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Avalon Trust Co

SEC CIK
0001798150
Latest filing
Aug 6, 2026

Holdings in Q1 2023

Holdings as of Mar 31, 2023, filed May 11, 2023. Long positions only.

Institution overview
Positions
306
No filing for Q4 2022
Portfolio value
$1.01B
No filing for Q4 2022
Filed
May 11, 2023
SEC

Avalon Trust Co did not file a 13F for Q4 2022, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Avalon Trust Co in Q1 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
BRK.BBerkshire Hathaway IncStock113,658$35.1M3.5%––History
AMZNAmazon Com IncStock356,180$36.8M3.6%––History
VVisa Inc.Stock173,389$39.1M3.9%––History
GOOGAlphabet Inc.Stock484,580$50.4M5.0%––History
MSFTMicrosoft CorpStock240,966$69.5M6.9%––History
AAPLApple Inc.Stock433,254$71.4M7.1%––History