Avalon Trust Co Q3 2025 Filing

Filed November 10, 2025

Portfolio Value

$1.5B

Holdings

612

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (612 positions)

#StockSharesValue% PortfolioType
101
AKRACADIA RLTY TR
24,000$483K0.03%
102
WMTWALMART INC
4,681$482K0.03%
103
NDQINVESCO QQQ TR
795$477K0.03%
104
SOXXISHARES TR
1,750$474K0.03%
105
ITA*ISHARES TR
2,192$458K0.03%
106
PEPPEPSICO INC
3,191$448K0.03%
107
MGVVANGUARD WORLD FD
3,234$445K0.03%
108
UNPUNION PAC CORP
1,879$444K0.03%
109
WATWATERS CORP
1,445$433K0.03%
110
SPGIS&P GLOBAL INC
878$427K0.03%
111
HLIOHELIOS TECHNOLOGIES INC
8,146$424K0.03%
112
TFCTRUIST FINL CORP
8,807$402K0.03%
113
GISGENERAL MLS INC
7,914$399K0.03%
114
PLDPROLOGIS INC.
3,337$382K0.02%
115
VDCVANGUARD WORLD FD
1,775$379K0.02%
116
XLFSELECT SECTOR SPDR TR
6,980$376K0.02%
117
METAMETA PLATFORMS INC
504$370K0.02%
118
ISRGINTUITIVE SURGICAL INC
809$361K0.02%
119
ZSZSCALER INC
1,200$359K0.02%
120
AXONAXON ENTERPRISE INC
500$358K0.02%
121
KRNTKORNIT DIGITAL LTD
26,485$357K0.02%
122
IJHISHARES TR
5,414$353K0.02%
123
VNQVANGUARD INDEX FDS
3,850$351K0.02%
124
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,231$343K0.02%
125
COOCOOPER COS INC
4,960$340K0.02%
126
VIGVANGUARD SPECIALIZED FUNDS
1,535$331K0.02%
127
SJMSMUCKER J M CO
3,000$325K0.02%
128
HIIHUNTINGTON INGALLS INDS INC
1,096$315K0.02%
129
EPDENTERPRISE PRODS PARTNERS L
9,800$306K0.02%
130
BACVERIZON COMMUNICATIONS INC
6,764$297K0.02%
131
GBTCGRAYSCALE BITCOIN TRUST ETF
3,310$297K0.02%
132
TIPISHARES TR
2,547$283K0.02%
133
HUBSHUBSPOT INC
600$280K0.02%
134
VBVANGUARD INDEX FDS
1,100$279K0.02%
135
VPUVANGUARD WORLD FD
1,457$275K0.02%
136
IBMINTERNATIONAL BUSINESS MACHS
974$274K0.02%
137
IAU*ISHARES GOLD TR
3,750$272K0.02%
138
SMHVANECK ETF TRUST
830$270K0.02%
139
OKEONEOK INC NEW
3,703$270K0.02%
140
ECLECOLAB INC
977$267K0.02%
141
WFCWELLS FARGO CO NEW
3,045$255K0.02%
142
WDAYWORKDAY INC
1,051$253K0.02%
143
HACKAMPLIFY ETF TR
2,905$252K0.02%
144
MCDMCDONALDS CORP
819$248K0.02%
145
VLOVALERO ENERGY CORP
1,456$247K0.02%
146
CRWDCROWDSTRIKE HLDGS INC
504$247K0.02%
147
AQLTISHARES TR
2,614$228K0.01%
148
XOMEXXON MOBIL CORP
2,027$228K0.01%
149
NFLXNETFLIX INC
187$224K0.01%
150
ZTSZOETIS INC
1,526$223K0.01%
151
REGREGENCY CTRS CORP
3,000$218K0.01%
152
ICEINTERCONTINENTAL EXCHANGE IN
1,288$217K0.01%
153
VTVVANGUARD INDEX FDS
1,132$211K0.01%
154
CRWVCOREWEAVE INC
1,534$209K0.01%
155
CVSCVS HEALTH CORP
2,766$208K0.01%
156
ORLYOREILLY AUTOMOTIVE INC
1,932$208K0.01%
157
ICSHISHARES TR
4,097$207K0.01%
158
NUENUCOR CORP
1,508$204K0.01%
159
NVSNNOVARTIS AG
1,590$203K0.01%
160
VYMVANGUARD WHITEHALL FDS
1,447$203K0.01%
161
GEGE AEROSPACE
673$202K0.01%
162
ABGCENCORA INC
642$200K0.01%
163
LKQ1LKQ CORP
6,500$198K0.01%
164
NSCNORFOLK SOUTHN CORP
656$197K0.01%
165
TTDTHE TRADE DESK INC
4,008$196K0.01%
166
AEPAMERICAN ELEC PWR CO INC
1,731$194K0.01%
167
IWMISHARES TR
800$193K0.01%
168
TRMBTRIMBLE INC
2,317$189K0.01%
169
CVXCHEVRON CORP NEW
1,202$186K0.01%
170
VOOVANGUARD INDEX FDS
295$180K0.01%
171
CATCATERPILLAR INC
379$180K0.01%
172
RTXRTX CORPORATION
1,070$179K0.01%
173
MTDMETTLER TOLEDO INTERNATIONAL
144$176K0.01%
174
AMDADVANCED MICRO DEVICES INC
1,083$175K0.01%
175
NINISOURCE INC
4,000$173K0.01%
176
EMREMERSON ELEC CO
1,305$171K0.01%
177
TXNTEXAS INSTRS INC
915$168K0.01%
178
CIBRFIRST TR EXCHANGE TRADED FD
2,191$166K0.01%
179
MINTPIMCO ETF TR
1,641$165K0.01%
180
IMCGISHARES TR
2,000$165K0.01%
181
METMETLIFE INC
2,000$164K0.01%
182
LYVLIVE NATION ENTERTAINMENT IN
1,000$163K0.01%
183
XLYSELECT SECTOR SPDR TR
681$163K0.01%
184
XLUSELECT SECTOR SPDR TR
1,874$163K0.01%
185
VGTVANGUARD WORLD FD
213$159K0.01%
186
FQIDIGITAL RLTY TR INC
885$152K0.01%
187
PCARPACCAR INC
1,550$152K0.01%
188
CITHE CIGNA GROUP
521$150K0.01%
189
CSXCSX CORP
4,160$147K0.01%
190
XELXCEL ENERGY INC
1,808$145K0.01%
191
JPMJPMORGAN CHASE FINL CO LLC
4,945$145K0.01%
192
PHOINVESCO EXCHANGE TRADED FD T
1,975$142K0.01%
193
GILDGILEAD SCIENCES INC
1,258$139K0.01%
194
IJRISHARES TR
1,103$131K0.01%
195
NVONOVO-NORDISK A S
2,372$131K0.01%
196
PIPRPIPER SANDLER COMPANIES
375$130K0.01%
197
PIOINVESCO EXCH TRADED FD TR II
2,881$129K0.01%
198
JBLJABIL INC
586$127K0.01%
199
VENVENTAS INC
1,809$126K0.01%
200
INTUINTUIT
183$124K0.01%
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