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Avalon Trust Co

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1798150

$1.63B

disclosed book value

462

positions

8.5%

largest position share

Positions, as of 2026-06-30

top 100 of 462 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1NVDANVIDIA CORPORATION692,561$138.6M8.5%
2AAPLAPPLE INC410,286$118.7M7.3%
3GOOGALPHABET INC334,148$118.1M7.3%
4AVGOBROADCOM INC297,284$112.3M6.9%
5AMZNAMAZON COM INC366,073$87.2M5.4%
6MSFTMICROSOFT CORP208,627$77.8M4.8%
7BEBLOOM ENERGY CORP228,790$69.3M4.3%
8JMTGJ P MORGAN EXCHANGE TRADED F1.3M$68.1M4.2%
9VVISA INC154,519$53.0M3.3%
10PANWPALO ALTO NETWORKS INC111,705$38.1M2.3%
11BRK/BBERKSHIRE HATHAWAY INC DEL68,968$34.5M2.1%
12KLACKLA CORP101,770$30.7M1.9%
13PNCPNC FINL SVCS GROUP INC121,779$30.0M1.8%
14PPHVANECK ETF TRUST263,830$28.8M1.8%
15LOWLOWES COS INC125,512$27.7M1.7%
16PGRPROGRESSIVE CORP118,434$25.9M1.6%
17USFDUS FOODS HLDG CORP236,090$24.1M1.5%
18LINDE PLC44,627$23.2M1.4%
19VMIVALMONT INDS INC39,748$23.0M1.4%
20CMSCMS ENERGY CORP292,774$22.4M1.4%
21EQIXEQUINIX INC21,114$22.0M1.4%
22AWKAMERICAN WTR WKS CO INC NEW151,254$19.9M1.2%
23SYKSTRYKER CORPORATION60,840$19.2M1.2%
24AON PLC57,146$19.0M1.2%
25NFLXNETFLIX INC.264,958$18.9M1.2%
26AZOAUTOZONE INC5,739$18.3M1.1%
27TMOTHERMO FISHER SCIENTIFIC INC35,466$17.8M1.1%
28RMDRESMED INC87,722$17.1M1.1%
29AMDADVANCED MICRO DEVICES INC28,786$16.7M1%
30ADIANALOG DEVICES INC39,839$15.8M1%
31ANETARISTA NETWORKS INC92,765$15.8M1%
32DHRDANAHER CORP DEL79,712$15.2M0.9%
33TYLTYLER TECHNOLOGIES INC51,328$15.0M0.9%
34TJXTJX COS INC NEW98,730$15.0M0.9%
35PWRQUANTA SVCS INC20,475$14.7M0.9%
36EYENATIONAL VISION HLDGS INC761,750$14.5M0.9%
37NVENT ELEC PLC85,348$14.5M0.9%
38GOOGLALPHABET INC36,691$13.1M0.8%
39VLTOVERALTO CORP143,338$12.7M0.8%
40JNJJOHNSON & JOHNSON41,254$10.5M0.6%
41BIPCBROOKFIELD INFRASTRUCTURE CO207,592$8.0M0.5%
42ETRENTERGY CORP NEW68,670$7.9M0.5%
43HASIHA SUSTAINABLE INFRA CAP INC177,782$6.9M0.4%
44BROOKFIELD INFRASTRUCTURE PA182,083$6.6M0.4%
45AMATAPPLIED MATLS INC7,115$5.1M0.3%
46SPYSTATE STR SPDR S&P 500 ETF T6,530$4.9M0.3%
47FSLRFIRST SOLAR INC20,170$4.8M0.3%
48GLDSPDR GOLD TR11,419$4.2M0.3%
49NOCNORTHROP GRUMMAN CORP7,159$3.6M0.2%
50TRANE TECHNOLOGIES PLC5,974$2.9M0.2%
51VTIVANGUARD INDEX FDS7,872$2.9M0.2%
52MAMASTERCARD INCORPORATED5,635$2.9M0.2%
53TRVTRAVELERS COMPANIES INC8,734$2.9M0.2%
54COSTCOSTCO WHOLESALE CORPORATION3,077$2.9M0.2%
55IBBISHARES TR14,805$2.8M0.2%
56XLVSELECT SECTOR SPDR TR17,383$2.8M0.2%
57VXUSVANGUARD STAR FDS29,629$2.5M0.2%
58AMALAMALGAMATED FINANCIAL CORP47,995$2.2M0.1%
59MSMORGAN STANLEY9,296$1.9M0.1%
60GSGOLDMAN SACHS GROUP INC1,859$1.9M0.1%
61JPMJPMORGAN CHASE & CO5,510$1.8M0.1%
62MRKMERCK & CO INC13,249$1.7M0.1%
63IVVISHARES TR1,961$1.5M0.1%
64ULTAULTA BEAUTY INC2,743$1.2M0.1%
65CNICANADIAN NATL RY CO10,200$1.2M0.1%
66TDTORONTO DOMINION BK ONT10,000$1.2M0.1%
67ITOTISHARES TR7,146$1.2M0.1%
68TSLATESLA INC2,759$1.2M0.1%
69SOXXISHARES TR1,750$1.1M0.1%
70PGPROCTER & GAMBLE CO7,288$1.1M0.1%
71ONTONTERRIS INC51,172$1.0M0.1%
72KKRKKR & CO INC10,801$991,3160.1%
73LLYELI LILLY & CO799$958,3450.1%
74ORCLORACLE CORP6,336$928,5410.1%
75ABBVABBVIE INC3,666$922,5130.1%
76XLKSELECT SECTOR SPDR TR4,552$867,3220.1%
77IYWISHARES TR3,396$856,5740.1%
78MKLMARKEL GROUP INC429$837,8420.1%
79MGKVANGUARD WORLD FD9,500$835,1450.1%
80TSMTAIWAN SEMICONDUCTOR MANUFAC1,745$833,3600.1%
81AVBAVALONBAY CMNTYS INC4,205$793,4420%
82WMTWALMART INC6,793$769,3760%
83BNBROOKFIELD CORP18,000$766,6200%
84NEENEXTERA ENERGY INC8,107$711,5520%
85HLIOHELIOS TECHNOLOGIES INC7,901$705,1650%
86MDYSTATE STR SPDR S&P MIDCAP 40950$668,1730%
87CFCF INDUSTRIES HOLD6,000$649,5600%
88CSCOCISCO SYS INC5,415$636,0460%
89OCOWENS CORNING NEW4,000$635,8400%
90HDHOME DEPOT INC1,744$615,0740%
91DHID R HORTON INC3,750$610,8000%
92CRWDCROWDSTRIKE HLDGS INC800$610,5120%
93BACBANK OF AMER CORP10,603$604,1590%
94MMM3M CO3,400$550,4940%
95MGVVANGUARD WORLD FD3,234$528,5980%
96EFAISHARES TR4,847$503,5510%
97AKRACADIA RLTY TR24,000$501,8400%
98WATWATERS CORP1,330$498,8040%
99QQQINVESCO QQQ TR647$476,4510%
100URIUNITED RENTALS INC419$474,6810%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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