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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 53 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 EFX EQUIFAX INC Industrials 14.0 $2K -3.0 -17.6% $142.86 +34.8%
1042 EQH EQUITABLE HLDGS INC Financial Services 57.0 $2K +25.0 +78.1% $35.09 +39.4%
1043 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 71.0 $2K +51.0 +255.0% $28.17 +9.5%
1044 WTRG ESSENTIAL UTILS INC Utilities 67.0 $2K NEW $29.85 +34.6%
1045 EVH EVOLENT HEALTH INC Healthcare 475.0 $2K NEW $4.21 +12.6%
1046 FDS FACTSET RESH SYS INC Financial Services 12.0 $2K $166.67 +79.9%
1047 FSLY FASTLY INC Technology 150.0 $2K -34.0 -18.5% $13.33 +87.1%
1048 FATE FATE THERAPEUTICS INC Healthcare 858.0 $2K +233.0 +37.3% $2.33 -0.0%
1049 FRT FEDERAL RLTY INVT TR NEW Real Estate 22.0 $2K +6.0 +37.5% $90.91 +28.4%
1050 FRMI FERMI INC Utilities 250.0 $2K NEW $8.00 -26.0%
1051 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 1.0 $2K $2000.00 +9.2%
1052 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 41.0 $2K +25.0 +156.2% $48.78 +11.2%
1053 FLO FLOWERS FOODS INC Consumer Defensive 270.0 $2K +47.0 +21.1% $7.41 -6.2%
1054 FRSH FRESHWORKS INC Technology 265.0 $2K +63.0 +31.2% $7.55 +72.0%
1055 GNTX GENTEX CORP Consumer Cyclical 112.0 $2K +63.0 +128.6% $17.86 +32.4%
1056 GERN GERON CORP Healthcare 2,000.0 $2K -387.0 -16.2% $1.00 +52.0%
1057 GPN GLOBAL PMTS INC Industrials 34.0 $2K $58.82 +58.9%
1058 GL GLOBE LIFE INC Financial Services 16.0 $2K +7.0 +77.8% $125.00 +36.9%
1059 GCBC GREENE CNTY BANCORP INC Financial Services 63.0 $2K +40.0 +173.9% $31.75 +9.6%
1060 GPOR GULFPORT ENERGY CORP Energy 13.0 $2K +9.0 +225.0% $153.85 +12.7%
Page 53 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%