Avalon Trust Co Q1 2025 Filing

Filed May 9, 2025

Portfolio Value

$1.3T

Holdings

429

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (429 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
447,882$99.5B7.91%
2
MSFTMICROSOFT CORP
243,886$91.6B7.28%
3
NVDANVIDIA CORPORATION
727,820$78.9B6.27%
4
AMZNAMAZON COM INC
369,031$70.2B5.58%
5
GOOGALPHABET INC
434,113$67.8B5.39%
6
VVISA INC
171,451$60.1B4.78%
7
AVGOBROADCOM INC
353,528$59.2B4.71%
8
BRK/BBERKSHIRE HATHAWAY INC DEL
94,972$50.6B4.02%
9
PGRPROGRESSIVE CORP
114,415$32.4B2.58%
10
BRK-BBERKSHIRE HATHAWAY INC DEL
38$30.3B2.41%
11
LOWLOWES COS INC
129,321$30.2B2.40%
12
PPHVANECK ETF TRUST
283,685$25.9B2.06%
13
PWRQUANTA SVCS INC
96,878$24.6B1.96%
14
PNCPNC FINL SVCS GROUP INC
132,719$23.3B1.86%
15
AWCAMERICAN WTR WKS CO INC NEW
151,369$22.3B1.78%
16
CMSCMS ENERGY CORP
288,021$21.6B1.72%
17
RMERESMED INC
95,785$21.4B1.71%
18
LINLINDE PLC
42,185$19.6B1.56%
19
TMOTHERMO FISHER SCIENTIFIC INC
37,206$18.5B1.47%
20
FSLRFIRST SOLAR INC
140,168$17.7B1.41%
21
AONAON PLC
44,291$17.7B1.41%
22
COOCOOPER COS INC
203,960$17.2B1.37%
23
IBBISHARES TR
127,045$16.2B1.29%
24
OWLBLUE OWL CAPITAL INC
788,169$15.8B1.26%
25
AVBAVALONBAY CMNTYS INC
69,655$14.9B1.19%
26
ADBEADOBE INC
37,843$14.5B1.15%
27
MDLZMONDELEZ INTL INC
212,075$14.4B1.14%
28
BEBLOOM ENERGY CORP
713,307$14.0B1.12%
29
DHRDANAHER CORPORATION
67,406$13.8B1.10%
30
TJXTJX COS INC NEW
107,312$13.1B1.04%
31
VLTOVERALTO CORP
131,843$12.8B1.02%
32
PANWPALO ALTO NETWORKS INC
71,093$12.1B0.96%
33
GTLSCHART INDS INC
84,034$12.1B0.96%
34
TYLTYLER TECHNOLOGIES INC
20,670$12.0B0.96%
35
VMIVALMONT INDS INC
41,475$11.8B0.94%
36
GOOGLALPHABET INC
73,373$11.3B0.90%
37
ASMLASML HOLDING N V
14,062$9.3B0.74%
38
USFDUS FOODS HLDG CORP
139,300$9.1B0.73%
39
ANETARISTA NETWORKS INC
104,326$8.1B0.64%
40
JNJJOHNSON & JOHNSON
47,904$7.9B0.63%
41
NOWSERVICENOW INC
9,879$7.9B0.63%
42
NVTNVENT ELECTRIC PLC
138,399$7.3B0.58%
43
BIPCBROOKFIELD INFRASTRUCTURE CO
195,835$7.1B0.56%
44
BIPBROOKFIELD INFRAST PARTNERS
205,992$6.1B0.49%
45
HASIHA SUSTAINABLE INFRA CAP INC
181,235$5.3B0.42%
46
ADIANALOG DEVICES INC
25,278$5.1B0.41%
47
NOCNORTHROP GRUMMAN CORP
8,706$4.5B0.35%
48
SPYSPDR S&P 500 ETF TR
6,870$3.8B0.31%
49
MRKMERCK & CO INC
35,292$3.2B0.25%
50
GQ9SPDR GOLD TR
10,967$3.2B0.25%
51
MAMASTERCARD INCORPORATED
5,162$2.8B0.23%
52
TTTRANE TECHNOLOGIES PLC
8,340$2.8B0.22%
53
MEGMONTROSE ENVIRONMENTAL GROUP
194,797$2.8B0.22%
54
XLVSELECT SECTOR SPDR TR
16,695$2.4B0.19%
55
COSTCOSTCO WHSL CORP NEW
2,096$2.0B0.16%
56
NVRNVR INC
251$1.8B0.14%
57
NEENEXTERA ENERGY INC
24,663$1.7B0.14%
58
AMTAMERICAN TOWER CORP NEW
7,516$1.6B0.13%
59
VTIVANGUARD INDEX FDS
5,900$1.6B0.13%
60
TRVTRAVELERS COMPANIES INC
6,112$1.6B0.13%
61
VXUSVANGUARD STAR FDS
25,000$1.6B0.12%
62
KKRKKR & CO INC
12,810$1.5B0.12%
63
AMALAMALGAMATED FINANCIAL CORP
50,645$1.5B0.12%
64
ULTAULTA BEAUTY INC
3,895$1.4B0.11%
65
VXFVANGUARD INDEX FDS
8,000$1.4B0.11%
66
PGPROCTER AND GAMBLE CO
7,360$1.3B0.10%
67
DWDMORGAN STANLEY
10,000$1.2B0.09%
68
UNHUNITEDHEALTH GROUP INC
2,224$1.2B0.09%
69
LKQ1LKQ CORP
26,500$1.1B0.09%
70
DHID R HORTON INC
8,750$1.1B0.09%
71
JPMJPMORGAN CHASE & CO.
4,382$1.1B0.09%
72
BNBROOKFIELD CORP
20,000$1.0B0.08%
73
CNRCANADIAN NATL RY CO
10,600$1.0B0.08%
74
IVVISHARES TR
1,738$976.6M0.08%
75
ORCLORACLE CORP
6,912$966.4M0.08%
76
LENLENNAR CORP
8,000$918.2M0.07%
77
ABTABBOTT LABS
6,741$894.2M0.07%
78
GSGOLDMAN SACHS GROUP INC
1,450$792.1M0.06%
79
MGKVANGUARD WORLD FD
2,450$756.8M0.06%
80
MKLMARKEL GROUP INC
400$747.8M0.06%
81
LLYELI LILLY & CO
881$727.6M0.06%
82
AKRACADIA RLTY TR
34,000$712.3M0.06%
83
MDYSPDR S&P MIDCAP 400 ETF TR
1,254$669.0M0.05%
84
MRSHMARSH & MCLENNAN COS INC
2,714$662.3M0.05%
85
SCHWSCHWAB CHARLES CORP
8,320$651.3M0.05%
86
OCOWENS CORNING NEW
4,500$642.7M0.05%
87
CFCF INDS HLDGS INC
8,000$625.2M0.05%
88
VRSKVERISK ANALYTICS INC
1,991$592.6M0.05%
89
ADPAUTOMATIC DATA PROCESSING IN
1,932$590.3M0.05%
90
KRNTKORNIT DIGITAL LTD
30,085$574.0M0.05%
91
ABBVABBVIE INC
2,712$568.2M0.05%
92
VBVANGUARD INDEX FDS
2,457$544.8M0.04%
93
SOXXISHARES TR
2,800$526.9M0.04%
94
HDHOME DEPOT INC
1,376$504.2M0.04%
95
GISGENERAL MLS INC
8,398$502.1M0.04%
96
CRMSALESFORCE INC
1,769$474.8M0.04%
97
MMM3M CO
3,217$472.4M0.04%
98
WATWATERS CORP
1,245$458.9M0.04%
99
PEPPEPSICO INC
2,974$445.9M0.04%
100
MGVVANGUARD WORLD FD
3,234$416.7M0.03%
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