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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 65 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 BROS DUTCH BROS INC Consumer Cyclical 16.0 $1K NEW $62.50 -21.0%
1282 EXP EAGLE MATLS INC Basic Materials 6.0 $1K NEW $166.67 +21.8%
1283 ESI ELEMENT SOLUTIONS INC Basic Materials 26.0 $1K $38.46 -7.6%
1284 ENPH ENPHASE ENERGY INC Energy 24.0 $1K +8.0 +50.0% $41.67 -7.9%
1285 ERAS ERASCA INC Healthcare 77.0 $1K NEW $12.99 +31.5%
1286 ERIE ERIE INDTY CO Financial Services 8.0 $1K NEW $125.00 +109.8%
1287 EVR EVERCORE INC Financial Services 3.0 $1K -1.0 -25.0% $333.33 -13.9%
1288 EVER EVERQUOTE INC Communication Services 71.0 $1K +33.0 +86.8% $14.08 +76.9%
1289 EVGO EVGO INC Consumer Cyclical 1,000.0 $1K $1.00 +46.0%
1290 EXPO EXPONENT INC Industrials 18.0 $1K +11.0 +157.1% $55.56 +24.9%
1291 FAF FIRST AMERN FINL CORP Financial Services 24.0 $1K $41.67 +72.8%
1292 FFIN FIRST FINL BANKSHARES INC Financial Services 52.0 $1K +32.0 +160.0% $19.23 +78.0%
1293 GRID FIRST TR EXCHANGE-TRADED FD 10.0 $1K $100.00 +81.2%
1294 FCFS FIRSTCASH HOLDINGS INC Financial Services 5.0 $1K $200.00 +3.0%
1295 FISV FISERV INC Technology 26.0 $1K -104.0 -80.0% $38.46 +33.6%
1296 FLS FLOWSERVE CORP Industrials 16.0 $1K $62.50 +25.0%
1297 FCPT FOUR CORNERS PPTY TR INC Real Estate 64.0 $1K +41.0 +178.3% $15.62 +62.4%
1298 GLPI GAMING & LEISURE P Real Estate 33.0 $1K +11.0 +50.0% $30.30 +44.2%
1299 GNRC GENERAC HLDGS INC Industrials 5.0 $1K $200.00 +3.4%
1300 GABC GERMAN AMERN BANCORP INC Financial Services 29.0 $1K +12.0 +70.6% $34.48 +44.8%
Page 65 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%