Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
AVALON CAPITAL MANAGEMENT (CIK 1510809) reported $354.3M across 120 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOGL ($39.2M, 11.07%), GDX ($23.1M, 6.53%), GOOG ($18.3M, 5.15%), SMH ($17.9M, 5.05%), PDBC ($17.2M, 4.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $39.2M | 11.07% | 136,348 | Trimmed |
| 2 | GDX | VANECK ETF TRUST | $23.1M | 6.53% | 251,945 | Trimmed |
| 3 | GOOG | ALPHABET INC | $18.3M | 5.15% | 63,636 | Trimmed |
| 4 | SMH | VANECK ETF TRUST | $17.9M | 5.05% | 46,684 | Trimmed |
| 5 | PDBC | INVESCO ACTVELY MNGD ETC FD | $17.2M | 4.85% | 992,122 | New |
| 6 | GLD | SPDR GOLD TR | $16.1M | 4.55% | 37,468 | Trimmed |
| 7 | IEMG | ISHARES INC | $12.0M | 3.40% | 172,730 | Added |
| 8 | CSCO | CISCO SYS INC | $11.9M | 3.36% | 153,311 | Trimmed |
| 9 | AAPL | APPLE INC | $11.7M | 3.31% | 46,166 | Trimmed |
| 10 | AMZN | AMAZON COM INC | $10.9M | 3.07% | 52,256 | Trimmed |
| 11 | CVX | CHEVRON CORPORATION | $10.6M | 2.99% | 51,236 | Added |
| 12 | URA | GLOBAL X FDS | $9.3M | 2.62% | 191,810 | Added |
| 13 | ILF | ISHARES TR | $8.6M | 2.42% | 240,918 | Trimmed |
| 14 | MWMIX | VANECK FDS | $8.2M | 2.31% | 163,593 | Trimmed |
| 15 | REMX | VANECK ETF TRUST | $7.6M | 2.14% | 86,253 | Trimmed |
| 16 | LLY | ELI LILLY & CO | $7.0M | 1.97% | 7,581 | Trimmed |
| 17 | DISV | DIMENSIONAL ETF TRUST | $5.8M | 1.65% | 148,144 | Added |
| 18 | NETZ | TCW ETF TRUST | $5.4M | 1.52% | 55,107 | Trimmed |
| 19 | MSFT | MICROSOFT CORP | $5.2M | 1.45% | 13,924 | Trimmed |
| 20 | EEM | ISHARES TR | $4.6M | 1.31% | 81,554 | Hold |
| 21 | DIVO | AMPLIFY ETF TR | $4.4M | 1.24% | 97,685 | Added |
| 22 | AMGN | AMGEN INC | $4.3M | 1.23% | 12,357 | Trimmed |
| 23 | IAU | ISHARES GOLD TR | $4.0M | 1.14% | 45,690 | Trimmed |
| 24 | MOAT | VANECK ETF TRUST | $3.8M | 1.08% | 39,554 | Trimmed |
| 25 | RAAX | VANECK ETF TRUST | $3.7M | 1.04% | 90,342 | Added |
Source: SEC Form 13F filings · as of 2026-03-31