Pavion Blue Capital, LLC - Q42025 Holdings

Pavion Blue Capital, LLC holds 107 stocks with a total portfolio value of $ 240.83M as of Q42025. In Q42025, Pavion Blue Capital, LLC added 9 new positions, increased stakes in 10 stocks, reduced 40 holdings, and fully exited 3 positions. The largest holding is Microsoft Corp (MSFT), representing 11.27% of the total portfolio.