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Portfolio (Quarterly) Guide ↗

Avant Capital LLC

· CIK 0001653443
13F Portfolio $142M AUM 76 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 18 Added 38 Reduced 5 Exited
Page 3 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CVX CHEVRON CORPORATION Energy 3,205.0 $663K 0.47% +63.0 +2.0% $206.92 -7.7%
42 SHEL SHELL PLC Energy 6,748.0 $628K 0.44% $93.00 -6.8%
43 MSFT MICROSOFT CORP Technology 1,659.0 $614K 0.43% -66.0 -3.8% $370.28 +13.2%
44 VBR VANGUARD INDEX FDS 2,756.0 $599K 0.42% -487.0 -15.0% $217.23 +6.2%
45 LGLV SPDR SERIES TRUST 3,283.0 $585K 0.41% -65.0 -1.9% $178.11 +0.5%
46 QUS SPDR SERIES TRUST 3,316.0 $569K 0.40% $171.65 +7.7%
47 JHML JOHN HANCOCK EXCHANGE TRADED 6,512.0 $510K 0.36% $78.27 +11.4%
48 XMLV INVESCO EXCH TRADED FD TR II 8,041.0 $506K 0.36% $62.97 +3.7%
49 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 5,460.0 $504K 0.35% $92.31 +0.0%
50 DGRO ISHARES TR 6,987.0 $490K 0.34% +1K +16.7% $70.18 +5.7%
51 VOO VANGUARD INDEX FDS 734.0 $439K 0.31% +99.0 +15.6% $597.84 +14.2%
52 EQWL INVESCO EXCHANGE TRADED FD T 3,784.0 $436K 0.31% -22.0 -0.6% $115.24 +8.4%
53 MGC VANGUARD WORLD FD 1,838.0 $434K 0.30% $236.37 +15.6%
54 PLTR PALANTIR TECHNOLOGIES INC Technology 2,889.0 $423K 0.30% -234.0 -7.5% $146.28 -6.2%
55 SPHB INVESCO EXCH TRADED FD TR II 3,388.0 $393K 0.28% -248.0 -6.8% $115.95 +20.7%
56 QQQ INVESCO QQQ TR Financial Services 678.0 $391K 0.28% $576.80 +23.9%
57 CNQ CANADIAN NAT RES LTD MED TER Energy 8,000.0 $390K 0.27% $48.73 -0.1%
58 MDYV SPDR SERIES TRUST 4,360.0 $371K 0.26% -195.0 -4.3% $85.16 +5.6%
59 UBER UBER TECHNOLOGIES INC Technology 4,923.0 $354K 0.25% +50.0 +1.0% $71.93 +3.7%
60 OXY OCCIDENTAL PETE CORP Energy 5,013.0 $326K 0.23% $65.00 -9.5%
Page 3 of 4  ·  76 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
Consumer Cyclical 33.6%
Technology 27.4%
Energy 26.2%
Financial Services 5.7%
Consumer Defensive 3.3%
Communication Services 2.0%
Industrials 1.8%