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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 9 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 GBDC GOLUB CAP BDC INC Financial Services 18,563.0 $239K 0.18% +4K +23.2% $12.88 +1.5%
162 GNRC GENERAC HLDGS INC Industrials 810.0 $237K 0.18% NEW $292.81 -27.1%
163 EOG EOG RES INC Energy 1,818.0 $236K 0.18% NEW $129.73 +14.5%
164 ACN ACCENTURE PLC IRELAND Technology 1,878.0 $234K 0.18% NEW $124.44 +41.0%
165 PNC PNC FINL SVCS GROUP INC Financial Services 940.0 $231K 0.18% NEW $246.22 +3.5%
166 GSK GSK PLC Healthcare 4,378.0 $229K 0.18% NEW $52.42 -2.2%
167 MAR MARRIOTT INTL INC NEW Consumer Cyclical 617.0 $229K 0.18% +5.0 +0.8% $370.87 -3.4%
168 TMO THERMO FISHER SCIENTIFIC INC Healthcare 455.0 $228K 0.18% NEW $501.36 +18.0%
169 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 4,238.0 $223K 0.17% NEW $52.65 +23.5%
170 EXPE EXPEDIA GROUP INC Consumer Cyclical 866.0 $222K 0.17% NEW $255.88 +27.0%
171 SDG ISHARES TR 2,477.0 $222K 0.17% NEW $89.43 +2.9%
172 ZM ZOOM COMMUNICATIONS INC Technology 2,563.0 $221K 0.17% NEW $86.31 +22.4%
173 TOTALENERGIES SE 2,840.0 $221K 0.17% NEW $77.76
174 CAT CATERPILLAR INC Industrials 207.0 $220K 0.17% NEW $1062.33 -21.1%
175 DYNF BLACKROCK ETF TRUST 3,231.0 $220K 0.17% NEW $68.01 +2.4%
176 URI UNITED RENTALS INC Industrials 192.0 $218K 0.17% NEW $1132.89 -0.9%
177 IUSB ISHARES TR 4,684.0 $216K 0.17% $46.15 -1.6%
178 ENTERGY CORP NEW 1,872.0 $215K 0.17% $114.86
179 WMB WILLIAMS COS INC Energy 2,857.0 $212K 0.16% $74.34 +1.0%
180 EQIX EQUINIX INC Real Estate 203.0 $212K 0.16% NEW $1042.39 +4.2%
Page 9 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%