Avant Capital LLC

CIK

1653443

Location

LAFAYETTE, LA

Portfolio Value

Micro $14,917,940

Diversification

Diversified

Filing Date

Global Rank

#7,552 / 8,232 ▲ 215

Top Industry

Auto Manufacturers 25.0%

3Y Alpha vs SPY

-5.0%

Period ended 2 months ago

Filed May 12, 2026 · 33d

14 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+55.4%

SPY

+76.3%

Annualised alpha

-5.0%

Max drawdown

−29.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

21 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

24.3%

−2.3 pts

Top 5

60.3%

−0.3 pts

Top 10

79.3%

−0.0 pts

HHI

1,066

Diversified−60

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	34.3%	$5,111,092	4
Technology	28.0%	$4,170,970	5
Energy	26.8%	$3,991,923	6
Consumer Defensive	3.3%	$498,702	2
Financial Services	3.2%	$479,035	2
Unclassified	2.6%	$391,328	1
Industrials	1.8%	$274,890	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
TSLA	Tesla, Inc.	+961	9,765	$3,630,138
AAPL	Apple Inc.	+198	4,897	$1,242,809
NVDA	Nvidia Corp	+157	8,815	$1,537,336
AMZN	Amazon Com Inc	+138	3,392	$706,451
XOM	Exxon Mobil Corp	+116	11,117	$1,886,110
CVX	Chevron Corp	+63	3,205	$663,114
UBER	Uber Technologies, Inc	+50	4,923	$354,111
WMT	Walmart Inc.	+33	2,313	$287,459
HWC	Hancock Whitney Corp	+26	3,282	$208,702
OXY	Occidental Petroleum Corp /De/	+6	5,013	$325,845
JPM	Jpmorgan Chase & Co	+5	919	$270,333
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
PLTR	Palantir Technologies Inc.	−234	2,889	$422,602
MSFT	Microsoft Corp	−66	1,659	$614,112
QQQ	Invesco Qqq Trust, Series 1	−1	678	$391,328
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

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

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
BRK-B	Berkshire Hathaway Inc	412	$207,091
MA	Mastercard Inc	356	$203,233
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

21 positions · $14,917,940 total · as of Mar 31, 2026

All sectors Consumer Cyclical Consumer Defensive Energy Financial Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
RIG	Transocean Ltd. Energy	Held	15,000	0	$99,450	+60.5%	0.67%
HWC	Hancock Whitney Corp Financial Services	Added	3,282	+26	$208,702	+0.7%	1.40%
COST	Costco Wholesale Corp /New Consumer Defensive	NEW	212	NEW	$211,243	NEW	1.42%
JPM	Jpmorgan Chase & Co Financial Services	Added	919	+5	$270,333	−8.2%	1.81%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Held	2,156	0	$270,491	−14.4%	1.81%
DE	Deere & Co Industrials	Held	488	0	$274,890	+21.0%	1.84%
WMT	Walmart Inc. Consumer Defensive	Added	2,313	+33	$287,459	+13.2%	1.93%
OXY	Occidental Petroleum Corp /De/ Energy	Added	5,013	+6	$325,845	+58.3%	2.18%
UBER	Uber Technologies, Inc Technology	Added	4,923	+50	$354,111	−11.1%	2.37%
CNQ	Canadian Natural Resources Ltd Energy	Held	8,000	0	$389,840	+44.0%	2.61%
QQQ	Invesco Qqq Trust, Series 1	Reduced	678	-1	$391,328	−6.2%	2.62%
PLTR	Palantir Technologies Inc. Technology	Reduced	2,889	-234	$422,602	−23.9%	2.83%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Held	5,460	0	$504,012	+1.2%	3.38%
MSFT	Microsoft Corp Technology	Reduced	1,659	-66	$614,112	−26.4%	4.12%
SHEL	Shell plc Energy	Held	6,748	0	$627,564	+26.6%	4.21%
CVX	Chevron Corp Energy	Added	3,205	+63	$663,114	+38.5%	4.45%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,392	+138	$706,451	−5.9%	4.74%
AAPL	Apple Inc. Technology	Added	4,897	+198	$1,242,809	−2.7%	8.33%
NVDA	Nvidia Corp Technology	Added	8,815	+157	$1,537,336	−4.8%	10.31%
XOM	Exxon Mobil Corp Energy	Added	11,117	+116	$1,886,110	+42.5%	12.64%
TSLA	Tesla, Inc. Consumer Cyclical	Added	9,765	+961	$3,630,138	−8.3%	24.33%