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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 58 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 EXPAND ENERGY CORPORATION 28.0 $2K +14.0 +100.0% $71.43
1142 FEDERATED HERMES INC 42.0 $2K +18.0 +75.0% $47.62
1143 LIONSGATE STUDIOS CORP 149.0 $2K $13.42
1144 RYANAIR HOLDINGS PLC 32.0 $2K $62.50
1145 SOUTHSTATE BK CORP 30.0 $2K +3.0 +11.1% $66.67
1146 APTIV PLC 35.0 $2K -6.0 -14.6% $57.14
1147 KINIKSA PHARMACEUTICALS INTL 45.0 $2K +21.0 +87.5% $44.44
1148 TECHNIPFMC PLC 37.0 $2K +6.0 +19.4% $54.05
1149 SCL STEPAN CO Basic Materials 22.0 $1K $45.45 +40.0%
1150 STXS STEREOTAXIS INC Healthcare 1,000.0 $1K $1.00 +42.0%
1151 SU SUNCOR ENERGY INC NEW Energy 24.0 $1K $41.67 +64.2%
1152 SYM SYMBOTIC INC Industrials 23.0 $1K $43.48 -3.8%
1153 SNX TD SYNNEX CORPORATION Technology 4.0 $1K +1.0 +33.3% $250.00 +0.1%
1154 TFSL TFS FINL CORP Financial Services 81.0 $1K $12.35 +42.9%
1155 TNGX TANGO THERAPEUTICS INC Healthcare 36.0 $1K NEW $27.78 -14.0%
1156 TPR TAPESTRY INC Consumer Cyclical 11.0 $1K +4.0 +57.1% $90.91 +43.2%
1157 THC TENET HEALTHCARE CORP Healthcare 7.0 $1K $142.86 +96.5%
1158 TEX TEREX CORP NEW Industrials 14.0 $1K $71.43 -6.9%
1159 TTEK TETRA TECH INC NEW Industrials 41.0 $1K -17.0 -29.3% $24.39 +51.7%
1160 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 6.0 $1K +3.0 +100.0% $166.67 +22.7%
Page 58 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%