Avalon Trust Co

Bank
CIK
1798150
City
SANTA FE
State / Country
NM

Top Portfolio Positions

367 positions · $1,200,303,195 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
726,959 $126,781,649 10.56%
AAPL
Apple Inc.
Technology
416,025 $105,582,984 8.80%
AVGO
Broadcom Inc.
Technology
297,552 $92,095,319 7.67%
MSFT
Microsoft Corp
Technology
236,541 $87,560,381 7.29%
AMZN
Amazon Com Inc
Consumer Cyclical
368,803 $76,810,600 6.40%
V
Visa Inc.
Financial Services
176,643 $53,388,580 4.45%
PWR
Quanta Services, Inc.
Industrials
60,570 $33,254,141 2.77%
BE
Bloom Energy Corp
Industrials
233,720 $31,666,722 2.64%
LOW
Lowes Companies Inc
Consumer Cyclical
127,330 $30,085,532 2.51%
NFLX
Netflix Inc
Communication Services
269,433 $25,905,982 2.16%

Portfolio Trend

13 quarters · across all stocks

Holdings in FVR

Export CSV

Shares Held

Position Value (USD)

2 of 2 shown
Report Date Value (USD) Shares
2026-03-31 $36,772 2,377
2025-12-31 $35,084 2,377