BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 9 of 23  ·  460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CVS CVS HEALTH CORP Healthcare 2,490.0 $179K 0.01% $71.82 +27.3%
162 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 1,920.0 $177K 0.01% $92.31 -2.6%
163 ICSH ISHARES TR 3,397.0 $172K 0.01% $50.62 -0.1%
164 AMJB JPMORGAN CHASE FINL CO LLC Financial Services 4,945.0 $171K 0.01% $34.57 +4.2%
165 EMR EMERSON ELEC CO Industrials 1,300.0 $170K 0.01% $131.02 +7.3%
166 MINT PIMCO ETF TR 1,641.0 $165K 0.01% $100.58 +0.1%
167 WM WASTE MGMT INC DEL Industrials 711.0 $163K 0.01% +211.0 +42.2% $229.79 -6.1%
168 GILD GILEAD SCIENCES INC Healthcare 1,140.0 $159K 0.01% -18.0 -1.6% $139.37 -2.6%
169 C CITIGROUP INC Financial Services 1,400.0 $159K 0.01% +1K +250.0% $113.41 +10.9%
170 HUBS HUBSPOT INC Technology 640.0 $156K 0.01% $244.10 -14.8%
171 IWR ISHARES TR 1,596.0 $155K 0.01% +596.0 +59.6% $97.23 +10.0%
172 EPD ENTERPRISE PRODS PARTNERS L Energy 4,100.0 $155K 0.01% -5K -53.4% $37.84 +0.5%
173 SMH VANECK ETF TRUST 400.0 $153K 0.01% -230.0 -36.5% $383.40 +53.1%
174 AZN ASTRAZENECA PLC Healthcare 774.0 $153K 0.01% NEW $197.22 -4.5%
175 TRMB TRIMBLE INC Technology 2,317.0 $151K 0.01% $65.23 -13.9%
176 TGT TARGET CORP Consumer Defensive 1,245.0 $151K 0.01% +420.0 +50.9% $121.20 +6.6%
177 NOW SERVICENOW INC Technology 1,426.0 $149K 0.01% -109K -98.7% $104.55 -0.4%
178 VTR VENTAS INC Real Estate 1,800.0 $147K 0.01% $81.78 +8.0%
179 CSX CSX CORP Industrials 3,580.0 $147K 0.01% $41.05 +13.9%
180 LKQ LKQ CORP Consumer Cyclical 5,000.0 $147K 0.01% $29.37 -5.5%
Page 9 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%