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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 8 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LRCX LAM RESEARCH CORP Technology 332.0 $143K 0.03% +73.0 +28.2% $430.72 -23.9%
142 SPEM SPDR INDEX SHS FDS 2,780.0 $143K 0.03% NEW $51.44 +0.6%
143 BAC BANK OF AMER CORP Financial Services 2,516.0 $143K 0.03% +250.0 +11.0% $56.84 +13.0%
144 SBUX STARBUCKS CORP Consumer Cyclical 1,399.0 $142K 0.03% +24.0 +1.8% $101.50 +4.4%
145 IWM ISHARES TR 470.0 $141K 0.03% $300.00 +0.1%
146 GE GE AEROSPACE Industrials 368.0 $137K 0.03% +53.0 +16.8% $372.28 +0.8%
147 APP APPLOVIN CORP Technology 262.0 $134K 0.03% +11.0 +4.4% $511.45 -39.9%
148 PG PROCTER & GAMBLE CO Consumer Defensive 919.0 $134K 0.03% +28.0 +3.1% $145.81 -1.6%
149 BCI ABRDN ETFS 6,028.0 $134K 0.03% NEW $22.23 +12.0%
150 MCHP MICROCHIP TECHNOLOGY INC. Technology 1,467.0 $133K 0.03% +45.0 +3.2% $90.66 -13.8%
151 GEV GE VERNOVA INC Utilities 113.0 $132K 0.03% +10.0 +9.7% $1168.14 -14.0%
152 ENTERGY CORP NEW 1,132.0 $130K 0.02% -10.0 -0.9% $114.84
153 SO SOUTHERN CO Utilities 1,348.0 $129K 0.02% +109.0 +8.8% $95.70 -3.8%
154 DE DEERE & CO Industrials 200.0 $126K 0.02% +11.0 +5.8% $630.00 -6.6%
155 ABBV ABBVIE INC Healthcare 504.0 $126K 0.02% +107.0 +26.9% $250.00 +3.6%
156 ZAP GLOBAL X FDS 3,635.0 $125K 0.02% NEW $34.39 -5.1%
157 MFC MANULIFE FINL CORP Financial Services 3,059.0 $123K 0.02% NEW $40.21 +9.5%
158 KLAC KLA CORP Technology 402.0 $121K 0.02% +368.0 +1082.3% $301.00 -35.3%
159 SHOP SHOPIFY INC Technology 1,050.0 $119K 0.02% -6.0 -0.6% $113.33 +29.3%
160 MSI MOTOROLA SOLUTIONS INC Technology 284.0 $117K 0.02% -8.0 -2.7% $411.97 +14.0%
Page 8 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%