BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 79 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 LFST LIFESTANCE HEALTH GROUP INC Healthcare 78.0
1562 LNN LINDSAY CORP Industrials 5.0 NEW
1563 LQDA LIQUIDIA CORPORATION Healthcare 6.0 NEW
1564 LOVE LOVESAC CO Consumer Cyclical 38.0
1565 MP MP MATERIALS CORP Basic Materials 8.0 -42.0 -84.0%
1566 MGNI MAGNITE INC Communication Services 49.0
1567 MARA MARA HOLDINGS INC Financial Services 39.0 NEW
1568 MTCH MATCH GROUP INC NEW Communication Services 20.0 +9.0 +81.8%
1569 MLYS MINERALYS THERAPEUTICS INC Healthcare 21.0
1570 MOBX MOBIX LABS INC Technology 203.0 NEW
1571 MORN MORNINGSTAR INC Financial Services 3.0 -20.0 -87.0%
1572 MLI MUELLER INDS INC Industrials 8.0 NEW
1573 NRC NRC HEALTH Healthcare 44.0
1574 NWL NEWELL BRANDS INC Consumer Defensive 154.0 -137.0 -47.1%
1575 NXST NEXSTAR MEDIA GROUP INC Communication Services 3.0
1576 NODK NI HLDGS INC Financial Services 40.0
1577 NINE NINE ENERGY SERVICE INC Energy 45.0 NEW
1578 LASR NLIGHT INC Technology 6.0 NEW
1579 NDSN NORDSON CORP Industrials 3.0
1580 NFBK NORTHFIELD BANCORP INC DEL Financial Services 61.0
Page 79 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%