§ 13F · FUND PROFILE
Avalon Trust Co.
AUM · $1.6B (13F)Positions · 462Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$15M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 693K | $139M | 8.5% | −5% |
| 2 | AAPL | APPLE INC | 410K | $119M | 7.3% | −1% |
| 3 | GOOG | ALPHABET INC | 334K | $118M | 7.3% | −2% |
| 4 | AVGO | BROADCOM INC | 297K | $112M | 6.9% | ±0% |
| 5 | AMZN | AMAZON COM INC | 366K | $87M | 5.4% | −1% |
| 6 | MSFT | MICROSOFT CORP | 209K | $78M | 4.8% | −12% |
| 7 | BE | BLOOM ENERGY CORP | 229K | $69M | 4.3% | −2% |
| 8 | JMTG | J P MORGAN EXCHANGE TRADED F | 1.34M | $68M | 4.2% | +1% |
| 9 | V | VISA INC | 155K | $53M | 3.3% | −13% |
| 10 | PANW | PALO ALTO NETWORKS INC | 112K | $38M | 2.3% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AVALON SIGNAL
AC read
Avalon Trust Co is a Other fund managing $1.6 billion in assets. The fund runs a broad portfolio of 462 positions.
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