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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 19 of 24  ·  462 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 TDG TRANSDIGM GROUP INC Industrials 16.0 $21K 0.00% $1332.06 -10.0%
362 NGG NATIONAL GRID PLC Utilities 255.0 $21K 0.00% $82.87 -3.0%
363 CTAS CINTAS CORP Industrials 124.0 $21K 0.00% $170.08 +21.9%
364 WMB WILLIAMS COS INC Energy 283.0 $21K 0.00% $74.34 -4.5%
365 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 1,521.0 $21K 0.00% NEW $13.83 +5.6%
366 BBAX J P MORGAN EXCHANGE TRADED F 345.0 $21K 0.00% $59.87 +8.6%
367 IOT SAMSARA INC Technology 632.0 $20K 0.00% $32.43 +24.4%
368 BLND BLEND LABS INC Technology 11,939.0 $20K 0.00% $1.71 -12.3%
369 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 390.0 $20K 0.00% $51.05 +34.3%
370 IJT ISHARES TR 108.0 $19K 0.00% $178.60 -3.0%
371 RAMACO RES INC 1,445.0 $19K 0.00% $13.23
372 FICO FAIR ISAAC CORP Technology 16.0 $19K 0.00% $1194.81 -2.4%
373 MSI MOTOROLA SOLUTIONS INC Technology 45.0 $19K 0.00% $415.31 +15.9%
374 PRU PRUDENTIAL FINL INC Financial Services 164.0 $18K 0.00% $107.93 +13.7%
375 PYPL PAYPAL HLDGS INC Financial Services 400.0 $17K 0.00% $43.18 +42.8%
376 ACN ACCENTURE PLC IRELAND Technology 138.0 $17K 0.00% -302.0 -68.6% $124.44 +49.9%
377 LIONSGATE STUDIOS CORP 1,120.0 $17K 0.00% $15.31
378 MP MP MATERIALS CORP Basic Materials 300.0 $17K 0.00% $56.01 +2.5%
379 ROP ROPER TECHNOLOGIES INC Industrials 47.0 $16K 0.00% -21.0 -30.9% $338.40 +22.8%
380 XAR SPDR SERIES TRUST 55.0 $16K 0.00% -1K -94.8% $283.80 -6.4%
Page 19 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%