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 251–300 of 433
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HR | HEALTHCARE RLTY TR | 4K | $50K–$100K | SH |
| ITW | ILLINOIS TOOL WKS INC | 250 | $50K–$100K | SH |
| AEE | AMEREN CORP | 614 | $50K–$100K | SH |
| CDW | CDW CORP | 450 | $50K–$100K | SH |
| SOLV | SOLVENTUM CORP | 750 | $50K–$100K | SH |
| IDV | ISHARES TR | 2K | $50K–$100K | SH |
| BRX | BRIXMOR PPTY GROUP INC | 2K | $50K–$100K | SH |
| CBOE | CBOE GLOBAL MKTS INC | 235 | $50K–$100K | SH |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | 850 | $50K–$100K | SH |
| TXN | TEXAS INSTRS INC | 335 | $50K–$100K | SH |
| UNH | UNITEDHEALTH GROUP INC | 176 | $50K–$100K | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 985 | $50K–$100K | SH |
| VOO | VANGUARD INDEX FDS | 92 | $50K–$100K | SH |
| APTV | APTIV PLC | 750 | $50K–$100K | SH |
| SBAC | SBA COMMUNICATIONS CORP NEW | 295 | $50K–$100K | SH |
| WU | WESTERN UN CO | 6K | $50K–$100K | SH |
| MRVL | MARVELL TECHNOLOGY INC | 650 | $50K–$100K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 250 | $50K–$100K | SH |
| USB | US BANCORP DEL | 1K | $50K–$100K | SH |
| TEL | TE CONNECTIVITY PLC | 238 | $50K–$100K | SH |
| BEP | BROOKFIELD RENEWABLE PARTNER | 2K | $50K–$100K | SH |
| GTLS | CHART INDS INC | 260 | $50K–$100K | SH |
| AMH | AMERICAN HOMES 4 RENT | 2K | $50K–$100K | SH |
| CI | THE CIGNA GROUP | 192 | $50K–$100K | SH |
| SCHG | SCHWAB STRATEGIC TR | 2K | $50K–$100K | SH |
| ITM | VANECK ETF TRUST | 1K | $50K–$100K | SH |
| BWXT | BWX TECHNOLOGIES INC | 300 | $50K–$100K | SH |
| PSA | PUBLIC STORAGE OPER CO | 199 | $50K–$100K | SH |
| NRIX | NURIX THERAPEUTICS INC | 3K | $50K–$100K | SH |
| VTEB | VANGUARD MUN BD FDS | 994 | $15K–$50K | SH |
| CWEN | CLEARWAY ENERGY INC | 2K | $15K–$50K | SH |
| INVH | INVITATION HOMES INC | 2K | $15K–$50K | SH |
| VUSB | VANGUARD BD INDEX FDS | 1K | $15K–$50K | SH |
| STLD | STEEL DYNAMICS INC | 290 | $15K–$50K | SH |
| CL | COLGATE PALMOLIVE CO | 613 | $15K–$50K | SH |
| MGEE | MGE ENERGY INC | 600 | $15K–$50K | SH |
| C | CITIGROUP INC | 400 | $15K–$50K | SH |
| AHR | AMERICAN HEALTHCARE REIT INC | 989 | $15K–$50K | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 800 | $15K–$50K | SH |
| CCJ | CAMECO CORP | 500 | $15K–$50K | SH |
| WSR | WHITESTONE REIT | 3K | $15K–$50K | SH |
| SFM | SPROUTS FMRS MKT INC | 556 | $15K–$50K | SH |
| MO | ALTRIA GROUP INC | 750 | $15K–$50K | SH |
| ROP | ROPER TECHNOLOGIES INC | 97 | $15K–$50K | SH |
| XLU | SELECT SECTOR SPDR TR | 1K | $15K–$50K | SH |
| FERG | FERGUSON ENTERPRISES INC | 185 | $15K–$50K | SH |
| CLMB | CLIMB GLOBAL SOLUTIONS INC | 400 | $15K–$50K | SH |
| SILA | SILA REALTY TRUST INC | 2K | $15K–$50K | SH |
| STIP | ISHARES TR | 400 | $15K–$50K | SH |
| XYL | XYLEM INC | 300 | $15K–$50K | SH |