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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SUB ISHARES TR 27,927.0 $3.0M 2.29% -17K -38.0% $106.47 -0.2%
2 CSCO CISCO SYS INC Technology 9,063.0 $1.1M 0.82% -196.0 -2.1% $117.45 -3.9%
3 ISHARES TR 19,944.0 $988K 0.76% -201.0 -1.0% $49.55
4 WMT WALMART INC Consumer Defensive 8,579.0 $972K 0.75% -465.0 -5.1% $113.25 +1.0%
5 XBI SPDR SERIES TRUST 6,104.0 $966K 0.74% -181.0 -2.9% $158.26 +0.8%
6 INTC INTEL CORP Technology 6,680.0 $933K 0.72% -2K -22.8% $139.63 -25.9%
7 IBMP ISHARES TR 25,602.0 $651K 0.50% -35K -57.6% $25.42 -0.2%
8 IJR ISHARES TR 3,772.0 $559K 0.43% -25.0 -0.7% $148.33 +1.0%
9 BCD ABRDN ETFS 15,669.0 $535K 0.41% -1K -8.0% $34.15 +10.0%
10 KBWB INVESCO EXCH TRADED FD TR II 4,705.0 $437K 0.34% -336.0 -6.7% $92.98 +6.8%
11 SNDK SANDISK CORP Technology 183.0 $416K 0.32% -187.0 -50.5% $2273.73 -21.4%
12 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 774.0 $370K 0.28% -36.0 -4.4% $477.57 -9.8%
13 IBMQ ISHARES TR 14,156.0 $362K 0.28% -31K -68.5% $25.58 -0.3%
14 LOW LOWES COS INC Consumer Cyclical 1,555.0 $343K 0.26% -38.0 -2.4% $220.46 -2.1%
15 GILD GILEAD SCIENCES INC Healthcare 2,456.0 $310K 0.24% -29.0 -1.2% $126.36 +9.9%
16 DGRO ISHARES TR 3,758.0 $285K 0.22% -121.0 -3.1% $75.79 +4.7%
17 ESGD ISHARES TR 2,752.0 $283K 0.22% -160.0 -5.5% $102.81 +4.6%
18 MTZ MASTEC INC Industrials 603.0 $251K 0.19% -30.0 -4.7% $416.06 -27.3%
19 IAT ISHARES TR 3,893.0 $242K 0.19% -291.0 -7.0% $62.21 +4.8%

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%