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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 57 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 SUPN SUPERNUS PHARMACEUTICALS Healthcare 43.0 $2K $46.51 -1.4%
1122 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 100.0 $2K $20.00 -1.8%
1123 TLN TALEN ENERGY CORP Utilities 6.0 $2K +1.0 +20.0% $333.33 -5.7%
1124 TXG 10X GENOMICS INC Healthcare 62.0 $2K $32.26 +101.9%
1125 TTD THE TRADE DESK INC Technology 161.0 $2K +111.0 +222.0% $12.42 +6.1%
1126 OIH VANECK ETF TRUST 7.0 $2K $285.71 +45.4%
1127 VECO VEECO INSTRS INC DEL Technology 27.0 $2K $74.07 -35.4%
1128 VSNT VERSANT MEDIA GROUP INC Industrials 63.0 $2K -1.0 -1.6% $31.75 +22.1%
1129 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 29.0 $2K $68.97 +32.7%
1130 SEAT VIVID SEATS INC Communication Services 339.0 $2K +72.0 +27.0% $5.90 +16.8%
1131 VNO VORNADO RLTY TR Real Estate 55.0 $2K +36.0 +189.5% $36.36 +4.2%
1132 WDFC WD 40 CO Basic Materials 11.0 $2K -2.0 -15.4% $181.82 +19.4%
1133 WAL WESTERN ALLIANCE BANCORP Financial Services 30.0 $2K +6.0 +25.0% $66.67 +19.5%
1134 YUMC YUM CHINA HLDGS INC Consumer Cyclical 53.0 $2K $37.74 +31.2%
1135 JHG JANUS HENDERSON GROUP PLC Financial Services 47.0 $2K +10.0 +27.0% $42.55 +22.1%
1136 WFRD WEATHERFORD INTL PLC Energy 29.0 $2K +6.0 +26.1% $68.97 +31.2%
1137 NE NOBLE CORP PLC Energy 75.0 $2K $26.67 +73.5%
1138 STE STERIS PLC Healthcare 13.0 $2K +9.0 +225.0% $153.85 +54.7%
1139 ADICET BIO INC 246.0 $2K $8.13
1140 ATAIBECKLEY INC 500.0 $2K $4.00
Page 57 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%