Avalon Trust Co Q3 2025 Filing

Filed November 10, 2025

Portfolio Value

$1.5T

Holdings

612

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (612 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION
721,348$134.6B8.74%
2
MSFTMICROSOFT CORP
230,210$119.2B7.74%
3
AVGOBROADCOM INC
335,423$110.7B7.18%
4
AAPLAPPLE INC
413,400$105.3B6.83%
5
GOOGALPHABET INC
384,225$93.6B6.08%
6
AMZNAMAZON COM INC
364,675$80.1B5.20%
7
JMTGJ P MORGAN EXCHANGE TRADED F
1,296,719$66.1B4.29%
8
VVISA INC
169,307$57.8B3.75%
9
PWRQUANTA SVCS INC
94,230$39.1B2.54%
10
BRK/BBERKSHIRE HATHAWAY INC DEL
72,708$36.6B2.37%
11
LOWLOWES COS INC
122,265$30.7B1.99%
12
BEBLOOM ENERGY CORP
358,780$30.3B1.97%
13
FSLRFIRST SOLAR INC
132,158$29.1B1.89%
14
PGRPROGRESSIVE CORP
117,827$29.1B1.89%
15
AZOAUTOZONE INC
5,967$25.6B1.66%
16
RMERESMED INC
91,630$25.1B1.63%
17
PNCPNC FINL SVCS GROUP INC
124,229$25.0B1.62%
18
PPHVANECK ETF TRUST
275,400$24.9B1.62%
19
CMSCMS ENERGY CORP
291,346$21.3B1.39%
20
AWCAMERICAN WTR WKS CO INC NEW
148,269$20.6B1.34%
21
NOWSERVICENOW INC
22,393$20.6B1.34%
22
LINLINDE PLC
39,726$18.9B1.23%
23
IBBISHARES TR
119,247$17.2B1.12%
24
TMOTHERMO FISHER SCIENTIFIC INC
35,193$17.1B1.11%
25
EQIXEQUINIX INC
21,048$16.5B1.07%
26
DHRDANAHER CORPORATION
78,807$15.6B1.01%
27
VMIVALMONT INDS INC
39,710$15.4B1.00%
28
GTLSCHART INDS INC
76,594$15.3B1.00%
29
TJXTJX COS INC NEW
102,143$14.8B0.96%
30
VLTOVERALTO CORP
136,712$14.6B0.95%
31
AONAON PLC
39,585$14.1B0.92%
32
PANWPALO ALTO NETWORKS INC
67,975$13.8B0.90%
33
ANETARISTA NETWORKS INC
91,570$13.3B0.87%
34
MDLZMONDELEZ INTL INC
212,823$13.3B0.86%
35
GOOGLALPHABET INC
54,252$13.2B0.86%
36
OWLBLUE OWL CAPITAL INC
699,084$11.8B0.77%
37
USFDUS FOODS HLDG CORP
141,675$10.9B0.70%
38
TYLTYLER TECHNOLOGIES INC
19,605$10.3B0.67%
39
ADIANALOG DEVICES INC
39,251$9.6B0.63%
40
NVTNVENT ELECTRIC PLC
84,849$8.4B0.54%
41
BIPCBROOKFIELD INFRASTRUCTURE CO
193,169$7.9B0.52%
42
JNJJOHNSON & JOHNSON
40,878$7.6B0.49%
43
ADBEADOBE INC
18,991$6.7B0.43%
44
BIPBROOKFIELD INFRAST PARTNERS
186,980$6.1B0.40%
45
HASIHA SUSTAINABLE INFRA CAP INC
181,275$5.6B0.36%
46
SPYSPDR S&P 500 ETF TR
7,263$4.8B0.31%
47
NOCNORTHROP GRUMMAN CORP
7,811$4.8B0.31%
48
MEGMONTROSE ENVIRONMENTAL GROUP
166,062$4.6B0.30%
49
GQ9SPDR GOLD TR
11,093$3.9B0.26%
50
VTIVANGUARD INDEX FDS
11,322$3.7B0.24%
51
MAMASTERCARD INCORPORATED
5,853$3.3B0.22%
52
VXUSVANGUARD STAR FDS
41,000$3.0B0.20%
53
TTTRANE TECHNOLOGIES PLC
6,391$2.7B0.18%
54
COSTCOSTCO WHSL CORP NEW
2,673$2.5B0.16%
55
TRVTRAVELERS COMPANIES INC
8,528$2.4B0.15%
56
XLVSELECT SECTOR SPDR TR
17,073$2.4B0.15%
57
ORCLORACLE CORP
6,806$1.9B0.12%
58
KKRKKR & CO INC
11,909$1.5B0.10%
59
MRKMERCK & CO INC
18,300$1.5B0.10%
60
AMATAPPLIED MATLS INC
7,441$1.5B0.10%
61
ULTAULTA BEAUTY INC
2,761$1.5B0.10%
62
JPMJPMORGAN CHASE & CO.
4,571$1.4B0.09%
63
IVVISHARES TR
2,038$1.4B0.09%
64
AMALAMALGAMATED FINANCIAL CORP
49,435$1.3B0.09%
65
DWDMORGAN STANLEY
8,089$1.3B0.08%
66
TSLATESLA INC
2,864$1.3B0.08%
67
GSGOLDMAN SACHS GROUP INC
1,466$1.2B0.08%
68
AVBAVALONBAY CMNTYS INC
6,010$1.2B0.08%
69
PGPROCTER AND GAMBLE CO
7,471$1.1B0.07%
70
DHID R HORTON INC
6,750$1.1B0.07%
71
BNBROOKFIELD CORP
16,000$1.1B0.07%
72
XLKSELECT SECTOR SPDR TR
3,588$1.0B0.07%
73
ABTABBOTT LABS
7,475$1.0B0.07%
74
MGKVANGUARD WORLD FD
2,450$985.9M0.06%
75
CNRCANADIAN NATL RY CO
10,200$961.9M0.06%
76
VXFVANGUARD INDEX FDS
4,500$942.0M0.06%
77
LENLENNAR CORP
6,633$836.0M0.05%
78
MKLMARKEL GROUP INC
425$812.3M0.05%
79
ABBVABBVIE INC
3,456$800.2M0.05%
80
TDTORONTO DOMINION BK ONT
10,000$799.5M0.05%
81
LLYELI LILLY & CO
966$737.1M0.05%
82
SCHWSCHWAB CHARLES CORP
7,040$672.1M0.04%
83
NEENEXTERA ENERGY INC
8,808$664.9M0.04%
84
VRSKVERISK ANALYTICS INC
2,593$652.2M0.04%
85
CRMSALESFORCE INC
2,690$637.5M0.04%
86
USMVISHARES TR
6,350$604.1M0.04%
87
HDHOME DEPOT INC
1,473$596.8M0.04%
88
MDYSPDR S&P MIDCAP 400 ETF TR
1,000$596.0M0.04%
89
MRSHMARSH & MCLENNAN COS INC
2,936$591.7M0.04%
90
ADPAUTOMATIC DATA PROCESSING IN
1,952$572.9M0.04%
91
OCOWENS CORNING NEW
4,000$565.8M0.04%
92
BXBLACKSTONE INC
3,306$564.8M0.04%
93
AMTAMERICAN TOWER CORP NEW
2,914$560.4M0.04%
94
CSCOCISCO SYS INC
8,175$559.3M0.04%
95
CFCF INDS HLDGS INC
6,000$538.2M0.03%
96
BACBANK AMERICA CORP
10,305$531.6M0.03%
97
XARSPDR SERIES TRUST
2,250$528.7M0.03%
98
MMM3M CO
3,208$497.8M0.03%
99
URIUNITED RENTALS INC
511$487.8M0.03%
100
IYWISHARES TR
2,486$486.9M0.03%
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