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Avalon Trust Co
Avalon Trust Co is an institution, managing $1.5B across 609 long positions as of Q3 2025 with 38% Technology concentration and 55% concentrated in top 10 holdings.
- Portfolio Value
- $1.5B
- Positions
- 609
- Top Holding
- NVDA at 9.13%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Avalon Trust Co's portfolio (54.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $134.6M | 9.13% | +$1.5M Bought | 0.00% 721.3K shares | |
Software - Infrastructure Technology | $119.2M | 8.09% | +$528.8K Bought | 0.00% 230.2K shares | |
Semiconductors Technology | $110.7M | 7.51% | -$1.7M Sold | 0.01% 335.4K shares | |
Consumer Electronics Technology | $105.3M | 7.14% | +$4.5M Bought | 0.00% 413.4K shares | |
Internet Content & Information Communication Services | $93.6M | 6.35% | +$124.5K Bought | 0.00% 384.2K shares | |
Specialty Retail Consumer Cyclical | $80.1M | 5.43% | +$2.0M Bought | 0.00% 364.7K shares | |
Financial - Credit Services Financial Services | $57.8M | 3.92% | +$249.5K Bought | 0.01% 169.3K shares | |
Engineering & Construction Industrials | $39.1M | 2.65% | +$456.7K Bought | 0.06% 94.2K shares | |
Insurance - Diversified Financial Services | $36.6M | 2.48% | +$84.5K Bought | 0.00% 72.7K shares | |
Home Improvement Consumer Cyclical | $30.7M | 2.08% | -$315.6K Sold | 0.02% 122.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Avalon Trust Co's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Avalon Trust Co
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