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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 $1,094,360,797
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 236,990 $89,117,720 8.14%
2.
Apple Inc.
 AAPL 433,127 $83,389,908 7.61%
3.
Alphabet Inc.
 GOOG 459,850 $64,806,661 5.92%
4.
Amazon Com Inc
 AMZN 368,548 $55,997,184 5.11%
5.
Broadcom Inc.
 AVGO 437,860 $48,876,123 4.46%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)