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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 23 of 24  ·  462 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 HONEYWELL AEROSPACE INC 12.0 $3K NEW $221.08
442 SEDG SOLAREDGE TECHNOLOGIES INC Energy 45.0 $3K $58.44 -48.5%
443 MCHP MICROCHIP TECHNOLOGY INC. Technology 27.0 $2K $91.22 -18.6%
444 RJF RAYMOND JAMES FINL INC Financial Services 16.0 $2K $152.06 +16.1%
445 A AGILENT TECHNOLOGIES INC Healthcare 18.0 $2K $132.83 +15.3%
446 STARZ ENTERTAINMENT CORP. 74.0 $2K $28.86
447 SDGR SCHRODINGER INC Healthcare 105.0 $2K $16.26 +16.5%
448 KD KYNDRYL HLDGS INC Technology 125.0 $1K $11.31 +14.7%
449 HELP CYBIN INC Healthcare 197.0 $1K $6.61 +95.5%
450 CLNE CLEAN ENERGY FUELS CORP Energy 360.0 $738.0 $2.05 -21.4%
451 BRO BROWN & BROWN INC Financial Services 9.0 $578.0 $64.22 +15.5%
452 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 5.0 $443.0 $88.60 -36.9%
453 NLOP NET LEASE OFFICE PROPERTIES Real Estate 33.0 $368.0 NEW $11.15 +3.3%
454 GRAL GRAIL INC Healthcare 4.0 $274.0 $68.50 +12.8%
455 OLED UNIVERSAL DISPLAY CORP Technology 1.0 $87.0 $87.00 -2.7%
456 OPENDOOR TECHNOLOGIES INC 76.0 $38.0 $0.50
457 SUNPOWER INC 52.0 $36.0 $0.69
458 WESTPORT FUEL SYSTEMS INC 13.0 $30.0 $2.31
459 OPENDOOR TECHNOLOGIES INC 76.0 $22.0 $0.29
460 OPENDOOR TECHNOLOGIES INC 76.0 $19.0 $0.25
Page 23 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%