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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 14 of 23  ·  460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SUI SUN CMNTYS INC Real Estate 507.0 $64K 0.00% $125.96 -0.2%
262 IDV ISHARES TR 1,500.0 $64K 0.00% $42.56 +5.2%
263 PKG PACKAGING CORP AMER Consumer Cyclical 300.0 $64K 0.00% $212.22 +1.9%
264 HR HEALTHCARE RLTY TR Real Estate 3,650.0 $62K 0.00% $16.99 +19.4%
265 BWXT BWX TECHNOLOGIES INC Industrials 300.0 $61K 0.00% $204.49 -1.9%
266 CDW CDW CORP Technology 490.0 $59K 0.00% +40.0 +8.9% $121.02 -5.5%
267 CWEN CLEARWAY ENERGY INC Utilities 1,500.0 $59K 0.00% $39.29 +3.4%
268 VGSH VANGUARD SCOTTSDALE FDS 985.0 $58K 0.00% $58.54 -0.4%
269 XLE SELECT SECTOR SPDR TR 930.0 $57K 0.00% +450.0 +93.8% $61.26 -6.5%
270 PFE PFIZER INC Healthcare 1,967.0 $55K 0.00% +1K +103.4% $28.08 -6.4%
271 UBER UBER TECHNOLOGIES INC Technology 766.0 $55K 0.00% +336.0 +78.1% $71.93 -2.2%
272 VOO VANGUARD INDEX FDS 92.0 $55K 0.00% $597.55 +15.3%
273 WSR WHITESTONE REIT Real Estate 3,400.0 $55K 0.00% +200.0 +6.2% $16.15 +17.7%
274 CCJ CAMECO CORP Energy 500.0 $54K 0.00% $108.61 -1.0%
275 PSA PUBLIC STORAGE OPER CO Real Estate 199.0 $54K 0.00% $270.88 +13.9%
276 VIG VANGUARD SPECIALIZED FUNDS 250.0 $54K 0.00% $215.06 +8.4%
277 IEMG ISHARES INC 768.0 $54K 0.00% NEW $69.75 +19.5%
278 USB US BANCORP Financial Services 1,025.0 $53K 0.00% $52.01 +5.4%
279 OSCR OSCAR HEALTH INC Healthcare 4,633.0 $53K 0.00% $11.47 +94.6%
280 CL COLGATE PALMOLIVE CO Consumer Defensive 613.0 $52K 0.00% $85.23 +7.3%
Page 14 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%