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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
Page 4 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EWS ISHARES INC 7,956.0 $219K 0.10% $27.51 +7.1%
62 ASML ASML HOLDING N V Technology 202.0 $216K 0.09% -50.0 -19.8% $1069.86 +52.6%
63 BKNG BOOKING HOLDINGS INC Consumer Cyclical 40.0 $214K 0.09% NEW $5355.32 -97.0%
64 XOM EXXON MOBIL CORP Energy 1,779.0 $214K 0.09% $120.34 +28.7%
65 NEE NEXTERA ENERGY INC Utilities 2,533.0 $203K 0.09% NEW $80.28 +10.3%
Page 4 of 4  ·  65 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 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%