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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 81 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1601 PBFS PIONEER BANCORP INC MD Financial Services 34.0 NEW
1602 PIPR PIPER SANDLER COMPANIES Financial Services 4.0
1603 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 10.0 +1.0 +11.1%
1604 POR PORTLAND GEN ELEC CO Utilities 12.0
1605 ASBP ASPIRE BIOPHARMA HLDGS INC Healthcare 45.0 NEW
1606 PSMT PRICESMART INC Consumer Defensive 3.0 NEW
1607 PNRG PRIMEENERGY RESOURCES CORP Energy 4.0
1608 PRI PRIMERICA INC Financial Services 3.0
1609 PIII P3 HEALTH PARTNERS INC Healthcare 45.0 NEW
1610 KWR QUAKER HOUGHTON Basic Materials 5.0
1611 QTRX QUANTERIX CORP Healthcare 198.0 NEW
1612 QNST QUINSTREET INC Communication Services 41.0 NEW
1613 RDN RADIAN GROUP INC Financial Services 16.0
1614 RL RALPH LAUREN CORP Consumer Cyclical 1.0 NEW
1615 RNGR RANGER ENERGY SVCS INC Energy 31.0 NEW
1616 RC READY CAPITAL CORP Real Estate 312.0 +52.0 +20.0%
1617 RIGL RIGEL PHARMACEUTICALS INC Healthcare 12.0 NEW
1618 RGTI RIGETTI COMPUTING INC Technology 48.0 NEW
1619 REI RING ENERGY INC Energy 665.0
1620 SLG SL GREEN RLTY CORP Real Estate 14.0
Page 81 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%