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 | +21.96% | -15.93% | 3,136,672.8 | Hardware | |
MSFT | Microsoft Corp | 243,886 | 91,552.5 | +1.02% | 7.280 | +0.07% | 0.000 | +40.32% | +18.28% | 3,691,149.9 | Software | |
NVDA | NVIDIA Corp | 727,820 | 78,881.1 | +0.70% | 6.270 | +0.04% | 0.000 | +66.16% | +19.16% | 3,902,009.1 | Semiconductors | |
AMZN | Amazon.com Inc | 369,031 | 70,211.9 | -1.37% | 5.580 | -0.08% | 0.000 | +28.54% | -0.01% | 2,328,803.1 | Retail - Cyclical | |
GOOG | Alphabet Inc | 434,113 | 67,821.4 | -0.90% | 5.390 | -0.05% | 0.000 | +19.64% | -7.81% | 2,120,182.4 | Interactive Media | |
V | Visa Inc | 171,451 | 60,086.8 | -2.21% | 4.780 | -0.09% | 0.010 | +15.20% | +12.56% | 692,613.5 | Credit Services | |
AVGO | Broadcom Inc | 353,528 | 59,191.2 | +2.06% | 4.710 | +0.09% | 0.010 | +74.61% | +17.87% | 1,278,403.4 | Semiconductors | |
BRK.B | Berkshire Hathaway Inc | 94,972 | 50,580.2 | -4.39% | 4.020 | -0.14% | 0.000 | -3.08% | +5.34% | 1,029,554.6 | Insurance | |
PGR | Progressive Corp | 114,415 | 32,380.6 | -1.27% | 2.580 | -0.03% | 0.020 | -3.32% | +7.12% | 147,517.3 | Insurance | |
BRK.A | Berkshire Hathaway Inc | 38 | 30,340.8 | 0% | 2.410 | 0% | 0.000 | -3.22% | +5.04% | 1,029,554.6 | 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 | $7,518.37 | -1.14% | Reduce -92.25% | 251 | -2,987 | |
COO | The Cooper Companies Inc | 2025-03-31 | Add Add | +1.37% | 77.73 ($89.6) 99.45 | $74.26 | -17.12% | Add 203860% | 203,960 | 203,860 | |
MRK | Merck & Co Inc | 2025-03-31 | Reduce Reduce | -1.10% | 83.01 ($93.37) 101.02 | $81.37 | -12.85% | Reduce -81.53% | 35,292 | -155,796 | |
AMT | American Tower Corp | 2025-03-31 | Reduce Reduce | -0.89% | 173.46 ($196.17) 217.6 | $220.70 | 12.50% | Reduce -90.14% | 7,516 | -68,745 | |
TJX | TJX Companies Inc | 2025-03-31 | Reduce Reduce | -0.88% | 112.81 ($121.39) 126.16 | $125.26 | 3.19% | 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 | $78.64 | 15.07% | Add 92766.67% | 139,300 | 139,150 | |
NOW | ServiceNow Inc | 2025-03-31 | Add Add | +0.62% | 783.83 ($963.73) 1170.39 | $1,022.98 | 6.15% | Add 7327.82% | 9,879 | 9,746 | |
MDLZ | Mondelez International Inc | 2025-03-31 | Reduce Reduce | -0.60% | 56.12 ($61.63) 68.15 | $68.19 | 10.64% | Reduce -40.11% | 212,075 | -142,051 | |
ADBE | Adobe Inc | 2025-03-31 | Reduce Reduce | -0.33% | 377.84 ($428.84) 464.11 | $382.24 | -10.87% | Reduce -21.5% | 37,843 | -10,365 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.21% | 209.68 ($231.67) 247.1 | $210.01 | -9.35% | Reduce -2.6% | 447,882 | -11,941 |
Avalon Trust Co Total Holding History ($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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