AVALON CAPITAL MANAGEMENT
CIK
1510809
City
Port Of Redwood City
State / Country
CA
Top Portfolio Positions
66 positions ·
$161,922,112 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
136,348 | $39,208,230 | 24.21% | |
| GLD |
Spdr Gold Trust
|
37,468 | $16,122,105 | 9.96% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
153,311 | $11,895,400 | 7.35% | |
| AAPL |
Apple Inc.
Technology
|
46,166 | $11,716,469 | 7.24% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
52,256 | $10,883,357 | 6.72% | |
| CVX |
Chevron Corp
Energy
|
51,236 | $10,600,728 | 6.55% | |
| LLY |
ELI LILLY & Co
Healthcare
|
7,581 | $6,972,776 | 4.31% | |
| MSFT |
Microsoft Corp
Technology
|
13,924 | $5,154,247 | 3.18% | |
| AMGN |
Amgen Inc
Healthcare
|
12,357 | $4,347,810 | 2.69% | |
| IAU |
Ishares Gold Trust
|
45,690 | $4,028,030 | 2.49% |
Portfolio Trend
Holdings in FXF
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $239,148 | 2,166 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,351,633 | 83,796 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,723,063 | 15,491 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,748,216 | 15,637 | Shares | Sole | 2025-08-07 | |
| No 13F history on record for this holder in this stock. | ||||||