 +17.0%
798 DTM DT MIDSTREAM INC Energy 39.0 $5K 0.00% +7.0 +21.9% $128.21 -1.1%
799 DOCN DIGITALOCEAN HLDGS INC Technology 33.0 $5K 0.00% +3.0 +10.0% $151.52 -23.7%
800 DSL DOUBLELINE INCOME SOLUTIONS Financial Services 489.0 $5K 0.00% $10.22 +3.1%
Page 40 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%