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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 10 of 23  ·  460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DLR DIGITAL RLTY TR INC Real Estate 800.0 $144K 0.01% $180.21 +7.1%
182 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 2,670.0 $141K 0.01% -640.0 -19.3% $52.76 +10.6%
183 VPU VANGUARD WORLD FD 700.0 $139K 0.01% -757.0 -52.0% $198.14 -1.2%
184 MPWR MONOLITHIC PWR SYS INC Technology 125.0 $137K 0.01% $1093.35 +48.1%
185 IREN IREN LIMITED Financial Services 3,950.0 $135K 0.01% $34.28 +87.0%
186 VZ VERIZON COMMUNICATIONS INC Communication Services 2,670.0 $134K 0.01% +500.0 +23.0% $50.20 -2.7%
187 HOLOGIC INC 1,724.0 $130K 0.01% $75.59
188 D DOMINION ENERGY INC Utilities 2,080.0 $129K 0.01% +450.0 +27.6% $61.81 +8.5%
189 IJR ISHARES TR 1,030.0 $128K 0.01% +965.0 +1484.6% $124.31 +12.4%
190 MCB METROPOLITAN BK HLDG CORP Financial Services 1,500.0 $125K 0.01% $83.29 +7.9%
191 COOPER COS INC 1,710.0 $122K 0.01% -1K -45.0% $71.50
192 ZTS ZOETIS INC Healthcare 1,034.0 $122K 0.01% -185.0 -15.2% $118.21 -32.5%
193 MET METLIFE INC Financial Services 1,710.0 $121K 0.01% $70.72 +18.0%
194 LNG CHENIERE ENERGY INC Energy 426.0 $121K 0.01% $283.76 -17.9%
195 XEL XCEL ENERGY INC Utilities 1,509.0 $120K 0.01% $79.44 +1.8%
196 KNSL KINSALE CAP GROUP INC Financial Services 350.0 $120K 0.01% $341.66 -9.1%
197 CRWV COREWEAVE INC Technology 1,534.0 $119K 0.01% $77.47 +30.8%
198 SHOP SHOPIFY INC Technology 1,000.0 $119K 0.01% $118.62 -9.3%
199 OXY OCCIDENTAL PETE CORP Energy 1,800.0 $117K 0.01% -200.0 -10.0% $65.00 -11.6%
200 SBUX STARBUCKS CORP Consumer Cyclical 1,300.0 $116K 0.01% -60.0 -4.4% $89.59 +14.1%
Page 10 of 23  ·  460 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%