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Portfolio (Quarterly) Guide ↗

Avalon Trust Co

· CIK 0001798150
13F Portfolio $1.5B AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 433 New
Page 5 of 22  ·  433 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NEE NEXTERA ENERGY INC Utilities 7,187.0 $577K 0.04% NEW $80.28 +9.2%
82 BAC BANK AMERICA CORP Financial Services 10,148.0 $558K 0.04% NEW $55.00 -5.1%
83 DHI D R HORTON INC Consumer Cyclical 3,750.0 $540K 0.04% NEW $144.03 +1.1%
84 SOXX ISHARES TR 1,750.0 $527K 0.03% NEW $301.15 +89.3%
85 WMT WALMART INC Consumer Defensive 4,625.0 $515K 0.03% NEW $111.41 +8.0%
86 MMM 3M CO Industrials 3,200.0 $512K 0.03% NEW $160.10 -3.8%
87 HD HOME DEPOT INC Consumer Cyclical 1,464.0 $504K 0.03% NEW $344.10 -9.8%
88 AMT AMERICAN TOWER CORP NEW Real Estate 2,865.0 $503K 0.03% NEW $175.57 +5.3%
89 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,941.0 $499K 0.03% NEW $257.23 -15.1%
90 WAT WATERS CORP Healthcare 1,300.0 $494K 0.03% NEW $379.83 -9.9%
91 AKR ACADIA RLTY TR Real Estate 24,000.0 $493K 0.03% NEW $20.54 +8.8%
92 XAR SPDR SERIES TRUST 2,035.0 $491K 0.03% NEW $241.24 +14.6%
93 CF CF INDS HLDGS INC Basic Materials 6,000.0 $464K 0.03% NEW $77.34 +54.1%
94 ISRG INTUITIVE SURGICAL INC Healthcare 809.0 $458K 0.03% NEW $566.36 -22.9%
95 MGV VANGUARD WORLD FD 3,234.0 $457K 0.03% NEW $141.16 +11.8%
96 OC OWENS CORNING NEW Industrials 4,000.0 $448K 0.03% NEW $111.91 +7.3%
97 SPGI S&P GLOBAL INC Financial Services 846.0 $442K 0.03% NEW $522.59 -21.1%
98 UNP UNION PAC CORP Industrials 1,870.0 $433K 0.03% NEW $231.32 +17.2%
99 TFC TRUIST FINL CORP Financial Services 8,775.0 $432K 0.03% NEW $49.21 -1.1%
100 PLD PROLOGIS INC. Real Estate 3,373.0 $431K 0.03% NEW $127.66 +15.1%
Page 5 of 22  ·  433 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 39.8%
Financial Services 12.3%
Consumer Cyclical 11.3%
Communication Services 9.9%
Industrials 9.6%
Healthcare 5.5%
Utilities 4.1%
Energy 2.6%
Consumer Defensive 2.0%
Real Estate 1.5%