§ 13F · FUND PROFILE
Avalon Trust Co.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.5B (13F)Positions · 613Turnover · — · Q1Filed · May 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 727K | $127M | 8.7% | −1% |
| 2 | AAPL | APPLE INC | 416K | $106M | 7.3% | +1% |
| 3 | GOOG | ALPHABET INC | 340K | $98M | 6.7% | −10% |
| 4 | AVGO | BROADCOM INC | 298K | $92M | 6.3% | −10% |
| 5 | MSFT | MICROSOFT CORP | 237K | $88M | 6.0% | +3% |
| 6 | AMZN | AMAZON COM INC | 369K | $77M | 5.3% | +1% |
| 7 | JMTG | J P MORGAN EXCHANGE TRADED F | 1.34M | $68M | 4.7% | ±0% |
| 8 | V | VISA INC | 177K | $53M | 3.7% | +2% |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 70K | $33M | 2.3% | ±0% |
| 10 | PWR | QUANTA SVCS INC | 61K | $33M | 2.3% | −35% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AVALON SIGNAL
AC read
Avalon Trust Co is a Other fund managing $1.5 billion in assets. The fund runs a broad portfolio of 613 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed