Avalon Trust Co
BankTop Portfolio Positions
368 positions ·
$1,233,756,147 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
726,959 | $126,781,649 | 10.28% | |
| AAPL |
Apple Inc.
Technology
|
416,025 | $105,582,984 | 8.56% | |
| AVGO |
Broadcom Inc.
Technology
|
297,552 | $92,095,319 | 7.46% | |
| MSFT |
Microsoft Corp
Technology
|
236,541 | $87,560,381 | 7.10% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
368,803 | $76,810,600 | 6.23% | |
| V |
Visa Inc.
Financial Services
|
176,643 | $53,388,580 | 4.33% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
69,810 | $33,452,952 | 2.71% | |
| PWR |
Quanta Services, Inc.
Industrials
|
60,570 | $33,254,141 | 2.70% | |
| BE |
Bloom Energy Corp
Industrials
|
233,720 | $31,666,722 | 2.57% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
127,330 | $30,085,532 | 2.44% |
Portfolio Trend
13 quarters · across all stocks
Holdings in OPRX
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,560 | 2,000 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $24,520 | 2,000 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $41,000 | 2,000 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $27,000 | 2,000 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $17,320 | 2,000 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $9,720 | 2,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $15,440 | 2,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $20,000 | 2,000 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $24,300 | 2,000 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $28,620 | 2,000 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $15,560 | 2,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $28,580 | 2,000 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $29,260 | 2,000 | Shares | Sole | 2023-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||