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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 7 of 22  ·  433 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IBM INTERNATIONAL BUSINESS MACHS Technology 974.0 $289K 0.02% NEW $296.21 -15.4%
122 KRNT KORNIT DIGITAL LTD Industrials 19,819.0 $285K 0.02% NEW $14.38 +7.6%
123 VB VANGUARD INDEX FDS 1,100.0 $284K 0.02% NEW $257.95 +13.5%
124 GIS GENERAL MLS INC Consumer Defensive 6,073.0 $282K 0.02% NEW $46.50 -28.7%
125 EPD ENTERPRISE PRODS PARTNERS L Energy 8,800.0 $282K 0.02% NEW $32.06 +19.8%
126 WFC WELLS FARGO CO NEW Financial Services 3,000.0 $280K 0.02% NEW $93.20 -18.0%
127 EFA ISHARES TR 2,834.0 $272K 0.02% NEW $96.04 +9.5%
128 VPU VANGUARD WORLD FD 1,457.0 $270K 0.02% NEW $185.04 +6.3%
129 META META PLATFORMS INC Communication Services 406.0 $268K 0.02% NEW $660.09 -7.2%
130 HUBS HUBSPOT INC Technology 640.0 $257K 0.02% NEW $401.30 -50.7%
131 ECL ECOLAB INC Basic Materials 974.0 $256K 0.02% NEW $262.52 -3.2%
132 OWL BLUE OWL CAPITAL INC Financial Services 17,100.0 $255K 0.02% NEW $14.94 -32.4%
133 COOPER COS INC 3,110.0 $255K 0.02% NEW $81.96
134 NUE NUCOR CORP Basic Materials 1,500.0 $245K 0.02% NEW $163.11 +47.3%
135 USMV ISHARES TR 2,550.0 $240K 0.02% NEW $94.16 +2.5%
136 VLO VALERO ENERGY CORP Energy 1,451.0 $236K 0.01% NEW $162.83 +48.3%
137 AMD ADVANCED MICRO DEVICES INC Technology 1,083.0 $232K 0.01% NEW $214.16 +135.3%
138 CIBR FIRST TR EXCHANGE TRADED FD 3,191.0 $228K 0.01% NEW $71.46 +18.2%
139 SMH VANECK ETF TRUST 630.0 $227K 0.01% NEW $360.13 +67.2%
140 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 3,310.0 $226K 0.01% NEW $68.36 -13.8%
Page 7 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%