Avail Investment Partners, LLC
Long book
$93.6M
Q1 2026
Positions
137
Top-10 weight
37%
concentration
Last quarter
+10.8%
SPY +14.8%
Turnover
—
of book per quarter
Strategy in plain words
auto-generated from filingsAvail Investment Partners, LLC is a wealth-management firm allocating client money, running a $93.6M US long book across 137 positions.
The portfolio is moderately concentrated (top 10 ≈ 37% of the book). Current anchor positions: NVIDIA CORP, ISHARES CORE S&P 500 ETF, ISHARES SHORT-TERM NATIONAL, ISHARES CORE U.S. AGGREGATE, ISHARES MSCI ACWI EX US ETF.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Sector allocation
Technology 41%
Industrials 17%
Healthcare 10%
Financials 10%
Consumer discretionary 8%
Utilities 4%
Services media 3%
Energy 3%
Long book by quarter
What does Avail Investment own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 32.8K | $5.7M | 6.1% | Held |
| AAPL APPLE INC | Technology | 7.5K | $1.9M | 2.0% | Held |
| UPS UNITED PARCEL SERVICE-CL B | Industrials | 16.8K | $1.7M | 1.8% | Held |
| GOOGL ALPHABET INC-CL A | Technology | 5.0K | $1.4M | 1.5% | Held |
| MSFT MICROSOFT CORP | Technology | 3.5K | $1.3M | 1.4% | Held |
| AVGO BROADCOM INC | Technology | 3.8K | $1.2M | 1.3% | Held |
| LRCX LAM RESEARCH CORP | Industrials | 5.4K | $1.2M | 1.2% | Held |
| JNJ JOHNSON & JOHNSON | Healthcare | 4.6K | $1.1M | 1.2% | Held |
| WMT WALMART INC | Consumer discretionary | 9.0K | $1.1M | 1.2% | Held |
| JPM JPMORGAN CHASE & CO | Financials | 3.0K | $877K | 0.9% | Held |
| IBM INTL BUSINESS MACHINES CORP | Technology | 3.3K | $792K | 0.8% | Held |
| AMZN AMAZON.COM INC | Consumer discretionary | 3.8K | $785K | 0.8% | Held |
| CSCO CISCO SYSTEMS INC | Technology | 9.3K | $718K | 0.8% | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 1.2K | $580K | 0.6% | Held |
| BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 9.4K | $569K | 0.6% | Held |
| GOOG ALPHABET INC-CL C | Technology | 1.9K | $543K | 0.6% | Held |
| MCK MCKESSON CORP | Consumer discretionary | 623 | $539K | 0.6% | Held |
| MRK MERCK & CO. INC. | Healthcare | 4.2K | $510K | 0.5% | Held |
| PG PROCTER & GAMBLE CO/THE | Other | 3.5K | $510K | 0.5% | Held |
| CVX CHEVRON CORP | Energy | 2.5K | $508K | 0.5% | Held |
| VRT VERTIV HOLDINGS CO-A | Technology | 2.0K | $504K | 0.5% | Held |
| META META PLATFORMS INC-CLASS A | Technology | 848 | $485K | 0.5% | Held |
| VZ VERIZON COMMUNICATIONS INC | Communications | 8.7K | $438K | 0.5% | Held |
| T AT&T INC | Communications | 14.3K | $413K | 0.4% | Held |
| AMGN AMGEN INC | Healthcare | 1.2K | $412K | 0.4% | Held |
| CB CHUBB LTD | Financials | 1.2K | $397K | 0.4% | Held |
| ABBV ABBVIE INC | Healthcare | 1.8K | $393K | 0.4% | Held |
| ORCL ORACLE CORP | Technology | 2.7K | $392K | 0.4% | Held |
| PSX PHILLIPS 66 | Energy | 2.1K | $386K | 0.4% | Held |
| TSLA TESLA INC | Industrials | 1.0K | $384K | 0.4% | Held |
| INTC INTEL CORP | Technology | 8.7K | $382K | 0.4% | Held |
| V VISA INC-CLASS A SHARES | Services media | 1.3K | $379K | 0.4% | Held |
| LOW LOWE'S COS INC | Consumer discretionary | 1.6K | $376K | 0.4% | Held |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 367 | $366K | 0.4% | Held |
| EIX EDISON INTERNATIONAL | Utilities | 5.0K | $364K | 0.4% | Held |
| FTI TECHNIPFMC PLC | Industrials | 5.3K | $363K | 0.4% | Held |
| AXP AMERICAN EXPRESS CO | Financials | 1.2K | $360K | 0.4% | Held |
| EXC EXELON CORP | Utilities | 7.3K | $356K | 0.4% | Held |
| LLY ELI LILLY & CO | Healthcare | 381 | $350K | 0.4% | Held |
| PCG P G & E CORP | Utilities | 19.9K | $349K | 0.4% | Held |
| JBHT HUNT (JB) TRANSPRT SVCS INC | Industrials | 1.6K | $346K | 0.4% | Held |
| GILD GILEAD SCIENCES INC | Healthcare | 2.5K | $346K | 0.4% | Held |
| FIX COMFORT SYSTEMS USA INC | Industrials | 250 | $345K | 0.4% | Held |
| MU MICRON TECHNOLOGY INC | Technology | 1.0K | $341K | 0.4% | Held |
| FDX FEDEX CORP | Industrials | 892 | $318K | 0.3% | Held |
| RTX RTX CORP | Industrials | 1.7K | $318K | 0.3% | Held |
| GD GENERAL DYNAMICS CORP | Industrials | 907 | $311K | 0.3% | Held |
| PRU PRUDENTIAL FINANCIAL INC | Financials | 3.0K | $292K | 0.3% | Held |
| CIEN CIENA CORP | Technology | 750 | $291K | 0.3% | Held |
| ABNB AIRBNB INC-CLASS A | Services media | 2.3K | $290K | 0.3% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 13, 2026 | 137 | $93.6M | $K fixed canonical | SEC ↗ |