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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 52 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 BLKB BLACKBAUD INC Technology 74.0 $2K NEW $27.03 +75.8%
1022 BLND BLEND LABS INC Technology 1,500.0 $2K +300.0 +25.0% $1.33 +14.0%
1023 BCC BOISE CASCADE CO DEL Basic Materials 35.0 $2K $57.14 +44.3%
1024 BYD BOYD GAMING CORP Consumer Cyclical 28.0 $2K +12.0 +75.0% $71.43 +13.1%
1025 CG CARLYLE GROUP INC Financial Services 71.0 $2K -49.0 -40.8% $28.17 +75.3%
1026 CIFR CIPHER DIGITAL INC Financial Services 85.0 $2K -50.0 -37.0% $23.53 -33.0%
1027 COLB COLUMBIA BKG SYS INC Financial Services 81.0 $2K -66.0 -44.9% $24.69 +24.8%
1028 CLBK COLUMBIA FINL INC Financial Services 107.0 $2K $18.69 -36.9%
1029 COMP COMPASS INC Technology 219.0 $2K $9.13 +28.7%
1030 CORZ CORE SCIENTIFIC INC NEW Technology 92.0 $2K $21.74 -18.1%
1031 CR CRANE COMPANY Industrials 12.0 $2K NEW $166.67 +25.0%
1032 CUBI CUSTOMERS BANCORP INC Financial Services 27.0 $2K $74.07 +7.7%
1033 DOCU DOCUSIGN INC Technology 62.0 $2K -19.0 -23.5% $32.26 +92.2%
1034 DGICA DONEGAL GROUP INC Financial Services 108.0 $2K $18.52 +0.8%
1035 PFFA ETFIS SER TR I 100.0 $2K $20.00 +4.5%
1036 EMN EASTMAN CHEM CO Basic Materials 32.0 $2K +7.0 +28.0% $62.50 +18.5%
1037 ELAN ELANCO ANIMAL HEALTH INC Healthcare 118.0 $2K $16.95 +41.4%
1038 ACT ENACT HLDGS INC Financial Services 60.0 $2K $33.33 +47.6%
1039 ECPG ENCORE CAP GROUP INC Financial Services 29.0 $2K $68.97 +46.8%
1040 ENTG ENTEGRIS INC Technology 12.0 $2K +5.0 +71.4% $166.67 -13.8%
Page 52 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%