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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 18 of 24  ·  462 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 DVY ISHARES TR 181.0 $28K 0.00% NEW $156.30 +5.3%
342 HYS PIMCO ETF TR 300.0 $28K 0.00% $93.52 -0.6%
343 TOST TOAST INC Technology 1,000.0 $28K 0.00% $27.82 +32.0%
344 FTAI AVIATION LTD 100.0 $27K 0.00% $270.53
345 IDV ISHARES TR 650.0 $27K 0.00% -850.0 -56.7% $41.43 +8.7%
346 URA GLOBAL X FDS 600.0 $26K 0.00% $43.70 +4.6%
347 XLE SELECT SECTOR SPDR TR 480.0 $25K 0.00% -450.0 -48.4% $53.11 +18.8%
348 VTEB VANGUARD MUN BD FDS 497.0 $25K 0.00% $50.58 -2.1%
349 COOPER COS INC 350.0 $25K 0.00% -1K -79.5% $71.71
350 T AT&T INC Communication Services 1,190.0 $25K 0.00% -2K -64.8% $20.70 +24.1%
351 IWF ISHARES TR 196.0 $24K 0.00% +147.0 +300.0% $124.17 -2.5%
352 IJJ ISHARES TR 164.0 $24K 0.00% NEW $147.73 +0.4%
353 FDVV FIDELITY COVINGTON TRUST 400.0 $24K 0.00% $60.29 +4.8%
354 PAVE GLOBAL X FDS 400.0 $24K 0.00% -271.0 -40.4% $58.92 -5.1%
355 TTD THE TRADE DESK INC Technology 1,297.0 $23K 0.00% $18.08 -26.6%
356 KR KROGER CO Consumer Defensive 420.0 $23K 0.00% -1K -70.4% $55.53 +6.4%
357 PFE PFIZER INC Healthcare 967.0 $23K 0.00% -1K -50.8% $24.08 +16.2%
358 FEDEX FGHT HLDG CO INC 150.0 $23K 0.00% NEW $151.00
359 CHDN CHURCHILL DOWNS INC Consumer Cyclical 240.0 $22K 0.00% $89.64 +1.2%
360 GDX VANECK ETF TRUST 285.0 $22K 0.00% $75.45 +37.2%
Page 18 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%