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Portfolio (Quarterly) Guide ↗

Avail Investment Partners, LLC

· CIK 0002134779
13F Portfolio $130M AUM 199 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 73 New 90 Added 19 Reduced 11 Exited
Page 2 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHZ SCHWAB STRATEGIC TR 50,630.0 $1.2M 0.90% +11K +28.8% $23.13 -1.7%
22 IBM INTERNATIONAL BUSINESS MACHS Technology 4,111.0 $1.2M 0.89% +844.0 +25.8% $281.20 -18.6%
23 GOOG ALPHABET INC Communication Services 2,875.0 $1.0M 0.78% +981.0 +51.8% $353.35 -3.4%
24 QQQ INVESCO QQQ TR Financial Services 1,242.0 $915K 0.70% +215.0 +20.9% $736.40 -0.9%
25 BERKSHIRE HATHAWAY INC DEL 1,649.0 $825K 0.64% +439.0 +36.3% $500.42
26 META META PLATFORMS INC Communication Services 1,373.0 $773K 0.60% +525.0 +61.9% $563.19 +1.0%
27 VRT VERTIV HOLDINGS CO Industrials 2,233.0 $748K 0.58% +221.0 +11.0% $334.83 -12.7%
28 DES WISDOMTREE TR 16,733.0 $681K 0.52% +3K +20.4% $40.68 +2.0%
29 TSLA TESLA INC Consumer Cyclical 1,592.0 $670K 0.52% +560.0 +54.3% $420.60 -19.3%
30 LLY ELI LILLY & CO Healthcare 534.0 $641K 0.49% +153.0 +40.2% $1199.59 -1.2%
31 FIX COMFORT SYS USA INC Industrials 322.0 $638K 0.49% +72.0 +28.8% $1981.95 -5.1%
32 JBHT HUNT J B TRANS SVCS INC Industrials 2,020.0 $585K 0.45% +388.0 +23.8% $289.43 -2.1%
33 CVX CHEVRON CORPORATION Energy 3,512.0 $582K 0.45% +1K +43.0% $165.77 +22.3%
34 V VISA INC Financial Services 1,692.0 $580K 0.45% +438.0 +34.9% $343.06 +4.6%
35 CB CHUBB LIMITED Financial Services 1,679.0 $572K 0.44% +462.0 +38.0% $340.74 +0.0%
36 ABBV ABBVIE INC Healthcare 2,253.0 $567K 0.44% +446.0 +24.7% $251.60 -0.5%
37 NVS NOVARTIS AG Healthcare 3,614.0 $566K 0.44% +1K +52.2% $156.72 -3.0%
38 PG PROCTER & GAMBLE CO Consumer Defensive 3,855.0 $565K 0.43% +322.0 +9.1% $146.66 -2.4%
39 BMY BRISTOL-MYERS SQUIBB CO Healthcare 9,746.0 $562K 0.43% +371.0 +4.0% $57.62 +12.2%
40 SCHX SCHWAB STRATEGIC TR 19,068.0 $561K 0.43% +5K +31.0% $29.43 +3.6%
Page 2 of 5  ·  90 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
Technology 36.0%
Financial Services 14.2%
Industrials 12.0%
Healthcare 11.4%
Consumer Cyclical 6.8%
Communication Services 5.7%
Consumer Defensive 4.3%
Utilities 3.6%
Energy 2.6%
Real Estate 2.1%