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 101–150 of 433
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MRSH | MARSH & MCLENNAN COS INC | 2K | $100K–$500K | SH |
| HLIO | HELIOS TECHNOLOGIES INC | 8K | $100K–$500K | SH |
| BX | BLACKSTONE INC | 3K | $100K–$500K | SH |
| IYW | ISHARES TR | 2K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 5K | $100K–$500K | SH |
| QQQ | INVESCO QQQ TR | 642 | $100K–$500K | SH |
| AXON | AXON ENTERPRISE INC | 685 | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 800 | $100K–$500K | SH |
| VDC | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1K | $100K–$500K | SH |
| HII | HUNTINGTON INGALLS INDS INC | 1K | $100K–$500K | SH |
| IJH | ISHARES TR | 6K | $100K–$500K | SH |
| URI | UNITED RENTALS INC | 449 | $100K–$500K | SH |
| PEP | PEPSICO INC | 2K | $100K–$500K | SH |
| VNQ | VANGUARD INDEX FDS | 4K | $100K–$500K | SH |
| LEN | LENNAR CORP | 3K | $100K–$500K | SH |
| ITA | ISHARES TR | 2K | $100K–$500K | SH |
| IAU | ISHARES GOLD TR | 4K | $100K–$500K | SH |
| ZS | ZSCALER INC | 1K | $100K–$500K | SH |
| SJM | SMUCKER J M CO | 3K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 974 | $100K–$500K | SH |
| KRNT | KORNIT DIGITAL LTD | 20K | $100K–$500K | SH |
| VB | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| GIS | GENERAL MLS INC | 6K | $100K–$500K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 9K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 3K | $100K–$500K | SH |
| EFA | ISHARES TR | 3K | $100K–$500K | SH |
| VPU | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| META | META PLATFORMS INC | 406 | $100K–$500K | SH |
| HUBS | HUBSPOT INC | 640 | $100K–$500K | SH |
| ECL | ECOLAB INC | 974 | $100K–$500K | SH |
| OWL | BLUE OWL CAPITAL INC | 17K | $100K–$500K | SH |
| COO | COOPER COS INC | 3K | $100K–$500K | SH |
| NUE | NUCOR CORP | 2K | $100K–$500K | SH |
| USMV | ISHARES TR | 3K | $100K–$500K | SH |
| VLO | VALERO ENERGY CORP | 1K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 1K | $100K–$500K | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 3K | $100K–$500K | SH |
| SMH | VANECK ETF TRUST | 630 | $100K–$500K | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 3K | $100K–$500K | SH |
| COR | CENCORA INC | 640 | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 707 | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 375 | $100K–$500K | SH |
| REG | REGENCY CTRS CORP | 3K | $100K–$500K | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 1K | $100K–$500K | SH |
| SLV | ISHARES SILVER TR | 3K | $100K–$500K | SH |
| MTD | METTLER TOLEDO INTERNATIONAL | 144 | $100K–$500K | SH |
| CVS | CVS HEALTH CORP | 2K | $100K–$500K | SH |
| IWM | ISHARES TR | 800 | $100K–$500K | SH |
| NSC | NORFOLK SOUTHN CORP | 656 | $100K–$500K | SH |