Position in IT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$4,277
+$4,274 QoQ
Shares Held
33
+43.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#564
of 647 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Avion Wealth holds $215,825 across 18 Information Technology Services names. IT ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
599 | $168,444 | |
| 2 | ACN |
Accenture plc
|
66 | $8,213 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
|
59 | $8,080 | |
| 4 | FIS |
Fidelity National Information Services, Inc.
|
188 | $7,309 | |
| 5 | IT |
Gartner Inc
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|
33 | $4,277 | |
| 6 | CTSH |
Cognizant Technology Solutions Corp
|
91 | $3,524 | |
| 7 | APLD |
Applied Digital Corp.
|
92 | $3,431 | |
| 8 | KEEL |
Keel Infrastructure Corp.
|
504 | $2,892 |
All Filings in IT
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,277 | 33 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $3 | 23 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,279 | 13 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $6,571 | 25 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $5,254 | 13 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2 | 6 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2 | 6 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2 | 5 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $898 | 2 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,906 | 4 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $451 | 1 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $3,092 | 9 | Shares | Sole | 2023-10-20 | |
| 2023-03-31 | $651 | 2 | Shares | Sole | 2023-05-05 | |
| No filing history on record for this holder in this stock. | ||||||