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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 3 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LLY ELI LILLY & CO Healthcare 799.0 $958K 0.06% -50.0 -5.9% $1199.43 +4.0%
42 ORCL ORACLE CORP Technology 6,336.0 $929K 0.06% -636.0 -9.1% $146.55 -2.8%
43 ABBV ABBVIE INC Healthcare 3,666.0 $923K 0.06% -400.0 -9.8% $251.64 +5.1%
44 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,745.0 $833K 0.05% -150.0 -7.9% $477.57 -14.1%
45 AVB AVALONBAY CMNTYS INC Real Estate 4,205.0 $793K 0.05% -265.0 -5.9% $188.69 -2.5%
46 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 950.0 $668K 0.04% -300.0 -24.0% $703.34 -1.3%
47 HD HOME DEPOT INC Consumer Cyclical 1,744.0 $615K 0.04% -28.0 -1.6% $352.68 -4.3%
48 BAC BANK OF AMER CORP Financial Services 10,603.0 $604K 0.04% -600.0 -5.4% $56.98 +9.4%
49 QQQ INVESCO QQQ TR Financial Services 647.0 $476K 0.03% -80.0 -11.0% $736.40 -4.1%
50 ABT ABBOTT LABORATORIES Healthcare 5,181.0 $470K 0.03% -582.0 -10.1% $90.74 +28.6%
51 UNP UNION PAC CORP Industrials 1,700.0 $462K 0.03% -350.0 -17.1% $272.00 +13.9%
52 TFC TRUIST FINL CORP Financial Services 8,775.0 $437K 0.03% -1K -12.9% $49.82 +2.0%
53 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,852.0 $415K 0.03% -10.0 -0.5% $223.95 +26.4%
54 IJH ISHARES TR 5,362.0 $413K 0.03% -200.0 -3.6% $77.11 -1.2%
55 ADBE ADOBE INC Technology 1,800.0 $369K 0.02% -20.0 -1.1% $205.02 +34.8%
56 VNQ VANGUARD INDEX FDS 2,950.0 $284K 0.02% -900.0 -23.4% $96.43 +2.8%
57 NSC NORFOLK SOUTHN CORP Industrials 856.0 $269K 0.02% -200.0 -18.9% $314.69 +12.2%
58 NUE NUCOR CORP Basic Materials 1,200.0 $267K 0.02% -300.0 -20.0% $222.75 +9.8%
59 BX BLACKSTONE INC Financial Services 2,264.0 $266K 0.02% -735.0 -24.5% $117.67 +22.1%
60 KRNT KORNIT DIGITAL LTD Industrials 16,305.0 $265K 0.02% -1K -7.0% $16.25 +1.4%
Page 3 of 6  ·  109 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%