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Portfolio (Quarterly) Guide ↗

Avos Capital Management, LLC

· CIK 0001948622
13F Portfolio $214M AUM Filed Nov 13, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 59 New
Page 2 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WFRD WEATHERFORD INTL PLC Energy 21,334.0 $1.5M 0.68% NEW $68.43 +59.0%
22 TIP ISHARES TR 12,276.0 $1.4M 0.64% NEW $111.22 -0.8%
23 EWY ISHARES INC 16,876.0 $1.4M 0.63% NEW $80.10 +127.3%
24 VTI VANGUARD INDEX FDS 4,066.0 $1.3M 0.62% NEW $328.16 +11.8%
25 ET ENERGY TRANSFER L P Energy 76,112.0 $1.3M 0.61% NEW $17.16 +17.0%
26 RRC RANGE RES CORP Energy 34,042.0 $1.3M 0.60% NEW $37.64 +9.1%
27 MSFT MICROSOFT CORP Technology 1,761.0 $912K 0.43% NEW $517.86 -19.2%
28 EWU ISHARES TR 20,300.0 $852K 0.40% NEW $41.97 +12.2%
29 EWZ ISHARES INC 24,520.0 $760K 0.35% NEW $31.00 +17.3%
30 BERKSHIRE HATHAWAY INC DEL 1,414.0 $711K 0.33% NEW $502.74
31 EWA ISHARES INC 24,582.0 $664K 0.31% NEW $27.00 +6.6%
32 AAPL APPLE INC Technology 2,592.0 $660K 0.31% NEW $254.63 +21.3%
33 AR ANTERO RESOURCES CORP Energy 18,807.0 $631K 0.29% NEW $33.56 +9.5%
34 EWJ ISHARES INC 7,000.0 $561K 0.26% NEW $80.21 +14.2%
35 EZA ISHARES INC 8,058.0 $517K 0.24% NEW $64.10 +5.0%
36 VIXY PROSHARES TR II Financial Services 15,075.0 $487K 0.23% NEW $32.30 -21.3%
37 EWC ISHARES INC 9,229.0 $467K 0.22% NEW $50.55 +15.7%
38 BBJP J P MORGAN EXCHANGE TRADED F 6,614.0 $439K 0.20% NEW $66.32 +12.3%
39 GOOGL ALPHABET INC Communication Services 1,789.0 $435K 0.20% NEW $243.10 +57.5%
40 JPM JPMORGAN CHASE & CO. Financial Services 1,331.0 $420K 0.20% NEW $315.43 -2.9%
Page 2 of 3  ·  59 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
Financial Services 66.1%
Energy 23.6%
Technology 4.5%
Communication Services 1.7%
Consumer Defensive 1.7%
Healthcare 0.9%
Basic Materials 0.8%
Industrials 0.8%