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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 6 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TRV TRAVELERS COMPANIES INC Financial Services 1,084.0 $358K 0.28% NEW $330.12 +10.4%
102 TECHNIPFMC PLC 5,364.0 $356K 0.27% +113.0 +2.1% $66.30
103 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 379.0 $355K 0.27% +12.0 +3.3% $935.58 +1.9%
104 AMD ADVANCED MICRO DEVICES INC Technology 609.0 $354K 0.27% NEW $580.91 -12.9%
105 GEV GE VERNOVA INC Utilities 301.0 $354K 0.27% NEW $1174.86 -8.2%
106 WCN WASTE CONNECTIONS INC Industrials 2,088.0 $348K 0.27% NEW $166.69 -1.0%
107 FCX FREEPORT MCMORAN INC Basic Materials 5,502.0 $346K 0.27% +2K +47.8% $62.89 +8.8%
108 LOW LOWES COS INC Consumer Cyclical 1,555.0 $343K 0.26% -38.0 -2.4% $220.46 -2.1%
109 IEFA ISHARES TR 3,547.0 $343K 0.26% $96.57 +4.6%
110 PWR QUANTA SVCS INC Industrials 463.0 $333K 0.26% $720.04 +0.3%
111 FORTINET INC 2,163.0 $332K 0.26% NEW $153.62
112 FDX FEDEX CORP Industrials 1,043.0 $327K 0.25% +151.0 +16.9% $313.13 +5.9%
113 VONV VANGUARD SCOTTSDALE FDS 3,070.0 $326K 0.25% $106.31 +5.9%
114 MS MORGAN STANLEY Financial Services 1,561.0 $326K 0.25% +242.0 +18.4% $209.02 +4.4%
115 SCHO SCHWAB STRATEGIC TR 13,466.0 $325K 0.25% +3K +26.2% $24.14 -0.2%
116 ES EVERSOURCE ENERGY Utilities 4,448.0 $321K 0.25% NEW $72.27 -0.5%
117 NTRA NATERA INC Healthcare 1,168.0 $317K 0.24% NEW $271.45 +15.7%
118 MAA MID-AMER APT CMNTYS INC Real Estate 2,274.0 $316K 0.24% NEW $138.94 -5.6%
119 BA BOEING CO Industrials 1,449.0 $314K 0.24% NEW $216.47 +4.4%
120 TJX TJX COS INC NEW Consumer Cyclical 2,050.0 $311K 0.24% NEW $151.50 -0.4%
Page 6 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%