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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 1 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IGIB ISHARES TR 49,232.0 $2.6M 2.02% NEW $53.17 -1.9%
2 WDC WESTERN DIGITAL CORP Technology 909.0 $581K 0.45% NEW $638.72 -16.1%
3 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 470.0 $454K 0.35% NEW $965.00 +3.1%
4 DHR DANAHER CORP DEL Healthcare 2,269.0 $432K 0.33% NEW $190.48 +6.4%
5 VRTX VERTEX PHARMACEUTICALS INC Healthcare 839.0 $417K 0.32% NEW $496.73 +3.8%
6 UNH UNITEDHEALTH GROUP INC Healthcare 962.0 $400K 0.31% NEW $415.75 -4.8%
7 ASML ASML HLDG NV Technology 183.0 $364K 0.28% NEW $1989.44 -5.3%
8 UNILEVER PLC 6,038.0 $363K 0.28% NEW $60.12
9 TRV TRAVELERS COMPANIES INC Financial Services 1,084.0 $358K 0.28% NEW $330.12 +10.4%
10 AMD ADVANCED MICRO DEVICES INC Technology 609.0 $354K 0.27% NEW $580.91 -12.9%
11 GEV GE VERNOVA INC Utilities 301.0 $354K 0.27% NEW $1174.86 -8.2%
12 WCN WASTE CONNECTIONS INC Industrials 2,088.0 $348K 0.27% NEW $166.69 -1.0%
13 FORTINET INC 2,163.0 $332K 0.26% NEW $153.62
14 ES EVERSOURCE ENERGY Utilities 4,448.0 $321K 0.25% NEW $72.27 -0.5%
15 NTRA NATERA INC Healthcare 1,168.0 $317K 0.24% NEW $271.45 +15.7%
16 MAA MID-AMER APT CMNTYS INC Real Estate 2,274.0 $316K 0.24% NEW $138.94 -5.6%
17 BA BOEING CO Industrials 1,449.0 $314K 0.24% NEW $216.47 +4.4%
18 TJX TJX COS INC NEW Consumer Cyclical 2,050.0 $311K 0.24% NEW $151.50 -0.4%
19 COLD AMERICOLD REALTY TRUST INC Real Estate 19,569.0 $308K 0.24% NEW $15.72 -7.8%
20 GIS GENERAL MILLS INC Consumer Defensive 8,374.0 $291K 0.22% NEW $34.80 +9.1%
Page 1 of 4  ·  73 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%