Avant Capital LLC

CIK

1653443

Location

LAFAYETTE, LA

Portfolio Value

Micro $24,169,744

Diversification

Diversified

Filing Date

Global Rank

#7,645 / 8,517 ▲ 485

Top Industry

Auto Manufacturers 24.3%

3Y Alpha vs SPY

+39.7%

Period ended 47 days ago

Filed Aug 12, 2026 · 4d

15 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+321.3%

SPY

+76.6%

Annualised alpha

+40.6%

Max drawdown

−23.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 9 quarters. Past performance does not predict future results.

Portfolio Concentration

31 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

18.5%

−1.7 pts

Top 5

54.3%

−6.4 pts

Top 10

71.5%

−6.4 pts

HHI

874

Diversified−123

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	26.5%	$6,416,389	4
Technology	25.2%	$6,088,727	9
Consumer Cyclical	24.4%	$5,905,582	4
Energy	13.3%	$3,208,088	6
Industrials	3.4%	$826,653	3
Financial Services	3.1%	$752,232	3
Communication Services	2.9%	$709,990	1
Consumer Defensive	1.1%	$262,083	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
CGDV	Capital Group Dividend Value ETF	+1,514	22,999	$1,133,390
GOOGL	Alphabet Inc.	+958	1,999	$709,990
PLTR	Palantir Technologies Inc.	+586	3,475	$405,428
TSLA	Tesla, Inc.	+477	10,242	$4,307,785
AMZN	Amazon Com Inc	+334	3,726	$888,054
MSFT	Microsoft Corp	+125	1,784	$665,467
AAPL	Apple Inc.	+106	5,003	$1,447,668
QQQ	Invesco Qqq Trust, Series 1	+90	768	$565,555
XOM	ExxonMobil Holdings Corp	+65	11,182	$1,528,803
HWC	Hancock Whitney Corp	+23	3,305	$246,949
OXY	Occidental Petroleum Corp /De/	+5	5,018	$243,724
JPM	Jpmorgan Chase & Co	+4	923	$302,125
WMT	Walmart Inc.	+1	2,314	$262,083
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−1,961	6,854	$1,371,416
VIG	Vanguard Dividend Appreciation ETF	−399	18,892	$4,470,225
CGUS	Capital Group Core Equity ETF	−240	5,558	$247,219
UBER	Uber Technologies, Inc	−73	4,850	$349,976
CVX	Chevron Corp	−50	3,155	$522,972
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	664	$766,448
MRVL	Marvell Technology, Inc.	1,427	$425,089
AMD	Advanced Micro Devices Inc	720	$418,255
CAT	Caterpillar Inc	287	$305,626
ARM	Arm Holdings PLC /Uk	674	$238,980
GEV	GE Vernova Inc.	180	$211,474
BRK-B	Berkshire Hathaway Inc	406	$203,158
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
COST	Costco Wholesale Corp /New	212	$211,243
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

31 tracked positions · $24,169,744 total · filing declares 86 positions · $159,622,128 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VIG	Vanguard Dividend Appreciation ETF	Reduced	18,892	-399	$4,470,225	+7.7%	18.50%
TSLA	Tesla, Inc. Consumer Cyclical	Added	10,242	+477	$4,307,785	+18.7%	17.82%
XOM	ExxonMobil Holdings Corp Energy	Added	11,182	+65	$1,528,803	−18.9%	6.33%
AAPL	Apple Inc. Technology	Added	5,003	+106	$1,447,668	+16.5%	5.99%
NVDA	Nvidia Corp Technology	Reduced	6,854	-1,961	$1,371,416	−10.8%	5.67%
CGDV	Capital Group Dividend Value ETF	Added	22,999	+1,514	$1,133,390	+24.0%	4.69%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,726	+334	$888,054	+25.7%	3.67%
MU	Micron Technology Inc Technology	NEW	664	NEW	$766,448	NEW	3.17%
GOOGL	Alphabet Inc. Communication Services	Added	1,999	+958	$709,990	+137.8%	2.94%
MSFT	Microsoft Corp Technology	Added	1,784	+125	$665,467	+8.4%	2.75%
QQQ	Invesco Qqq Trust, Series 1	Added	768	+90	$565,555	+44.5%	2.34%
SHEL	Shell plc Energy	Held	6,748	0	$523,239	−16.6%	2.16%
CVX	Chevron Corp Energy	Reduced	3,155	-50	$522,972	−21.1%	2.16%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Held	5,460	0	$502,811	−0.2%	2.08%
MRVL	Marvell Technology, Inc. Technology	NEW	1,427	NEW	$425,089	NEW	1.76%
AMD	Advanced Micro Devices Inc Technology	NEW	720	NEW	$418,255	NEW	1.73%
PLTR	Palantir Technologies Inc. Technology	Added	3,475	+586	$405,428	−4.1%	1.68%
UBER	Uber Technologies, Inc Technology	Reduced	4,850	-73	$349,976	−1.2%	1.45%
CNQ	CANADIAN NATURAL RESOURCES Ltd Energy	Held	8,000	0	$316,000	−18.9%	1.31%
DE	Deere & Co Industrials	Held	488	0	$309,553	+12.6%	1.28%
CAT	Caterpillar Inc Industrials	NEW	287	NEW	$305,626	NEW	1.26%
JPM	Jpmorgan Chase & Co Financial Services	Added	923	+4	$302,125	+11.8%	1.25%
WMT	Walmart Inc. Consumer Defensive	Added	2,314	+1	$262,083	−8.8%	1.08%
CGUS	Capital Group Core Equity ETF	Reduced	5,558	-240	$247,219	+11.0%	1.02%
HWC	Hancock Whitney Corp Financial Services	Added	3,305	+23	$246,949	+18.3%	1.02%
OXY	Occidental Petroleum Corp /De/ Energy	Added	5,018	+5	$243,724	−25.2%	1.01%
ARM	Arm Holdings PLC /Uk Technology	NEW	674	NEW	$238,980	NEW	0.99%
GEV	GE Vernova Inc. Industrials	NEW	180	NEW	$211,474	NEW	0.87%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Held	2,156	0	$206,932	−23.5%	0.86%
BRK-B	Berkshire Hathaway Inc Financial Services	NEW	406	NEW	$203,158	NEW	0.84%
RIG	Transocean Ltd. Energy	Held	15,000	0	$73,350	−26.2%	0.30%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.