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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 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MRSH MARSH & MCLENNAN COS INC Financial Services 1,263.0 $211K 0.16% NEW $166.67 +10.5%
62 INCY INCYTE CORP Healthcare 1,855.0 $210K 0.16% NEW $113.36 +8.9%
63 ING ING GROEP N.V. Financial Services 6,690.0 $210K 0.16% NEW $31.38 +13.5%
64 TEAM ATLASSIAN CORPORATION Technology 2,660.0 $207K 0.16% NEW $77.79 +103.5%
65 VHT VANGUARD WORLD FD 690.0 $206K 0.16% NEW $299.01 +5.1%
66 EFX EQUIFAX INC Industrials 1,298.0 $206K 0.16% NEW $158.72 +11.4%
67 UGI UGI CORP NEW Utilities 5,950.0 $206K 0.16% NEW $34.54 +1.6%
68 RBRK RUBRIK INC. Technology 2,544.0 $204K 0.16% NEW $80.28 +25.8%
69 NEM NEWMONT CORP Basic Materials 2,177.0 $203K 0.16% NEW $93.40 +28.8%
70 DKNG DRAFTKINGS INC NEW Consumer Cyclical 8,025.0 $203K 0.16% NEW $25.26 +0.2%
71 DOLE DOLE PLC Consumer Defensive 14,660.0 $201K 0.15% NEW $13.72 -5.8%
72 KHC KRAFT HEINZ CO Consumer Defensive 8,513.0 $201K 0.15% NEW $23.62 +4.8%
73 LYG LLOYDS BANKING GROUP PLC Financial Services 12,961.0 $76K 0.06% NEW $5.83 +5.5%
Page 4 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%