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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 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PSX PHILLIPS 66 Energy 3,009.0 $509K 0.39% +889.0 +41.9% $169.05 +42.3%
62 MCK MCKESSON CORP Healthcare 651.0 $492K 0.38% +28.0 +4.5% $756.11 +13.7%
63 HPE HEWLETT PACKARD ENTERPRISE C Technology 10,905.0 $492K 0.38% +2K +19.5% $45.11 +27.7%
64 ORCL ORACLE CORP Technology 3,339.0 $489K 0.38% +678.0 +25.5% $146.57 +0.1%
65 SCHA SCHWAB STRATEGIC TR 13,537.0 $489K 0.38% +628.0 +4.9% $36.13 -0.9%
66 PCG PG&E CORP Utilities 28,172.0 $474K 0.36% +8K +41.9% $16.82 +4.0%
67 AMGN AMGEN INC Healthcare 1,302.0 $471K 0.36% +131.0 +11.2% $362.05 +15.8%
68 BAC BANK OF AMER CORP Financial Services 8,082.0 $461K 0.35% +3K +59.2% $56.98 +12.1%
69 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 470.0 $454K 0.35% NEW $965.00 +3.1%
70 HST HOST HOTELS & RESORTS INC Real Estate 18,828.0 $446K 0.34% +5K +34.3% $23.71 -3.8%
71 RTX RTX CORPORATION Industrials 2,320.0 $440K 0.34% +669.0 +40.5% $189.73 +16.8%
72 COF CAPITAL ONE FINL CORP Financial Services 2,182.0 $438K 0.34% +1K +96.2% $200.62 +10.4%
73 KBWB INVESCO EXCH TRADED FD TR II 4,705.0 $437K 0.34% -336.0 -6.7% $92.98 +6.8%
74 SUSA ISHARES TR 2,831.0 $437K 0.34% $154.30 +3.1%
75 DHR DANAHER CORP DEL Healthcare 2,269.0 $432K 0.33% NEW $190.48 +6.4%
76 VGT VANGUARD WORLD FD 3,605.0 $431K 0.33% +3K +580.2% $119.52 +2.5%
77 CIEN CIENA CORP Technology 876.0 $430K 0.33% +126.0 +16.8% $490.56 -9.3%
78 VZ VERIZON COMMUNICATIONS INC Communication Services 10,097.0 $428K 0.33% +1K +15.7% $42.34 +13.5%
79 IDV ISHARES TR 10,156.0 $421K 0.32% $41.43 +7.7%
80 VRTX VERTEX PHARMACEUTICALS INC Healthcare 839.0 $417K 0.32% NEW $496.73 +3.8%
Page 4 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%