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Portfolio (Quarterly) Guide ↗

Avalon Trust Co

· CIK 0001798150
13F Portfolio $1.5B AUM 460 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 55 New 104 Added 80 Reduced 28 Exited
Page 3 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HD HOME DEPOT INC Consumer Cyclical 1,772.0 $583K 0.04% +308.0 +21.0% $328.89 -5.6%
42 BAC BANK AMERICA CORP Financial Services 11,203.0 $546K 0.04% +1K +10.4% $48.75 +7.1%
43 UNP UNION PAC CORP Industrials 2,050.0 $497K 0.03% +180.0 +9.6% $242.62 +11.7%
44 TFC TRUIST FINL CORP Financial Services 10,070.0 $463K 0.03% +1K +14.8% $45.97 +5.9%
45 EFA ISHARES TR 4,680.0 $455K 0.03% +2K +65.1% $97.14 +8.2%
46 XOM EXXON MOBIL CORP Energy 2,480.0 $421K 0.03% +968.0 +64.0% $169.66 -8.7%
47 CSCO CISCO SYS INC Technology 5,415.0 $420K 0.03% +140.0 +2.6% $77.59 +52.5%
48 QQQ INVESCO QQQ TR Financial Services 727.0 $420K 0.03% +85.0 +13.2% $577.18 +26.5%
49 WAT WATERS CORP Healthcare 1,330.0 $396K 0.03% +30.0 +2.3% $297.80 +15.0%
50 MCD MCDONALDS CORP Consumer Cyclical 1,172.0 $364K 0.03% +465.0 +65.8% $310.79 -10.1%
51 IAU ISHARES GOLD TR Financial Services 4,000.0 $353K 0.02% +250.0 +6.7% $88.16 -3.8%
52 BX BLACKSTONE INC Financial Services 2,999.0 $345K 0.02% +301.0 +11.2% $114.99 +2.7%
53 NSC NORFOLK SOUTHN CORP Industrials 1,056.0 $303K 0.02% +400.0 +61.0% $287.07 +11.5%
54 CMI CUMMINS INC Industrials 550.0 $296K 0.02% +350.0 +175.0% $538.02 +24.3%
55 IEFA ISHARES TR 3,212.0 $291K 0.02% +1K +71.4% $90.53 +8.6%
56 META META PLATFORMS INC Communication Services 497.0 $284K 0.02% +91.0 +22.4% $572.13 +7.0%
57 ASML ASML HLDG NV Technology 214.0 $283K 0.02% +38.0 +21.6% $1320.83 +23.6%
58 NI NISOURCE INC Utilities 6,000.0 $280K 0.02% +2K +50.0% $46.66 +2.4%
59 CVX CHEVRON CORPORATION Energy 1,285.0 $266K 0.02% +800.0 +164.9% $206.90 -10.7%
60 CB CHUBB LTD SWITZ Financial Services 753.0 $245K 0.02% +321.0 +74.3% $325.93 -0.1%
Page 3 of 6  ·  104 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.7%
Financial Services 12.3%
Consumer Cyclical 11.5%
Communication Services 10.5%
Industrials 9.9%
Healthcare 7.0%
Utilities 4.6%
Consumer Defensive 2.2%
Real Estate 1.9%
Basic Materials 1.9%