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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 3 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AWF ALLIANCEBERNSTEIN GLOBAL HIG Financial Services 51,873.0 $534K 0.41% +9K +20.2% $10.30 -1.6%
42 GE GE AEROSPACE Industrials 1,381.0 $516K 0.40% +508.0 +58.2% $373.73 -0.8%
43 PSX PHILLIPS 66 Energy 3,009.0 $509K 0.39% +889.0 +41.9% $169.05 +41.2%
44 MCK MCKESSON CORP Healthcare 651.0 $492K 0.38% +28.0 +4.5% $756.11 +15.8%
45 HPE HEWLETT PACKARD ENTERPRISE C Technology 10,905.0 $492K 0.38% +2K +19.5% $45.11 +27.0%
46 ORCL ORACLE CORP Technology 3,339.0 $489K 0.38% +678.0 +25.5% $146.57 -1.1%
47 SCHA SCHWAB STRATEGIC TR 13,537.0 $489K 0.38% +628.0 +4.9% $36.13 -2.1%
48 PCG PG&E CORP Utilities 28,172.0 $474K 0.36% +8K +41.9% $16.82 +6.0%
49 AMGN AMGEN INC Healthcare 1,302.0 $471K 0.36% +131.0 +11.2% $362.05 +17.2%
50 BAC BANK OF AMER CORP Financial Services 8,082.0 $461K 0.35% +3K +59.2% $56.98 +12.7%
51 HST HOST HOTELS & RESORTS INC Real Estate 18,828.0 $446K 0.34% +5K +34.3% $23.71 -3.5%
52 RTX RTX CORPORATION Industrials 2,320.0 $440K 0.34% +669.0 +40.5% $189.73 +18.2%
53 COF CAPITAL ONE FINL CORP Financial Services 2,182.0 $438K 0.34% +1K +96.2% $200.62 +10.8%
54 VGT VANGUARD WORLD FD 3,605.0 $431K 0.33% +3K +580.2% $119.52 +0.8%
55 CIEN CIENA CORP Technology 876.0 $430K 0.33% +126.0 +16.8% $490.56 -14.1%
56 VZ VERIZON COMMUNICATIONS INC Communication Services 10,097.0 $428K 0.33% +1K +15.7% $42.34 +14.8%
57 CNC CENTENE CORP DEL Healthcare 6,485.0 $416K 0.32% +208.0 +3.3% $64.19 +1.4%
58 EIX EDISON INTL Utilities 5,540.0 $412K 0.32% +560.0 +11.2% $74.45 -2.3%
59 AXP AMERICAN EXPRESS CO Financial Services 1,216.0 $411K 0.32% +26.0 +2.2% $338.37 -0.3%
60 C CITIGROUP INC Financial Services 2,934.0 $411K 0.32% +746.0 +34.1% $139.96 -1.7%
Page 3 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%