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Portfolio (Quarterly) Guide ↗

Avalon Trust Co

· CIK 0001798150
13F Portfolio $1.5B AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 433 New
Page 11 of 22  ·  433 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IDXX IDEXX LABS INC Healthcare 150.0 $101K 0.01% NEW $676.53 -18.2%
202 IRM IRON MTN INC DEL Real Estate 1,200.0 $100K 0.01% NEW $82.95 +54.0%
203 JBL JABIL INC Technology 436.0 $99K 0.01% NEW $228.02 +62.6%
204 IHI ISHARES TR 1,580.0 $98K 0.01% NEW $62.15 -20.9%
205 RTX RTX CORPORATION Industrials 531.0 $97K 0.01% NEW $183.40 -3.5%
206 IWR ISHARES TR 1,000.0 $96K 0.01% NEW $96.27 +11.0%
207 PCAR PACCAR INC Industrials 875.0 $96K 0.01% NEW $109.51 +3.3%
208 IMCG ISHARES TR 1,200.0 $96K 0.01% NEW $79.84 +15.7%
209 RSP INVESCO EXCHANGE TRADED FD T 500.0 $96K 0.01% NEW $191.56 +8.4%
210 D DOMINION ENERGY INC Utilities 1,630.0 $95K 0.01% NEW $58.58 +14.4%
211 XLC SELECT SECTOR SPDR TR 807.0 $95K 0.01% NEW $117.72 -1.2%
212 TTD THE TRADE DESK INC Technology 2,500.0 $95K 0.01% NEW $37.96 -40.7%
213 FCX FREEPORT-MCMORAN INC Basic Materials 1,799.0 $91K 0.01% NEW $50.79 +25.6%
214 IXN ISHARES TR 870.0 $91K 0.01% NEW $105.00 +32.3%
215 FMCX NORTHERN LTS FD TR IV 2,600.0 $90K 0.01% NEW $34.44 +6.2%
216 AXP AMERICAN EXPRESS CO Financial Services 239.0 $88K 0.01% NEW $369.95 -15.4%
217 VZ VERIZON COMMUNICATIONS INC Communication Services 2,170.0 $88K 0.01% NEW $40.73 +19.6%
218 GEV GE VERNOVA INC Utilities 132.0 $86K 0.01% NEW $653.58 +60.6%
219 RY ROYAL BK CDA Financial Services 500.0 $85K 0.01% NEW $170.49 +11.1%
220 IWS ISHARES TR 600.0 $85K 0.01% NEW $141.05 +13.5%
Page 11 of 22  ·  433 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 39.8%
Financial Services 12.3%
Consumer Cyclical 11.3%
Communication Services 9.9%
Industrials 9.6%
Healthcare 5.5%
Utilities 4.1%
Energy 2.6%
Consumer Defensive 2.0%
Real Estate 1.5%