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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 4 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GOOG ALPHABET INC 1,087.0 $384K 0.24% +46.0 +4.4% $353.30
62 VONG VANGUARD SCOTTSDALE FDS 2,962.0 $379K 0.24% +230.0 +8.4% $127.82 -1.1%
63 UBER UBER TECHNOLOGIES INC Technology 4,850.0 $350K 0.22% -73.0 -1.5% $72.16 +9.2%
64 VLU SPDR SERIES TRUST 1,431.0 $341K 0.21% $238.22 +4.4%
65 GOOGL ALPHABET INC Communication Services 912.0 $326K 0.20% NEW $357.26 -3.0%
66 VFMO VANGUARD WELLINGTON FD 1,282.0 $320K 0.20% $249.47 -9.0%
67 CNQ CANADIAN NAT RES LTD MED TER Energy 8,000.0 $316K 0.20% $39.50 +24.0%
68 DE DEERE & CO Industrials 488.0 $310K 0.19% $634.32 -0.6%
69 CAT CATERPILLAR INC Industrials 287.0 $305K 0.19% NEW $1064.28 -24.8%
70 SLYV SPDR SERIES TRUST 2,779.0 $303K 0.19% $109.10 +0.5%
71 JPM JPMORGAN CHASE & CO Financial Services 923.0 $302K 0.19% $327.42 +9.2%
72 SPMO INVESCO EXCH TRADED FD TR II 1,862.0 $301K 0.19% NEW $161.51 -9.1%
73 WMT WALMART INC Consumer Defensive 2,314.0 $262K 0.16% $113.24 -9.0%
74 CGUS CAPITAL GROUP CORE EQUITY ET 5,558.0 $247K 0.15% -240.0 -4.1% $44.48 +1.9%
75 HWC HANCOCK WHITNEY CORPORATION Financial Services 3,305.0 $247K 0.15% +23.0 +0.7% $74.72 +0.5%
76 OXY OCCIDENTAL PETE CORP Energy 5,018.0 $244K 0.15% $48.57 +21.7%
77 ARM ARM HOLDINGS PLC Technology 674.0 $239K 0.15% NEW $354.57 -32.6%
78 AIVL WISDOMTREE TR 1,723.0 $226K 0.14% NEW $131.16 +2.7%
79 DON WISDOMTREE TR 3,941.0 $223K 0.14% $56.52 +2.2%
80 XSLV INVESCO EXCH TRADED FD TR II 4,076.0 $214K 0.13% -615.0 -13.1% $52.40 +0.7%
Page 4 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%