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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 49 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 FORM FORMFACTOR INC Technology 21.0 $3K 0.00% $142.86 -20.1%
962 ULCC FRONTIER GROUP HLDGS INC Industrials 404.0 $3K 0.00% +106.0 +35.6% $7.43 -19.7%
963 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 56.0 $3K 0.00% -24.0 -30.0% $53.57 +39.7%
964 GENB GENERATE BIOMEDICINES INC Financial Services 200.0 $3K 0.00% +100.0 +100.0% $15.00 +7.5%
965 THRM GENTHERM INC Consumer Cyclical 98.0 $3K 0.00% $30.61 +32.2%
966 GGG GRACO INC Industrials 50.0 $3K 0.00% +29.0 +138.1% $60.00 +34.4%
967 HALO HALOZYME THERAPEUTICS INC Healthcare 50.0 $3K 0.00% NEW $60.00 +80.3%
968 HXL HEXCEL CORP NEW Industrials 30.0 $3K 0.00% NEW $100.00 -6.1%
969 HII HUNTINGTON INGALLS INDS INC Industrials 12.0 $3K 0.00% +3.0 +33.3% $250.00 +19.3%
970 CRGY CRESCENT ENERGY COMPANY Energy 396.0 $3K 0.00% $7.58 +85.6%
971 IDYA IDEAYA BIOSCIENCES INC Healthcare 103.0 $3K 0.00% +18.0 +21.2% $29.13 +36.2%
972 IEX IDEX CORP Industrials 17.0 $3K 0.00% +8.0 +88.9% $176.47 +32.8%
973 INFQ INFLEQTION INC Technology 250.0 $3K 0.00% $12.00 +17.7%
974 RWK INVESCO EXCH TRADED FD TR II 25.0 $3K 0.00% $120.00 +24.9%
975 INVH INVITATION HOMES INC Real Estate 128.0 $3K 0.00% +17.0 +15.3% $23.44 +28.5%
976 IGIB ISHARES TR 67.0 $3K 0.00% $44.78 +16.4%
977 JACK JACK IN THE BOX INC Consumer Cyclical 245.0 $3K 0.00% -30.0 -10.9% $12.24 +40.8%
978 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 233.0 $3K 0.00% +4.0 +1.8% $12.88 +13.5%
979 KEY KEYCORP Financial Services 139.0 $3K 0.00% +48.0 +52.8% $21.58 +1.3%
980 LEA LEAR CORP Consumer Cyclical 28.0 $3K 0.00% $107.14 +20.0%
Page 49 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%