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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 60 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 GLDM WORLD GOLD TR Financial Services 17.0 $1K +10.0 +142.9% $58.82 +55.2%
1182 XE X-ENERGY INC Industrials 100.0 $1K NEW $10.00 +86.7%
1183 XMTR XOMETRY INC Industrials 20.0 $1K $50.00 +67.2%
1184 BTBT BIT DIGITAL INC Financial Services 1,000.0 $1K NEW $1.00 +53.0%
1185 BUR BURFORD CAPITAL LIMITED Financial Services 400.0 $1K $2.50 +72.4%
1186 GLRE GREENLIGHT CAP RE LTD Financial Services 82.0 $1K $12.20 +25.4%
1187 AOSL ALPHA & OMEGA SEMICONDUCTOR Technology 32.0 $1K NEW $31.25 -15.6%
1188 PNR PENTAIR PLC Industrials 14.0 $1K +8.0 +133.3% $71.43 -9.8%
1189 VAL VALARIS LTD Energy 17.0 $1K $58.82 +49.2%
1190 NXPI NXP SEMICONDUCTORS N V Technology 7.0 $1K +1.0 +16.7% $142.86 +57.9%
1191 ADVANTAGE SOLUTIONS INC 31.0 $1K $32.26
1192 U HAUL HOLDING COMPANY 23.0 $1K +11.0 +91.7% $43.48
1193 APARTMENT INVT & MGMT CO 356.0 $1K NEW $2.81
1194 ATLANTA BRAVES HLDGS INC 28.0 $1K $35.71
1195 SS INNOVATIONS INTERNATIONAL 250.0 $1K $4.00
1196 BV FINL INC 50.0 $1K $20.00
1197 BROWN FORMAN CORP 50.0 $1K +28.0 +127.3% $20.00
1198 DIEBOLD NIXDORF INC 12.0 $1K $83.33
1199 HEICO CORP NEW 4.0 $1K $250.00
1200 INTERNATIONAL BANCSHARES COR 21.0 $1K $47.62
Page 60 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%