Avalon Trust Co: 13F holdings

CIK 17981502026Q2

Positions462
Reported value$1.6bn
Filed2026-08-06

Change since last quarter

Positions462 (+2 vs prior quarter)
Reported value$1.6bn (+12.0%)

Top 10 holdings

SecuritySharesValueWeight
NVDA NVIDIA CORPORATION692,561$138.6m8.5%
AAPL APPLE INC410,286$118.7m7.3%
GOOG ALPHABET INC334,148$118.1m7.3%
AVGO BROADCOM INC297,284$112.3m6.9%
AMZN AMAZON COM INC366,073$87.2m5.4%
MSFT MICROSOFT CORP208,627$77.8m4.8%
BE BLOOM ENERGY CORP228,790$69.3m4.3%
JMTG J P MORGAN EXCHANGE TRADED F1,343,889$68.1m4.2%
V VISA INC154,519$53.0m3.3%
PANW PALO ALTO NETWORKS INC111,705$38.1m2.3%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1798150")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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