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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 48 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 CHTR CHARTER COMMUNICATIONS INC Communication Services 22.0 $3K 0.00% $136.36 +10.1%
942 CHH CHOICE HOTELS INTL INC Consumer Cyclical 28.0 $3K 0.00% $107.14 +2.3%
943 CGNX COGNEX CORP Technology 47.0 $3K 0.00% $63.83 -5.2%
944 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 91.0 $3K 0.00% +27.0 +42.2% $32.97 +87.7%
945 CMC COMMERCIAL METALS CO Basic Materials 48.0 $3K 0.00% $62.50 +6.1%
946 VISN VISTANCE NETWORKS INC Technology 300.0 $3K 0.00% NEW $10.00 +12.1%
947 CRVL CORVEL CORP Financial Services 61.0 $3K 0.00% +18.0 +41.9% $49.18 +42.6%
948 CSGP COSTAR GROUP INC Real Estate 133.0 $3K 0.00% +112.0 +533.3% $22.56 +43.0%
949 CCAP CRESCENT CAP BDC INC Financial Services 346.0 $3K 0.00% +10.0 +3.0% $8.67 +23.5%
950 CGEM CULLINAN THERAPEUTICS INC Healthcare 200.0 $3K 0.00% NEW $15.00 +44.5%
951 CYTK CYTOKINETICS INC Healthcare 36.0 $3K 0.00% +6.0 +20.0% $83.33 -7.8%
952 DCI DONALDSON INC Industrials 35.0 $3K 0.00% +12.0 +52.2% $85.71 +8.8%
953 JETS ETF SER SOLUTIONS 100.0 $3K 0.00% $30.00 -1.4%
954 EWBC EAST WEST BANCORP INC Financial Services 26.0 $3K 0.00% +4.0 +18.2% $115.38 +12.6%
955 EHC ENCOMPASS HEALTH CORP Healthcare 36.0 $3K 0.00% +10.0 +38.5% $83.33 +44.4%
956 EOSE EOS ENERGY ENTERPRISES INC Industrials 671.0 $3K 0.00% +567.0 +545.2% $4.47 -14.8%
957 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 56.0 $3K 0.00% +17.0 +43.6% $53.57 +22.2%
958 FFIV F5 INC Technology 8.0 $3K 0.00% +5.0 +166.7% $375.00 +2.6%
959 FMDE FIDELITY COVINGTON TRUST 96.0 $3K 0.00% $31.25 +35.6%
960 FIG FIGMA INC Technology 174.0 $3K 0.00% NEW $17.24 +57.2%
Page 48 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%