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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 5 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VZ VERIZON COMMUNICATIONS INC Communication Services 2,060.0 $87K 0.01% -610.0 -22.9% $42.34 +18.4%
82 PLPC PREFORMED LINE PRODS CO Industrials 200.0 $82K 0.01% -200.0 -50.0% $410.56 -0.9%
83 WEC WEC ENERGY GROUP INC Utilities 666.0 $78K 0.01% -150.0 -18.4% $116.77 -7.9%
84 GEV GE VERNOVA INC Utilities 60.0 $70K 0.00% -72.0 -54.5% $1174.87 -19.8%
85 TXN TEXAS INSTRS INC Technology 230.0 $69K 0.00% -150.0 -39.5% $298.07 -13.1%
86 C CITIGROUP INC Financial Services 400.0 $56K 0.00% -1K -71.4% $139.96 -5.9%
87 OXY OCCIDENTAL PETE CORP Energy 1,000.0 $49K 0.00% -800.0 -44.4% $48.57 +23.8%
88 ZTS ZOETIS INC Healthcare 641.0 $46K 0.00% -393.0 -38.0% $71.86 +7.4%
89 MINT PIMCO ETF TR 441.0 $44K 0.00% -1K -73.1% $100.83 -0.1%
90 CBOE CBOE GLOBAL MKTS INC Financial Services 165.0 $40K 0.00% -70.0 -29.8% $242.67 +27.0%
91 KMB KIMBERLY-CLARK CORP Consumer Defensive 334.0 $37K 0.00% -400.0 -54.5% $109.77 +1.5%
92 IEMG ISHARES INC 400.0 $33K 0.00% -368.0 -47.9% $82.84 -2.8%
93 CDNS CADENCE DESIGN SYSTEM INC Technology 80.0 $30K 0.00% -92.0 -53.5% $375.32 -15.8%
94 AJG GALLAGHER ARTHUR J & CO Financial Services 130.0 $30K 0.00% -55.0 -29.7% $229.58 +18.5%
95 IDV ISHARES TR 650.0 $27K 0.00% -850.0 -56.7% $41.43 +8.7%
96 XLE SELECT SECTOR SPDR TR 480.0 $25K 0.00% -450.0 -48.4% $53.11 +18.8%
97 COOPER COS INC 350.0 $25K 0.00% -1K -79.5% $71.71
98 T AT&T INC Communication Services 1,190.0 $25K 0.00% -2K -64.8% $20.70 +24.1%
99 PAVE GLOBAL X FDS 400.0 $24K 0.00% -271.0 -40.4% $58.92 -5.1%
100 KR KROGER CO Consumer Defensive 420.0 $23K 0.00% -1K -70.4% $55.53 +6.4%
Page 5 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%