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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 61 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 LEIDOS HOLDINGS INC 15.0 $1K +3.0 +25.0% $66.67
1202 LIBERTY LIVE HOLDINGS INC 12.0 $1K $83.33
1203 MINDWALK HOLDINGS CORP 1,000.0 $1K $1.00
1204 MOOG INC 4.0 $1K $250.00
1205 TEADS HLDG CO 1,528.0 $1K $0.65
1206 OUTFRONT MEDIA INC 53.0 $1K $18.87
1207 TXNM ENERGY INC 32.0 $1K NEW $31.25
1208 PALISADE BIO INC 500.0 $1K $2.00
1209 PARABILIS MEDICINES INC 69.0 $1K NEW $14.49
1210 PRAXIS PRECISION MEDICINES I 3.0 $1K NEW $333.33
1211 SIDUS SPACE INC 699.0 $1K $1.43
1212 SIX FLAGS ENTERTAINMENT CORP 71.0 $1K $14.08
1213 SKILLSOFT CORP 299.0 $1K +190.0 +174.3% $3.34
1214 SUTRO BIOPHARMA INC 46.0 $1K -26.0 -36.1% $21.74
1215 ZENATECH INC 1,000.0 $1K NEW $1.00
1216 EVEREST GROUP LTD 4.0 $1K +2.0 +100.0% $250.00
1217 BUNGE GLOBAL SA 15.0 $1K +2.0 +15.4% $66.67
1218 SILYNXCOM LTD 1,000.0 $1K NEW $1.00
1219 AES AES CORP Utilities 101.0 $1K $9.90 +49.2%
1220 ATEN A10 NETWORKS INC Technology 30.0 $1K $33.33 -21.6%
Page 61 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%