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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 76 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 BEN FRANKLIN RESOURCES INC Financial Services 28.0
1502 TE T1 ENERGY INC Industrials 45.0 NEW
1503 GCTS GCT SEMICONDUCTOR HLDG INC Technology 153.0 NEW
1504 GSIT GSI TECHNOLOGY INC Technology 67.0 NEW
1505 GPC GENUINE PARTS CO Consumer Cyclical 1.0 NEW
1506 GNW GENWORTH FINL INC Financial Services 94.0
1507 GTY GETTY RLTY CORP NEW Real Estate 19.0
1508 GDRX GOODRX HLDGS INC Healthcare 219.0
1509 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 2.0
1510 GRND GRINDR INC Technology 42.0 NEW
1511 GO GROCERY OUTLET HLDG CORP Consumer Defensive 70.0 NEW
1512 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 2.0
1513 UPXI UPEXI INC Communication Services 527.0 -1K -66.7%
1514 GRWG GROWGENERATION CORP Consumer Cyclical 521.0
1515 HAIN HAIN CELESTIAL GROUP INC Consumer Defensive 734.0
1516 HLN HALEON PLC Healthcare 100.0
1517 HLNE HAMILTON LANE INC Financial Services 6.0 NEW
1518 HAS HASBRO INC Consumer Cyclical 11.0 +3.0 +37.5%
1519 HVT HAVERTY FURNITURE COS INC Consumer Cyclical 24.0 NEW
1520 HCAT HEALTH CATALYST INC Healthcare 394.0 +138.0 +53.9%
Page 76 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%