Skip to main content

Avalon Trust Co

Bank
CIK
1798150
City
SANTA FE
State / Country
NM

Top Portfolio Positions

368 positions · $1,233,521,901 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

13 quarters · across all stocks

Holdings in USFD

Export CSV

Shares Held

Position Value (USD)

11 quarters on record
Report Date Value (USD) Shares
2026-03-31 $21,880,510 237,290
2025-12-31 $10,765,562 142,931
2025-09-30 $10,855,138 141,675
2025-06-30 $10,814,129 140,425
2025-03-31 $9,118,578 139,300
2024-12-31 $10,119 150
2024-09-30 $9,225 150
2024-06-30 $7,947 150
2024-03-31 $18,673 346
2023-12-31 $15,711 346
2023-09-30 $13,736 346