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Avalon Trust Co

Q2 2026 13F filing

Updated 36 days ago

462 disclosed positions worth $1.6B

Portfolio value
$1.6B
Total holdings
462
New positions
26
Closed positions
24
Increased
39
Decreased
114
Turnover
10.8%
Filed
2026-08-06

Full holdings

Every line item disclosed in Q2 2026

N

NVIDIA CORPORATION

-4.7%
Value
$138.6M
Shares
692.6K
% Port
8.53%
A

APPLE INC

-1.4%
Value
$118.7M
Shares
410.3K
% Port
7.30%
G

ALPHABET INC

-1.7%
Value
$118.1M
Shares
334.1K
% Port
7.26%
A

BROADCOM INC

-0.1%
Value
$112.3M
Shares
297.3K
% Port
6.91%
A

AMAZON COM INC

-0.7%
Value
$87.2M
Shares
366.1K
% Port
5.37%
M

MICROSOFT CORP

-11.8%
Value
$77.8M
Shares
208.6K
% Port
4.79%
B
7.BE

BLOOM ENERGY CORP

-2.1%
Value
$69.3M
Shares
228.8K
% Port
4.26%
?
8.N/A

J P MORGAN EXCHANGE TRADED F

+0.5%
Value
$68.1M
Shares
1.34M
% Port
4.19%
V
9.V

VISA INC

-12.5%
Value
$53M
Shares
154.5K
% Port
3.26%
P
10.PANW

PALO ALTO NETWORKS INC

+1.0%
Value
$38.1M
Shares
111.7K
% Port
2.34%
B

BERKSHIRE HATHAWAY INC DEL

-1.2%
Value
$34.5M
Shares
69.0K
% Port
2.12%
K
12.KLAC

KLA CORP

+892.0%
Value
$30.7M
Shares
101.8K
% Port
1.89%
P
13.PNC

PNC FINL SVCS GROUP INC

-1.5%
Value
$30M
Shares
121.8K
% Port
1.84%
?
14.N/A

VANECK ETF TRUST

-1.4%
Value
$28.8M
Shares
263.8K
% Port
1.77%
L
15.LOW

LOWES COS INC

-1.4%
Value
$27.7M
Shares
125.5K
% Port
1.70%
P
16.PGR

PROGRESSIVE CORP

-1.3%
Value
$25.9M
Shares
118.4K
% Port
1.59%
U
17.USFD

US FOODS HLDG CORP

-0.5%
Value
$24.1M
Shares
236.1K
% Port
1.49%
L
18.LIN

LINDE PLC

-1.5%
Value
$23.2M
Shares
44.6K
% Port
1.42%
V
19.VMI

VALMONT INDS INC

-0.5%
Value
$23M
Shares
39.7K
% Port
1.41%
C

CMS ENERGY CORP

-0.2%
Value
$22.4M
Shares
292.8K
% Port
1.38%
E
21.EQIX

EQUINIX INC

-0.6%
Value
$22M
Shares
21.1K
% Port
1.35%
A
22.AWK

AMERICAN WTR WKS CO INC NEW

-0.6%
Value
$19.9M
Shares
151.3K
% Port
1.22%
S
23.SYK

STRYKER CORPORATION

+0.5%
Value
$19.2M
Shares
60.8K
% Port
1.18%
A
24.AON

AON PLC

-0.2%
Value
$19M
Shares
57.1K
% Port
1.17%
N
25.NFLX

NETFLIX INC.

-1.7%
Value
$18.9M
Shares
265.0K
% Port
1.16%
A
26.AZO

AUTOZONE INC

-4.9%
Value
$18.3M
Shares
5.7K
% Port
1.13%
T
27.TMO

THERMO FISHER SCIENTIFIC INC

-1.3%
Value
$17.8M
Shares
35.5K
% Port
1.09%
R

RESMED INC

-7.7%
Value
$17.1M
Shares
87.7K
% Port
1.05%
A
29.AMD

ADVANCED MICRO DEVICES INC

+2602.9%
Value
$16.7M
Shares
28.8K
% Port
1.03%
A
30.ADI

ANALOG DEVICES INC

-1.8%
Value
$15.8M
Shares
39.8K
% Port
0.97%
A
31.ANET

ARISTA NETWORKS INC

-0.7%
Value
$15.8M
Shares
92.8K
% Port
0.97%
D
32.DHR

DANAHER CORP DEL

-1.3%
Value
$15.2M
Shares
79.7K
% Port
0.93%
T
33.TYL

TYLER TECHNOLOGIES INC

+123.6%
Value
$15M
Shares
51.3K
% Port
0.92%
T
34.TJX

TJX COS INC NEW

-1.6%
Value
$15M
Shares
98.7K
% Port
0.92%
P
35.PWR

QUANTA SVCS INC

-66.2%
Value
$14.7M
Shares
20.5K
% Port
0.91%
E
36.EYE

NATIONAL VISION HLDGS INC

Value
$14.5M
Shares
761.8K
% Port
0.89%
N
37.NVT

NVENT ELEC PLC

+0.3%
Value
$14.5M
Shares
85.3K
% Port
0.89%
G

ALPHABET INC

-2.6%
Value
$13.1M
Shares
36.7K
% Port
0.81%
V
39.VLTO

VERALTO CORP

+0.2%
Value
$12.7M
Shares
143.3K
% Port
0.78%
J
40.JNJ

JOHNSON & JOHNSON

+0.5%
Value
$10.5M
Shares
41.3K
% Port
0.64%
B
41.BIPC

BROOKFIELD INFRASTRUCTURE CO

+8.8%
Value
$8M
Shares
207.6K
% Port
0.49%
E
42.ETR

ENTERGY CORP NEW

+2.3%
Value
$7.9M
Shares
68.7K
% Port
0.49%
H
43.HASI

HA SUSTAINABLE INFRA CAP INC

-0.9%
Value
$6.9M
Shares
177.8K
% Port
0.43%
B

BROOKFIELD INFRASTRUCTURE PA

-1.1%
Value
$6.6M
Shares
182.1K
% Port
0.41%
A
45.AMAT

APPLIED MATLS INC

Unchanged
Value
$5.1M
Shares
7.1K
% Port
0.32%
S
46.SPY

STATE STR SPDR S&P 500 ETF T

-2.3%
Value
$4.9M
Shares
6.5K
% Port
0.30%
F
47.FSLR

FIRST SOLAR INC

-1.2%
Value
$4.8M
Shares
20.2K
% Port
0.29%
G
48.GLD

SPDR GOLD TR

Unchanged
Value
$4.2M
Shares
11.4K
% Port
0.26%
N
49.NOC

NORTHROP GRUMMAN CORP

Unchanged
Value
$3.6M
Shares
7.2K
% Port
0.22%
T
50.TT

TRANE TECHNOLOGIES PLC

Unchanged
Value
$2.9M
Shares
6.0K
% Port
0.18%