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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 6 of 24  ·  462 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MDLZ MONDELEZ INTL INC Consumer Defensive 8,142.0 $471K 0.03% $57.84 +11.9%
102 ABT ABBOTT LABORATORIES Healthcare 5,181.0 $470K 0.03% -582.0 -10.1% $90.74 +28.6%
103 AMT AMERICAN TOWER CORP Real Estate 2,855.0 $467K 0.03% +160.0 +5.9% $163.57 +9.1%
104 VRSK VERISK ANALYTICS INC Industrials 2,600.0 $467K 0.03% $179.53 +5.6%
105 UNP UNION PAC CORP Industrials 1,700.0 $462K 0.03% -350.0 -17.1% $272.00 +13.9%
106 TFC TRUIST FINL CORP Financial Services 8,775.0 $437K 0.03% -1K -12.9% $49.82 +2.0%
107 ASML ASML HLDG NV Technology 214.0 $426K 0.03% $1989.44 -12.5%
108 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,852.0 $415K 0.03% -10.0 -0.5% $223.95 +26.4%
109 IJH ISHARES TR 5,362.0 $413K 0.03% -200.0 -3.6% $77.11 -1.2%
110 XOM EXXON MOBIL CORP Energy 2,824.0 $386K 0.02% +344.0 +13.9% $136.72 +20.0%
111 AXON AXON ENTERPRISE INC Industrials 685.0 $384K 0.02% $560.61 +6.6%
112 VFH VANGUARD WORLD FD 2,900.0 $382K 0.02% $131.60 +8.1%
113 VLO VALERO ENERGY CORP Energy 1,451.0 $378K 0.02% $260.50 +32.8%
114 MRSH MARSH & MCLENNAN COS INC Financial Services 2,244.0 $374K 0.02% $166.67 +16.8%
115 ADBE ADOBE INC Technology 1,800.0 $369K 0.02% -20.0 -1.1% $205.02 +34.8%
116 PEP PEPSICO INC Consumer Defensive 2,593.0 $351K 0.02% +225.0 +9.5% $135.40 +6.8%
117 SJM SMUCKER J M CO Consumer Defensive 3,000.0 $338K 0.02% $112.50 +11.9%
118 VDC VANGUARD WORLD FD 1,425.0 $321K 0.02% $225.49 +4.5%
119 CAT CATERPILLAR INC Industrials 300.0 $319K 0.02% $1064.90 -23.8%
120 IEFA ISHARES TR 3,212.0 $310K 0.02% $96.58 +4.2%
Page 6 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%