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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 1 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 761,750.0 $14.5M 0.89% NEW $19.01 -3.5%
2 AFL AFLAC INC Financial Services 1,400.0 $164K 0.01% NEW $117.25 +0.7%
3 INTC INTEL CORP Technology 1,000.0 $140K 0.01% NEW $139.63 -38.2%
4 SPACE EXPLORATION TECHN CORP 725.0 $124K 0.01% NEW $170.86
5 SNOW SNOWFLAKE INC Technology 230.0 $59K 0.00% NEW $254.50 +28.9%
6 FRT FEDERAL RLTY INVT TR NEW Real Estate 440.0 $54K 0.00% NEW $123.44 -5.0%
7 SPG SIMON PPTY GROUP INC NEW Real Estate 200.0 $45K 0.00% NEW $223.65 -2.0%
8 TBN TAMBORAN RES CORP Basic Materials 1,350.0 $44K 0.00% NEW $32.51 +14.9%
9 BLACKSTONE DIGITAL INFRASTRU 1,973.0 $43K 0.00% NEW $21.63
10 TOTALENERGIES SE 500.0 $39K 0.00% NEW $77.76
11 SBRA SABRA HEALTH CARE REIT INC Real Estate 1,847.0 $36K 0.00% NEW $19.51 +4.5%
12 WPC WP CAREY INC Real Estate 500.0 $36K 0.00% NEW $71.50 -0.0%
13 SNY SANOFI SA Healthcare 700.0 $30K 0.00% NEW $42.66 +6.8%
14 IJK ISHARES TR 250.0 $29K 0.00% NEW $117.50 -2.8%
15 CLX CLOROX CO DEL Consumer Defensive 300.0 $29K 0.00% NEW $95.44 +13.9%
16 DVY ISHARES TR 181.0 $28K 0.00% NEW $156.30 +5.2%
17 IJJ ISHARES TR 164.0 $24K 0.00% NEW $147.73 +0.5%
18 FEDEX FGHT HLDG CO INC 150.0 $23K 0.00% NEW $151.00
19 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 1,521.0 $21K 0.00% NEW $13.83 +4.7%
20 XLB SELECT SECTOR SPDR TR 300.0 $15K 0.00% NEW $50.83 +5.8%
Page 1 of 2  ·  27 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%