| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 6 | Q2 2024 | 8.5% |
| APPLE INC | 6 | Q2 2024 | 7.8% |
| ALPHABET INC | 6 | Q2 2024 | 6.8% |
| AMAZON COM INC | 6 | Q2 2024 | 5.7% |
| BROADCOM INC | 6 | Q2 2024 | 5.5% |
| VISA INC | 6 | Q2 2024 | 4.1% |
| BERKSHIRE HATHAWAY INC DEL | 6 | Q2 2024 | 3.5% |
| LOWES COS INC | 6 | Q2 2024 | 2.8% |
| PROGRESSIVE CORP | 6 | Q2 2024 | 3.0% |
| MONDELEZ INTL INC | 6 | Q2 2024 | 2.7% |
View Avalon Trust Co's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-09-03 |
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-11 |
View Avalon Trust Co'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.