Instuitional Investor - Avalon Advisors, Llc

Filing Period:
No. Security Ticker Shares Value (x$1000) % Port
1. AAPL 827,663 $113,357 2.51%
2. LRCX 165,129 $107,450 2.38%
3. CMI 402,453 $98,122 2.17%
4. TXN 510,751 $98,217 2.17%
5. MSFT 349,376 $94,646 2.09%