Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2023 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC. CMN | 40 | Q1 2023 | 5.5% |
MICROSOFT CORPORATION CMN | 40 | Q1 2023 | 3.0% |
CHEVRON CORPORATION CMN | 40 | Q1 2023 | 3.1% |
PROCTER & GAMBLE COMPANY (THE) | 40 | Q1 2023 | 3.0% |
MERCK & CO. INC. CMN | 40 | Q1 2023 | 2.4% |
EXXON MOBIL CORPORATION CMN | 40 | Q1 2023 | 3.7% |
COCA-COLA COMPANY (THE) CMN | 40 | Q1 2023 | 3.7% |
JPMORGAN CHASE & CO CMN | 40 | Q1 2023 | 2.1% |
PEPSICO INC CMN | 40 | Q1 2023 | 3.1% |
PHILIP MORRIS INTL INC CMN | 40 | Q1 2023 | 3.0% |
View Avalon Investment & Advisory's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2023-05-15 |
13F-HR | 2023-02-13 |
13F-HR | 2022-11-01 |
13F-HR | 2022-08-10 |
13F-HR | 2022-05-17 |
13F-HR | 2022-02-14 |
13F-HR | 2021-11-08 |
13F-HR | 2021-07-29 |
13F-HR | 2021-05-13 |
13F-HR | 2021-02-08 |
View Avalon Investment & Advisory's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.