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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 63 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 AWI ARMSTRONG WORLD INDS INC NEW Industrials 7.0 $1K $142.86 +24.7%
1242 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 42.0 $1K $23.81 +76.6%
1243 ASAN ASANA INC Technology 163.0 $1K +89.0 +120.3% $6.13 +54.9%
1244 AIZ ASSURANT INC Financial Services 4.0 $1K NEW $250.00 +12.8%
1245 ATOM ATOMERA INC Technology 198.0 $1K -293.0 -59.7% $5.05 -5.2%
1246 AVTR AVANTOR INC Healthcare 191.0 $1K +124.0 +185.1% $5.24 +172.2%
1247 AVPT AVEPOINT INC Technology 143.0 $1K -54.0 -27.4% $6.99 +87.8%
1248 BOKF BOK FINL CORP Financial Services 8.0 $1K $125.00 +11.9%
1249 BWXT BWX TECHNOLOGIES INC Industrials 8.0 $1K +5.0 +166.7% $125.00 +25.2%
1250 TBBK BANCORP INC DEL Financial Services 18.0 $1K $55.56 +20.4%
1251 BKU BANKUNITED INC Financial Services 25.0 $1K $40.00 +15.5%
1252 BRBR BELLRING BRANDS INC Consumer Defensive 112.0 $1K +56.0 +100.0% $8.93 +17.0%
1253 BKH BLACK HILLS CORP Utilities 20.0 $1K $50.00 +46.6%
1254 BL BLACKLINE INC Technology 55.0 $1K NEW $18.18 +75.6%
1255 BZAI BLAIZE HLDGS INC Technology 842.0 $1K NEW $1.19 -58.3%
1256 BBIO BRIDGEBIO PHARMA INC Healthcare 14.0 $1K NEW $71.43 +16.1%
1257 BRX BRIXMOR PPTY GROUP INC Real Estate 56.0 $1K +33.0 +143.5% $17.86 +65.1%
1258 BZFD BUZZFEED INC Communication Services 1,000.0 $1K $1.00 +10.0%
1259 CDW CDW CORP Technology 11.0 $1K +7.0 +175.0% $90.91 +46.9%
1260 CF CF INDUSTRIES HOLD Basic Materials 10.0 $1K NEW $100.00 +25.7%
Page 63 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%