Avail Investment Partners, LLC
SEC Form 13F institutional filer · CIK 0002134779
13F-HR · 91 reported holdings · 2026-03-31
Reported long-US-equity value
$0.00B
Top-10 concentration
52.6%
Avail Investment Partners, LLC — $66.2K AUM allocation strategy
Avail Investment Partners, LLC files SEC Form 13F and reports $66.2K of long US equity value across 91 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 19.3%, followed by Financials 10.1% and Industrials 2.5%.
The top 10 holdings account for 53% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Avail Investment Partners, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$66.2K
total across 91 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
53% of value
higher = narrower conviction; lower = spread / hedging
First appearance — no quarter-over-quarter baseline
This filer's previous-quarter 13F is not in our dataset yet
adds / trims / new / exited chips need two consecutive quarters — they will appear with the next filing
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors10.4%—
- Asset Management & Custody Banks4.4%—
- Diversified Banks3.1%—
- Technology Hardware, Storage & Peripherals2.8%—
- Investment Banking & Brokerage2.5%—
- Air Freight & Logistics2.5%—
- Interactive Media & Services2.2%—
- Systems Software1.9%—
- Other holdings70.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 32.8K | $5.72K | — | 8.6% |
| $IVZ | Invesco Ltd | 18.3K | $2.95K | — | 4.5% |
| $AAPL | Apple Inc | 7.49K | $1.9K | — | 2.9% |
| $SCHW | Charles Schwab Corporation | 66.8K | $1.66K | — | 2.5% |
| $UPS | United Parcel Service Inc | 16.8K | $1.66K | — | 2.5% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 5.01K | $1.44K | — | 2.2% |
| $MSFT | Microsoft Corporation | 3.48K | $1.29K | — | 1.9% |
| $AVGO | Broadcom Inc | 3.81K | $1.18K | — | 1.8% |
…and 83 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.