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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 59 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 TM TOYOTA MOTOR CORP Consumer Cyclical 10.0 $1K $100.00 +97.3%
1162 TRU TRANSUNION Industrials 14.0 $1K +8.0 +133.3% $71.43 +18.5%
1163 TMCI TREACE MED CONCEPTS INC Healthcare 260.0 $1K NEW $3.85 +12.8%
1164 TRMB TRIMBLE INC Technology 25.0 $1K -8.0 -24.2% $40.00 +50.6%
1165 TYL TYLER TECHNOLOGIES INC Technology 4.0 $1K -4.0 -50.0% $250.00 +40.3%
1166 UNM UNUM GROUP Financial Services 19.0 $1K +6.0 +46.1% $52.63 +66.8%
1167 UPST UPSTART HLDGS INC Financial Services 51.0 $1K $19.61 +54.5%
1168 UWMC UWM HOLDINGS CORPORATION Financial Services 454.0 $1K NEW $2.20 -36.4%
1169 ANGL VANECK ETF TRUST 42.0 $1K $23.81 +21.8%
1170 VHT VANGUARD WORLD FD 5.0 $1K $200.00 +63.9%
1171 VOT VANGUARD INDEX FDS 5.0 $1K $200.00 +52.7%
1172 VLGEA VILLAGE SUPER MKT INC Consumer Defensive 38.0 $1K $26.32 +67.6%
1173 VOD VODAFONE GROUP PLC Communication Services 130.0 $1K $7.69 +107.5%
1174 WTI W & T OFFSHORE INC Energy 452.0 $1K $2.21 +77.2%
1175 WMK WEIS MKTS INC Consumer Defensive 15.0 $1K +7.0 +87.5% $66.67 +6.5%
1176 WEN WENDYS CO Consumer Cyclical 136.0 $1K NEW $7.35 +22.5%
1177 WCC WESCO INTL INC Industrials 4.0 $1K +1.0 +33.3% $250.00 +39.7%
1178 WLK WESTLAKE CORPORATION Basic Materials 14.0 $1K $71.43 +10.5%
1179 WHR WHIRLPOOL CORP Consumer Cyclical 26.0 $1K NEW $38.46 +4.9%
1180 WOLF WOLFSPEED INC Technology 25.0 $1K NEW $40.00 -35.6%
Page 59 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%