Avalon Investment & Advisory Portfolio Holdings
Avalon Investment & Advisory
- $3.56 Billion
- Q1 2023
Avalon Investment & Advisory has filed its 13F form on May 15, 2023 for Q1 2023 where it was disclosed a total value porftolio of $3.56 Billion distributed in 309 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Lam Research Corp with a value of $119M, Apple Inc. with a value of $112M, Alphabet Inc. with a value of $96.7M, Microsoft Corp with a value of $94.2M, and Chevron Corp with a value of $82.1M.
Examining the 13F form we can see an increase of $48.2M in the current position value, from $3.51B to 3.56B.
Avalon Investment & Advisory is based out at Houston, TX
Below you can find more details about Avalon Investment & Advisory portfolio as well as his latest detailed transactions.
Portfolio value
$3.56 Billion
Technology: $775 Million
Financial Services: $518 Million
Healthcare: $484 Million
Industrials: $351 Million
Consumer Defensive: $330 Million
Energy: $263 Million
ETFs: $249 Million
Consumer Cyclical: $221 Million
Other: $369 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 309
- Current Value $3.56 Billion
- Prior Value $3.51 Billion
- Filing
- Period Q1 2023
- Filing Date May 15, 2023
- Form Type 13F-HR
- Activity in Q1 2023
- New Purchases 25 stocks
- Additional Purchases 95 stocks
- Sold out of 0 stocks
- Reduced holdings in 156 stocks