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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 11 of 23  ·  460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MOAT VANECK ETF TRUST 1,200.0 $116K 0.01% NEW $96.70 +5.3%
202 JBL JABIL INC Technology 436.0 $116K 0.01% $265.63 +40.1%
203 GEV GE VERNOVA INC Utilities 132.0 $115K 0.01% $872.90 +19.7%
204 PCAR PACCAR INC Industrials 995.0 $115K 0.01% +120.0 +13.7% $115.50 -2.1%
205 PIPR PIPER SANDLER COMPANIES Financial Services 1,500.0 $115K 0.01% NEW $76.55 +4.1%
206 CI THE CIGNA GROUP Healthcare 417.0 $111K 0.01% +225.0 +117.2% $266.75 +6.8%
207 LRGC AB ACTIVE ETFS INC 1,474.0 $108K 0.01% NEW $73.50 +13.1%
208 PLPC PREFORMED LINE PRODS CO Industrials 400.0 $108K 0.01% $270.75 +40.0%
209 NVCT NUVECTIS PHARMA INC Healthcare 14,000.0 $108K 0.01% $7.73 +31.7%
210 FDX FEDEX CORP Industrials 300.0 $107K 0.01% NEW $356.18 +15.5%
211 DUK DUKE ENERGY CORP NEW Utilities 800.0 $105K 0.01% NEW $130.94 -4.3%
212 KR KROGER CO Consumer Defensive 1,420.0 $103K 0.01% +1K +238.1% $72.36 -10.4%
213 IWB ISHARES TR 285.0 $102K 0.01% $356.56 +14.7%
214 VGT VANGUARD WORLD FD 145.0 $101K 0.01% -11.0 -7.0% $697.72 -83.2%
215 RSG REPUBLIC SVCS INC Industrials 458.0 $100K 0.01% +108.0 +30.9% $219.02 -6.0%
216 T AT&T INC Communication Services 3,383.0 $98K 0.01% +2K +144.6% $28.99 -13.7%
217 XLF SELECT SECTOR SPDR TR 1,956.0 $97K 0.01% -524.0 -21.1% $49.37 +4.2%
218 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 331.0 $96K 0.01% $290.49 -1.1%
219 RSP INVESCO EXCHANGE TRADED FD T 500.0 $96K 0.01% $191.92 +8.2%
220 IMCG ISHARES TR 1,200.0 $95K 0.01% $78.77 +17.3%
Page 11 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%