AVALON TRUST CO

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Avg Price (*)
% Change
P/L since open
Time since open
% Portfolio
% Outstanding
Value (at report date)
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AAPL
APPLE
447,882-11,941-2.60%
Created with Highcharts 10.1.0
$148.747.91%0.00%99,488,0902025-03-31
MSFT
MICROSOFT
243,886+2,471+1.02%
Created with Highcharts 10.1.0
$262.267.28%0.00%91,552,5162025-03-31
NVDA
NVIDIA
727,820+5,084+0.70%
Created with Highcharts 10.1.0
$106.836.27%0.00%78,881,1212025-03-31
AMZN
AMAZON
369,031-5,123-1.37%
Created with Highcharts 10.1.0
$99.155.58%0.00%70,211,8962025-03-31
GOOG
ALPHABET
434,113-3,954-0.90%
Created with Highcharts 10.1.0
$97.845.39%0.00%67,821,4282025-03-31
V
VISA
171,451-3,874-2.21%
Created with Highcharts 10.1.0
$223.614.78%0.01%60,086,8172025-03-31
AVGO
BROADCOM
353,528+7,122+2.06%
Created with Highcharts 10.1.0
$63.304.71%0.01%59,191,1942025-03-31
BRK.B
BERKSHIRE HATHAWAY
94,972-4,360-4.39%
Created with Highcharts 10.1.0
$0.004.02%0.00%50,580,1882025-03-31
PGR
PROGRESSIVE
114,415-1,475-1.27%
Created with Highcharts 10.1.0
$137.372.58%0.02%32,380,5902025-03-31
BRK.A
BERKSHIRE HATHAWAY
3800.00%
Created with Highcharts 10.1.0
$0.002.41%0.00%30,340,7812025-03-31
LOW
LOWES COMPANIES
129,321-1,961-1.49%
Created with Highcharts 10.1.0
$203.312.40%0.02%30,161,5372025-03-31
PPH
VANECK PHARMACEUTICAL ETF
283,685+895+0.32%
Created with Highcharts 10.1.0
$77.312.06%3.87%25,852,2152025-03-31
PWR
QUANTA SERVICES
96,878+6,940+7.72%
Created with Highcharts 10.1.0
$163.151.96%0.07%24,624,4512025-03-31
PNC
PNC FINANCIAL SERVICES GROUP
132,719+1,547+1.18%
Created with Highcharts 10.1.0
$144.631.86%0.03%23,328,0192025-03-31
AWK
AMERICAN WATER WORKS COMPANY
151,369+1,444+0.96%
Created with Highcharts 10.1.0
$134.971.78%0.08%22,329,9552025-03-31
CMS
CMS ENERGY
288,021-1,519-0.52%
Created with Highcharts 10.1.0
$60.341.72%0.10%21,633,2582025-03-31
RMD
RESMED
95,785+1,685+1.79%
Created with Highcharts 10.1.0
$185.181.71%0.07%21,441,4732025-03-31
LIN
LINDE
42,185-908-2.11%
Created with Highcharts 10.1.0
$340.811.56%0.01%19,642,7912025-03-31
TMO
THERMO FISHER SCIENTIFIC
37,206+422+1.15%
Created with Highcharts 10.1.0
$560.371.47%0.01%18,513,4572025-03-31
FSLR
FIRST SOLAR
140,168+133+0.09%
Created with Highcharts 10.1.0
$199.331.41%0.13%17,720,0392025-03-31
AON
AON
44,291-1,782-3.87%
Created with Highcharts 10.1.0
$307.661.41%0.02%17,676,0962025-03-31
COO
COOPER COMPANIES
203,960+203,860+203,860.00%
Created with Highcharts 10.1.0
$88.031.37%0.10%17,204,0352025-03-31
IBB
ISHARES BIOTECHNOLOGY ETF
127,045-848-0.66%
Created with Highcharts 10.1.0
$130.561.29%0.28%16,249,0792025-03-31
OWL
BLUE OWL CAPITAL
788,169+8,819+1.13%
Created with Highcharts 10.1.0
$22.941.26%0.13%15,794,9072025-03-31
AVB
AVALONBAY COMMUNITIES
69,655-675-0.96%
Created with Highcharts 10.1.0
$171.071.19%0.05%14,949,3572025-03-31
ADBE
ADOBE
37,843-10,365-21.50%
Created with Highcharts 10.1.0
$416.711.15%0.01%14,513,9262025-03-31
MDLZ
MONDELEZ INTERNATIONAL
212,075-142,051-40.11%
Created with Highcharts 10.1.0
$66.301.14%0.02%14,389,2892025-03-31
BE
BLOOM ENERGY
713,307-11,013-1.52%
Created with Highcharts 10.1.0
$16.821.12%0.31%14,023,6162025-03-31
DHR
DANAHER
67,406-220-0.33%
Created with Highcharts 10.1.0
$226.191.10%0.01%13,818,2302025-03-31
TJX
TJX COMPANIES
107,312-102,155-48.77%
Created with Highcharts 10.1.0
$78.701.04%0.01%13,070,6152025-03-31
VLTO
VERALTO CORP
131,843+511+0.39%
Created with Highcharts 10.1.0
$75.591.02%0.05%12,848,1012025-03-31
PANW
PALO ALTO NETWORKS
71,093+1,338+1.92%
Created with Highcharts 10.1.0
$226.810.96%0.01%12,131,3102025-03-31
GTLS
CHART INDUSTRIES
84,034+2,689+3.31%
Created with Highcharts 10.1.0
$128.870.96%0.18%12,131,1492025-03-31
TYL
TYLER TECHNOLOGIES
20,670-375-1.78%
Created with Highcharts 10.1.0
$325.820.96%0.05%12,017,3322025-03-31
VMI
VALMONT INDUSTRIES
41,475+720+1.77%
Created with Highcharts 10.1.0
$314.240.94%0.21%11,835,7212025-03-31
GOOGL
ALPHABET
73,373-889-1.20%
Created with Highcharts 10.1.0
$99.050.90%0.00%11,346,4512025-03-31
ASML
ASML HOLDING NV
14,062-262-1.83%
Created with Highcharts 10.1.0
$876.660.74%0.00%9,317,9042025-03-31
USFD
US FOODS HOLDING
139,300+139,150+92,766.67%
Created with Highcharts 10.1.0
$68.160.73%0.06%9,118,5782025-03-31
ANET
ARISTA NETWORKS
104,326+2,046+2.00%
Created with Highcharts 10.1.0
$102.110.64%0.01%8,083,1792025-03-31
JNJ
JOHNSON & JOHNSON
47,904-2,743-5.42%
Created with Highcharts 10.1.0
$161.150.63%0.00%7,944,3462025-03-31
NOW
SERVICENOW
9,879+9,746+7,327.82%
Created with Highcharts 10.1.0
$948.190.63%0.00%7,865,0682025-03-31
NVT
NVENT ELECTRIC
138,399+4,534+3.39%
Created with Highcharts 10.1.0
$73.120.58%0.08%7,254,8762025-03-31
BIPC
BROOKFIELD INFRASTRUCTURE
195,835+3,463+1.80%
Created with Highcharts 10.1.0
$41.170.56%0.00%7,087,2692025-03-31
BIP
BROOKFIELD INFRASTRUCTURE PARTNERS LP
205,992-5,135-2.43%
Created with Highcharts 10.1.0
$30.860.49%0.00%6,136,5022025-03-31
HASI
HANNON ARMSTRONG SUSTAINABLE INFRASTRUCTURE CAPITAL
181,235-590-0.32%
Created with Highcharts 10.1.0
$29.580.42%0.15%5,299,3122025-03-31
ADI
ANALOG DEVICES
25,278-570-2.21%
Created with Highcharts 10.1.0
$179.850.41%0.01%5,097,8152025-03-31
NOC
NORTHROP GRUMMAN
8,706-100-1.14%
Created with Highcharts 10.1.0
$462.530.35%0.01%4,457,5602025-03-31
SPY
SPDR S&P 500 ETF
6,870-680-9.01%
Created with Highcharts 10.1.0
$402.210.31%0.00%3,842,8732025-03-31
MRK
MERCK & CO
35,292-155,796-81.53%
Created with Highcharts 10.1.0
$107.990.25%0.00%3,167,8462025-03-31
GLD
SPDR GOLD TRUST
10,967+1,685+18.15%
Created with Highcharts 10.1.0
$190.400.25%0.00%3,160,0322025-03-31