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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 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMD ADVANCED MICRO DEVICES INC Technology 1,065.0 $217K 0.01% -18.0 -1.7% $203.43 +147.7%
42 PLD PROLOGIS INC. Real Estate 1,609.0 $213K 0.01% -2K -52.3% $132.18 +11.2%
43 CAT CATERPILLAR INC Industrials 300.0 $213K 0.01% -75.0 -20.0% $708.46 +28.2%
44 IBM INTERNATIONAL BUSINESS MACHS Technology 854.0 $207K 0.01% -120.0 -12.3% $242.39 +3.4%
45 REGCO REGENCY CTRS CORP Real Estate 2,706.0 $205K 0.01% -365.0 -11.9% $75.66 -70.0%
46 GILD GILEAD SCIENCES INC Healthcare 1,140.0 $159K 0.01% -18.0 -1.6% $139.37 -4.0%
47 EPD ENTERPRISE PRODS PARTNERS L Energy 4,100.0 $155K 0.01% -5K -53.4% $37.84 +1.5%
48 SMH VANECK ETF TRUST 400.0 $153K 0.01% -230.0 -36.5% $383.40 +57.1%
49 NOW SERVICENOW INC Technology 1,426.0 $149K 0.01% -109K -98.7% $104.55 -4.4%
50 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 2,670.0 $141K 0.01% -640.0 -19.3% $52.76 +11.7%
51 VPU VANGUARD WORLD FD 700.0 $139K 0.01% -757.0 -52.0% $198.14 -0.8%
52 COOPER COS INC 1,710.0 $122K 0.01% -1K -45.0% $71.50
53 ZTS ZOETIS INC Healthcare 1,034.0 $122K 0.01% -185.0 -15.2% $118.21 -31.2%
54 OXY OCCIDENTAL PETE CORP Energy 1,800.0 $117K 0.01% -200.0 -10.0% $65.00 -11.6%
55 SBUX STARBUCKS CORP Consumer Cyclical 1,300.0 $116K 0.01% -60.0 -4.4% $89.59 +13.2%
56 VGT VANGUARD WORLD FD 145.0 $101K 0.01% -11.0 -7.0% $697.72 -83.1%
57 XLF SELECT SECTOR SPDR TR 1,956.0 $97K 0.01% -524.0 -21.1% $49.37 +5.1%
58 WEC WEC ENERGY GROUP INC Utilities 816.0 $94K 0.01% -175.0 -17.7% $115.77 -2.0%
59 FCX FREEPORT MCMORAN INC Basic Materials 1,500.0 $88K 0.01% -299.0 -16.6% $58.78 +9.5%
60 ETN EATON CORP PLC Industrials 207.0 $74K 0.01% -46.0 -18.2% $357.67 +12.7%
Page 3 of 4  ·  80 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%