Avalon Trust Co 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AT Avalon Trust Co | Institutional Filer | ▼ 6.13% | $1.45B | 460 |
Current Portfolio Holdings
Showing all 460 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 727K | $126.8M | 8.73% |
| 2 | AAPL | Apple Inc. | Technology | 416K | $105.6M | 7.27% |
| 3 | GOOG | Alphabet Inc. | Technology | 340K | $97.6M | 6.72% |
| 4 | AVGO | Broadcom Inc. | Technology | 298K | $92.1M | 6.35% |
| 5 | MSFT | Microsoft Corporation | Technology | 237K | $87.6M | 6.03% |
| 6 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 369K | $76.8M | 5.29% |
| 7 | JMTG | J P MORGAN EXCHANGE TRADED F | — | 1.3M | $68.2M | 4.70% |
| 8 | V | Visa Inc. | Financial Services | 177K | $53.4M | 3.68% |
| 9 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 70K | $33.5M | 2.30% |
| 10 | PWR | Quanta Services, Inc. | Industrials | 61K | $33.3M | 2.29% |
| 11 | BE | Bloom Energy Corporation | Industrials | 234K | $31.7M | 2.18% |
| 12 | LOW | Lowe's Companies, Inc. | Consumer Cyclical | 127K | $30.1M | 2.07% |
| 13 | PPH | VANECK ETF TRUST | — | 268K | $27.8M | 1.92% |
| 14 | NFLX | Netflix, Inc. | Communication Services | 269K | $25.9M | 1.78% |
| 15 | PNC | The PNC Financial Services Group, Inc. | Financial Services | 124K | $25.7M | 1.77% |
Showing 1 to 15 of 460 holdings