Avail Investment Partners, LLC holds a diversified book of 199 reported positions worth $129.8M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Ishares 5-10Y Inv Grade Corp and trimmed Ishares Short-Term National. Their largest long position is Nvidia Corp at 6% of the reported non-option book. Cloning the disclosed picks since 2026 would be +3% (+9.1%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +13.7%, a 10.9-point gap that is the cost of the ~31-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Avail Investment Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~31 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
59% mapped to company sectors
+5 sectors below the cut, 6% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Avail Investment Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 10 / 80 | $4.4B |
| Swiss Re Ltd | 42 / 80 | $1.0B |
| Prospect Hill Management, LLC | 8 / 80 | $240.9M |
| Hoffman, Alan N Investment Management | 9 / 80 | $154.3M |
| Ramsey Quantitative Systems | 8 / 80 | $97.2M |
| Draper Asset Management, LLC | 8 / 80 | $170.5M |
| 9823 Capital, L.P. | 9 / 80 | $126.8M |
| Copos Capital B.V. | 17 / 80 | $615.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Avail Investment Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $7.4M | 36.9K | 5.7% | ▲+12% Added · +4K sh | |
| 2 | Ishares TR CORE S&P500 ETF | $5.7M | 7.6K | 4.4% | ▲+0.9% Added · +70 sh | |
| 3 | Ishares TR CORE US AGGBD ET | $5.1M | 51.5K | 3.9% | ▲+13% Added · +6K sh | |
| 4 | Ishares TR MSCI ACWI EX US | $3.9M | 51.8K | 3.0% | ▲+4.7% Added · +2K sh | |
| 5 | Apple Inc COM | $3.0M | 10.5K | 2.3% | ▲+40% Added · +3K sh | |
| 6 | Ishares TR SHRT NAT MUN ETF | $3.0M | 27.9K | 2.3% | ▼−38% Reduced · −17K sh | |
| 7 | Invesco Exchange Traded FD T S&P500 EQL WGT | $2.9M | 13.8K | 2.3% | ▲+3.6% Added · +481 sh | |
| 8 | Ishares TR ISHS 5-10YR INVT | $2.6M | 49.2K | 2.0% | ▲New New position | |
| 9 | Abrdn Etfs BBRG ALL COMD K1 | $2.5M | 110.5K | 1.9% | ▲+0.9% Added · +980 sh | |
| 10 | Lam Research Corp COM NEW | $2.4M | 5.7K | 1.9% | ▲+4.1% Added · +224 sh | |
| 11 | RBB FD Inc F/M US TREASURY | $2.3M | 46.7K | 1.8% | ▲+97% Added · +23K sh | |
| 12 | Ishares TR NATIONAL MUN ETF | $2.3M | 21.5K | 1.8% | ▲+2.9% Added · +606 sh | |
| 13 | Microsoft Corp COM | $2.1M | 5.6K | 1.6% | ▲+62% Added · +2K sh | |
| 14 | Alphabet Inc CAP STK CL A | $2.0M | 5.5K | 1.5% | ▲+9.3% Added · +466 sh | |
| 15 | United Parcel Svcs Inc CL B | $1.9M | 17.5K | 1.4% | ▲+3.9% Added · +650 sh | |
| 16 | Ishares TR CORE HIGH DV ETF | $1.8M | 66.4K | 1.4% | ▲+395% Added · +53K sh | |
| 17 | Broadcom Inc COM | $1.6M | 4.2K | 1.2% | ▲+9.9% Added · +376 sh | |
| 18 | State STR SPDR S&P 500 ETF T TR UNIT | $1.5M | 2.0K | 1.2% | ▲+4.0% Added · +78 sh | |
| 19 | Amazon Com Inc COM | $1.4M | 6.0K | 1.1% | ▲+59% Added · +2K sh | |
| 20 | Johnson & Johnson COM | $1.4M | 5.6K | 1.1% | ▲+22% Added · +997 sh | |
| 21 | Micron Technology Inc COM | $1.4M | 1.2K | 1.0% | ▲+17% Added · +169 sh | |
| 22 | JPMorgan Chase & Co COM | $1.3M | 4.0K | 1.0% | ▲+34% Added · +1K sh | |
| 23 | Dimensional ETF Trust US EQUI MARK ETF | $1.2M | 14.3K | 0.9% | —Held | |
| 24 | Schwab Strategic TR US AGGREGATE B | $1.2M | 50.6K | 0.9% | ▲+29% Added · +11K sh | |
| 25 | International Business Machs COM | $1.2M | 4.1K | 0.9% | ▲+26% Added · +844 sh | |
| 26 | Cisco Sys Inc COM | $1.1M | 9.1K | 0.8% | ▼−2.1% Reduced · −196 sh | |
| 27 | Ishares Inc CORE MSCI EMKT | $1.0M | 12.3K | 0.8% | —Held | |
| 28 | Alphabet Inc CAP STK CL C | $1.0M | 2.9K | 0.8% | ▲+52% Added · +981 sh | |
| 29 | Ishares TR MSCI INTL QUALTY | $988K | 19.9K | 0.8% | ▼−1.0% Reduced · −201 sh | |
| 30 | Walmart Inc COM | $972K | 8.6K | 0.7% | ▼−5.1% Reduced · −465 sh | |
| 31 | SPDR Series Trust ST STR SP BIOT | $966K | 6.1K | 0.7% | ▼−2.9% Reduced · −181 sh | |
| 32 | Intel Corp COM | $933K | 6.7K | 0.7% | ▼−23% Reduced · −2K sh | |
| 33 | Invesco QQQ TR UNIT SER 1 | $915K | 1.2K | 0.7% | ▲+21% Added · +215 sh | |
| 34 | Berkshire Hathaway Inc Del CL B NEW | $825K | 1.6K | 0.6% | ▲+36% Added · +439 sh | |
| 35 | Meta Platforms Inc CL A | $773K | 1.4K | 0.6% | ▲+62% Added · +525 sh | |
| 36 | Vertiv Holdings Co COM CL A | $748K | 2.2K | 0.6% | ▲+11% Added · +221 sh | |
| 37 | Ishares TR MSCI EAFE ETF | $741K | 7.1K | 0.6% | —Held | |
| 38 | Ishares TR 1 3 YR TREAS BD | $692K | 8.4K | 0.5% | ▲+0.2% Added · +14 sh | |
| 39 | Wisdomtree TR US SMALLCAP DIVD | $681K | 16.7K | 0.5% | ▲+20% Added · +3K sh | |
| 40 | Tesla Inc COM | $670K | 1.6K | 0.5% | ▲+54% Added · +560 sh | |
| 41 | Ishares TR IBONDS DEC 27 | $651K | 25.6K | 0.5% | ▼−58% Reduced · −35K sh | |
| 42 | Eli Lilly & Co COM | $641K | 534 | 0.5% | ▲+40% Added · +153 sh | |
| 43 | Comfort Sys USA Inc COM | $638K | 322 | 0.5% | ▲+29% Added · +72 sh | |
| 44 | Hunt J B Trans Svcs Inc COM | $585K | 2.0K | 0.5% | ▲+24% Added · +388 sh | |
| 45 | Chevron Corporation COM | $582K | 3.5K | 0.4% | ▲+43% Added · +1K sh | |
| 46 | Ishares TR MSCI USA QLT FCT | $582K | 2.7K | 0.4% | —Held | |
| 47 | Western Digital Corp COM | $581K | 909 | 0.4% | ▲New New position | |
| 48 | Visa Inc COM CL A | $580K | 1.7K | 0.4% | ▲+35% Added · +438 sh | |
| 49 | Chubb Limited COM | $572K | 1.7K | 0.4% | ▲+38% Added · +462 sh | |
| 50 | Abbvie Inc COM | $567K | 2.3K | 0.4% | ▲+25% Added · +446 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2134779/holdings"
Use Arkolith to show Avail Investment Partners, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.