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Home > Institutional Investor > Avalon Trust Co > Profile

Instuitional Investor - Avalon Trust Co

Fund Profile
Filing Period:
Fund Name: Avalon Trust Co
Portfolio Value $1,625,411,823
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 692,561 $138,574,531 8.53%
2.
Apple Inc.
 AAPL 410,286 $118,720,388 7.3%
3.
Alphabet Inc.
 GOOGL 334,148 $118,064,513 7.26%
4.
Broadcom Inc.
 AVGO 297,284 $112,298,990 6.91%
5.
Amazon Com Inc
 AMZN 366,073 $87,249,839 5.37%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.