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AVLVAvantisActive-Equity

as of Aug 27, 2026

Holdings
296
AUM
$3.2B
Total Wt
100.0%
Position changes over:
New Entrancespast 30 days
28positions entered
Total Exitspast 30 days
2positions exited
Position Sizingexisting holdings resized · past 30 days
Increased(12)
CATCATERPILLAR INC COMMON STOCK USD1.0
+1.25%
LLYELI LILLY + CO COMMON STOCK
+0.88%
FASTFASTENAL CO COMMON STOCK USD.01
+0.41%
VLOVALERO ENERGY CORP COMMON STOCK USD.01
+0.39%
METAMETA PLATFORMS INC CLASS A COMMON STOCK USD.000006
+0.36%
PYPLPAYPAL HOLDINGS INC COMMON STOCK
+0.32%
CMICUMMINS INC COMMON STOCK USD2.5
+0.22%
WFCWELLS FARGO + CO COMMON STOCK USD1.666
+0.20%
FDXFEDEX CORP COMMON STOCK USD.1
+0.20%
JPMJPMORGAN CHASE + CO COMMON STOCK USD1.0
+0.18%
RJFRAYMOND JAMES FINANCIAL INC COMMON STOCK USD.01
+0.15%
FDSFACTSET RESEARCH SYSTEMS INC COMMON STOCK USD.01
+0.15%
Trimmed(12)
MRKMERCK + CO. INC. COMMON STOCK USD.5
-0.92%
QCOMQUALCOMM INC COMMON STOCK USD.0001
-0.72%
GILDGILEAD SCIENCES INC COMMON STOCK USD.001
-0.56%
AAPLAPPLE INC COMMON STOCK USD.00001
-0.42%
NSCNORFOLK SOUTHERN CORP COMMON STOCK USD1.0
-0.31%
COPCONOCOPHILLIPS COMMON STOCK USD.01
-0.28%
OXYOCCIDENTAL PETROLEUM CORP COMMON STOCK USD.2
-0.21%
NFLXNETFLIX INC COMMON STOCK USD.001
-0.19%
METMETLIFE INC COMMON STOCK USD.01
-0.19%
CBCHUBB LTD COMMON STOCK
-0.18%
FLEXFLEX LTD COMMON STOCK
-0.17%
LRCXLAM RESEARCH CORP COMMON STOCK USD.001
-0.17%
Conviction Streaks18 active · consecutive-day moves

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

Top Holdingstop 20 by weight
#TickerNameWeightΔ WtSharesΔ Shares
1MSFTMICROSOFT CORP COMMON STOCK USD.00000625
3.196%
-0.002%1,396,290+8,239
2MUMICRON TECHNOLOGY INC COMMON STOCK USD.1
2.905%
+0.001%671,337+4,774
3AMZNAMAZON.COM INC COMMON STOCK USD.01
2.896%
2,413,220+15,939
4METAMETA PLATFORMS INC CLASS A COMMON STOCK USD.000006
2.662%
-0.008%1,001,920+3,696
5JPMJPMORGAN CHASE + CO COMMON STOCK USD1.0
2.579%
+0.004%1,568,580+13,013
6AAPLAPPLE INC COMMON STOCK USD.00001
2.539%
-0.017%1,756,474
7COSTCOSTCO WHOLESALE CORP COMMON STOCK USD.005
2.325%
-0.002%527,442+3,003
8XOMEXXONMOBIL HOLDINGS CORP COMMON STOCK
2.301%
-0.003%3,154,979+17,325
9LLYELI LILLY + CO COMMON STOCK
2.047%
+0.017%373,240+5,621
10CATCATERPILLAR INC COMMON STOCK USD1.0
1.697%
+0.007%447,658+4,774
11VZVERIZON COMMUNICATIONS INC COMMON STOCK USD.1
1.688%
-0.001%7,293,807+42,889
12UNPUNION PACIFIC CORP COMMON STOCK USD2.5
1.679%
-0.003%1,172,547+5,775
13MSMORGAN STANLEY COMMON STOCK USD.01
1.516%
-0.001%1,535,542+9,086
14WFCWELLS FARGO + CO COMMON STOCK USD1.666
1.306%
3,322,634+22,715
15GSGOLDMAN SACHS GROUP INC COMMON STOCK USD.01
1.293%
-0.009%269,446
16TJXTJX COMPANIES INC COMMON STOCK USD1.0
1.243%
-0.001%1,970,283+11,781
17AXPAMERICAN EXPRESS CO COMMON STOCK USD.2
1.173%
+0.002%756,746+6,083
18PGRPROGRESSIVE CORP COMMON STOCK USD1.0
1.160%
-0.001%1,130,756+6,391
19COPCONOCOPHILLIPS COMMON STOCK USD.01
1.157%
-0.008%1,920,408
20DEDEERE + CO COMMON STOCK USD1.0
1.095%
-0.007%374,219