Long-term investor
Avalon Trust Co. @avalontrustco
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001798150).
Record
- Tracked since 2025-06-30 (441 days), 42 trades recorded
- Returns: week n/a · month n/a · 90 days +9.7% · 6 months n/a · 1 year +18.0% · all +18.0%
- Max drawdown n/a · win rate 17% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 8.5% · long · since 2025-06-30
- AAPL · 7.3% · long · since 2025-06-30
- GOOG · 7.3% · long · since 2025-06-30
- AVGO · 6.9% · long · since 2025-06-30
- AMZN · 5.4% · long · since 2025-06-30
- MSFT · 4.8% · long · since 2025-06-30
- BE · 4.3% · long · since 2025-06-30
- JMTG · 4.2% · long · since 2025-06-30
- V · 3.3% · long · since 2025-06-30
- PANW · 2.3% · long · since 2025-06-30
- BRK-B · 2.1% · long · since 2025-06-30
- KLAC · 1.9% · long · since 2025-09-30