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Portfolio (Quarterly) Guide ↗

Avalon Trust Co

· CIK 0001798150
13F Portfolio $1.5B AUM 460 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 55 New 104 Added 80 Reduced 28 Exited
Page 12 of 23  ·  460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 WEC WEC ENERGY GROUP INC Utilities 816.0 $94K 0.01% -175.0 -17.7% $115.77 -2.3%
222 INTU INTUIT Technology 217.0 $94K 0.01% +34.0 +18.6% $432.38 -29.0%
223 WDAY WORKDAY INC Technology 700.0 $91K 0.01% $129.92 -4.1%
224 VUSB VANGUARD BD INDEX FDS 1,800.0 $90K 0.01% +800.0 +80.0% $49.78 +0.0%
225 XLC SELECT SECTOR SPDR TR 807.0 $89K 0.01% $110.86 +4.8%
226 PM PHILIP MORRIS INTL INC Consumer Defensive 539.0 $89K 0.01% NEW $165.34 +9.9%
227 FCX FREEPORT MCMORAN INC Basic Materials 1,500.0 $88K 0.01% -299.0 -16.6% $58.78 +7.8%
228 IWS ISHARES TR 600.0 $87K 0.01% $145.74 +9.8%
229 ACN ACCENTURE PLC IRELAND Technology 440.0 $87K 0.01% $198.29 -10.5%
230 XLI SELECT SECTOR SPDR TR 530.0 $86K 0.01% $161.73 +8.0%
231 XSOE WISDOMTREE TR 2,107.0 $84K 0.01% NEW $40.10 +21.6%
232 FMCX NORTHERN LTS FD TR IV 2,600.0 $83K 0.01% $32.09 +14.0%
233 FUTY FIDELITY COVINGTON TRUST 1,400.0 $83K 0.01% $59.07 -1.2%
234 SCI SERVICE CORP INTL Consumer Cyclical 1,000.0 $83K 0.01% $82.51 -7.0%
235 WELL WELLTOWER INC Real Estate 412.0 $81K 0.01% $197.71 +9.1%
236 RY ROYAL BK CDA Financial Services 500.0 $81K 0.01% $161.78 +16.7%
237 FORTINET INC 985.0 $80K 0.01% $81.72
238 MPLX MPLX LP Energy 1,387.0 $79K 0.01% $57.07 -1.5%
239 XLP SELECT SECTOR SPDR TR 936.0 $77K 0.01% $81.98 +3.3%
240 UNILEVER PLC 1,333.0 $76K 0.01% +800.0 +150.1% $56.97
Page 12 of 23  ·  460 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 37.7%
Financial Services 12.3%
Consumer Cyclical 11.5%
Communication Services 10.5%
Industrials 9.9%
Healthcare 7.0%
Utilities 4.6%
Consumer Defensive 2.2%
Real Estate 1.9%
Basic Materials 1.9%