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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 8 of 24  ·  462 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PLD PROLOGIS INC. Real Estate 1,812.0 $245K 0.01% +203.0 +12.6% $135.47 +5.8%
142 MTD METTLER TOLEDO INTERNATIONAL Healthcare 192.0 $245K 0.01% $1277.51 +9.5%
143 KEYS KEYSIGHT TECHNOLOGIES INC Technology 700.0 $245K 0.01% $350.07 -11.3%
144 ITA ISHARES TR 1,000.0 $242K 0.01% -500.0 -33.3% $242.50 -3.8%
145 TIP ISHARES TR 2,022.0 $221K 0.01% $109.41 -2.0%
146 REGCO REGENCY CTRS CORP 2,706.0 $216K 0.01% $79.74
147 KO COCA COLA CO Consumer Defensive 2,561.0 $208K 0.01% $81.25 +13.2%
148 RTX RTX CORPORATION Industrials 1,094.0 $208K 0.01% $189.73 +10.3%
149 CVX CHEVRON CORPORATION Energy 1,218.0 $202K 0.01% -67.0 -5.2% $165.76 +22.5%
150 SPGI S&P GLOBAL INC Financial Services 485.0 $198K 0.01% -303.0 -38.5% $407.26 +6.9%
151 AEP AMERICAN ELEC PWR CO INC Utilities 1,432.0 $196K 0.01% $136.81 -10.8%
152 CRM SALESFORCE INC Technology 1,243.0 $195K 0.01% -800.0 -39.2% $156.66 +33.4%
153 EMR EMERSON ELEC CO Industrials 1,300.0 $186K 0.01% $143.15 +10.1%
154 VB VANGUARD INDEX FDS 610.0 $185K 0.01% -400.0 -39.6% $303.12 -0.1%
155 IJR ISHARES TR 1,241.0 $184K 0.01% +211.0 +20.5% $148.31 -1.0%
156 CENCORA INC 640.0 $181K 0.01% $282.98
157 IREN IREN LIMITED Financial Services 3,950.0 $181K 0.01% $45.73 -12.9%
158 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 1,920.0 $177K 0.01% $92.09 -1.5%
159 VTR VENTAS INC Real Estate 1,970.0 $175K 0.01% +170.0 +9.4% $88.80 +5.3%
160 GNR SPDR INDEX SHS FDS 2,575.0 $173K 0.01% $67.31 +17.4%
Page 8 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%