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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 5 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GEV GE VERNOVA INC Utilities 180.0 $212K 0.13% NEW $1175.85 -22.4%
82 DHS WISDOMTREE TR 1,859.0 $211K 0.13% -34.0 -1.8% $113.70 +4.0%
83 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,156.0 $207K 0.13% $95.98 +23.9%
84 VONV VANGUARD SCOTTSDALE FDS 1,935.0 $206K 0.13% NEW $106.29 +6.6%
85 BERKSHIRE HATHAWAY INC DEL 406.0 $203K 0.13% NEW $500.46
86 RIG TRANSOCEAN LTD Energy 15,000.0 $73K 0.05% $4.89 +18.6%
Page 5 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%