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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 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NUE NUCOR CORP Basic Materials 1,127.0 $251K 0.19% NEW $222.80 +18.6%
42 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 6,326.0 $247K 0.19% NEW $39.05 +5.9%
43 SNPS SYNOPSYS INC Technology 549.0 $245K 0.19% NEW $446.07 -9.3%
44 AMAT APPLIED MATLS INC Technology 335.0 $242K 0.19% NEW $723.00 -28.9%
45 GNRC GENERAC HLDGS INC Industrials 810.0 $237K 0.18% NEW $292.81 -27.7%
46 EOG EOG RES INC Energy 1,818.0 $236K 0.18% NEW $129.73 +14.6%
47 ACN ACCENTURE PLC IRELAND Technology 1,878.0 $234K 0.18% NEW $124.44 +39.0%
48 PNC PNC FINL SVCS GROUP INC Financial Services 940.0 $231K 0.18% NEW $246.22 +3.3%
49 GSK GSK PLC Healthcare 4,378.0 $229K 0.18% NEW $52.42 -2.4%
50 TMO THERMO FISHER SCIENTIFIC INC Healthcare 455.0 $228K 0.18% NEW $501.36 +17.5%
51 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 4,238.0 $223K 0.17% NEW $52.65 +24.1%
52 EXPE EXPEDIA GROUP INC Consumer Cyclical 866.0 $222K 0.17% NEW $255.88 +25.6%
53 SDG ISHARES TR 2,477.0 $222K 0.17% NEW $89.43 +2.8%
54 ZM ZOOM COMMUNICATIONS INC Technology 2,563.0 $221K 0.17% NEW $86.31 +21.3%
55 TOTALENERGIES SE 2,840.0 $221K 0.17% NEW $77.76
56 CAT CATERPILLAR INC Industrials 207.0 $220K 0.17% NEW $1062.33 -20.8%
57 DYNF BLACKROCK ETF TRUST 3,231.0 $220K 0.17% NEW $68.01 +2.4%
58 URI UNITED RENTALS INC Industrials 192.0 $218K 0.17% NEW $1132.89 -1.5%
59 EQIX EQUINIX INC Real Estate 203.0 $212K 0.16% NEW $1042.39 +4.1%
60 BK BANK OF NY MELLON CORP Financial Services 1,457.0 $211K 0.16% NEW $144.61 -0.6%
Page 3 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%