Pavion Blue Capital, LLC - Q12026 Holdings

Pavion Blue Capital, LLC holds 108 stocks with a total portfolio value of $ 230.2M as of Q12026. In Q12026, Pavion Blue Capital, LLC added 8 new positions, increased stakes in 11 stocks, reduced 48 holdings, and fully exited 7 positions. The largest holding is Microsoft Corp (MSFT), representing 8.98% of the total portfolio.