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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 10 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BK BANK OF NY MELLON CORP Financial Services 1,457.0 $211K 0.16% NEW $144.61 -1.9%
182 MRSH MARSH & MCLENNAN COS INC Financial Services 1,263.0 $211K 0.16% NEW $166.67 +11.8%
183 INCY INCYTE CORP Healthcare 1,855.0 $210K 0.16% NEW $113.36 +8.9%
184 ING ING GROEP N.V. Financial Services 6,690.0 $210K 0.16% NEW $31.38 +13.1%
185 TEAM ATLASSIAN CORPORATION Technology 2,660.0 $207K 0.16% NEW $77.79 +109.5%
186 VHT VANGUARD WORLD FD 690.0 $206K 0.16% NEW $299.01 +6.6%
187 EFX EQUIFAX INC Industrials 1,298.0 $206K 0.16% NEW $158.72 +14.6%
188 UGI UGI CORP NEW Utilities 5,950.0 $206K 0.16% NEW $34.54 +11.2%
189 RBRK RUBRIK INC. Technology 2,544.0 $204K 0.16% NEW $80.28 +25.2%
190 NEM NEWMONT CORP Basic Materials 2,177.0 $203K 0.16% NEW $93.40 +24.2%
191 DKNG DRAFTKINGS INC NEW Consumer Cyclical 8,025.0 $203K 0.16% NEW $25.26 -4.8%
192 DOLE DOLE PLC Consumer Defensive 14,660.0 $201K 0.15% NEW $13.72 -5.8%
193 KHC KRAFT HEINZ CO Consumer Defensive 8,513.0 $201K 0.15% NEW $23.62 +5.1%
194 HTGC HERCULES CAPITAL INC Financial Services 12,325.0 $194K 0.15% +2K +19.4% $15.77 +5.6%
195 TORTOISE CAPITAL SERIES TRUS 17,750.0 $172K 0.13% $9.71
196 XPLR INFRASTRUCTURE LP 13,893.0 $164K 0.13% +2K +16.0% $11.81
197 BDN BRANDYWINE RLTY TR Real Estate 28,731.0 $91K 0.07% +7K +31.9% $3.17 -6.0%
198 CIG CIA ENERGETICA DE MINAS GERA Utilities 40,990.0 $86K 0.07% +27K +189.8% $2.10 -9.5%
199 LYG LLOYDS BANKING GROUP PLC Financial Services 12,961.0 $76K 0.06% NEW $5.83 +3.9%
Page 10 of 10  ·  199 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%