AT
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Avalon Trust Co13F | |
| Avalon Trust Co | |
| Last update 2025-05-09 | 429 Stocks (88 new) |
| Value $1.26 Bil | Turnover 4 % |
Avalon Trust Co Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 447,882 | 99,488.1 | -2.60% | 7.910 | -0.21% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
MSFT | Microsoft Corp | 243,886 | 91,552.5 | +1.02% | 7.280 | +0.07% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
NVDA | NVIDIA Corp | 727,820 | 78,881.1 | +0.70% | 6.270 | +0.04% | 0.000 | +68.92% | +24.40% | 4,073,453.7 | Semiconductors | |
AMZN | Amazon.com Inc | 369,031 | 70,211.9 | -1.37% | 5.580 | -0.08% | 0.000 | +31.35% | +3.68% | 2,414,901.7 | Retail - Cyclical | |
GOOG | Alphabet Inc | 434,113 | 67,821.4 | -0.90% | 5.390 | -0.05% | 0.000 | +24.98% | +1.11% | 2,326,066.7 | Interactive Media | |
V | Visa Inc | 171,451 | 60,086.8 | -2.21% | 4.780 | -0.09% | 0.010 | +6.35% | +11.71% | 687,358.6 | Credit Services | |
AVGO | Broadcom Inc | 353,528 | 59,191.2 | +2.06% | 4.710 | +0.09% | 0.010 | +64.67% | +20.81% | 1,310,340.0 | Semiconductors | |
BRK.B | Berkshire Hathaway Inc | 94,972 | 50,580.2 | -4.39% | 4.020 | -0.14% | 0.000 | -8.19% | +5.48% | 1,030,137.3 | Insurance | |
PGR | Progressive Corp | 114,415 | 32,380.6 | -1.27% | 2.580 | -0.03% | 0.020 | -6.64% | +5.30% | 145,008.3 | Insurance | |
BRK.A | Berkshire Hathaway Inc | 38 | 30,340.8 | 0% | 2.410 | 0% | 0.000 | -8.37% | +4.96% | 1,030,137.3 | Insurance |
Avalon Trust Co's Historical Top Holdings Breakdowns
Avalon Trust Co's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NVR | NVR Inc | 2025-03-31 | Reduce Reduce | -1.73% | 7062.02 ($7605.45) 8382.63 | $7,909.52 | 4.00% | Reduce -92.25% | 251 | -2,987 | |
COO | The Cooper Companies Inc | 2025-03-31 | Add Add | +1.37% | 77.73 ($89.6) 99.45 | $73.03 | -18.49% | Add 203860% | 203,960 | 203,860 | |
MRK | Merck & Co Inc | 2025-03-31 | Reduce Reduce | -1.10% | 83.01 ($93.37) 101.02 | $81.61 | -12.60% | Reduce -81.53% | 35,292 | -155,796 | |
AMT | American Tower Corp | 2025-03-31 | Reduce Reduce | -0.89% | 173.46 ($196.17) 217.6 | $232.35 | 18.44% | Reduce -90.14% | 7,516 | -68,745 | |
TJX | TJX Companies Inc | 2025-03-31 | Reduce Reduce | -0.88% | 112.81 ($121.39) 126.16 | $125.60 | 3.47% | Reduce -48.77% | 107,312 | -102,155 | |
USFD | US Foods Holding Corp | 2025-03-31 | Add Add | +0.73% | 63.38 ($68.34) 72.02 | $84.12 | 23.09% | Add 92766.67% | 139,300 | 139,150 | |
NOW | ServiceNow Inc | 2025-03-31 | Add Add | +0.62% | 783.83 ($963.73) 1170.39 | $962.37 | -0.14% | Add 7327.82% | 9,879 | 9,746 | |
MDLZ | Mondelez International Inc | 2025-03-31 | Reduce Reduce | -0.60% | 56.12 ($61.63) 68.15 | $70.75 | 14.80% | Reduce -40.11% | 212,075 | -142,051 | |
ADBE | Adobe Inc | 2025-03-31 | Reduce Reduce | -0.33% | 377.84 ($428.84) 464.11 | $372.87 | -13.05% | Reduce -21.5% | 37,843 | -10,365 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.21% | 209.68 ($231.67) 247.1 | $214.40 | -7.45% | Reduce -2.6% | 447,882 | -11,941 |
Avalon Trust Co Total Holding History ($B)
Avalon Trust Co's Asset Allocation
Avalon Trust Co Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Avalon Trust Co's Hypothetical Growth since 2025-03-31
Avalon Trust Co's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Avalon Trust Co's Holdings Heat Map
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Avalon Trust Co's Holdings Bubble Chart
Avalon Trust Co News
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