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Portfolio (Quarterly) Guide ↗

Avion Wealth

· CIK 0001792704
13F Portfolio $484M AUM 1,558 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 134 New 462 Added 255 Reduced
Page 44 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 TECH BIO-TECHNE CORP Healthcare 41.0 $2K -70.0 -63.1% $48.78 +48.3%
862 BLND BLEND LABS INC Technology 1,200.0 $2K +1K +500.0% $1.67 -8.8%
863 OWL BLUE OWL CAPITAL INC Financial Services 252.0 $2K +142.0 +129.1% $7.94 +47.0%
864 BCC BOISE CASCADE CO DEL Basic Materials 35.0 $2K +20.0 +133.3% $57.14 +44.3%
865 CBZ CBIZ INC Industrials 87.0 $2K NEW $22.99 +137.8%
866 CASY CASEYS GEN STORES INC Consumer Cyclical 4.0 $2K $500.00 +67.1%
867 CHH CHOICE HOTELS INTL INC Consumer Cyclical 28.0 $2K -10.0 -26.3% $71.43 +53.5%
868 CRCL CIRCLE INTERNET GROUP INC Financial Services 25.0 $2K NEW $80.00 +10.0%
869 CGNX COGNEX CORP Technology 47.0 $2K +10.0 +27.0% $42.55 +42.3%
870 CMC COMMERCIAL METALS CO Basic Materials 48.0 $2K $41.67 +59.1%
871 CRVL CORVEL CORP Financial Services 43.0 $2K +22.0 +104.8% $46.51 +50.8%
872 COTY COTY INC Consumer Defensive 1,279.0 $2K NEW $1.56 +75.2%
873 DOCN DIGITALOCEAN HLDGS INC Technology 30.0 $2K +12.0 +66.7% $66.67 +73.5%
874 QBTS D-WAVE QUANTUM INC Technology 200.0 $2K $10.00 +103.9%
875 JETS ETF SER SOLUTIONS 100.0 $2K $20.00 +47.9%
876 PFFA ETFIS SER TR I 100.0 $2K $20.00 +4.5%
877 EWBC EAST WEST BANCORP INC Financial Services 22.0 $2K $90.91 +43.0%
878 ELAN ELANCO ANIMAL HEALTH INC Healthcare 118.0 $2K $16.95 +41.4%
879 ACT ENACT HLDGS INC Financial Services 60.0 $2K $33.33 +47.6%
880 ECPG ENCORE CAP GROUP INC Financial Services 29.0 $2K $68.97 +46.8%
Page 44 of 78  ·  1,556 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 23.4%
Energy 19.1%
Financial Services 16.3%
Consumer Cyclical 15.2%
Industrials 9.0%
Healthcare 5.3%
Communication Services 4.1%
Consumer Defensive 3.4%
Utilities 1.9%
Real Estate 1.5%