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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 71 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 AISP AIRSHIP AI HLDGS INC Technology 202.0 NEW
1402 AIRO AIRO GROUP HLDGS INC Industrials 83.0 NEW
1403 ALK ALASKA AIR GROUP INC Industrials 15.0
1404 ALGN ALIGN TECHNOLOGY INC Healthcare 4.0
1405 ALLO ALLOGENE THERAPEUTICS INC Healthcare 440.0
1406 AMR ALPHA METALLURGICAL RESOUR I Energy 6.0
1407 OKLO OKLO INC Utilities 9.0 NEW
1408 AMBQ AMBIQ MICRO INC Technology 5.0 NEW
1409 ANAB ANAPTYSBIO INC Healthcare 7.0 NEW
1410 ANIX ANIXA BIOSCIENCES INC Healthcare 200.0
1411 ARMK ARAMARK Industrials 9.0 NEW
1412 ACHR ARCHER AVIATION INC Industrials 200.0
1413 AROC ARCHROCK INC Energy 14.0 NEW
1414 ACA ARCOSA INC Industrials 6.0
1415 ARTNA ARTESIAN RES CORP Utilities 15.0 NEW
1416 ASH ASHLAND INC Basic Materials 10.0
1417 ASB ASSOCIATED BANC-CORP Financial Services 25.0
1418 RNA ATRIUM THERAPEUTICS INC Healthcare 43.0 NEW
1419 AUR AURORA INNOVATION INC Technology 119.0 -111.0 -48.3%
1420 AN AUTONATION INC Consumer Cyclical 3.0
Page 71 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%