CIK 1798150
Avalon Trust Co
Institutional 13F holdings & portfolio
Holdings
433
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 433
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XLV | SELECT SECTOR SPDR TR | 17K | $1M+ | SH |
| TRV | TRAVELERS COMPANIES INC | 9K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 33K | $1M+ | SH |
| TT | TRANE TECHNOLOGIES PLC | 6K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 3K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 7K | $1M+ | SH |
| ULTA | ULTA BEAUTY INC | 3K | $1M+ | SH |
| AMAL | AMALGAMATED FINANCIAL CORP | 49K | $1M+ | SH |
| KKR | KKR & CO INC | 12K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 5K | $1M+ | SH |
| MS | MORGAN STANLEY | 8K | $1M+ | SH |
| IVV | ISHARES TR | 2K | $1M+ | SH |
| ORCL | ORACLE CORP | 7K | $1M+ | SH |
| MRK | MERCK & CO INC | 13K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 1K | $1M+ | SH |
| TSLA | TESLA INC | 3K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 7K | $1M+ | SH |
| MGK | VANGUARD WORLD FD | 2K | $1M+ | SH |
| CNI | CANADIAN NATL RY CO | 10K | $1M+ | SH |
| AVB | AVALONBAY CMNTYS INC | 5K | $500K+ | SH |
| BN | BROOKFIELD CORP | 21K | $500K+ | SH |
| LLY | ELI LILLY & CO | 891 | $500K+ | SH |
| TD | TORONTO DOMINION BK ONT | 10K | $500K+ | SH |
| MKL | MARKEL GROUP INC | 425 | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 6K | $500K+ | SH |
| ABBV | ABBVIE INC | 3K | $500K+ | SH |
| ABT | ABBOTT LABS | 6K | $500K+ | SH |
| CRM | SALESFORCE INC | 3K | $500K+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 1K | $500K+ | SH |
| VRSK | VERISK ANALYTICS INC | 3K | $500K+ | SH |
| NEE | NEXTERA ENERGY INC | 7K | $500K+ | SH |
| BAC | BANK AMERICA CORP | 10K | $500K+ | SH |
| DHI | D R HORTON INC | 4K | $500K+ | SH |
| SOXX | ISHARES TR | 2K | $500K+ | SH |
| WMT | WALMART INC | 5K | $500K+ | SH |
| MMM | 3M CO | 3K | $500K+ | SH |
| HD | HOME DEPOT INC | 1K | $500K+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 3K | $500K+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 2K | $100K–$500K | SH |
| WAT | WATERS CORP | 1K | $100K–$500K | SH |
| AKR | ACADIA RLTY TR | 24K | $100K–$500K | SH |
| XAR | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| CF | CF INDS HLDGS INC | 6K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 809 | $100K–$500K | SH |
| MGV | VANGUARD WORLD FD | 3K | $100K–$500K | SH |
| OC | OWENS CORNING NEW | 4K | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC | 846 | $100K–$500K | SH |
| UNP | UNION PAC CORP | 2K | $100K–$500K | SH |
| TFC | TRUIST FINL CORP | 9K | $100K–$500K | SH |
| PLD | PROLOGIS INC. | 3K | $100K–$500K | SH |