Avalon Trust Co

Portfolio Overview

Avalon Trust Co’s 13F for 2025-09-30 shows a materially smaller, highly concentrated equity portfolio: total reported value $702.77 million, down 48.6% from $1.37 billion on 2025-06-30. The filing lists 279 holdings but the top positions dominate: the five largest holdings account for 65.9% of the portfolio and the top ten account for ~79.5%. Turnover was high this quarter (31 new positions and 31 liquidations) with 6 increases, 13 reductions and no unchanged positions repo...