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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 5 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CNC CENTENE CORP DEL Healthcare 6,485.0 $416K 0.32% +208.0 +3.3% $64.19 +0.3%
82 SNDK SANDISK CORP Technology 183.0 $416K 0.32% -187.0 -50.5% $2273.73 -21.4%
83 EIX EDISON INTL Utilities 5,540.0 $412K 0.32% +560.0 +11.2% $74.45 -4.2%
84 AXP AMERICAN EXPRESS CO Financial Services 1,216.0 $411K 0.32% +26.0 +2.2% $338.37 -0.6%
85 C CITIGROUP INC Financial Services 2,934.0 $411K 0.32% +746.0 +34.1% $139.96 -1.0%
86 UNH UNITEDHEALTH GROUP INC Healthcare 962.0 $400K 0.31% NEW $415.75 -4.8%
87 TYG TORTOISE ENERGY INFRSTRCTR C Financial Services 9,104.0 $390K 0.30% +925.0 +11.3% $42.87 +3.4%
88 GM GENERAL MTRS CO Consumer Cyclical 5,054.0 $390K 0.30% +1K +32.1% $77.08 +9.5%
89 ABNB AIRBNB INC Consumer Cyclical 2,718.0 $389K 0.30% +418.0 +18.2% $143.10 +25.3%
90 EXC EXELON CORP Utilities 8,316.0 $388K 0.30% +1K +14.4% $46.62 -2.2%
91 PFE PFIZER INC Healthcare 15,747.0 $379K 0.29% +7K +88.2% $24.08 +11.6%
92 GD GENERAL DYNAMICS CORP Industrials 1,067.0 $378K 0.29% +160.0 +17.6% $354.24 +10.4%
93 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 774.0 $370K 0.28% -36.0 -4.4% $477.57 -9.8%
94 VRSN VERISIGN INC Technology 1,452.0 $365K 0.28% +437.0 +43.0% $251.56 +8.4%
95 ASML ASML HLDG NV Technology 183.0 $364K 0.28% NEW $1989.44 -5.3%
96 UNILEVER PLC 6,038.0 $363K 0.28% NEW $60.12
97 PRU PRUDENTIAL FINL INC Financial Services 3,363.0 $363K 0.28% +374.0 +12.5% $107.94 +15.4%
98 IBMQ ISHARES TR 14,156.0 $362K 0.28% -31K -68.5% $25.58 -0.3%
99 DAL DELTA AIR LINES INC Industrials 3,860.0 $362K 0.28% +230.0 +6.3% $93.66 -6.5%
100 AMP AMERIPRISE FINL INC Financial Services 780.0 $358K 0.28% +255.0 +48.6% $458.88 +22.4%
Page 5 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%