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Portfolio (Quarterly) Guide ↗

Avalon Trust Co

· CIK 0001798150
13F Portfolio $1.6B AUM 462 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 27 New 36 Added 109 Reduced 24 Exited
Page 2 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TGT TARGET CORP Consumer Defensive 1,316.0 $172K 0.01% +71.0 +5.7% $130.61 +29.9%
22 XLF SELECT SECTOR SPDR TR 2,706.0 $145K 0.01% +750.0 +38.3% $53.61 +8.6%
23 SBUX STARBUCKS CORP Consumer Cyclical 1,350.0 $138K 0.01% +50.0 +3.9% $102.19 +4.3%
24 VGT VANGUARD WORLD FD 1,120.0 $134K 0.01% +975.0 +672.4% $119.52 -2.7%
25 GE GE AEROSPACE Industrials 278.0 $104K 0.01% +113.0 +68.5% $373.73 -7.1%
26 LRCX LAM RESEARCH CORP Technology 224.0 $97K 0.01% +108.0 +93.1% $433.33 -30.6%
27 IVT INVENTRUST PPTYS CORP Real Estate 2,400.0 $85K 0.01% +205.0 +9.3% $35.40 -7.0%
28 XLU SELECT SECTOR SPDR TR 1,500.0 $68K 0.00% +500.0 +50.0% $45.34 -5.3%
29 UNH UNITEDHEALTH GROUP INC Healthcare 124.0 $52K 0.00% +11.0 +9.7% $415.39 -4.7%
30 HDV ISHARES TR 1,500.0 $41K 0.00% +1K +400.0% $27.41 +9.3%
31 BLK BLACKROCK INC Financial Services 37.0 $36K 0.00% +7.0 +23.3% $961.57 +21.4%
32 VWO VANGUARD INTL EQUITY INDEX F 528.0 $32K 0.00% +300.0 +131.6% $59.69 +0.3%
33 IWF ISHARES TR 196.0 $24K 0.00% +147.0 +300.0% $124.17 -2.5%
34 ALC ALCON AG Healthcare 180.0 $12K 0.00% +80.0 +80.0% $67.10 +9.9%
35 VO VANGUARD INDEX FDS 44.0 $4K +33.0 +300.0% $80.59 +2.8%
36 METCB RAMACO RES INC 377.0 $3K +4.0 +1.1% $8.56
Page 2 of 2  ·  36 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 44.1%
Consumer Cyclical 12.5%
Financial Services 12.4%
Industrials 11.2%
Healthcare 6.5%
Utilities 4.4%
Communication Services 2.4%
Consumer Defensive 2.3%
Real Estate 1.9%
Basic Materials 1.8%