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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 15 of 24  ·  462 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 MGEE MGE ENERGY INC Utilities 600.0 $49K 0.00% $81.54 -2.7%
282 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 148.0 $49K 0.00% $330.47 -0.1%
283 OXY OCCIDENTAL PETE CORP Energy 1,000.0 $49K 0.00% -800.0 -44.4% $48.57 +23.8%
284 MGNR AMERICAN BEACON SELECT FUNDS 1,000.0 $49K 0.00% $48.55 +14.0%
285 FRONTVIEW REIT INC 2,377.0 $48K 0.00% $20.23
286 GRMN GARMIN LTD Technology 201.0 $48K 0.00% $237.54 +22.6%
287 GNRC GENERAC HLDGS INC Industrials 163.0 $48K 0.00% $292.82 -30.5%
288 SFM SPROUTS FMRS MKT INC Consumer Defensive 556.0 $47K 0.00% $84.58 +1.8%
289 ZTS ZOETIS INC Healthcare 641.0 $46K 0.00% -393.0 -38.0% $71.86 +7.4%
290 APTIV PLC 750.0 $46K 0.00% $61.38
291 DOC HEALTHPEAK PROPERTIES INC Real Estate 2,093.0 $45K 0.00% $21.40 +1.1%
292 TEL TE CONNECTIVITY PLC Technology 222.0 $45K 0.00% $201.50 +0.5%
293 SPG SIMON PPTY GROUP INC NEW Real Estate 200.0 $45K 0.00% NEW $223.65 -1.3%
294 MINT PIMCO ETF TR 441.0 $44K 0.00% -1K -73.1% $100.83 -0.1%
295 FERG FERGUSON ENTERPRISES INC Industrials 185.0 $44K 0.00% $237.34 -0.4%
296 TBN TAMBORAN RES CORP Basic Materials 1,350.0 $44K 0.00% NEW $32.51 +16.3%
297 BAFE ADVISORS INNER CIRCLE FD III 1,505.0 $44K 0.00% $29.16 +3.5%
298 LRGF ISHARES TR 580.0 $44K 0.00% $75.63 +2.9%
299 BBJP J P MORGAN EXCHANGE TRADED F 577.0 $43K 0.00% $75.31 +1.7%
300 CIBR FIRST TR EXCHANGE-TRADED FD 475.0 $43K 0.00% $89.90 +3.7%
Page 15 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%