Avalon Trust CO Portfolio Holdings
Avalon Trust CO
- $1.37 Trillion
- Q2 2025
Avalon Trust CO has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.37 Trillion distributed in 400 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $114B, Nvidia Corp with a value of $113B, Broadcom Inc. with a value of $93.9B, Apple Inc. with a value of $81.2B, and Amazon Com Inc with a value of $78B.
Examining the 13F form we can see an increase of $110B in the current position value, from $1.26T to 1.37T.
Avalon Trust CO is based out at Santa Fe, NM
Below you can find more details about Avalon Trust CO portfolio as well as his latest detailed transactions.
Portfolio value
$1.37 Trillion
Technology: $482 Billion
Financial Services: $190 Billion
Consumer Cyclical: $145 Billion
Industrials: $101 Billion
Communication Services: $77.7 Billion
ETFs: $71.8 Billion
Healthcare: $65.8 Billion
Utilities: $48.2 Billion
Other: $53.9 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 400
- Current Value $1.37 Trillion
- Prior Value $1.26 Trillion
- Filing
- Period Q2 2025
- Filing Date August 08, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 47 stocks
- Additional Purchases 37 stocks
- Sold out of 0 stocks
- Reduced holdings in 126 stocks