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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 7 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GILD GILEAD SCIENCES INC Healthcare 2,456.0 $310K 0.24% -29.0 -1.2% $126.36 +13.5%
122 COLD AMERICOLD REALTY TRUST INC Real Estate 19,569.0 $308K 0.24% NEW $15.72 -5.5%
123 T AT&T INC Communication Services 14,595.0 $302K 0.23% +338.0 +2.4% $20.70 +20.3%
124 REGN REGENERON PHARMACEUTICALS Healthcare 470.0 $293K 0.23% +209.0 +80.1% $623.54 +29.9%
125 GIS GENERAL MILLS INC Consumer Defensive 8,374.0 $291K 0.22% NEW $34.80 +9.4%
126 CRS CARPENTER TECHNOLOGY CORP Industrials 471.0 $291K 0.22% NEW $616.84 -13.8%
127 HD HOME DEPOT INC Consumer Cyclical 821.0 $290K 0.22% NEW $352.68 -4.3%
128 TER TERADYNE INC Technology 597.0 $289K 0.22% NEW $483.84 -16.4%
129 CMI CUMMINS INC Industrials 404.0 $288K 0.22% NEW $713.21 -13.0%
130 APH AMPHENOL CORP Technology 1,632.0 $288K 0.22% NEW $176.32 -9.5%
131 SNOW SNOWFLAKE INC Technology 1,122.0 $286K 0.22% NEW $254.50 +27.8%
132 HPQ HP INC Technology 12,993.0 $285K 0.22% +3K +29.3% $21.94 +36.6%
133 DGRO ISHARES TR 3,758.0 $285K 0.22% -121.0 -3.1% $75.79 +5.1%
134 ESGD ISHARES TR 2,752.0 $283K 0.22% -160.0 -5.5% $102.81 +3.4%
135 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 5,341.0 $282K 0.22% NEW $52.85 -13.3%
136 BEPC BROOKFIELD RENEWABLE CORP Utilities 7,566.0 $281K 0.22% NEW $37.12 -9.7%
137 WFC WELLS FARGO & CO Financial Services 3,394.0 $280K 0.22% NEW $82.64 +5.8%
138 MCD MCDONALDS CORP Consumer Cyclical 1,036.0 $280K 0.22% NEW $270.31 -1.2%
139 NEE NEXTERA ENERGY INC Utilities 3,170.0 $278K 0.21% NEW $87.77 -1.8%
140 IEI ISHARES TR 2,355.0 $277K 0.21% NEW $117.45 -0.7%
Page 7 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%