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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 74 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 CHE CHEMED CORP NEW Healthcare 2.0 NEW
1462 CPK CHESAPEAKE UTILS CORP Utilities 4.0 NEW
1463 CHCO CITY HLDG CO Financial Services 4.0 NEW
1464 CLH CLEAN HARBORS INC Industrials 2.0
1465 CLSK CLEANSPARK INC Technology 13.0
1466 CWEN CLEARWAY ENERGY INC Utilities 15.0
1467 CHRS COHERUS ONCOLOGY INC Healthcare 660.0
1468 ENOV ENOVIS CORPORATION Industrials 23.0 NEW
1469 CMCO COLUMBUS MCKINNON CORP N Y Industrials 36.0
1470 CVLT COMMVAULT SYS INC Technology 6.0 NEW
1471 CNMD CONMED CORP Healthcare 29.0 NEW
1472 CPS COOPER-STANDARD HOLDINGS INC Consumer Cyclical 21.0
1473 CNM CORE & MAIN INC Industrials 6.0
1474 CNR CORE NATURAL RESOURCES INC Energy 6.0 NEW
1475 COTY COTY INC Consumer Defensive 461.0 -818.0 -64.0%
1476 CCK CROWN HLDGS INC Consumer Cyclical 5.0 NEW
1477 CFR CULLEN FROST BANKERS INC Financial Services 4.0 NEW
1478 DXC DXC TECHNOLOGY CO Technology 27.0
1479 DVA DAVITA INC Healthcare 4.0
1480 DNTH DIANTHUS THERAPEUTICS INC Healthcare 5.0 NEW
Page 74 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%