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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 9 of 24  ·  462 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MPWR MONOLITHIC PWR SYS INC Technology 125.0 $173K 0.01% $1382.36 -7.0%
162 TGT TARGET CORP Consumer Defensive 1,316.0 $172K 0.01% +71.0 +5.7% $130.61 +30.1%
163 ICSH ISHARES TR 3,397.0 $172K 0.01% $50.58 -0.1%
164 AMJB JPMORGAN CHASE FINL CO LLC Financial Services 4,945.0 $171K 0.01% $34.49 +8.5%
165 CSX CSX CORP Industrials 3,580.0 $170K 0.01% $47.53 +8.2%
166 SLV ISHARES SILVER TR Financial Services 3,179.0 $170K 0.01% $53.47 +16.3%
167 JBL JABIL INC Technology 436.0 $168K 0.01% $385.48 -20.9%
168 AFL AFLAC INC Financial Services 1,400.0 $164K 0.01% NEW $117.25 +0.8%
169 ZS ZSCALER INC Technology 1,130.0 $160K 0.01% -210.0 -15.7% $141.15 +24.7%
170 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,275.0 $157K 0.01% $123.11 +32.4%
171 FORTINET INC 985.0 $151K 0.01% $153.62
172 MCB METROPOLITAN BK HLDG CORP Financial Services 1,500.0 $148K 0.01% $98.76 -8.4%
173 AZN ASTRAZENECA PLC Healthcare 774.0 $147K 0.01% $189.62 -12.1%
174 XLF SELECT SECTOR SPDR TR 2,706.0 $145K 0.01% +750.0 +38.3% $53.61 +8.6%
175 MET METLIFE INC Financial Services 1,710.0 $145K 0.01% $84.61 +13.7%
176 GILD GILEAD SCIENCES INC Healthcare 1,140.0 $144K 0.01% $126.34 +16.1%
177 DLR DIGITAL RLTY TR INC Real Estate 800.0 $144K 0.01% $179.58 +5.0%
178 EPD ENTERPRISE PRODS PARTNERS L 3,900.0 $143K 0.01% -200.0 -4.9% $36.76
179 D DOMINION ENERGY INC Utilities 2,080.0 $142K 0.01% $68.28 -2.4%
180 NOW SERVICENOW INC Technology 1,426.0 $142K 0.01% $99.28 +29.0%
Page 9 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%