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Portfolio (Quarterly) Guide ↗

Avalon Trust Co

· CIK 0001798150
13F Portfolio $1.5B AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 433 New
Page 18 of 22  ·  433 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 NET CLOUDFLARE INC Technology 125.0 $25K 0.00% NEW $197.15 +6.7%
342 OPRX OPTIMIZERX CORP Healthcare 2,000.0 $25K 0.00% NEW $12.26 -60.6%
343 BHP BHP GROUP LTD Basic Materials 400.0 $24K 0.00% NEW $60.37 +44.4%
344 PFE PFIZER INC Healthcare 967.0 $24K 0.00% NEW $24.90 +5.5%
345 PYPL PAYPAL HLDGS INC Financial Services 400.0 $23K 0.00% NEW $58.38 -25.1%
346 Q QNITY ELECTRONICS INC Technology 285.0 $23K 0.00% NEW $81.65 +95.6%
347 IWF ISHARES TR 49.0 $23K 0.00% NEW $473.31 -73.5%
348 FDVV FIDELITY COVINGTON TRUST 400.0 $23K 0.00% NEW $56.69 +7.2%
349 LULU LULULEMON ATHLETICA INC Consumer Cyclical 106.0 $22K 0.00% NEW $207.81 -36.6%
350 ARM ARM HOLDINGS PLC Technology 200.0 $22K 0.00% NEW $109.31 +177.7%
351 XLE SELECT SECTOR SPDR TR 480.0 $21K 0.00% NEW $44.71 +28.2%
352 VGIT VANGUARD SCOTTSDALE FDS 352.0 $21K 0.00% NEW $59.93 -1.6%
353 NGG NATIONAL GRID PLC Utilities 255.0 $20K 0.00% NEW $77.35 +10.6%
354 FTAI AVIATION LTD 100.0 $20K 0.00% NEW $196.85
355 BBAX J P MORGAN EXCHANGE TRADED F 345.0 $19K 0.00% NEW $56.30 +9.0%
356 MDT MEDTRONIC PLC Healthcare 200.0 $19K 0.00% NEW $96.06 -20.6%
357 LRCX LAM RESEARCH CORP Technology 110.0 $19K 0.00% NEW $171.18 +86.0%
358 IBIT ISHARES BITCOIN TRUST ETF Financial Services 375.0 $19K 0.00% NEW $49.65 -14.8%
359 PRU PRUDENTIAL FINL INC Financial Services 164.0 $19K 0.00% NEW $112.88 -9.7%
360 WMB WILLIAMS COS INC Energy 283.0 $17K 0.00% NEW $60.11 +25.1%
Page 18 of 22  ·  433 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 39.8%
Financial Services 12.3%
Consumer Cyclical 11.3%
Communication Services 9.9%
Industrials 9.6%
Healthcare 5.5%
Utilities 4.1%
Energy 2.6%
Consumer Defensive 2.0%
Real Estate 1.5%