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AVLVAvantisActive-Equity

as of Aug 28, 2026

Holdings
296
AUM
$3.2B
Total Wt
99.9%
Position changes over:
New Entrancessince yesterday
0positions entered

None this window โ€” no structural change.

Total Exitssince yesterday
0positions exited

None this window โ€” no structural change.

Position Sizingexisting holdings resized ยท since yesterday
Increased(12)
SNDKSANDISK CORP COMMON STOCK
+0.01%
LLYELI LILLY + CO COMMON STOCK
+0.00%
CVXCHEVRON CORP COMMON STOCK USD.75
+0.00%
JPMJPMORGAN CHASE + CO COMMON STOCK USD1.0
+0.00%
CATCATERPILLAR INC COMMON STOCK USD1.0
+0.00%
APDAIR PRODUCTS + CHEMICALS INC COMMON STOCK USD1.0
+0.00%
MUMICRON TECHNOLOGY INC COMMON STOCK USD.1
+0.00%
CMICUMMINS INC COMMON STOCK USD2.5
+0.00%
AMZNAMAZON.COM INC COMMON STOCK USD.01
+0.00%
VLOVALERO ENERGY CORP COMMON STOCK USD.01
+0.00%
DASHDOORDASH INC A COMMON STOCK USD.00001
+0.00%
PSXPHILLIPS 66 COMMON STOCK
+0.00%
Trimmed(12)
CBCHUBB LTD COMMON STOCK
-0.01%
QCOMQUALCOMM INC COMMON STOCK USD.0001
-0.01%
AAPLAPPLE INC COMMON STOCK USD.00001
-0.01%
MRKMERCK + CO. INC. COMMON STOCK USD.5
-0.00%
GSGOLDMAN SACHS GROUP INC COMMON STOCK USD.01
-0.00%
METMETLIFE INC COMMON STOCK USD.01
-0.00%
GILDGILEAD SCIENCES INC COMMON STOCK USD.001
-0.00%
ADPAUTOMATIC DATA PROCESSING COMMON STOCK USD.1
-0.00%
NSCNORFOLK SOUTHERN CORP COMMON STOCK USD1.0
-0.00%
FSLRFIRST SOLAR INC COMMON STOCK USD.001
-0.00%
AIZASSURANT INC COMMON STOCK USD.01
-0.00%
EGEVEREST GROUP LTD COMMON STOCK USD.01
-0.00%
Conviction Streaks29 active ยท consecutive-day moves

A streak counts consecutive snapshots the fund moved a position the same direction โ€” accumulating (green) or distributing (red). The clearest read on where conviction is building.

Top Holdingstop 20 by weight
#TickerNameWeightฮ” WtSharesฮ” Shares
1MSFTMICROSOFT CORP COMMON STOCK USD.00000625
3.274%
+0.001%1,397,574+1,284
2MUMICRON TECHNOLOGY INC COMMON STOCK USD.1
2.915%
+0.002%672,081+744
3AMZNAMAZON.COM INC COMMON STOCK USD.01
2.871%
+0.002%2,415,716+2,496
4METAMETA PLATFORMS INC CLASS A COMMON STOCK USD.000006
2.655%
โ€”1,002,496+576
5JPMJPMORGAN CHASE + CO COMMON STOCK USD1.0
2.580%
+0.002%1,570,608+2,028
6AAPLAPPLE INC COMMON STOCK USD.00001
2.558%
-0.005%1,753,576-2,898
7XOMEXXONMOBIL HOLDINGS CORP COMMON STOCK
2.291%
+0.001%3,157,727+2,748
8COSTCOSTCO WHOLESALE CORP COMMON STOCK USD.005
2.288%
+0.001%527,910+468
9LLYELI LILLY + CO COMMON STOCK
2.041%
+0.004%374,152+912
10CATCATERPILLAR INC COMMON STOCK USD1.0
1.699%
+0.002%448,402+744
11UNPUNION PACIFIC CORP COMMON STOCK USD2.5
1.674%
โ€”1,173,447+900
12VZVERIZON COMMUNICATIONS INC COMMON STOCK USD.1
1.674%
+0.001%7,300,515+6,708
13MSMORGAN STANLEY COMMON STOCK USD.01
1.532%
+0.001%1,536,982+1,440
14WFCWELLS FARGO + CO COMMON STOCK USD1.666
1.311%
+0.001%3,326,162+3,528
15GSGOLDMAN SACHS GROUP INC COMMON STOCK USD.01
1.297%
-0.005%268,627-819
16TJXTJX COMPANIES INC COMMON STOCK USD1.0
1.228%
+0.001%1,972,155+1,872
17AXPAMERICAN EXPRESS CO COMMON STOCK USD.2
1.174%
+0.001%757,694+948
18COPCONOCOPHILLIPS COMMON STOCK USD.01
1.154%
-0.001%1,920,408โ€”
19PGRPROGRESSIVE CORP COMMON STOCK USD1.0
1.142%
โ€”1,131,752+996
20CSXCSX CORP COMMON STOCK USD1.0
1.091%
+0.001%4,566,466+4,692