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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 72 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 AVNS AVANOS MED INC Healthcare 30.0
1422 AVNT AVIENT CORPORATION Basic Materials 15.0 NEW
1423 AVBC AVIDIA BANCORP INC Financial Services 34.0
1424 AVA AVISTA CORP Utilities 13.0 NEW
1425 AX AXOS FINANCIAL INC Financial Services 8.0 -12.0 -60.0%
1426 BGS B & G FOODS INC Consumer Defensive 129.0 NEW
1427 BRT BRT APARTMENTS CORP Real Estate 35.0 NEW
1428 BRCC BRC INC Consumer Defensive 637.0
1429 BCPC BALCHEM CORP Basic Materials 3.0 NEW
1430 BALL BALL CORP Consumer Cyclical 2.0 NEW
1431 BANC BANC OF CALIFORNIA INC Financial Services 39.0
1432 BMRC BANK OF MARIN BANCORP Financial Services 24.0
1433 BBSI BARRETT BUSINESS SVCS INC Industrials 18.0
1434 BDC BELDEN INC Technology 6.0
1435 BSY BENTLEY SYS INC Technology 9.0 -58.0 -86.6%
1436 BBY BEST BUY INC Consumer Cyclical 12.0 NEW
1437 BBNX BETA BIONICS INC Healthcare 53.0 NEW
1438 TECH BIO-TECHNE CORP Healthcare 11.0 -30.0 -73.2%
1439 BNTX BIONTECH SE Healthcare 5.0
1440 BRCB BLACK ROCK COFFEE BAR INC Consumer Defensive 72.0 NEW
Page 72 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%