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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 66 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 GTLB GITLAB INC Technology 47.0 $1K +4.0 +9.3% $21.28 +97.8%
1302 GBCI GLACIER BANCORP INC NEW Financial Services 23.0 $1K $43.48 +8.7%
1303 GOOD GLADSTONE COMMERCIAL CORP Real Estate 91.0 $1K $10.99 +18.1%
1304 GDDY GODADDY INC Technology 18.0 $1K -1.0 -5.3% $55.56 +76.7%
1305 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 280.0 $1K $3.57 +63.5%
1306 GSHD GOOSEHEAD INS INC Financial Services 27.0 $1K NEW $37.04 +90.9%
1307 GPRO GOPRO INC Technology 1,963.0 $1K $0.51 +20.7%
1308 LOPE GRAND CANYON ED INC Consumer Defensive 7.0 $1K +3.0 +75.0% $142.86 +2.4%
1309 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 15.0 $1K NEW $66.67 +6.3%
1310 GH GUARDANT HEALTH INC Healthcare 8.0 $1K NEW $125.00 +34.3%
1311 HWC HANCOCK WHITNEY CORPORATION Financial Services 14.0 $1K $71.43 +5.9%
1312 THG HANOVER INS GROUP INC Financial Services 8.0 $1K +3.0 +60.0% $125.00 +78.5%
1313 HIMS HIMS & HERS HEALTH INC Healthcare 57.0 $1K NEW $17.54 +81.6%
1314 HBCP HOMEBANCORP INC Financial Services 15.0 $1K $66.67 +4.1%
1315 HST HOST HOTELS & RESORTS INC Real Estate 75.0 $1K +2.0 +2.7% $13.33 +73.2%
1316 IPGP IPG PHOTONICS CORP Technology 9.0 $1K $111.11 -33.0%
1317 IDA IDACORP INC Utilities 12.0 $1K $83.33 +68.1%
1318 IMVT IMMUNOVANT INC Healthcare 29.0 $1K $34.48 +28.6%
1319 IMKTA INGLES MKTS INC Consumer Defensive 15.0 $1K $66.67 +27.2%
1320 INSP INSPIRE MED SYS INC Healthcare 24.0 $1K +16.0 +200.0% $41.67 +47.0%
Page 66 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%