Titelia

Holdings of Avalon Trust Co

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Net assets
-
Positions
413 in 6 countries
Top ten
56.2 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

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Sector breakdown

  • Technology 34.6 %
  • Financials 10.9 %
  • Consumer discretionary 10.7 %
  • Communication 9.8 %
  • Health care 7.5 %
  • Industrials 5.4 %
  • Utilities 3.8 %
  • Consumer staples 2.1 %
  • Real estate 1.6 %
  • Funds 0.3 %
  • Materials 0.1 %
  • Energy 0.1 %
  • Unattributed 13.0 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 99.9 %
  • Taiwan 0.0 %
  • Netherlands 0.0 %
  • Denmark 0.0 %
  • United Kingdom 0.0 %
  • Australia 0.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States4071.4B $99.92 %
2Taiwan1640.4K $0.05 %
3Netherlands1282.7K $0.02 %
4Denmark173.5K $0.01 %
5United Kingdom251.8K $0.00 %
6Australia129.1K $0.00 %
Cite this page

Titelia. "Holdings of Avalon Trust Co". https://titelia.com/en/funds/US13F1798150