Avail Investment Partners, LLC
Sector Allocation
- Other37.7%$51.2M
- Technology26.6%$36.2M
- Financials9.5%$12.9M
- Healthcare7.1%$9.6M
- Industrials4.7%$6.4M
- Consumer Discretionary3.4%$4.6M
- Consumer Staples3.2%$4.3M
- Energy3.1%$4.3M
- Utilities1.8%$2.4M
- Real Estate1.3%$1.8M
AUM History
13fpro.ai/research/fund/avail-investment-partners-llc-2134779
Conviction and streaks
Concentrating · top 10 = 31.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
NVDA
$8.5M- ISHARES$5.9M
- ISHARES$5.0M
- ISHARES$4.0M
AAPL
$3.6M- ISHARES$3.3M
- ISHARES$3.1M
MSFT
$3.1M- ABRDN$3.0M
IVZ
$3.0M- ISHARES$2.9M
- RBB$2.5M
- ISHARES$1.8M
GOOGL
$1.8MAMZN
$1.8MLRCX
$1.8MUPS
$1.6MSPY
$1.5MAVGO
$1.5MJNJ
$1.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/avail-investment-partners-llc-2134779
Avail Investment Partners, LLC 13F holdings — Q3 2026
$136.1M portfolio (+4.8% QoQ) · 205 holdings · Q3 2026 13F · top 10 are 31% of the stock portfolio
$8.5M
6.2% of stocks
+0.7%This quarter+0.9%Since filed3+ qtrsHeld- 2
ISHARES TR - CORE S&P500 ETF
$5.9M
4.3% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES TR - CORE US AGGBD ET
$5.0M
3.7% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES TR - MSCI ACWI EX US
$4.0M
3.0% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $3.6M
2.6% of stocks
+3%This quarter+0.1%Since filed3+ qtrsHeld- 6
ISHARES TR - SHRT NAT MUN ETF
$3.3M
2.4% of stocks
+13%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - ISHS 5-10YR INVT
$3.1M
2.3% of stocks
+27%This quarter—Since filed—HeldAIQuality—Est. buy— $3.1M
2.3% of stocks
+7%This quarter+0.7%Since filed3+ qtrsHeld- 9
ABRDN ETFS - BBRG ALL COMD K1
$3.0M
2.2% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— $3.0M
2.2% of stocks
+4%This quarter+1.2%Since filed3+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $8.5M | 6.2% | +0.7% | +0.9% | 3+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | ISHARES TR - CORE S&P500 ETF | $5.9M | 4.3% | +1% | — | — | — | — | |
| 3 | ISHARES TR - CORE US AGGBD ET | $5.0M | 3.7% | +3% | — | — | — | — | |
| 4 | ISHARES TR - MSCI ACWI EX US | $4.0M | 3.0% | +2% | — | — | — | — | |
| 5 | $3.6M | 2.6% | +3% | +0.1% | 3+ qtrsAdded 2 qtrs in a row | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | ISHARES TR - SHRT NAT MUN ETF | $3.3M | 2.4% | +13% | — | — | — | — | |
| 7 | ISHARES TR - ISHS 5-10YR INVT | $3.1M | 2.3% | +27% | — | — | — | — | |
| 8 | $3.1M | 2.3% | +7% | +0.7% | 3+ qtrsAdded 2 qtrs in a row | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | ABRDN ETFS - BBRG ALL COMD K1 | $3.0M | 2.2% | +5% | — | — | — | — | |
| 10 | $3.0M | 2.2% | +4% | +1.2% | 3+ qtrs | — | Estimated buy price is Pro: unlock with a free trial |
All holdings — Avail Investment Partners, LLC (Q3 2026)
205 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - NATIONAL MUN ETFetf/fund | — | $2.9M | 2.1% | 29K | +35% | — | — | 13F |
| 12 | — | RBB FD INC - F/M US TREASURY | — | $2.5M | 1.8% | 50K | +7% | — | — | 13F |
| 13 | — | ISHARES TR - CORE HIGH DV ETFetf/fund | — | $1.8M | 1.3% | 65K | -2% | — | — | 13F |
| 14 | Alphabet Inc. | Technology | $1.8M | 1.3% | 5,268 | -4% | 3+ qtrs | 77.7 | 13F | |
| 15 | AMAZON COM INC | Consumer Discretionary | $1.8M | 1.3% | 7,117 | +19% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | LAM RESEARCH CORP | Technology | $1.8M | 1.3% | 5,381 | -5% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | UNITED PARCEL SERVICE INC | Industrials | $1.6M | 1.2% | 18K | +0.3% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | SPDR S&P 500 ETF TRUSTetf/fund | — | $1.5M | 1.1% | 2,005 | — | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Broadcom Inc. | Technology | $1.5M | 1.1% | 4,286 | +3% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | JOHNSON & JOHNSON | Healthcare | $1.4M | 1.1% | 5,413 | -3% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | JPMORGAN CHASE & CO | Financials | $1.3M | 1.0% | 4,019 | +0.9% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | — | $1.2M | 0.9% | 55K | +9% | — | — | 13F |
| 23 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETFetf/fund | — | $1.2M | 0.9% | 14K | +0.3% | — | — | 13F |
| 24 | MICRON TECHNOLOGY INC | Technology | $1.1M | 0.8% | 1,042 | -11% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | ISHARES TR - MSCI INTL QUALTYetf/fund | — | $987K | 0.7% | 20K | — | — | — | 13F |
| 26 | $CSCO | CISCO SYSTEMS, INC. | Technology | $966K | 0.7% | 8,978 | -0.9% | |||
| 27 | — | SPDR SERIES TRUST - ST STR SP BIOT | — | $938K | 0.7% | 5,948 | -3% | |||
| 28 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $919K | 0.7% | 1,242 | — | |||
| 29 | $META | Meta Platforms, Inc. | Technology | $916K | 0.7% | 1,264 | -8% | |||
| 30 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $916K | 0.7% | 4,165 | +1% | |||
| 31 | $INTC | INTEL CORP | Technology | $852K | 0.6% | 7,088 | +6% | |||
| 32 | — | ISHARES INC - CORE MSCI EMKT | — | $850K | 0.6% | 10K | -15% | |||
| 33 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $843K | 0.6% | 1,692 | +3% | |||
| 34 | $GOOG | Alphabet Inc. | Technology | $822K | 0.6% | 2,413 | -16% | |||
| 35 | — | ISHARES TR - MSCI EAFE ETF | — | $742K | 0.5% | 7,138 | — | |||
| 36 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $738K | 0.5% | 25K | +29% | |||
| 37 | $CVX | CHEVRON CORP | Energy | $719K | 0.5% | 3,521 | +0.3% | |||
| 38 | $HPE | Hewlett Packard Enterprise Co | Technology | $716K | 0.5% | 11K | +3% | |||
| 39 | $PSX | Phillips 66 | Energy | $691K | 0.5% | 2,708 | -10% | |||
| 40 | $WT | WisdomTree, Inc. | Financials | $691K | 0.5% | 18K | +9% | |||
| 41 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $683K | 0.5% | 11K | +12% | |||
| 42 | $MRK | Merck & Co., Inc. | Healthcare | $661K | 0.5% | 4,549 | +7% | |||
| 43 | $WMT | Walmart Inc. | Consumer Staples | $659K | 0.5% | 6,339 | -26% | |||
| 44 | $TSLA | Tesla, Inc. | Consumer Discretionary | $646K | 0.5% | 1,821 | +14% | |||
| 45 | $ORCL | ORACLE CORP | Technology | $637K | 0.5% | 4,643 | +39% | |||
| 46 | $PFE | PFIZER INC | Healthcare | $626K | 0.5% | 22K | +39% | |||
| 47 | $ABBV | AbbVie Inc. | Healthcare | $625K | 0.5% | 2,391 | +6% | |||
| 48 | $LLY | ELI LILLY & Co | Healthcare | $620K | 0.5% | 536 | +0.4% | |||
| 49 | $HPQ | HP INC | Technology | $616K | 0.5% | 20K | +52% | |||
| 50 | $V | VISA INC. | Financials | $615K | 0.5% | 1,711 | +1% | |||
| 51 | — | ALLIANCEBERNSTEIN GLOBAL HIG - COM | — | $614K | 0.5% | 63K | +22% | |||
| 52 | — | ISHARES TR - 1 3 YR TREAS BD | — | $604K | 0.4% | 7,442 | -12% | |||
| 53 | — | ABRDN ETFS - BBRG ALL COMMDY | — | $603K | 0.4% | 16K | — | |||
| 54 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $598K | 0.4% | 4,115 | +7% | |||
| 55 | — | ISHARES TR - MSCI USA QLT FCT | — | $589K | 0.4% | 2,651 | — | |||
| 56 | $AMGN | AMGEN INC | Healthcare | $566K | 0.4% | 1,343 | +3% | |||
| 57 | $MCK | MCKESSON CORP | Consumer Staples | $566K | 0.4% | 662 | +2% | |||
| 58 | $CB | Chubb Ltd | Financials | $563K | 0.4% | 1,732 | +3% | |||
| 59 | — | ISHARES TR - 3 7 YR TREAS BD | — | $560K | 0.4% | 4,933 | +109% | |||
| 60 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $557K | 0.4% | 2,884 | +32% | |||
| 61 | — | SPDR INDEX SHS FDS - ST STR MSCI EAFE | — | $527K | 0.4% | 5,408 | -1.0% | |||
| 62 | $ABNB | Airbnb, Inc. | Technology | $519K | 0.4% | 3,232 | +19% | |||
| 63 | — | ISHARES TR - CORE S&P SCP ETF | — | $512K | 0.4% | 3,764 | -0.2% | |||
| 64 | $DHR | DANAHER CORP /DE/ | Healthcare | $502K | 0.4% | 2,264 | -0.2% | |||
| 65 | $NTRA | Natera, Inc. | Healthcare | $483K | 0.3% | 1,168 | — | |||
| 66 | $TEAM | Atlassian Corp | Technology | $479K | 0.3% | 2,671 | +0.4% | |||
| 67 | $VRT | Vertiv Holdings Co | Technology | $472K | 0.3% | 1,957 | -12% | |||
| 68 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $467K | 0.3% | 10K | +0.8% | |||
| 69 | $NVS | NOVARTIS AG | Healthcare | $463K | 0.3% | 3,249 | -10% | |||
| 70 | — | VANGUARD WORLD FD - INF TECH ETF | — | $453K | 0.3% | 3,605 | — | |||
| 71 | $T | AT&T INC. | Communication Services | $452K | 0.3% | 19K | +27% | |||
| 72 | $C | CITIGROUP INC | Financials | $451K | 0.3% | 3,486 | +19% | |||
| 73 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $450K | 0.3% | 14K | +2% | |||
| 74 | $RTX | RTX Corp | Industrials | $441K | 0.3% | 2,376 | +2% | |||
| 75 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $438K | 0.3% | 838 | -0.1% | |||
| 76 | $UL | UNILEVER PLC | Consumer Staples | $437K | 0.3% | 7,199 | +19% | |||
| 77 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $435K | 0.3% | 7,990 | -1% | |||
| 78 | — | ISHARES TR - ESG OPTIMIZED | — | $434K | 0.3% | 2,787 | -2% | |||
| 79 | $FTNT | Fortinet, Inc. | Technology | $434K | 0.3% | 2,427 | +12% | |||
| 80 | $HST | HOST HOTELS & RESORTS, INC. | Real Estate | $432K | 0.3% | 19K | +3% | |||
| 81 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $422K | 0.3% | 3,712 | +10% | |||
| 82 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $417K | 0.3% | 252 | -22% | |||
| 83 | $STX | Seagate Technology Holdings plc | Technology | $414K | 0.3% | 449 | -4% | |||
| 84 | $TYG | TORTOISE ENERGY INFRASTRUCTURE CORP | Other | $409K | 0.3% | 11K | +17% | |||
| 85 | $EXC | EXELON CORP | Utilities | $408K | 0.3% | 10K | +21% | |||
| 86 | $VLO | VALERO ENERGY CORP/TX | Energy | $407K | 0.3% | 1,051 | +0.2% | |||
| 87 | $GE | GENERAL ELECTRIC CO | Industrials | $407K | 0.3% | 1,304 | -6% | |||
| 88 | $IVZ | Invesco Ltd. | Financials | $407K | 0.3% | 4,665 | -0.9% | |||
| 89 | $CNC | CENTENE CORP | Healthcare | $404K | 0.3% | 6,507 | +0.3% | |||
| 90 | $ACN | Accenture plc | Technology | $400K | 0.3% | 2,182 | +16% | |||
| 91 | — | ISHARES TR - IBONDS DEC 27 | — | $394K | 0.3% | 16K | -39% | |||
| 92 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $394K | 0.3% | 800 | +3% | |||
| 93 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $393K | 0.3% | 2,634 | +7% | |||
| 94 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $386K | 0.3% | 1,084 | — | |||
| 95 | $GM | General Motors Co | Consumer Discretionary | $382K | 0.3% | 4,962 | -2% | |||
| 96 | — | ISHARES TR - INTL SEL DIV ETF | — | $380K | 0.3% | 9,011 | -11% | |||
| 97 | $AXP | AMERICAN EXPRESS CO | Financials | $378K | 0.3% | 1,243 | +2% | |||
| 98 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | — | $377K | 0.3% | 16K | +17% | |||
| 99 | $GD | GENERAL DYNAMICS CORP | Industrials | $373K | 0.3% | 1,124 | +5% | |||
| 100 | $JBHT | HUNT J B TRANSPORT SERVICES INC | Industrials | $366K | 0.3% | 1,632 | -19% | |||
| 101 | $FCX | FREEPORT-MCMORAN INC | Materials | $364K | 0.3% | 5,202 | -5% | |||
| 102 | $VRSN | VERISIGN INC/CA | Technology | $364K | 0.3% | 1,289 | -11% | |||
| 103 | $ASML | ASML HOLDING NV | Technology | $361K | 0.3% | 199 | +9% | |||
| 104 | $FTI | TechnipFMC plc | Energy | $358K | 0.3% | 5,272 | -2% | |||
| 105 | $REGN | REGENERON PHARMACEUTICALS, INC. | Healthcare | $356K | 0.3% | 470 | — | |||
| 106 | $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | Energy | $352K | 0.3% | 6,367 | New | |||
| 107 | $NEM | NEWMONT Corp /DE/ | Materials | $350K | 0.3% | 3,036 | +39% | |||
| 108 | $LYB | LyondellBasell Industries N.V. | Materials | $349K | 0.3% | 6,081 | +43% | |||
| 109 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $347K | 0.3% | 568 | -7% | |||
| 110 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $347K | 0.3% | 2,135 | New | |||
| 111 | $DAL | DELTA AIR LINES, INC. | Industrials | $345K | 0.3% | 4,131 | +7% | |||
| 112 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $339K | 0.3% | 2,071 | New | |||
| 113 | — | ISHARES TR - CORE MSCI EAFE | — | $338K | 0.3% | 3,492 | -2% | |||
| 114 | — | ISHARES TR - IBONDS DEC 28 | — | $334K | 0.3% | 13K | -6% | |||
| 115 | $COLD | AMERICOLD REALTY TRUST | Real Estate | $334K | 0.3% | 24K | +22% | |||
| 116 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | — | $334K | 0.3% | 3,070 | — | |||
| 117 | $TGT | TARGET CORP | Consumer Staples | $333K | 0.2% | 2,127 | +3% | |||
| 118 | $SNOW | Snowflake Inc. | Technology | $332K | 0.2% | 978 | -13% | |||
| 119 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $331K | 0.2% | 4,139 | +22% | |||
| 120 | $ARE | ALEXANDRIA REAL ESTATE EQUITIES, INC. | Real Estate | $324K | 0.2% | 6,820 | +28% | |||
| 121 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $324K | 0.2% | 881 | -8% | |||
| 122 | $SJM | J M SMUCKER Co | Consumer Staples | $321K | 0.2% | 2,698 | New | |||
| 123 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $318K | 0.2% | 697 | -10% | |||
| 124 | $CAT | CATERPILLAR INC | Industrials | $315K | 0.2% | 389 | +88% | |||
| 125 | $GBDC | GOLUB CAPITAL BDC, Inc. | Other | $312K | 0.2% | 25K | +33% | |||
| 126 | $ANET | Arista Networks, Inc. | Technology | $305K | 0.2% | 1,497 | — | |||
| 127 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $300K | 0.2% | 444 | -2% | |||
| 128 | $SNPS | SYNOPSYS INC | Technology | $297K | 0.2% | 683 | +24% | |||
| 129 | $PWR | QUANTA SERVICES, INC. | Industrials | $295K | 0.2% | 459 | -0.9% | |||
| 130 | $MS | MORGAN STANLEY | Financials | $292K | 0.2% | 1,555 | -0.4% | |||
| 131 | $MDT | Medtronic plc | Healthcare | $291K | 0.2% | 3,377 | New | |||
| 132 | $VEEV | VEEVA SYSTEMS INC | Technology | $290K | 0.2% | 1,016 | New | |||
| 133 | $WCN | Waste Connections, Inc. | Utilities | $290K | 0.2% | 1,881 | -10% | |||
| 134 | $ING | ING GROEP NV | Financials | $286K | 0.2% | 8,059 | +20% | |||
| 135 | — | ISHARES TR - CORE DIV GRWTH | — | $286K | 0.2% | 3,788 | +0.8% | |||
| 136 | — | ISHARES TR - ESG AW MSCI EAFE | — | $284K | 0.2% | 2,752 | — | |||
| 137 | $ES | EVERSOURCE ENERGY | Utilities | $280K | 0.2% | 4,369 | -2% | |||
| 138 | $DG | DOLLAR GENERAL CORP | Consumer Staples | $279K | 0.2% | 2,336 | +6% | |||
| 139 | $APH | AMPHENOL CORP /DE/ | Technology | $278K | 0.2% | 3,298 | +102% | |||
| 140 | $UGI | UGI CORP /PA/ | Utilities | $277K | 0.2% | 7,775 | +31% | |||
| 141 | $RBRK | Rubrik, Inc. | Technology | $277K | 0.2% | 2,421 | -5% | |||
| 142 | $F | FORD MOTOR CO | Consumer Discretionary | $274K | 0.2% | 23K | +19% | |||
| 143 | $JCI | Johnson Controls International plc | Industrials | $268K | 0.2% | 1,805 | -2% | |||
| 144 | $FDX | FEDEX CORP | Industrials | $268K | 0.2% | 941 | -10% | |||
| 145 | $DE | DEERE & CO | Industrials | $268K | 0.2% | 399 | -3% | |||
| 146 | $KHC | Kraft Heinz Co | Consumer Staples | $266K | 0.2% | 12K | +38% | |||
| 147 | $GEV | GE Vernova Inc. | Industrials | $266K | 0.2% | 280 | -7% | |||
| 148 | $NET | Cloudflare, Inc. | Technology | $265K | 0.2% | 764 | New | |||
| 149 | $CIEN | CIENA CORP | Technology | $264K | 0.2% | 751 | -14% | |||
| 150 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $261K | 0.2% | 2,199 | New |
What changed in Q3 2026
Against the previous quarter's 13F: 26 new, 96 added to, 64 trimmed, 20 sold out. Share-count changes; largest moves by dollar size first.
New positions (26)
$OXYOCCIDENTAL PETROLEUM CORP /DE/$352K
first bought this quarter
$XOM.R34088EXXON MOBIL CORP$347K
first bought this quarter
$AMTAMERICAN TOWER CORP /MA/$339K
first bought this quarter
$SJMJ M SMUCKER Co$321K
first bought this quarter
$MDTMedtronic plc$291K
first bought this quarter
$VEEVVEEVA SYSTEMS INC$290K
first bought this quarter
+20 more in the Excel export
Added to (96)
- ISHARES TR - NATIONAL MUN ETF+35%
now $2.9M
- ISHARES TR - ISHS 5-10YR INVT+27%
now $3.1M
- ISHARES TR - SHRT NAT MUN ETF+13%
now $3.3M
- ISHARES TR - 3 7 YR TREAS BD+109%
now $560K
now $1.8M · held 3+ qtrs, 2 adds in a row
$HPQHP INC+52%
now $616K · held 3+ qtrs, 2 adds in a row
+90 more in the Excel export
Trimmed (64)
- ISHARES TR - IBONDS DEC 27-39%
now $394K
$WMTWalmart Inc.-26%
now $659K · held 3+ qtrs, 2 trims in a row
$PCGPG&E Corp-51%
now $170K
$GOOGAlphabet Inc.-16%
now $822K · held 3+ qtrs
$WDCWESTERN DIGITAL CORP-37%
now $260K · held 2 qtrs
- ISHARES INC - CORE MSCI EMKT-15%
now $850K
+58 more in the Excel export
Holdings by quarter
Every 13F Avail Investment Partners, LLC has filed, 2 earlier quarters. Pick one to see what it held then.
Is it too late to follow Avail Investment Partners?
Q3 2026 13F filed with the SEC on Oct 16, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Avail Investment Partners's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-0.4%
Value-weighted move of the 10 largest stock positions
Turnover
6%
Last quarter
Top 10 weight
31%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2026 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Avail Investment Partners, LLC disclosed 205 positions worth $136.1M in its Form 13F-HR for Q3 2026, led by $NVDA (NVIDIA CORP) at 6.2% of the equity portfolio. During the quarter the fund opened 26 new positions and exited 20 — including a new stake in $OXY and a full exit from $EIX. The portfolio is most concentrated in Other (37.7% of disclosed assets). All figures are sourced directly from Avail Investment Partners, LLC’s Form 13F-HR filing with the SEC under CIK 2134779.
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