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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 75 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 114.0 -12.0 -9.5%
1482 DLB DOLBY LABORATORIES INC Technology 10.0 -6.0 -37.5%
1483 DOMO DOMO INC Technology 170.0 NEW
1484 DORM DORMAN PRODS INC Consumer Cyclical 5.0 NEW
1485 DOCS DOXIMITY INC Healthcare 20.0 -20.0 -50.0%
1486 SATS ECHOSTAR CORP Technology 9.0 NEW
1487 EMBC EMBECTA CORP Healthcare 163.0 +107.0 +191.1%
1488 EPAM EPAM SYS INC Technology 7.0 NEW
1489 EPSN EPSILON ENERGY LTD Energy 86.0 NEW
1490 ESAB ESAB CORPORATION Industrials 5.0 NEW
1491 MRAM EVERSPIN TECHNOLOGIES INC Technology 14.0 NEW
1492 EXPI AGNT INC Real Estate 106.0 NEW
1493 FRPH FRP HLDGS INC Real Estate 22.0 NEW
1494 FDIS FIDELITY COVINGTON TRUST 7.0
1495 FNCL FIDELITY COVINGTON TRUST 7.0
1496 FIVA FIDELITY COVINGTON TRUST 19.0
1497 FCOM FIDELITY COVINGTON TRUST 9.0
1498 FNF FIDELITY NATL FINL INC Financial Services 14.0
1499 FCBC FIRST CMNTY BANKSHARES INC V Financial Services 15.0
1500 GUTS FRACTYL HEALTH INC Healthcare 1,042.0
Page 75 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%