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Portfolio (Quarterly) Guide ↗

Avos Capital Management, LLC

· CIK 0001948622
13F Portfolio $229M AUM 65 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 11 New 20 Added 6 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPTL SPDR SERIES TRUST 400,989.0 $10.6M 4.64% NEW $26.47 -2.9%
2 NVDA NVIDIA CORPORATION Technology 4,002.0 $746K 0.33% NEW $186.50 +15.5%
3 IAUM ISHARES GOLD TR Financial Services 17,187.0 $739K 0.32% NEW $42.99 +4.5%
4 GS GOLDMAN SACHS GROUP INC Financial Services 627.0 $551K 0.24% NEW $879.00 +13.4%
5 ABBV ABBVIE INC Healthcare 1,359.0 $311K 0.14% NEW $228.49 -5.6%
6 LRCX LAM RESEARCH CORP Technology 1,750.0 $300K 0.13% NEW $171.18 +78.4%
7 AVGO BROADCOM INC Technology 800.0 $277K 0.12% NEW $346.10 +19.7%
8 B BARRICK MNG CORP Basic Materials 5,788.0 $252K 0.11% NEW $43.55 -6.6%
9 PH PARKER-HANNIFIN CORP Industrials 250.0 $220K 0.10% NEW $878.96 -1.4%
10 BKNG BOOKING HOLDINGS INC Consumer Cyclical 40.0 $214K 0.09% NEW $5355.32 -97.0%
11 NEE NEXTERA ENERGY INC Utilities 2,533.0 $203K 0.09% NEW $80.28 +10.3%

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
Financial Services 65.5%
Energy 18.6%
Technology 8.2%
Healthcare 1.7%
Basic Materials 1.5%
Communication Services 1.3%
Industrials 1.3%
Consumer Defensive 0.8%
Consumer Cyclical 0.5%
Utilities 0.5%