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Portfolio (Quarterly) Guide ↗

Avos Capital Management, LLC

· CIK 0001948622
13F Portfolio $229M AUM 65 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 11 New 20 Added 6 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SGOV ISHARES TR 753,287.0 $75.6M 33.05% +100K +15.2% $100.38 +0.2%
2 LTPZ PIMCO ETF TR 345,686.0 $17.9M 7.82% +10K +2.9% $51.75 -1.9%
3 IGOV ISHARES TR 182,842.0 $7.6M 3.33% +5K +3.0% $41.66 -0.6%
4 EMLC VANECK ETF TRUST 216,617.0 $5.6M 2.44% +2K +0.9% $25.82 -1.9%
5 EBND SPDR SERIES TRUST 249,682.0 $5.3M 2.33% +2K +0.8% $21.37 -2.8%
6 RSSB TIDAL TRUST II 124,239.0 $3.5M 1.53% +2K +1.3% $28.12 +7.9%
7 VLO VALERO ENERGY CORP Energy 16,743.0 $2.7M 1.19% +1K +9.6% $162.79 +51.7%
8 VDE VANGUARD WORLD FD 18,218.0 $2.3M 1.00% +2K +11.0% $125.92 +33.4%
9 IVOL KRANESHARES TRUST 79,576.0 $1.5M 0.67% +914.0 +1.2% $19.16 -6.6%
10 TIP ISHARES TR 12,341.0 $1.4M 0.59% +65.0 +0.5% $109.91 +0.4%
11 RRC RANGE RES CORP Energy 37,542.0 $1.3M 0.58% +4K +10.3% $35.26 +16.4%
12 ET ENERGY TRANSFER L P Energy 76,695.0 $1.3M 0.55% +583.0 +0.8% $16.49 +21.7%
13 BBJP J P MORGAN EXCHANGE TRADED F 18,908.0 $1.2M 0.55% +12K +185.9% $65.91 +13.0%
14 MSFT MICROSOFT CORP Technology 2,221.0 $1.1M 0.47% +460.0 +26.1% $483.55 -13.4%
15 EWZ ISHARES INC 29,272.0 $930K 0.41% +5K +19.4% $31.77 +14.5%
16 AAPL APPLE INC Technology 3,092.0 $841K 0.37% +500.0 +19.3% $271.86 +13.6%
17 AR ANTERO RESOURCES CORP Energy 21,107.0 $727K 0.32% +2K +12.2% $34.46 +6.6%
18 EWC ISHARES INC 11,268.0 $608K 0.27% +2K +22.1% $53.93 +8.5%
19 PDBC INVESCO ACTVELY MNGD ETC FD 31,782.0 $421K 0.18% +4K +14.3% $13.25 +37.4%
20 SPY SPDR S&P 500 ETF TR Financial Services 350.0 $239K 0.10% +3.0 +0.9% $682.29 +9.3%

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
Financial Services 65.5%
Energy 18.6%
Technology 8.2%
Healthcare 1.7%
Basic Materials 1.5%
Communication Services 1.3%
Industrials 1.3%
Consumer Defensive 0.8%
Consumer Cyclical 0.5%
Utilities 0.5%