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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 1 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ITOT ISHARES TR 7,807.0 $1.1M 0.08% NEW $142.43 +15.2%
2 VFH VANGUARD WORLD FD 2,900.0 $350K 0.02% NEW $120.81 +5.4%
3 GNR SPDR INDEX SHS FDS 2,575.0 $192K 0.01% NEW $74.67 -0.8%
4 AZN ASTRAZENECA PLC Healthcare 774.0 $153K 0.01% NEW $197.22 -5.1%
5 MOAT VANECK ETF TRUST 1,200.0 $116K 0.01% NEW $96.70 +5.6%
6 PIPR PIPER SANDLER COMPANIES Financial Services 1,500.0 $115K 0.01% NEW $76.55 +5.6%
7 LRGC AB ACTIVE ETFS INC 1,474.0 $108K 0.01% NEW $73.50 +13.1%
8 FDX FEDEX CORP Industrials 300.0 $107K 0.01% NEW $356.18 +12.3%
9 DUK DUKE ENERGY CORP NEW Utilities 800.0 $105K 0.01% NEW $130.94 -4.6%
10 PM PHILIP MORRIS INTL INC Consumer Defensive 539.0 $89K 0.01% NEW $165.34 +9.8%
11 XSOE WISDOMTREE TR 2,107.0 $84K 0.01% NEW $40.10 +21.8%
12 AGG ISHARES TR 700.0 $69K 0.01% NEW $99.27 -0.6%
13 EEM ISHARES TR 1,200.0 $68K 0.01% NEW $56.79 +20.4%
14 SO SOUTHERN CO Utilities 700.0 $68K 0.01% NEW $96.52 -2.5%
15 IEMG ISHARES INC 768.0 $54K 0.00% NEW $69.75 +19.9%
16 MGNR AMERICAN BEACON SELECT FUNDS 1,000.0 $52K 0.00% NEW $51.58 +4.9%
17 DIS DISNEY WALT CO Communication Services 500.0 $48K 0.00% NEW $96.38 +7.2%
18 GRMN GARMIN LTD Technology 201.0 $47K 0.00% NEW $232.01 +2.8%
19 EGP EASTGROUP PPTYS INC Real Estate 249.0 $46K 0.00% NEW $185.09 +11.8%
20 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 148.0 $45K 0.00% NEW $304.08 +6.5%
Page 1 of 3  ·  55 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%