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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 51 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 PII POLARIS INC Consumer Cyclical 51.0 $3K 0.00% $58.82 +9.5%
1002 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 29.0 $3K 0.00% +5.0 +20.8% $103.45 +7.1%
1003 QLYS QUALYS INC Technology 25.0 $3K 0.00% +15.0 +150.0% $120.00 +51.6%
1004 QUIK QUICKLOGIC CORP Technology 185.0 $3K 0.00% $16.22 -29.5%
1005 RMBS RAMBUS INC DEL Technology 28.0 $3K 0.00% $107.14 -14.8%
1006 ROL ROLLINS INC Consumer Cyclical 94.0 $3K 0.00% +19.0 +25.3% $31.91 +15.7%
1007 ROP ROPER TECHNOLOGIES INC Industrials 11.0 $3K 0.00% -3.0 -21.4% $272.73 +51.0%
1008 SPMD SPDR SERIES TRUST 50.0 $3K 0.00% NEW $60.00 +12.1%
1009 FNDE SCHWAB STRATEGIC TR 100.0 $3K 0.00% $30.00 +39.6%
1010 FNDX SCHWAB STRATEGIC TR 117.0 $3K 0.00% $25.64 +26.9%
1011 SLDP SOLID POWER INC Industrials 1,164.0 $3K 0.00% +961.0 +473.4% $2.58 -8.0%
1012 STAG STAG INDUSTRIAL INC Real Estate 100.0 $3K 0.00% $30.00 +22.2%
1013 AMG AFFILIATED MANAGERS GROUP Financial Services 7.0 $2K $285.71 +24.7%
1014 ADC AGREE RLTY CORP Real Estate 39.0 $2K $51.28 +44.1%
1015 LNT ALLIANT ENERGY CORP Utilities 34.0 $2K $58.82 +15.4%
1016 AMPX AMPRIUS TECHNOLOGIES INC Industrials 200.0 $2K $10.00 +3.4%
1017 AR ANTERO RESOURCES CORP Energy 72.0 $2K +57.0 +380.0% $27.78 +36.6%
1018 AM ANTERO MIDSTREAM CORP Energy 127.0 $2K +24.0 +23.3% $15.75 +40.6%
1019 AIT APPLIED INDL TECHNOLOGIES IN Industrials 8.0 $2K +6.0 +300.0% $250.00 +36.6%
1020 OZK BANK OZK LITTLE ROCK ARK Financial Services 39.0 $2K $51.28 -3.6%
Page 51 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%