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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 20 of 24  ·  462 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 FETH FIDELITY ETHEREUM FD Financial Services 985.0 $16K 0.00% $15.74 +56.5%
382 ETHA ISHARES ETHEREUM TR Financial Services 1,300.0 $15K 0.00% $11.89 +56.9%
383 XLB SELECT SECTOR SPDR TR 300.0 $15K 0.00% NEW $50.83 +5.4%
384 PCAR PACCAR INC Industrials 120.0 $14K 0.00% -875.0 -87.9% $120.12 +8.2%
385 UPS UNITED PARCEL SVCS INC Industrials 134.0 $14K 0.00% $107.10 -4.1%
386 INTU INTUIT Technology 50.0 $13K 0.00% -167.0 -77.0% $261.00 +41.7%
387 DKNG DRAFTKINGS INC NEW Consumer Cyclical 514.0 $13K 0.00% $25.26 +2.8%
388 BSX BOSTON SCIENTIFIC CORP Healthcare 295.0 $13K 0.00% $42.68 +14.8%
389 IBIT ISHARES BITCOIN TRUST ETF Financial Services 375.0 $12K 0.00% $33.29 +34.1%
390 LULU LULULEMON ATHLETICA INC Consumer Cyclical 106.0 $12K 0.00% $114.19 +7.5%
391 ALC ALCON AG Healthcare 180.0 $12K 0.00% +80.0 +80.0% $67.10 +9.8%
392 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 12.0 $12K 0.00% $965.00 -17.7%
393 OPRX OPTIMIZERX CORP Healthcare 2,000.0 $11K 0.00% $5.72 +33.7%
394 VOT VANGUARD INDEX FDS 37.0 $11K 0.00% $306.32 -1.3%
395 MCO MOODYS CORP Financial Services 25.0 $11K 0.00% $452.92 +12.9%
396 BEACON FINANCIAL CORP. 371.0 $11K 0.00% $30.45
397 BEPC BROOKFIELD RENEWABLE CORP Utilities 300.0 $11K 0.00% $37.12 -11.4%
398 MEDP MEDPACE HLDGS INC Healthcare 21.0 $11K 0.00% $529.62 +17.1%
399 VEEV VEEVA SYS INC Healthcare 62.0 $11K 0.00% $177.48 +40.0%
400 ABNB AIRBNB INC Consumer Cyclical 75.0 $11K 0.00% $143.11 +32.9%
Page 20 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%