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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 86 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 ZETA ZETA GLOBAL HOLDINGS CORP Technology 33.0
1702 GTM ZOOMINFO TECHNOLOGIES INC Technology 139.0 NEW
1703 DOX AMDOCS LTD Technology 15.0
1704 AGO ASSURED GUARANTY LTD Financial Services 7.0 NEW
1705 AXTA AXALTA COATING SYS LTD Basic Materials 18.0 -18.0 -50.0%
1706 G GENPACT LIMITED Technology 27.0 -4.0 -12.9%
1707 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 38.0
1708 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 10.0
1709 TROX TRONOX HOLDINGS PLC Basic Materials 139.0
1710 FROG JFROG LTD Technology 6.0 NEW
1711 ESTC ELASTIC N V Technology 11.0 -17.0 -60.7%
1712 XPRO EXPRO GROUP HOLDINGS NV Energy 33.0 NEW
1713 AMC ENTMT HLDGS INC 5.0
1714 ACRES COMMERCIAL REALTY CORP 17.0
1715 ARQ INC 194.0 NEW
1716 ACADIAN ASSET MANAGEMENT INC 13.0
1717 CAN FITE BIOFARMA LTD 5.0
1718 CINGULATE INC 112.0 NEW
1719 DIGITAL BRANDS GROUP INC 479.0 -382.0 -44.4%
1720 FIDELITY COVINGTON TRUST 10.0
Page 86 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%