13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002134779
Total reported value
$136.1M
$136.1M
199 檔
18.5%
In Q2 2026, Avail Investment Partners, LLC's U.S. equity holdings reached a combined market value of $136.1M, distributed across 199 disclosed stock positions.
In Q2 2026, Avail Investment Partners, LLC displayed an active expansion posture, initiating 73 new positions and adding to 85 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.68% | +0.55% | +12.41% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.38% | -0.06% | +0.93% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.92% | -0.23% | +12.52% | |
| 4 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 3.04% | -0.09% | +4.68% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.34% | +0.29% | +40.16% | |
| 6 | SUB | Ishares Short-term National | ETF-Other | 2.29% | +0.14% | -37.95% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.26% | -0.07% | +3.62% | |
| 8 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.02% | +0.29% | — | |
| 9 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 1.90% | +0.30% | +0.89% | |
| 10 | LRCX | Lam Research CORP | Stock-Tech | 1.89% | -0.59% | +4.13% | |
| 11 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 1.79% | +0.05% | +97.49% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-Other | 1.78% | +0.37% | +2.91% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.62% | +0.66% | +62.39% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.51% | -0.18% | +9.30% | |
| 15 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.45% | -0.25% | +3.86% | |
| 16 | HDV | Ishares Core High Dividend E | ETF-Other | 1.40% | -0.06% | +394.67% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.22% | -0.11% | +9.88% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.15% | -0.03% | +4.05% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.10% | +0.20% | +58.61% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.09% | -0.04% | +21.68% | |
| 21 | MU | Micron Technology Inc | Stock-Tech | 1.05% | -0.23% | +16.77% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.00% | -0.02% | +33.72% | |
| 23 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.90% | -0.02% | — | |
| 24 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.90% | — | +28.78% | |
| 25 | IBM | Intl Business Machines CORP | Stock-Tech | 0.89% | -0.22% | +25.83% | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 0.82% | -0.11% | -2.12% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.79% | -0.17% | — | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.78% | -0.18% | +51.80% | |
| 29 | IQLT | Ishares Msci International Q | ETF-Other | 0.76% | -0.03% | -1.00% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.75% | -0.27% | -5.14% | |
| 31 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.74% | -0.05% | -2.88% | |
| 32 | INTC | Intel CORP | Stock-Tech | 0.72% | -0.09% | -22.78% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.70% | -0.02% | +20.93% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | -0.02% | +36.28% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.60% | +0.07% | +61.91% | |
| 36 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.58% | -0.23% | +10.98% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.57% | -0.02% | — | |
| 38 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.53% | -0.09% | +0.17% | |
| 39 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.52% | -0.01% | +20.42% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.52% | -0.05% | +54.26% | |
| 41 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.50% | -0.21% | -57.63% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.49% | -0.03% | +40.16% | |
| 43 | FIX | Comfort Systems USA Inc | Stock-Industrials | 0.49% | -0.18% | +28.80% | |
| 44 | JBHT | Hunt (jb) Transprt Svcs Inc | Stock-Industrials | 0.45% | -0.18% | +23.77% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.45% | +0.08% | +43.00% | |
| 46 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.45% | -0.02% | — | |
| 47 | WDC | Western Digital CORP | Stock-Tech | 0.45% | -0.26% | — | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.45% | — | +34.93% | |
| 49 | CB | Chubb Limited | Stock-Financials | 0.44% | -0.03% | +37.96% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.44% | +0.02% | +24.68% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IGIB | Ishares 5-10y Inv Grade CORP | +2% | NEW | New buy |
| 2 | MU | Micron Technology Inc | +0.7% | +16.77% | Add |
| 3 | LRCX | Lam Research CORP | +0.7% | +4.13% | Add |
| 4 | TBIL | F/m US Treasury 3 Month Bill | +0.5% | +97.49% | Add |
| 5 | WDC | Western Digital CORP | +0.5% | NEW | New buy |
| 6 | STX | Seagate Technology Holdings plc | +0.4% | NEW | New buy |
| 7 | DHR | Danaher CORP | +0.3% | NEW | New buy |
| 8 | VRTX | Vertex Pharmaceuticals Inc | +0.3% | NEW | New buy |
| 9 | AAPL | Apple Inc | +0.3% | +40.16% | Add |
| 10 | INTC | Intel CORP | +0.3% | -22.78% | Trim |
| 11 | UNH | Unitedhealth Group Inc | +0.3% | NEW | New buy |
| 12 | ASML | ASML Holding N.V. | +0.3% | NEW | New buy |
| 13 | UL | Unilever Plc-sponsored Adr | +0.3% | NEW | New buy |
| 14 | TRV | Travelers Cos Inc/the | +0.3% | NEW | New buy |
| 15 | AMD | Advanced Micro Devices | +0.3% | NEW | New buy |
| 16 | GEV | GE Vernova Inc | +0.3% | NEW | New buy |
| 17 | WCN | Waste Connections Inc | +0.3% | NEW | New buy |
| 18 | AMZN | Amazon.com Inc | +0.3% | +58.61% | Add |
| 19 | FTNT | Fortinet Inc | +0.3% | NEW | New buy |
| 20 | ES | Eversource Energy | +0.3% | NEW | New buy |
| 21 | MSFT | Microsoft CORP | +0.2% | +62.39% | Add |
| 22 | NTRA | Natera Inc | +0.2% | NEW | New buy |
| 23 | MAA | Mid-america Apartment Comm | +0.2% | NEW | New buy |
| 24 | BA | Boeing Co/the | +0.2% | NEW | New buy |
| 25 | TJX | Tjx Companies Inc | +0.2% | NEW | New buy |
| 26 | COLD | Americold Realty Trust Inc | +0.2% | NEW | New buy |
| 27 | GIS | General Mills Inc | +0.2% | NEW | New buy |
| 28 | CRS | Carpenter Technology | +0.2% | NEW | New buy |
| 29 | HD | Home Depot Inc | +0.2% | NEW | New buy |
| 30 | TER | Teradyne Inc | +0.2% | NEW | New buy |
| 31 | CMI | Cummins Inc | +0.2% | NEW | New buy |
| 32 | APH | Amphenol Corp-cl A | +0.2% | NEW | New buy |
| 33 | SNOW | Snowflake Inc | +0.2% | NEW | New buy |
| 34 | ARE | Alexandria Real Estate Equit | +0.2% | NEW | New buy |
| 35 | BEPC | Brookfield Renewable CORP | +0.2% | NEW | New buy |
| 36 | WFC | Wells Fargo & Co | +0.2% | NEW | New buy |
| 37 | MCD | Mcdonald's CORP | +0.2% | NEW | New buy |
| 38 | NEE | Nextera Energy Inc | +0.2% | NEW | New buy |
| 39 | IEI | Ishares 3-7 Year Treasury Bo | +0.2% | NEW | New buy |
| 40 | VLO | Valero Energy CORP | +0.2% | NEW | New buy |
| 41 | JNJ | Johnson & Johnson | +0.2% | NEW | New buy |
| 42 | AON | Aon plc | +0.2% | NEW | New buy |
| 43 | GOOG | Alphabet Inc-cl C | +0.2% | +51.80% | Add |
| 44 | ROST | Ross Stores Inc | +0.2% | NEW | New buy |
| 45 | VIK | Viking Holdings Ltd | +0.2% | NEW | New buy |
| 46 | ANET | Arista Networks Inc | +0.2% | NEW | New buy |
| 47 | ENB | Enbridge Inc | +0.2% | NEW | New buy |
| 48 | PEP | Pepsico Inc | +0.2% | NEW | New buy |
| 49 | NUE | Nucor CORP | +0.2% | NEW | New buy |
| 50 | HASI | Ha Sustainable Infrastructur | +0.2% | NEW | New buy |
According to official SEC Form 13F filings, Avail Investment Partners, LLC reported a total U.S. public equity portfolio value of $136.1M across 199 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, IVV, AGG) accounted for 18.5% of total reported equity market value during Q2 2026.
Top New Position Initiated
IGIB
市值: $2.6M
Top Position Liquidated / Trimmed
ISTB
前期市值: $2.4M
During Q2 2026, Avail Investment Partners, LLC's top holdings by market value included NVDA (5.7%)、IVV (4.4%)、AGG (3.9%). The largest single position, NVDA, represented 5.7% of total portfolio value.
In Q2 2026, Avail Investment Partners, LLC made 188 total portfolio adjustments, initiating 73 new buys, adding to 85 positions, trimming 19 holdings, and fully liquidating 11 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.