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 Trust Co (CIK 1798150) reported $1.45B across 454 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($126.8M, 8.73%), AAPL ($105.6M, 7.27%), GOOG ($97.6M, 6.72%), AVGO ($92.1M, 6.35%), MSFT ($87.6M, 6.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $126.8M | 8.73% | 726,959 | Trimmed |
| 2 | AAPL | APPLE INC | $105.6M | 7.27% | 416,025 | Added |
| 3 | GOOG | ALPHABET INC | $97.6M | 6.72% | 340,078 | Trimmed |
| 4 | AVGO | BROADCOM INC | $92.1M | 6.35% | 297,552 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $87.6M | 6.03% | 236,541 | Added |
| 6 | AMZN | AMAZON COM INC | $76.8M | 5.29% | 368,803 | Added |
| 7 | JMTG | J P MORGAN EXCHANGE TRADED F | $68.2M | 4.70% | 1.3M | Added |
| 8 | V | VISA INC | $53.4M | 3.68% | 176,643 | Added |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $33.5M | 2.30% | 69,810 | Trimmed |
| 10 | PWR | QUANTA SVCS INC | $33.3M | 2.29% | 60,570 | Trimmed |
| 11 | BE | BLOOM ENERGY CORP | $31.7M | 2.18% | 233,720 | Trimmed |
| 12 | LOW | LOWES COS INC | $30.1M | 2.07% | 127,330 | Added |
| 13 | PPH | VANECK ETF TRUST | $27.8M | 1.92% | 267,700 | Trimmed |
| 14 | NFLX | NETFLIX INC. | $25.9M | 1.78% | 269,433 | Added |
| 15 | PNC | PNC FINL SVCS GROUP INC | $25.7M | 1.77% | 123,604 | Trimmed |
| 16 | PGR | PROGRESSIVE CORP | $23.8M | 1.64% | 120,024 | Added |
| 17 | CMS | CMS ENERGY CORP | $22.8M | 1.57% | 293,359 | Added |
| 18 | LIN | LINDE PLC | $22.5M | 1.55% | 45,299 | Added |
| 19 | USFD | US FOODS HLDG CORP | $21.9M | 1.51% | 237,290 | Added |
| 20 | RMD | RESMED INC | $21.3M | 1.47% | 95,017 | Added |
| 21 | EQIX | EQUINIX INC | $20.8M | 1.43% | 21,241 | Trimmed |
| 22 | AWK | AMERICAN WTR WKS CO INC NEW | $20.7M | 1.43% | 152,159 | Trimmed |
| 23 | AZO | AUTOZONE INC | $20.4M | 1.40% | 6,037 | Added |
| 24 | SYK | STRYKER CORPORATION | $19.9M | 1.37% | 60,540 | Added |
| 25 | AON | AON PLC | $18.5M | 1.27% | 57,236 | Added |
Source: SEC Form 13F filings · as of 2026-03-31