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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 54 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 HUN HUNTSMAN CORP Basic Materials 282.0 $2K $7.09 +40.6%
1062 IESC IES HOLDINGS INC Industrials 4.0 $2K +1.0 +33.3% $500.00 +37.0%
1063 ITT ITT INC Industrials 13.0 $2K $153.85 +35.3%
1064 INGR INGREDION INC Consumer Defensive 30.0 $2K +7.0 +30.4% $66.67 +60.3%
1065 NTLA INTELLIA THERAPEUTICS INC Healthcare 149.0 $2K $13.42 -4.3%
1066 INTA INTAPP INC Technology 113.0 $2K -15.0 -11.7% $17.70 +133.6%
1067 IPAR INTERPARFUMS INC Consumer Defensive 18.0 $2K $111.11 +4.0%
1068 LUNR INTUITIVE MACHINES INC Industrials 97.0 $2K NEW $20.62 -11.1%
1069 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 516.0 $2K +108.0 +26.5% $3.88 +10.7%
1070 EWC ISHARES INC 36.0 $2K $55.56 +12.2%
1071 IYF ISHARES TR 23.0 $2K $86.96 +56.6%
1072 USHY ISHARES TR 65.0 $2K $30.77 +19.7%
1073 JLL JONES LANG LASALLE INC Real Estate 7.0 $2K +3.0 +75.0% $285.71 +35.6%
1074 KEEL KEEL INFRASTRUCTURE CORP Technology 504.0 $2K NEW $3.97 -16.3%
1075 KRYS KRYSTAL BIOTECH INC Healthcare 6.0 $2K $333.33 +4.0%
1076 LSTR LANDSTAR SYS INC Industrials 12.0 $2K $166.67 +11.9%
1077 LXRX LEXICON PHARMACEUTICALS INC Healthcare 1,115.0 $2K -218.0 -16.4% $1.79 +28.2%
1078 LGND LIGAND PHARMACEUTICALS INC Healthcare 9.0 $2K $222.22 +28.8%
1079 LULU LULULEMON ATHLETICA INC Consumer Cyclical 22.0 $2K +7.0 +46.7% $90.91 +33.2%
1080 LUMN LUMEN TECHNOLOGIES INC Communication Services 378.0 $2K +61.0 +19.2% $5.29 +12.3%
Page 54 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%