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Portfolio (Quarterly) Guide ↗

Avail Investment Partners, LLC

· CIK 0002134779
13F Portfolio $94M AUM 137 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 137 New
Page 5 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MU MICRON TECHNOLOGY INC Technology 1,008.0 $341K 0.36% NEW $338.29 +114.2%
82 IEFA ISHARES TR 3,547.0 $321K 0.34% NEW $90.50 +6.2%
83 FDX FEDEX CORP Industrials 892.0 $318K 0.34% NEW $356.50 +5.4%
84 RTX RTX CORPORATION Industrials 1,651.0 $318K 0.34% NEW $192.61 -11.1%
85 GD GENERAL DYNAMICS CORP Industrials 907.0 $311K 0.33% NEW $342.89 -2.4%
86 PRU PRUDENTIAL FINL INC Financial Services 2,989.0 $292K 0.31% NEW $97.69 +4.3%
87 CIEN CIENA CORP Technology 750.0 $291K 0.31% NEW $388.00 +35.2%
88 ABNB AIRBNB INC Consumer Cyclical 2,300.0 $290K 0.31% NEW $126.09 +6.5%
89 VONV VANGUARD SCOTTSDALE FDS 3,070.0 $288K 0.31% NEW $93.81 +8.8%
90 GM GENERAL MTRS CO Consumer Cyclical 3,826.0 $285K 0.30% NEW $74.49 +0.5%
91 ESGD ISHARES TR 2,912.0 $278K 0.30% NEW $95.47 +6.2%
92 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 810.0 $274K 0.29% NEW $338.27 +19.5%
93 DGRO ISHARES TR 3,879.0 $272K 0.29% NEW $70.12 +5.2%
94 HST HOST HOTELS & RESORTS INC Real Estate 14,016.0 $269K 0.29% NEW $19.19 +11.4%
95 XOM EXXON MOBIL CORP Energy 1,552.0 $263K 0.28% NEW $169.46 -6.8%
96 NFLX NETFLIX INC Communication Services 2,737.0 $263K 0.28% NEW $96.09 -9.4%
97 SCHO SCHWAB STRATEGIC TR 10,667.0 $259K 0.28% NEW $24.28 -0.6%
98 ADBE ADOBE INC Technology 1,058.0 $257K 0.28% NEW $242.91 +5.2%
99 PWR QUANTA SVCS INC Industrials 463.0 $254K 0.27% NEW $548.60 +40.4%
100 VRSN VERISIGN INC Technology 1,015.0 $252K 0.27% NEW $248.28 +19.9%
Page 5 of 7  ·  137 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 35.1%
Financial Services 15.3%
Healthcare 12.1%
Industrials 12.0%
Communication Services 7.9%
Consumer Cyclical 5.6%
Consumer Defensive 5.4%
Energy 3.0%
Utilities 2.4%
Real Estate 0.7%