BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 11 of 24  ·  462 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 HUBS HUBSPOT INC Technology 600.0 $110K 0.01% -40.0 -6.2% $182.51 +33.8%
202 PIPR PIPER SANDLER COMPANIES Financial Services 1,500.0 $109K 0.01% $72.34 +3.4%
203 GE GE AEROSPACE Industrials 278.0 $104K 0.01% +113.0 +68.5% $373.73 -8.5%
204 XSOE WISDOMTREE TR 2,107.0 $104K 0.01% $49.18 -4.9%
205 RY ROYAL BK CDA Financial Services 500.0 $103K 0.01% $206.97 -1.4%
206 CRWV COREWEAVE INC Technology 1,034.0 $103K 0.01% -500.0 -32.6% $99.54 -13.4%
207 LRGC AB ACTIVE ETFS INC 1,229.0 $103K 0.01% -245.0 -16.6% $83.64 +3.1%
208 LNG CHENIERE ENERGY INC Energy 426.0 $102K 0.01% $239.01 +17.5%
209 DUK DUKE ENERGY CORP NEW Utilities 800.0 $101K 0.01% $126.58 -3.6%
210 MRVL MARVELL TECHNOLOGY INC Technology 339.0 $101K 0.01% $297.89 -23.0%
211 IWS ISHARES TR 600.0 $99K 0.01% $164.60 +4.4%
212 XLI SELECT SECTOR SPDR TR 530.0 $98K 0.01% $185.23 -3.4%
213 RSG REPUBLIC SVCS INC Industrials 458.0 $98K 0.01% $213.08 +4.7%
214 PM PHILIP MORRIS INTL INC Consumer Defensive 539.0 $98K 0.01% $180.91 +5.8%
215 LRCX LAM RESEARCH CORP Technology 224.0 $97K 0.01% +108.0 +93.1% $433.33 -28.4%
216 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 331.0 $97K 0.01% $293.18 +4.5%
217 FMCX NORTHERN LTS FD TR IV 2,600.0 $97K 0.01% $37.28 -1.4%
218 IWB ISHARES TR 235.0 $96K 0.01% -50.0 -17.5% $409.50 +2.2%
219 NVO NOVO-NORDISK A S Healthcare 2,000.0 $96K 0.01% $47.94 -2.1%
220 FCX FREEPORT MCMORAN INC Basic Materials 1,500.0 $94K 0.01% $62.89 +23.7%
Page 11 of 24  ·  462 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%