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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 50 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 LECO LINCOLN ELEC HLDGS INC Industrials 13.0 $3K 0.00% +4.0 +44.4% $230.77 +22.1%
982 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 69.0 $3K 0.00% +1.0 +1.5% $43.48 +0.6%
983 MDLN MEDLINE INC Healthcare 90.0 $3K 0.00% +1.0 +1.1% $33.33 +2.8%
984 MMSI MERIT MED SYS INC Healthcare 54.0 $3K 0.00% NEW $55.56 +63.4%
985 MTH MERITAGE HOMES CORP Consumer Cyclical 39.0 $3K 0.00% +23.0 +143.8% $76.92 -6.8%
986 MTD METTLER TOLEDO INTERNATIONAL Healthcare 3.0 $3K 0.00% -1.0 -25.0% $1000.00 +39.5%
987 MBOT MICROBOT MED INC Healthcare 2,000.0 $3K 0.00% +500.0 +33.3% $1.50 +0.0%
988 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 169.0 $3K 0.00% $17.75 +24.2%
989 MOD MODINE MFG CO Consumer Cyclical 14.0 $3K 0.00% +2.0 +16.7% $214.29 -7.7%
990 NATH NATHANS FAMOUS INC Consumer Cyclical 30.0 $3K 0.00% $100.00 -1.4%
991 NI NISOURCE INC Utilities 74.0 $3K 0.00% +44.0 +146.7% $40.54 +0.2%
992 NOK NOKIA CORP Technology 270.0 $3K 0.00% +250.0 +1250.0% $11.11 -8.2%
993 OGE OGE ENERGY CORP Utilities 66.0 $3K 0.00% +22.0 +50.0% $45.45 +0.4%
994 ORI OLD REP INTL CORP Financial Services 74.0 $3K 0.00% -39.0 -34.5% $40.54 +2.6%
995 OXLC OXFORD LANE CAP CORP Financial Services 379.0 $3K 0.00% +23.0 +6.5% $7.92 +17.2%
996 PTC PTC INC Technology 29.0 $3K 0.00% +4.0 +16.0% $103.45 +49.5%
997 PSKY PARAMOUNT SKYDANCE CORP Communication Services 341.0 $3K 0.00% NEW $8.80 +17.6%
998 PCTY PAYLOCITY HLDG CORP Technology 34.0 $3K 0.00% -2.0 -5.6% $88.24 +73.8%
999 PR PERMIAN RESOURCES CORP Energy 165.0 $3K 0.00% +77.0 +87.5% $18.18 +30.6%
1000 PXLW PIXELWORKS INC Technology 500.0 $3K 0.00% NEW $6.00 +14.0%
Page 50 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%