StockDriftsStockDriftsTop 50 Avalon Investment & Advisory Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LRCX | Lam Research Corp | 3.26% | 224.7K | $119.1M | -2.43%(-5.61K) | — | 2023-03-31 | |
| AAPL | Apple Inc | 3.06% | 677.7K | $111.8M | +11.56%(+70.20K) | — | 2023-03-31 | |
| GOOGL | Alphabet Inc | 2.65% | 932.4K | $96.7M | +15.42%(+124.58K) | — | 2023-03-31 | |
| MSFT | Microsoft Corp | 2.58% | 326.8K | $94.2M | +19.21%(+52.66K) | — | 2023-03-31 | |
| CVX | Chevron Corp | 2.25% | 503.3K | $82.1M | -1.57%(-8.03K) | — | 2023-03-31 | |
| UNH | UnitedHealth Group Inc | 2.16% | 166.8K | $78.8M | -1.98%(-3.37K) | — | 2023-03-31 | |
| MRK | Merck & Co Inc | 2.15% | 736.8K | $78.4M | -2.60%(-19.64K) | — | 2023-03-31 | |
| TXN | Texas Instruments Inc | 2.08% | 408.1K | $75.9M | -2.17%(-9.04K) | — | 2023-03-31 | |
| CMI | Cummins Inc | 1.92% | 294.2K | $70.3M | -24.80%(-96.99K) | — | 2023-03-31 | |
| BRKB | Berkshire Hathaway Inc | 1.89% | 223.0K | $68.9M | +28.29%(+49.18K) | — | 2023-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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