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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 43 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 DBX DROPBOX INC Technology 180.0 $4K 0.00% +96.0 +114.3% $22.22 +55.1%
842 XOVR ENTREPRENEURSHARES SERIES TR 200.0 $4K 0.00% NEW $20.00 +1.8%
843 ESS ESSEX PPTY TR INC Real Estate 16.0 $4K 0.00% +8.0 +100.0% $250.00 +15.6%
844 IT GARTNER INC Technology 33.0 $4K 0.00% +10.0 +43.5% $121.21 +61.6%
845 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 393.0 $4K 0.00% +256.0 +186.9% $10.18 +17.5%
846 GWRE GUIDEWIRE SOFTWARE INC Technology 40.0 $4K 0.00% +2.0 +5.3% $100.00 +89.2%
847 DINO HF SINCLAIR CORP Energy 71.0 $4K 0.00% +14.0 +24.6% $56.34 +72.7%
848 HRI HERC HLDGS INC Industrials 29.0 $4K 0.00% +16.0 +123.1% $137.93 +17.4%
849 HOMB HOME BANCSHARES INC Financial Services 152.0 $4K 0.00% +114.0 +300.0% $26.32 +15.0%
850 INSM INSMED INC Healthcare 41.0 $4K 0.00% +7.0 +20.6% $97.56 +28.9%
851 IWC ISHARES TR 20.0 $4K 0.00% $200.00 -0.8%
852 GARP ISHARES TR 54.0 $4K 0.00% $74.07 +12.1%
853 JAAA JANUS DETROIT STR TR 84.0 $4K 0.00% $47.62 +6.4%
854 JHMM JOHN HANCOCK EXCHANGE TRADED 58.0 $4K 0.00% $68.97 +10.1%
855 LPLA LPL FINL HLDGS INC Financial Services 15.0 $4K 0.00% +9.0 +150.0% $266.67 +35.5%
856 LH LABCORP HOLDINGS INC Healthcare 17.0 $4K 0.00% +3.0 +21.4% $235.29 +42.9%
857 LII LENNOX INTL INC Industrials 8.0 $4K 0.00% +6.0 +300.0% $500.00 -19.4%
858 LSPD LIGHTSPEED COMMERCE INC Technology 410.0 $4K 0.00% $9.76 +8.8%
859 LFUS LITTELFUSE INC Technology 9.0 $4K 0.00% $444.44 -7.2%
860 MKC MCCORMICK & CO INC Consumer Defensive 83.0 $4K 0.00% +73.0 +730.0% $48.19 +15.0%
Page 43 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%