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Portfolio (Quarterly) Guide ↗

Avant Capital LLC

· CIK 0001653443
13F Portfolio $160M AUM 86 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 26 Added 27 Reduced 1 Exited
Page 3 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VV VANGUARD INDEX FDS 2,227.0 $766K 0.48% -29.0 -1.3% $343.93 +3.1%
42 MSFT MICROSOFT CORP Technology 1,784.0 $666K 0.42% +125.0 +7.5% $373.06 +37.7%
43 VBR VANGUARD INDEX FDS 2,737.0 $665K 0.42% -19.0 -0.7% $242.98 +1.6%
44 QUS SPDR SERIES TRUST 3,325.0 $621K 0.39% $186.84 +4.6%
45 DGRO ISHARES TR 8,020.0 $608K 0.38% +1K +14.8% $75.79 +4.7%
46 JHML JOHN HANCOCK EXCHANGE TRADED 6,527.0 $582K 0.36% $89.19 +2.0%
47 QQQ INVESCO QQQ TR Financial Services 768.0 $565K 0.35% +90.0 +13.3% $735.97 -2.7%
48 SPHB INVESCO EXCH TRADED FD TR II 3,589.0 $558K 0.35% +201.0 +5.9% $155.58 -6.0%
49 LGLV SPDR SERIES TRUST 2,981.0 $541K 0.34% -302.0 -9.2% $181.48 +3.4%
50 SHEL SHELL PLC Energy 6,748.0 $523K 0.33% $77.54 +17.2%
51 CVX CHEVRON CORPORATION Energy 3,155.0 $523K 0.33% -50.0 -1.6% $165.77 +21.8%
52 VOO VANGUARD INDEX FDS 760.0 $522K 0.33% +26.0 +3.5% $687.03 +2.9%
53 EQWL INVESCO EXCHANGE TRADED FD T 4,001.0 $516K 0.32% +217.0 +5.7% $129.00 +4.6%
54 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 5,460.0 $503K 0.32% $92.09 -3.9%
55 MGC VANGUARD WORLD FD 1,711.0 $468K 0.29% -127.0 -6.9% $273.70 +3.1%
56 XMLV INVESCO EXCH TRADED FD TR II 6,608.0 $438K 0.28% -1K -17.8% $66.33 +2.0%
57 MRVL MARVELL TECHNOLOGY INC Technology 1,427.0 $425K 0.27% NEW $297.99 -27.3%
58 AMD ADVANCED MICRO DEVICES INC Technology 720.0 $418K 0.26% NEW $580.91 -19.9%
59 MDYV SPDR SERIES TRUST 4,316.0 $409K 0.26% -44.0 -1.0% $94.84 -0.2%
60 PLTR PALANTIR TECHNOLOGIES INC Technology 3,475.0 $405K 0.25% +586.0 +20.3% $116.67 +59.7%
Page 3 of 5  ·  86 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 34.3%
Consumer Cyclical 33.3%
Energy 18.1%
Financial Services 6.3%
Industrials 3.5%
Communication Services 1.8%
Consumer Defensive 1.5%
Utilities 1.2%