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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 77 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 HQY HEALTHEQUITY INC Healthcare 7.0
1522 HLX HELIX ENERGY SOLUTIONS GRP I Energy 109.0 NEW
1523 HP HELMERICH & PAYNE INC Energy 25.0
1524 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 19.0
1525 HPK HIGHPEAK ENERGY INC Energy 120.0
1526 HIW HIGHWOODS PPTYS INC Real Estate 24.0
1527 HLLY HOLLEY INC Consumer Cyclical 251.0
1528 HMN HORACE MANN EDUCATORS CORP N Financial Services 17.0
1529 HURN HURON CONSULTING GROUP INC Industrials 11.0 +7.0 +175.0%
1530 ICFI ICF INTL INC Industrials 8.0
1531 IPWR IDEAL PWR INC Industrials 64.0 NEW
1532 PI IMPINJ INC Technology 3.0 NEW
1533 IBCP INDEPENDENT BK CORP MICH Financial Services 16.0
1534 IOSP INNOSPEC INC Basic Materials 6.0 NEW
1535 INVA INNOVIVA INC Healthcare 34.0
1536 IDCC INTERDIGITAL INC Technology 2.0 -2.0 -50.0%
1537 IPI INTREPID POTASH INC Basic Materials 14.0 NEW
1538 KBWY INVESCO EXCH TRADED FD TR II 25.0
1539 BKLN INVESCO EXCH TRADED FD TR II 24.0
1540 TIP ISHARES TR 6.0
Page 77 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%