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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 8 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VLO VALERO ENERGY CORP Energy 1,049.0 $273K 0.21% NEW $260.44 +33.7%
142 TGT TARGET CORP Consumer Defensive 2,073.0 $271K 0.21% +407.0 +24.4% $130.62 +16.7%
143 JCI JOHNSON CONTROLS INTERNATION Industrials 1,838.0 $269K 0.21% NEW $146.11 +1.8%
144 AON AON PLC Financial Services 808.0 $268K 0.21% NEW $331.69 +4.7%
145 F FORD MTR CO Consumer Cyclical 19,028.0 $264K 0.20% +3K +16.9% $13.90 +0.0%
146 ROST ROSS STORES INC Consumer Cyclical 1,226.0 $261K 0.20% NEW $212.85 +11.5%
147 DE DEERE & CO Industrials 411.0 $261K 0.20% +17.0 +4.3% $634.75 -6.4%
148 LMT LOCKHEED MARTIN CORP Industrials 506.0 $258K 0.20% +122.0 +31.8% $509.46 +19.9%
149 VIKING HOLDINGS LTD 2,456.0 $257K 0.20% NEW $104.67
150 ANET ARISTA NETWORKS INC Technology 1,497.0 $254K 0.20% NEW $169.88 +12.8%
151 ENB ENBRIDGE INC Energy 4,691.0 $254K 0.20% NEW $54.21 -5.4%
152 DG DOLLAR GEN CORP Consumer Defensive 2,196.0 $253K 0.20% +410.0 +23.0% $115.11 +6.7%
153 PEP PEPSICO INC Consumer Defensive 1,857.0 $251K 0.19% NEW $135.40 +3.6%
154 NUE NUCOR CORP Basic Materials 1,127.0 $251K 0.19% NEW $222.80 +18.8%
155 MTZ MASTEC INC Industrials 603.0 $251K 0.19% -30.0 -4.7% $416.06 -31.4%
156 VV VANGUARD INDEX FDS 727.0 $250K 0.19% $343.91 +3.0%
157 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 6,326.0 $247K 0.19% NEW $39.05 +6.0%
158 SNPS SYNOPSYS INC Technology 549.0 $245K 0.19% NEW $446.07 -8.9%
159 AMAT APPLIED MATLS INC Technology 335.0 $242K 0.19% NEW $723.00 -29.5%
160 IAT ISHARES TR 3,893.0 $242K 0.19% -291.0 -7.0% $62.21 +3.9%
Page 8 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%