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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 70 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 SBAC SBA COMMUNICATIONS CORP Real Estate 11.0 $1K -4.0 -26.7% $90.91 +99.4%
1382 SCHE SCHWAB STRATEGIC TR 38.0 $1K $26.32 +38.7%
1383 SCHP SCHWAB STRATEGIC TR 68.0 $1K $14.71 +76.6%
1384 SLQT SELECTQUOTE INC Financial Services 1,512.0 $1K $0.66 +17.3%
1385 SENEA SENECA FOODS CORP NEW Consumer Defensive 8.0 $1K $125.00 +51.7%
1386 TTAN SERVICETITAN INC Technology 15.0 $1K -9.0 -37.5% $66.67 +42.2%
1387 SGHT SIGHT SCIENCES INC Healthcare 331.0 $1K $3.02 +176.7%
1388 SLAB SILICON LABORATORIES INC Technology 5.0 $1K +2.0 +66.7% $200.00 +9.5%
1389 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 87.0 $1K +54.0 +163.6% $11.49 -0.9%
1390 AOS SMITH A O CORP Industrials 17.0 $1K +1.0 +6.2% $58.82 +6.8%
1391 SFM SPROUTS FMRS MKT INC Consumer Defensive 19.0 $1K +13.0 +216.7% $52.63 +47.3%
1392 ACCO ACCO BRANDS CORP Industrials 128.0 NEW
1393 AMCX AMC GLOBAL MEDIA INC Communication Services 60.0 NEW
1394 APG API GROUP CORP Industrials 12.0 NEW
1395 ACAD ACADIA PHARMACEUTICALS INC Healthcare 23.0 NEW
1396 ACU ACME UTD CORP Consumer Defensive 12.0 NEW
1397 JBIO JADE BIOSCIENCES INC Healthcare 7.0
1398 AVAV AEROVIRONMENT INC Industrials 3.0 -2.0 -40.0%
1399 AFBI AFFINITY BANCSHARES INC Financial Services 28.0
1400 AVEX AEVEX CORP Industrials 18.0 NEW
Page 70 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%