Avalon Trust Co Q4 2025 Filing

Filed February 9, 2026

Portfolio Value

$1.5B

Holdings

433

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (433 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION
734,592$137.0M8.86%
2
GOOGALPHABET INC
379,613$119.1M7.70%
3
AVGOBROADCOM INC
332,023$114.9M7.43%
4
AAPLAPPLE INC
411,025$111.7M7.23%
5
MSFTMICROSOFT CORP
230,779$111.6M7.22%
6
AMZNAMAZON COM INC
366,405$84.6M5.47%
7
JMTGJ P MORGAN EXCHANGE TRADED F
1,331,424$68.0M4.40%
8
VVISA INC
173,135$60.7M3.93%
9
PWRQUANTA SVCS INC
93,664$39.5M2.56%
10
BRK/BBERKSHIRE HATHAWAY INC DEL
70,028$35.2M2.28%
11
FSLRFIRST SOLAR INC
130,920$34.2M2.21%
12
BEBLOOM ENERGY CORP
354,869$30.8M1.99%
13
LOWLOWES COS INC
126,719$30.6M1.98%
14
PPHVANECK ETF TRUST
267,854$27.6M1.79%
15
PGRPROGRESSIVE CORP
119,225$27.1M1.76%
16
PNCPNC FINL SVCS GROUP INC
124,210$25.9M1.68%
17
RMERESMED INC
92,464$22.3M1.44%
18
CMSCMS ENERGY CORP
292,171$20.4M1.32%
19
AZOAUTOZONE INC
6,012$20.4M1.32%
20
TMOTHERMO FISHER SCIENTIFIC INC
35,056$20.3M1.31%
21
AONAON PLC
56,886$20.1M1.30%
22
AWCAMERICAN WTR WKS CO INC NEW
152,739$19.9M1.29%
23
LINLINDE PLC
45,018$19.2M1.24%
24
DHRDANAHER CORPORATION
78,545$18.0M1.16%
25
NOWSERVICENOW INC
109,935$16.8M1.09%
26
GOOGLALPHABET INC
53,532$16.8M1.08%
27
EQIXEQUINIX INC
21,255$16.3M1.05%
28
VMIVALMONT INDS INC
39,587$15.9M1.03%
29
TJXTJX COS INC NEW
101,345$15.6M1.01%
30
VLTOVERALTO CORP
140,264$14.0M0.91%
31
PANWPALO ALTO NETWORKS INC
70,978$13.1M0.85%
32
ANETARISTA NETWORKS INC
92,355$12.1M0.78%
33
MDLZMONDELEZ INTL INC
219,262$11.8M0.76%
34
USFDUS FOODS HLDG CORP
142,931$10.8M0.70%
35
MEGMONTROSE ENVIRONMENTAL GROUP
427,549$10.6M0.69%
36
ADIANALOG DEVICES INC
38,896$10.5M0.68%
37
TYLTYLER TECHNOLOGIES INC
23,139$10.5M0.68%
38
BIPCBROOKFIELD INFRASTRUCTURE CO
192,004$8.7M0.56%
39
NVTNVENT ELECTRIC PLC
84,765$8.6M0.56%
40
JNJJOHNSON & JOHNSON
40,597$8.4M0.54%
41
BIPBROOKFIELD INFRAST PARTNERS
186,980$6.5M0.42%
42
ETRENTERGY CORP NEW
66,557$6.2M0.40%
43
HASIHA SUSTAINABLE INFRA CAP INC
183,140$5.8M0.37%
44
ADBEADOBE INC
13,403$4.7M0.30%
45
SPYSPDR S&P 500 ETF TR
6,696$4.6M0.30%
46
GQ9SPDR GOLD TR
11,234$4.5M0.29%
47
NOCNORTHROP GRUMMAN CORP
7,409$4.2M0.27%
48
VTIVANGUARD INDEX FDS
9,972$3.3M0.22%
49
MAMASTERCARD INCORPORATED
5,838$3.3M0.22%
50
IBBISHARES TR
16,225$2.7M0.18%
51
XLVSELECT SECTOR SPDR TR
17,073$2.6M0.17%
52
TRVTRAVELERS COMPANIES INC
8,749$2.5M0.16%
53
VXUSVANGUARD STAR FDS
33,000$2.5M0.16%
54
TTTRANE TECHNOLOGIES PLC
6,020$2.3M0.15%
55
COSTCOSTCO WHSL CORP NEW
2,706$2.3M0.15%
56
AMATAPPLIED MATLS INC
7,429$1.9M0.12%
57
ULTAULTA BEAUTY INC
2,781$1.7M0.11%
58
AMALAMALGAMATED FINANCIAL CORP
49,435$1.6M0.10%
59
KKRKKR & CO INC
12,301$1.6M0.10%
60
JPMJPMORGAN CHASE & CO.
4,571$1.5M0.10%
61
DWDMORGAN STANLEY
8,071$1.4M0.09%
62
IVVISHARES TR
1,961$1.3M0.09%
63
ORCLORACLE CORP
6,806$1.3M0.09%
64
MRKMERCK & CO INC
12,550$1.3M0.09%
65
GSGOLDMAN SACHS GROUP INC
1,459$1.3M0.08%
66
TSLATESLA INC
2,759$1.2M0.08%
67
XLKSELECT SECTOR SPDR TR
7,176$1.0M0.07%
68
MGKVANGUARD WORLD FD
2,450$1.0M0.07%
69
CNRCANADIAN NATL RY CO
10,200$1.0M0.07%
70
AVBAVALONBAY CMNTYS INC
5,320$964K0.06%
71
BNBROOKFIELD CORP
21,000$963K0.06%
72
LLYELI LILLY & CO
891$957K0.06%
73
TDTORONTO DOMINION BK ONT
10,000$942K0.06%
74
MKLMARKEL GROUP INC
425$913K0.06%
75
PGPROCTER AND GAMBLE CO
5,857$839K0.05%
76
ABBVABBVIE INC
3,278$748K0.05%
77
ABTABBOTT LABS
5,739$719K0.05%
78
CRMSALESFORCE INC
2,595$687K0.04%
79
MDYSPDR S&P MIDCAP 400 ETF TR
1,000$603K0.04%
80
VRSKVERISK ANALYTICS INC
2,591$579K0.04%
81
NEENEXTERA ENERGY INC
7,187$576K0.04%
82
BACBANK AMERICA CORP
10,148$558K0.04%
83
DHID R HORTON INC
3,750$540K0.03%
84
SOXXISHARES TR
1,750$527K0.03%
85
WMTWALMART INC
4,625$515K0.03%
86
MMM3M CO
3,200$512K0.03%
87
AMTAMERICAN TOWER CORP NEW
2,865$503K0.03%
88
HDHOME DEPOT INC
1,464$503K0.03%
89
ADPAUTOMATIC DATA PROCESSING IN
1,941$499K0.03%
90
WATWATERS CORP
1,300$493K0.03%
91
AKRACADIA RLTY TR
24,000$492K0.03%
92
XARSPDR SERIES TRUST
2,035$490K0.03%
93
CFCF INDS HLDGS INC
6,000$464K0.03%
94
ISRGINTUITIVE SURGICAL INC
809$458K0.03%
95
MGVVANGUARD WORLD FD
3,234$456K0.03%
96
OCOWENS CORNING NEW
4,000$447K0.03%
97
SPGIS&P GLOBAL INC
846$442K0.03%
98
UNPUNION PAC CORP
1,870$432K0.03%
99
TFCTRUIST FINL CORP
8,775$431K0.03%
100
PLDPROLOGIS INC.
3,373$430K0.03%
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