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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 5 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 F FORD MTR CO Consumer Cyclical 19,028.0 $264K 0.20% +3K +16.9% $13.90 +0.4%
82 DE DEERE & CO Industrials 411.0 $261K 0.20% +17.0 +4.3% $634.75 -6.7%
83 LMT LOCKHEED MARTIN CORP Industrials 506.0 $258K 0.20% +122.0 +31.8% $509.46 +18.4%
84 DG DOLLAR GEN CORP Consumer Defensive 2,196.0 $253K 0.20% +410.0 +23.0% $115.11 +4.9%
85 GBDC GOLUB CAP BDC INC Financial Services 18,563.0 $239K 0.18% +4K +23.2% $12.88 +1.8%
86 MAR MARRIOTT INTL INC NEW Consumer Cyclical 617.0 $229K 0.18% +5.0 +0.8% $370.87 -3.4%
87 HTGC HERCULES CAPITAL INC Financial Services 12,325.0 $194K 0.15% +2K +19.4% $15.77 +4.9%
88 XPLR INFRASTRUCTURE LP 13,893.0 $164K 0.13% +2K +16.0% $11.81
89 BDN BRANDYWINE RLTY TR Real Estate 28,731.0 $91K 0.07% +7K +31.9% $3.17 -5.8%
90 CIG CIA ENERGETICA DE MINAS GERA Utilities 40,990.0 $86K 0.07% +27K +189.8% $2.10 -7.6%
Page 5 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%