Avail Investment Partners, LLC

CIK

2134779

Location

LEMONT, PA

Portfolio Value

Micro $45,984,124

Diversification

Diversified

Filing Date

Mar 31, 2026

Global Rank

#6,935 / 8,603 · as of Mar 2026

Top Industry

Semiconductors 18.2%

Period ended 3 months ago

Filed May 13, 2026 · 57d

Clone Performance

May 2026–Jul 2026 · vs SPY

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

Cloned portfolio

+1.2%

SPY

+1.0%

Annualised alpha

—

Max drawdown

−4.6%

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

95 positions · as of Mar 31, 2026

Top Position

12.4%

of portfolio value

Top 5

26.1%

of portfolio value

Top 10

38.8%

of portfolio value

HHI

288

Diversified

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	35.3%	$16,240,320	20
Healthcare	11.9%	$5,452,002	13
Financial Services	11.4%	$5,222,412	15
Industrials	11.2%	$5,136,898	13
Communication Services	6.6%	$3,039,970	5
Unclassified	5.5%	$2,517,099	4
Consumer Cyclical	5.5%	$2,508,863	7
Consumer Defensive	5.2%	$2,413,953	5
Energy	3.2%	$1,465,300	4
Utilities	3.1%	$1,440,906	6
Real Estate	0.7%	$327,564	2
Basic Materials	0.5%	$218,837	1

Portfolio Positions

Compact Export CSV View 13F filing

95 positions · $45,984,124 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 95 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	First	32,800	—	$5,720,320	—	12.44%
AAPL	Apple Inc. Technology	First	7,490	—	$1,900,887	—	4.13%
UPS	United Parcel Service Inc Industrials	First	16,827	—	$1,655,440	—	3.60%
GOOGL	Alphabet Inc. Communication Services	First	5,009	—	$1,440,388	—	3.13%
MSFT	Microsoft Corp Technology	First	3,478	—	$1,287,451	—	2.80%
SPY	Spdr S&P 500 ETF Trust	First	1,927	—	$1,253,205	—	2.73%
AVGO	Broadcom Inc. Technology	First	3,805	—	$1,177,685	—	2.56%
LRCX	Lam Research Corp Technology	First	5,428	—	$1,159,746	—	2.52%
WMT	Walmart Inc. Consumer Defensive	First	9,044	—	$1,123,988	—	2.44%
JNJ	Johnson & Johnson Healthcare	First	4,598	—	$1,123,935	—	2.44%
JPM	Jpmorgan Chase & Co Financial Services	First	2,980	—	$876,596	—	1.91%
IBM	International Business Machines Corp Technology	First	3,267	—	$791,888	—	1.72%
AMZN	Amazon Com Inc Consumer Cyclical	First	3,771	—	$785,386	—	1.71%
CSCO	Cisco Systems, Inc. Technology	First	9,259	—	$718,405	—	1.56%
QQQ	Invesco Qqq Trust, Series 1	First	1,027	—	$592,763	—	1.29%
BRK-B	Berkshire Hathaway Inc Financial Services	First	1,210	—	$579,832	—	1.26%
BMY	Bristol Myers Squibb Co Healthcare	First	9,375	—	$568,593	—	1.24%
MCK	Mckesson Corp Healthcare	First	623	—	$539,119	—	1.17%
MRK	Merck & Co., Inc. Healthcare	First	4,244	—	$510,510	—	1.11%
PG	PROCTER & GAMBLE Co Consumer Defensive	First	3,533	—	$510,306	—	1.11%
CVX	Chevron Corp Energy	First	2,456	—	$508,146	—	1.11%
VRT	Vertiv Holdings Co Industrials	First	2,012	—	$504,166	—	1.10%
META	Meta Platforms, Inc. Communication Services	First	848	—	$485,166	—	1.06%
AWF	Alliancebernstein Global High Income Fund Inc Financial Services	First	43,139	—	$438,723	—	0.95%
VZ	Verizon Communications Inc Communication Services	First	8,724	—	$437,944	—	0.95%
GLD	Spdr Gold Trust	First	989	—	$425,556	—	0.93%
T	At&T Inc. Communication Services	First	14,257	—	$413,310	—	0.90%
AMGN	Amgen Inc Healthcare	First	1,171	—	$412,016	—	0.90%
TYG	Tortoise Energy Infrastructure Corp Financial Services	First	8,179	—	$407,723	—	0.89%
CB	Chubb Ltd Financial Services	First	1,217	—	$396,656	—	0.86%
ABBV	AbbVie Inc. Healthcare	First	1,807	—	$393,004	—	0.85%
ORCL	Oracle Corp Technology	First	2,661	—	$391,459	—	0.85%
PSX	Phillips 66 Energy	First	2,120	—	$386,221	—	0.84%
TSLA	Tesla, Inc. Consumer Cyclical	First	1,032	—	$383,646	—	0.83%
INTC	Intel Corp Technology	First	8,651	—	$381,768	—	0.83%
V	Visa Inc. Financial Services	First	1,254	—	$379,008	—	0.82%
LOW	Lowes Companies Inc Consumer Cyclical	First	1,593	—	$376,394	—	0.82%
COST	Costco Wholesale Corp /New Consumer Defensive	First	367	—	$365,689	—	0.80%
EIX	Edison International Utilities	First	4,980	—	$364,436	—	0.79%
FTI	TechnipFMC plc Energy	First	5,251	—	$363,001	—	0.79%
NVS	Novartis AG Healthcare	First	2,374	—	$362,628	—	0.79%
AXP	American Express Co Financial Services	First	1,190	—	$359,951	—	0.78%
EXC	Exelon Corp Utilities	First	7,268	—	$356,277	—	0.77%
LLY	ELI LILLY & Co Healthcare	First	381	—	$350,432	—	0.76%
PCG	PG&E Corp Utilities	First	19,854	—	$348,834	—	0.76%
GILD	Gilead Sciences, Inc. Healthcare	First	2,485	—	$346,334	—	0.75%
JBHT	Hunt J B Transport Services Inc Industrials	First	1,632	—	$345,820	—	0.75%
FIX	Comfort Systems USA Inc Industrials	First	250	—	$344,747	—	0.75%
MU	Micron Technology Inc Technology	First	1,008	—	$340,542	—	0.74%
RTX	RTX Corp Industrials	First	1,651	—	$318,477	—	0.69%