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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 4 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TYG TORTOISE ENERGY INFRSTRCTR C Financial Services 9,104.0 $390K 0.30% +925.0 +11.3% $42.87 +3.4%
62 GM GENERAL MTRS CO Consumer Cyclical 5,054.0 $390K 0.30% +1K +32.1% $77.08 +9.5%
63 ABNB AIRBNB INC Consumer Cyclical 2,718.0 $389K 0.30% +418.0 +18.2% $143.10 +25.3%
64 EXC EXELON CORP Utilities 8,316.0 $388K 0.30% +1K +14.4% $46.62 -2.2%
65 PFE PFIZER INC Healthcare 15,747.0 $379K 0.29% +7K +88.2% $24.08 +11.6%
66 GD GENERAL DYNAMICS CORP Industrials 1,067.0 $378K 0.29% +160.0 +17.6% $354.24 +10.4%
67 VRSN VERISIGN INC Technology 1,452.0 $365K 0.28% +437.0 +43.0% $251.56 +8.4%
68 PRU PRUDENTIAL FINL INC Financial Services 3,363.0 $363K 0.28% +374.0 +12.5% $107.94 +15.4%
69 DAL DELTA AIR LINES INC Industrials 3,860.0 $362K 0.28% +230.0 +6.3% $93.66 -6.5%
70 AMP AMERIPRISE FINL INC Financial Services 780.0 $358K 0.28% +255.0 +48.6% $458.88 +22.4%
71 TECHNIPFMC PLC 5,364.0 $356K 0.27% +113.0 +2.1% $66.30
72 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 379.0 $355K 0.27% +12.0 +3.3% $935.58 +1.9%
73 FCX FREEPORT MCMORAN INC Basic Materials 5,502.0 $346K 0.27% +2K +47.8% $62.89 +8.8%
74 FDX FEDEX CORP Industrials 1,043.0 $327K 0.25% +151.0 +16.9% $313.13 +5.9%
75 MS MORGAN STANLEY Financial Services 1,561.0 $326K 0.25% +242.0 +18.4% $209.02 +4.4%
76 SCHO SCHWAB STRATEGIC TR 13,466.0 $325K 0.25% +3K +26.2% $24.14 -0.2%
77 T AT&T INC Communication Services 14,595.0 $302K 0.23% +338.0 +2.4% $20.70 +19.3%
78 REGN REGENERON PHARMACEUTICALS Healthcare 470.0 $293K 0.23% +209.0 +80.1% $623.54 +29.3%
79 HPQ HP INC Technology 12,993.0 $285K 0.22% +3K +29.3% $21.94 +34.0%
80 TGT TARGET CORP Consumer Defensive 2,073.0 $271K 0.21% +407.0 +24.4% $130.62 +15.6%
Page 4 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%