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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 62 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 15.0 $1K $66.67 +57.5%
1222 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 58.0 $1K $17.24 +56.4%
1223 ABOS ACUMEN PHARMACEUTICALS INC Healthcare 500.0 $1K NEW $2.00 +59.5%
1224 ADEA ADEIA INC Technology 41.0 $1K $24.39 +10.5%
1225 WMS ADVANCED DRAIN SYS INC DEL Industrials 10.0 $1K $100.00 +42.4%
1226 AEIS ADVANCED ENERGY INDS Industrials 4.0 $1K $250.00 +17.0%
1227 AEVA AEVA TECHNOLOGIES INC Consumer Cyclical 69.0 $1K NEW $14.49 +30.2%
1228 AKAM AKAMAI TECHNOLOGIES INC Technology 15.0 $1K +8.0 +114.3% $66.67 +65.1%
1229 ATI ATI INC Industrials 7.0 $1K NEW $142.86 +46.5%
1230 ALGT ALLEGIANT TRAVEL CO Industrials 11.0 $1K $90.91 -15.9%
1231 ALGM ALLEGRO MICROSYSTEMS INC Technology 24.0 $1K +7.0 +41.2% $41.67 -10.7%
1232 ALLY ALLY FINL INC Financial Services 25.0 $1K +12.0 +92.3% $40.00 +5.7%
1233 DCH DAUCH CORP Industrials 274.0 $1K $3.65 +74.3%
1234 AMH AMERICAN HOMES 4 RENT Real Estate 33.0 $1K +16.0 +94.1% $30.30 +13.4%
1235 AMSF AMERISAFE INC Financial Services 49.0 $1K NEW $20.41 +25.9%
1236 AMPY AMPLIFY ENERGY CORP NEW Energy 397.0 $1K $2.52 +94.9%
1237 APPF APPFOLIO INC Technology 8.0 $1K NEW $125.00 +75.1%
1238 ATR APTARGROUP INC Healthcare 8.0 $1K $125.00 +6.4%
1239 ARCB ARCBEST CORP Industrials 8.0 $1K $125.00 +8.7%
1240 RCUS ARCUS BIOSCIENCES INC Healthcare 64.0 $1K $15.62 +88.9%
Page 62 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 27.3%
Financial Services 15.1%
Consumer Cyclical 15.0%
Energy 14.1%
Industrials 9.4%
Healthcare 6.7%
Communication Services 4.9%
Consumer Defensive 3.1%
Utilities 1.8%
Real Estate 1.6%