Fund HoldingsAvalon Trust Co

Total Portfolio Value
$1.41B
Total Bought
$111.91M
Total Sold
$145.88M
Net Transaction
-$33.97M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
BROADCOM INC(AVGO)0346,406+346,406080,3115.71%+80,311
AMERICAN WTR WKS CO INC NEW0149,925+149,925018,6641.33%+18,664
BLUE OWL CAPITAL INC(OBDC)0779,350+779,350018,1281.29%+18,128
AMAZON COM INC(AMZN)0374,154+374,154082,0865.84%+82,086
ARISTA NETWORKS INC(ANET)0102,280+102,280011,3050.80%+11,305
ALPHABET INC(GOOG)0438,067+438,067083,4255.93%+83,425
NVIDIA CORPORATION(NVDA)717,680722,736+5,05687,15597,0566.90%+9,901
NVENT ELECTRIC PLC(NVT)0133,865+133,86509,1240.65%+9,124
BLOOM ENERGY CORP726,000724,320-1,6807,66716,0871.14%+8,421
BROOKFIELD INFRASTRUCTURE CO(BIPC)0192,372+192,37207,6970.55%+7,697
APPLE INC(AAPL)462,808459,823-2,985107,834115,1498.19%+7,315
VISA INC(V)175,565175,325-24048,27255,4103.94%+7,138
CHART INDS INC(GTLS)82,00081,345-65510,17915,5241.10%+5,344
ALPHABET INC(GOOG)074,262+74,262014,0581.00%+14,058
PALO ALTO NETWORKS INC(PANW)34,43569,755+35,32011,77012,6930.90%+923
QUANTA SVCS INC92,76489,938-2,82627,65828,4252.02%+767
VALMONT INDS INC(VMI)40,54040,755+21511,75512,4980.89%+744
PNC FINL SVCS GROUP INC(PNC)133,122131,172-1,95024,60825,2971.80%+689
MARSH & MCLENNAN COS INC(MRSH)02,714+2,71405760.04%+576
TJX COS INC NEW(TJX)211,557209,467-2,09024,86625,3061.80%+439
AON PLC(AON)46,61146,073-53816,12716,5481.18%+421
ZOETIS INC(ZTS)02,627+2,62704280.03%+428
KKR & CO INC(KKR)014,310+14,31002,1170.15%+2,117
MORGAN STANLEY(MS)011,000+11,00001,3830.10%+1,383
JPMORGAN CHASE & CO.(JPM)04,486+4,48601,0750.08%+1,075
KORNIT DIGITAL LTD37,63536,085-1,5509721,1170.08%+145
GOLDMAN SACHS GROUP INC(GS)1,7001,70008429730.07%+132
ADVANCED MICRO DEVICES INC(AMD)01,107+1,10701340.01%+134
SALESFORCE INC(CRM)01,884+1,88406300.04%+630
TESLA INC(TSLA)80280202103240.02%+114
PURE STORAGE INC(P)01,725+1,72501060.01%+106
INTUITIVE SURGICAL INC0721+72103760.03%+376
MASTERCARD INCORPORATED(MA)5,6165,459-1572,7732,8750.20%+101
SCHWAB CHARLES CORP(SCHW)010,120+10,12007490.05%+749
REINSURANCE GRP OF AMERICA I(RGA)0462+4620990.01%+99
META PLATFORMS INC(META)0159+1590930.01%+93
REPUBLIC SVCS INC(RSG)0400+4000800.01%+80
ISHARES TR
ESG AWR US AGRGT
01,724+1,7240800.01%+80
MARKEL GROUP INC(MKL)0500+50008630.06%+863
ORACLE CORP(ORCL)6,1366,732+5961,0461,1220.08%+76
NUSHARES ETF TR
NUVEEN ESG LRGCP
0858+8580740.01%+74
AMALGAMATED FINANCIAL CORP51,83050,760-1,0701,6261,6990.12%+73
SERVICENOW INC(NOW)0133+13301410.01%+141
NETFLIX INC(NFLX)0105+1050940.01%+94
COSTCO WHSL CORP NEW(COST)2,1662,16601,9201,9850.14%+64
GE AEROSPACE(GE)0458+4580760.01%+76
HESS CORP0475+4750630.00%+63
BLACKROCK INC(BLK)060+600620.00%+62
MICRON TECHNOLOGY INC(MU)0725+7250610.00%+61
TOLL BROTHERS INC(TOL)0460+4600580.00%+58
MARVELL TECHNOLOGY INC(MRVL)0510+5100560.00%+56
ARES MANAGEMENT CORPORATION(ARES)0299+2990530.00%+53
TRAVELERS COMPANIES INC(TRV)6,4506,487+371,5101,5630.11%+53
VANGUARD WORLD FD02,450+2,45008410.06%+841
OREILLY AUTOMOTIVE INC(ORLY)0141+14101670.01%+167
CHEVRON CORP NEW(CVX)0748+74801080.01%+108
UNILEVER PLC(UL)01,600+1,6000910.01%+91
ISHARES TR
ULTRA SHORT DUR
0927+9270470.00%+47
CBOE GLOBAL MKTS INC(CBOE)0235+2350460.00%+46
APTIV PLC(APTV)0750+7500450.00%+45
STEEL DYNAMICS INC(STLD)0365+3650420.00%+42
GLOBE LIFE INC0365+3650410.00%+41
FAIR ISAAC CORP(FICO)020+200400.00%+40
CADENCE DESIGN SYSTEM INC(CDNS)0130+1300390.00%+39
AZEK CO INC0800+8000380.00%+38
NUSHARES ETF TR
NUVEEN ESG MIDCP
0800+8000380.00%+38
TAIWAN SEMICONDUCTOR MFG LTD(TSM)01,266+1,26602500.02%+250
REGENERON PHARMACEUTICALS(REGN)050+500360.00%+36
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)090+900350.00%+35
BROOKLINE BANCORP INC DEL20,00020,00002022360.02%+34
GE VERNOVA INC(GEV)0128+1280420.00%+42
NUSHARES ETF TR
NUVEEN ESG SMLCP
0814+8140340.00%+34
NUSHARES ETF TR
NUVEEN ESG EMRGN
01,157+1,1570340.00%+34
JACOBS SOLUTIONS INC(J)0250+2500330.00%+33
NUSHARES ETF TR
NUVEEN ESG LRGVL
0833+8330330.00%+33
VANGUARD WORLD FD0561+5610320.00%+32
LAM RESEARCH CORP(LRCX)0410+4100300.00%+30
STERIS PLC(STE)0144+1440300.00%+30
AUTOMATIC DATA PROCESSING IN01,683+1,68304930.04%+493
AMERICAN EXPRESS CO(AXP)0634+63401880.01%+188
LIVE NATION ENTERTAINMENT IN(LYV)1,3001,30001421680.01%+26
PAYPAL HLDGS INC(PYPL)1,9322,067+1351511760.01%+26
374WATER INC043,000+43,0000290.00%+29
CLIMB GLOBAL SOLUTIONS INC8008000801010.01%+22
TRIMBLE INC(TRMB)02,540+2,54001790.01%+179
CHURCH & DWIGHT CO INC(CHD)600800+20063840.01%+21
ISHARES TR1,0691,457+388891100.01%+21
ISHARES TR1,7381,73801,0031,0230.07%+21
MOTOROLA SOLUTIONS INC(MSI)043+430200.00%+20
CISCO SYS INC(CSCO)03,256+3,25601930.01%+193
SEMPRA(SRE)0216+2160190.00%+19
WALMART INC(WMT)1,9501,95001571760.01%+19
SPDR S&P 500 ETF TR(SPY)7,6807,550-1304,4064,4250.31%+18
HONEYWELL INTL INC(HON)0120+1200270.00%+27
WISDOMTREE TR(WT)0156+1560170.00%+17
NUSHARES ETF TR
NUVEEN ESG MIDVL
0473+4730160.00%+16
VANGUARD INDEX FDS064+640160.00%+16
BANK AMERICA CORP01,719+1,7190760.01%+76
EATON CORP PLC(ETN)0246+2460820.01%+82
WILLIAMS COS INC(WMB)0283+2830150.00%+15
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