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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 47 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 SGOL ETFS GOLD TR Financial Services 100.0 $3K 0.00% $30.00 +46.5%
922 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 140.0 $3K 0.00% $21.43 +21.3%
923 JANT AIM ETF PRODUCTS TRUST 78.0 $3K 0.00% $38.46 +16.9%
924 ACI ALBERTSONS COMPANIES INC Consumer Defensive 276.0 $3K 0.00% NEW $10.87 +13.9%
925 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 34.0 $3K 0.00% +4.0 +13.3% $88.24 +51.0%
926 ABCB AMERIS BANCORP Financial Services 44.0 $3K 0.00% $68.18 +26.4%
927 APLD APPLIED DIGITAL CORP Technology 92.0 $3K 0.00% +9.0 +10.8% $32.61 -16.6%
928 AAOI APPLIED OPTOELECTRONICS INC Technology 24.0 $3K 0.00% -6.0 -20.0% $125.00 -0.1%
929 AGX ARGAN INC Industrials 4.0 $3K 0.00% -999.0 -99.6% $750.00 -33.1%
930 ARCC ARES CAPITAL CORP Financial Services 200.0 $3K 0.00% $15.00 +32.8%
931 ARXS ARXIS INC Industrials 66.0 $3K 0.00% NEW $45.45 +17.2%
932 AVY AVERY DENNISON CORP Industrials 20.0 $3K 0.00% +5.0 +33.3% $150.00 +22.5%
933 CAR AVIS BUDGET GROUP INC Industrials 21.0 $3K 0.00% $142.86 +2.6%
934 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 45.0 $3K 0.00% +19.0 +73.1% $66.67 +44.6%
935 BW BABCOCK & WILCOX ENTERPRISES Industrials 250.0 $3K 0.00% NEW $12.00 -31.0%
936 BCS BARCLAYS PLC Financial Services 112.0 $3K 0.00% $26.79 +0.2%
937 BURL BURLINGTON STORES INC Consumer Cyclical 10.0 $3K 0.00% +4.0 +66.7% $300.00 +8.8%
938 CBZ CBIZ INC Industrials 113.0 $3K 0.00% +26.0 +29.9% $26.55 +105.9%
939 CHRW C H ROBINSON WORLDWIDE IN Industrials 20.0 $3K 0.00% +10.0 +100.0% $150.00 -5.6%
940 CE CELANESE CORP DEL Basic Materials 75.0 $3K 0.00% +10.0 +15.4% $40.00 +17.0%
Page 47 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%