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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 5 of 24  ·  462 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AVB AVALONBAY CMNTYS INC Real Estate 4,205.0 $793K 0.05% -265.0 -5.9% $188.69 -2.5%
82 WMT WALMART INC Consumer Defensive 6,793.0 $769K 0.05% $113.26 -7.5%
83 BN BROOKFIELD CORP Financial Services 18,000.0 $767K 0.05% $42.59 -2.2%
84 NEE NEXTERA ENERGY INC Utilities 8,107.0 $712K 0.04% $87.77 -5.0%
85 HLIO HELIOS TECHNOLOGIES INC Industrials 7,901.0 $705K 0.04% $89.25 -15.2%
86 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 950.0 $668K 0.04% -300.0 -24.0% $703.34 -1.3%
87 CF CF INDUSTRIES HOLD Basic Materials 6,000.0 $650K 0.04% $108.26 +19.9%
88 CSCO CISCO SYS INC Technology 5,415.0 $636K 0.04% $117.46 -5.5%
89 OC OWENS CORNING NEW Industrials 4,000.0 $636K 0.04% $158.96 -7.2%
90 HD HOME DEPOT INC Consumer Cyclical 1,744.0 $615K 0.04% -28.0 -1.6% $352.68 -4.5%
91 DHI D R HORTON INC Consumer Cyclical 3,750.0 $611K 0.04% $162.88 -8.6%
92 CRWD CROWDSTRIKE HLDGS INC Technology 800.0 $611K 0.04% $190.78 +0.2%
93 BAC BANK OF AMER CORP Financial Services 10,603.0 $604K 0.04% -600.0 -5.4% $56.98 +9.3%
94 MMM 3M CO Industrials 3,400.0 $550K 0.03% +200.0 +6.2% $161.91 +10.5%
95 MGV VANGUARD WORLD FD 3,234.0 $529K 0.03% $163.45 +2.7%
96 EFA ISHARES TR 4,847.0 $504K 0.03% +167.0 +3.6% $103.89 +3.9%
97 AKR ACADIA RLTY TR Real Estate 24,000.0 $502K 0.03% $20.91 +0.8%
98 WAT WATERS CORP Healthcare 1,330.0 $499K 0.03% $375.04 +8.4%
99 QQQ INVESCO QQQ TR Financial Services 647.0 $476K 0.03% -80.0 -11.0% $736.40 -3.8%
100 URI UNITED RENTALS INC Industrials 419.0 $475K 0.03% $1132.89 -3.7%
Page 5 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%