Top 50 Avalon Trust Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 8.73% | 727.0K | $126.8M | -1.04%(-7.63K) | $115.04(+69.35%) | 2026-03-31 | |
| AAPL | APPLE INC | 7.27% | 416.0K | $105.6M | +1.22%(+5.00K) | $151.98(+103.08%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 6.72% | 340.1K | $97.6M | -10.41%(-39.53K) | $97.54(+265.15%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 6.35% | 297.6K | $92.1M | -10.38%(-34.47K) | $62.85(+473.55%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 6.03% | 236.5K | $87.6M | +2.50%(+5.76K) | $275.67(+41.65%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 5.29% | 368.8K | $76.8M | +0.65%(+2.40K) | $100.45(+141.59%) | 2026-03-31 | |
| JMTG | J P MORGAN EXCHANGE TRADED F | 4.7% | 1.34M | $68.2M | +0.43%(+5.68K) | $50.22(+0.52%) | 2026-03-31 | |
| V | VISA INC | 3.68% | 176.6K | $53.4M | +2.03%(+3.51K) | $223.77(+61.83%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.3% | 69.8K | $33.5M | -0.31%(-218) | $313.35(+62.05%) | 2026-03-31 | |
| PWR | QUANTA SVCS INC | 2.29% | 60.6K | $33.3M | -35.33%(-33.09K) | $166.64(+301.05%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.74% | +71.66% |
| Top 20 Holdings Unweighted | +17.16% | +60.84% |
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