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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Avalon Trust Co

Quarter ended Q4 2023 · Filed November 13, 2023 · Accession 0000842775-23-000008

Total Value
$1.01B
Positions
313
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (313)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT238,596$75.3M7.46%
2APPLE INCAAPL436,898$74.8M7.41%
3ALPHABET INCGOOG461,160$60.8M6.02%
4AMAZON COM INCAMZN366,020$46.5M4.61%
5VISA INCV171,231$39.4M3.90%
6BROADCOM INCAVGO44,391$36.9M3.65%
7BERKSHIRE HATHAWAY INC DELBRK-A95,615$33.5M3.32%
8LOWES COS INC548661107134,691$28.0M2.77%
9PROGRESSIVE CORP743315103179,348$25.0M2.47%
10ISHARES TR46428752350,740$24.0M2.38%
11MONDELEZ INTL INC609207105341,521$23.7M2.35%
12VANECK ETF TRUST92189F692287,575$23.0M2.27%
13BECTON DICKINSON & COBDX83,684$21.6M2.14%
14CVS HEALTH CORPCVS301,620$21.1M2.09%
15NVR INCNVR3,490$20.8M2.06%
16BERKSHIRE HATHAWAY INC DELBRK-A38$20.2M2.00%
17LKQ CORPLKQ406,756$20.1M1.99%
18MERCK & CO INCMRK188,930$19.5M1.93%
19TJX COS INC NEW872540109218,275$19.4M1.92%
20THERMO FISHER SCIENTIFIC INCTMO35,802$18.1M1.80%
21DIAGEO PLCDGEAF120,105$17.9M1.77%
22QUANTA SVCS INC74762E10294,674$17.7M1.75%
23PNC FINL SVCS GROUP INC693475105139,055$17.1M1.69%
24DANAHER CORPORATION23585110264,380$16.0M1.58%
25LINDE PLCLIN41,590$15.5M1.53%
26AON PLCAON47,391$15.4M1.52%
27ISHARES TR464287556125,586$15.4M1.52%
28ADOBE INCADBE29,070$14.8M1.47%
29ULTA BEAUTY INCULTA33,810$13.5M1.34%
30AVALONBAY CMNTYS INCAWX71,405$12.3M1.21%
31AMERICAN TOWER CORP NEW03027X10073,527$12.1M1.20%
32ALPHABET INCGOOG90,663$11.9M1.18%
33FIRST SOLAR INCFSLR72,786$11.8M1.17%
34TRIMBLE INCTRMB211,410$11.4M1.13%
35WASTE MGMT INC DEL94106L10970,036$10.7M1.06%
36VALMONT INDS INC92025310140,690$9.8M0.97%
37JOHNSON & JOHNSONJNJ56,993$8.9M0.88%
38TYLER TECHNOLOGIES INCTYL21,585$8.3M0.83%
39DISNEY WALT CO25468710692,871$7.5M0.75%
40APTIV PLCAPTV74,300$7.3M0.73%
41BROOKFIELD INFRAST PARTNERSG16252101222,337$6.5M0.65%
42BLOOM ENERGY CORPBE471,737$6.3M0.62%
43NORTHROP GRUMMAN CORPNOC12,565$5.5M0.55%
44SOLAREDGE TECHNOLOGIES INCSEDG42,695$5.5M0.55%
45BROOKFIELD INFRASTRUCTURE COBIPC156,026$5.5M0.55%
46ANALOG DEVICES INCADI29,999$5.3M0.52%
47MONTROSE ENVIRONMENTAL GROUPMEG129,050$3.8M0.37%
48VANGUARD STAR FDS92190976863,000$3.4M0.33%
49HANNON ARMSTRONG SUST INFR C41068X100152,750$3.2M0.32%
50SPDR S&P 500 ETF TRSPY7,131$3.0M0.30%
51MASTERCARD INCORPORATEDMA6,247$2.5M0.24%
52VANGUARD INDEX FDS92290876911,092$2.4M0.23%
53SELECT SECTOR SPDR TR81369Y20917,969$2.3M0.23%
54TRANE TECHNOLOGIES PLCTT8,870$1.8M0.18%
55SPDR GOLD TRGLD10,365$1.8M0.18%
56NEXTERA ENERGY INCNEE-PW27,454$1.6M0.16%
57D R HORTON INC23331A10914,500$1.6M0.15%
58VANGUARD INDEX FDS9229086529,868$1.4M0.14%
59VANGUARD INDEX FDS9229086377,000$1.4M0.14%
60CANADIAN NATL RY CO13637510211,784$1.3M0.13%
61TRAVELERS COMPANIES INCTRV7,710$1.3M0.12%
62LENNAR CORPLEN-B10,500$1.2M0.12%
63COSTCO WHSL CORP NEW22160K1052,083$1.2M0.12%
64PROCTER AND GAMBLE CO7427181097,560$1.1M0.11%
65MORGAN STANLEYMS-PQ13,000$1.1M0.11%
66AMALGAMATED FINANCIAL CORPAMAL54,265$934,4440.09%
67UNITEDHEALTH GROUP INCUNH1,824$919,6430.09%
68OWENS CORNING NEWOC6,500$886,6650.09%
69CF INDS HLDGS INC1252691009,000$771,6600.08%
70SCHWAB CHARLES CORPSCHW-PJ14,000$768,6000.08%
71KORNIT DIGITAL LTDKRNT38,060$719,7150.07%
72GENERAL MLS INC37033410410,199$652,6350.06%
73JPMORGAN CHASE & COVYLD4,310$625,0370.06%
74ORACLE CORPORCL-PD5,776$611,7940.06%
75GOLDMAN SACHS GROUP INCGSCE1,850$598,6050.06%
76ARRAY TECHNOLOGIES INCARRY26,200$581,3780.06%
77ABBVIE INCABBV3,720$554,5040.05%
78ABBOTT LABSABLZF5,623$544,5880.05%
79AUTOMATIC DATA PROCESSING INADP2,171$522,3000.05%
80VANGUARD INDEX FDS9229085536,620$500,8700.05%
81BROOKLINE BANCORP INC DEL11373M10753,550$487,8410.05%
82PEPSICO INCPEP2,780$471,0440.05%
83VERISK ANALYTICS INCVRSK1,991$470,3540.05%
84HOME DEPOT INCHD1,425$430,5780.04%
85ISHARES TR46429B6975,892$426,4630.04%
86ELI LILLY & COLLY728$391,0310.04%
87SALESFORCE INCCRM1,856$376,3600.04%
88TRUIST FINL CORP89832Q10913,000$371,9300.04%
89SMUCKER J M CO8326964053,000$368,7300.04%
90WATERS CORP9418481031,335$366,0710.04%
91VANGUARD INDEX FDS922908363895$351,4670.03%
92NVIDIA CORPORATIONNVDA786$341,9030.03%
93WHIRLPOOL CORPWHR-PA2,500$334,2500.03%
94CISCO SYS INCCSCO5,911$317,7760.03%
95VANGUARD WORLD FDS92204A2071,570$286,7920.03%
96UNION PAC CORPUNP1,397$284,4720.03%
973M COMMM3,000$280,8600.03%
98ACCENTURE PLC IRELANDACN884$271,4860.03%
99THE CIGNA GROUP125523100939$268,6200.03%
100ZOETIS INCZTS1,537$267,4080.03%
101STARBUCKS CORPSBUX2,900$264,6830.03%
102BROOKFIELD CORP11271J1078,248$257,9150.03%
103ISHARES TR4642878792,838$253,1800.03%
104ASTRAZENECA PLCAZN3,725$252,2570.02%
105TESLA INCTSLA972$243,2140.02%
106TARGET CORPTGT2,197$242,8940.02%
107MCDONALDS CORPMCD922$242,8920.02%
108MODERNA INCMRNA2,326$240,2530.02%
109CHEVRON CORP NEWCVX1,383$233,2520.02%
110HUNTINGTON INGALLS INDS INC4464131061,096$224,2200.02%
111UNILEVER PLCUNLYF4,450$219,8300.02%
112NOVO-NORDISK A SNONOF2,372$215,7100.02%
113CATERPILLAR INCCAT784$214,0320.02%
114FEDEX CORPFDX800$211,9360.02%
115INTUITIVE SURGICAL INCISRG703$205,4800.02%
116GENERAL MTRS CO37045V1006,000$197,8200.02%
117TEXAS INSTRS INC8825081041,185$188,4270.02%
118PALO ALTO NETWORKS INCPANW795$186,3800.02%
119PAYPAL HLDGS INCPYPL3,173$185,4940.02%
120EDWARDS LIFESCIENCES CORPEW2,675$185,3240.02%
121UNITED RENTALS INCURI415$184,4970.02%
122INVESCO EXCH TRADED FD TR IIIVZ3,030$178,1340.02%
123NIKE INCNKE1,829$174,8890.02%
124ELEVANCE HEALTH INCELV400$174,1680.02%
125INTERNATIONAL BUSINESS MACHSINTR1,204$168,9220.02%
126COCA COLA COKO2,926$163,7700.02%
127ISHARES TR4642874992,300$159,2750.02%
128AIR PRODS & CHEMS INCAIIR558$158,1380.02%
129PFIZER INCPFE4,728$156,8280.02%
130ISHARES TR464287655875$154,6480.02%
131S&P GLOBAL INCSPGI422$154,2040.02%
132NOVARTIS AGNVSEF1,500$152,7900.02%
133ECOLAB INCECL900$152,4600.02%
134AES CORPAES10,000$152,0000.02%
135EXPEDITORS INTL WASH INC3021301091,300$149,0190.01%
136TAIWAN SEMICONDUCTOR MFG LTD8740391001,664$144,6020.01%
137VANGUARD SPECIALIZED FUNDS921908844863$134,0930.01%
138NORFOLK SOUTHN CORP655844108677$133,3740.01%
139OCCIDENTAL PETE CORP6745991052,000$129,7600.01%
140EMERSON ELEC COEMR1,300$125,5410.01%
141NISOURCE INCNI5,000$123,4000.01%
142ARK RESTAURANTS CORPARKR8,000$121,9200.01%
143EXXON MOBIL CORPXOM1,005$118,1680.01%
144CENCORA INCCOR650$116,9810.01%
145WESTERN UN COWU8,600$113,3480.01%
146LIVE NATION ENTERTAINMENT INLYV1,300$107,9520.01%
147KROGER COKR2,400$107,4000.01%
148KIMBERLY-CLARK CORPKMB875$105,7440.01%
149MICROCHIP TECHNOLOGY INC.MCHPP1,333$104,0410.01%
150TRANSDIGM GROUP INCTDG123$103,7050.01%
151AMERICAN EXPRESS COAXP685$102,1960.01%
152ISHARES TR4642871271,694$99,7700.01%
153INVESCO QQQ TRIVZ273$97,8080.01%
154CHUBB LIMITEDCB466$97,0120.01%
155UNITED PARCEL SERVICE INCUPS603$93,9120.01%
156CUMMINS INCCMI400$91,3840.01%
157IAC INCIAC1,800$90,7020.01%
158VERIZON COMMUNICATIONS INCVZ2,754$89,2580.01%
159UNIVERSAL DISPLAY CORPOLED565$88,7000.01%
160VANGUARD TAX-MANAGED FDS9219438582,000$87,4400.01%
161ISHARES TR464287200200$85,8860.01%
162PROLOGIS INC.PLDGP726$81,4650.01%
163SCHWAB STRATEGIC TR8085247971,140$80,6670.01%
164INTUITINTU157$80,2180.01%
165BANK AMERICA CORP0605051042,896$79,2930.01%
166ALIGN TECHNOLOGY INCALGN250$76,3300.01%
167MOODYS CORPMCO241$76,1970.01%
168DIMENSIONAL ETF TRUST25434V8312,836$72,8570.01%
169SOUTHERN COSOMN1,100$71,1920.01%
170DUKE ENERGY CORP NEWDUKB800$70,6080.01%
171BROOKFIELD ASSET MANAGMT LTD1130041052,062$68,7480.01%
172BLACKSTONE INCBX633$67,8200.01%
173CROWN CASTLE INCCCI727$66,9060.01%
174FORTINET INCFTNT1,115$65,4290.01%
175ROPER TECHNOLOGIES INCROP131$63,4410.01%
176ACTIVISION BLIZZARD INC00507V109660$61,7960.01%
177PACKAGING CORP AMER695156109400$61,4200.01%
178WEYERHAEUSER CO MTN BEWY1,995$61,1670.01%
179SELECT SECTOR SPDR TR81369Y8861,000$58,9300.01%
180ISHARES TR4642888101,200$58,2000.01%
181SERVICE CORP INTL8175651041,000$57,1400.01%
182WEC ENERGY GROUP INCWEC700$56,3850.01%
183NURIX THERAPEUTICS INCNRIX7,056$55,4610.01%
184AMERICAN ELEC PWR CO INC025537101722$54,3090.01%
185KRAFT HEINZ COKHC1,600$53,8240.01%
186AMGEN INCAMGN200$53,7520.01%
187SYNOPSYS INCSNPS115$52,7820.01%
188ISHARES TR46435G2432,200$52,2940.01%
189WELLS FARGO CO NEW9497461011,268$51,8110.01%
190BLACKROCK INCBLK80$51,7200.01%
191MPLX LPMPLXP1,387$49,3360.00%
192COLGATE PALMOLIVE COCL692$49,2090.00%
193VANECK ETF TRUST92189H2011,100$48,5100.00%
194IDACORP INCIDA500$46,8250.00%
195CARMAX INCKMX650$45,9750.00%
196AMEREN CORPAEE614$45,9460.00%
197XCEL ENERGY INCXELLL800$45,7760.00%
198FEDERAL RLTY INVT TR NEW313745101500$45,3150.00%
199ISHARES TR464287887403$44,2020.00%
200TRUPANION INCTRUP1,520$42,8640.00%
201AUTODESK INCADSK207$42,8310.00%
202EATON CORP PLCETN200$42,6560.00%
203MGE ENERGY INCMGEE600$41,1060.00%
204BIO-TECHNE CORPTECH596$40,5700.00%
205PAYCHEX INCPAYX351$40,4810.00%
206WILLIAMS COS INC9694571001,143$38,5080.00%
207ISHARES TR464287168350$37,6740.00%
208COPART INCCPRT800$34,4720.00%
209PACCAR INCPCAR375$31,8830.00%
210BRISTOL-MYERS SQUIBB COCELG-RI521$30,2390.00%
211ISHARES TR46429B663300$29,6670.00%
212ISHARES TR46432F842456$29,3440.00%
213SCHWAB STRATEGIC TR808524300400$29,0880.00%
214STRYKER CORPORATIONSYK100$27,3270.00%
215XYLEM INCXYL300$27,3090.00%
216DOMINION ENERGY INCD590$26,3380.00%
217OLB GROUP INCOLB36,050$26,2810.00%
218MARSH & MCLENNAN COS INC571748102138$26,2620.00%
219DBX ETF TR233051481600$25,8340.00%
220ISHARES TR46434V282580$25,1260.00%
221SUNOCO LP/SUNOCO FIN CORPSUN500$24,4750.00%
222COMCAST CORP NEWCCZ530$23,5010.00%
223ALCON AGALC300$23,1180.00%
224ASML HOLDING N VASMLF39$22,9580.00%
225HELIOS TECHNOLOGIES INCHLIO400$22,1920.00%
226CINCINNATI FINL CORP172062101215$21,9930.00%
227IDEXX LABS INC45168D10450$21,8640.00%
228VANGUARD WORLD FDS92204A70251$21,1600.00%
229AT&T INCT-PC1,383$20,7730.00%
230SONY GROUP CORPSNEJF250$20,6030.00%
231INVESCO EXCH TRADED FD TR IIIVZ416$20,5430.00%
232DEXCOM INCDXCM220$20,5260.00%
233US BANCORP DELUSB-PS610$20,1670.00%
234SHELL PLCRYDAF306$19,7010.00%
235TOAST INCTOST1,000$18,7300.00%
236ISHARES TR46429B689280$18,2620.00%
237KKR & CO INCKKRT284$17,4950.00%
238VANGUARD SCOTTSDALE FDS92206C102301$17,3380.00%
239SERVICENOW INCNOW30$16,7690.00%
240ENVIVA INC29415B1032,200$16,4340.00%
241PG&E CORPPCG-PX1,000$16,1300.00%
242MEDTRONIC PLCMDT200$15,6720.00%
243BOSTON SCIENTIFIC CORPBSX295$15,5760.00%
244PRUDENTIAL FINL INCPUKPF164$15,5620.00%
245OPTIMIZERX CORPOPRX2,000$15,5600.00%
246NATIONAL GRID PLCNMPWP255$15,4610.00%
247ROSS STORES INCROST125$14,1190.00%
248DIMENSIONAL ETF TRUST25434V500264$13,8580.00%
249GENERAL ELECTRIC CO369604301125$13,8190.00%
250US FOODS HLDG CORPUSFD346$13,7370.00%
251SELECT SECTOR SPDR TR81369Y308193$13,2810.00%
252DELTA AIR LINES INC DELDAL358$13,2280.00%
253EBAY INC.EBAY300$13,2270.00%
254NETFLIX INCNFLX35$13,2160.00%
255CSX CORPCSX393$12,0850.00%
256COSTAR GROUP INCCSGP153$11,7650.00%
257TE CONNECTIVITY LTDTEL90$11,1180.00%
258HONEYWELL INTL INC43851610660$11,0850.00%
259FIDELITY COVINGTON TRUST316092865285$10,8080.00%
260FORTIVE CORPFTV145$10,7540.00%
261WILLIS TOWERS WATSON PLC LTDWTW50$10,4480.00%
262AIRBNB INCABNB75$10,2910.00%
263ALBERTSONS COS INC013091103450$10,2380.00%
264ARCH CAP GROUP LTDG0450A105125$9,9640.00%
265DUTCH BROS INCBROS400$9,3000.00%
266MOSAIC CO NEWMOS251$8,9260.00%
267POST HLDGS INCPOST100$8,5740.00%
268LIONS GATE ENTMNT CORP5359194011,000$8,4800.00%
269REGENERON PHARMACEUTICALSREGN10$8,2300.00%
270TRANSOCEAN LTDRIG1,000$8,2100.00%
271COOPER COS INC21664840225$7,9510.00%
272GARRETT MOTION INCGTX1,000$7,8800.00%
273AMERICAN INTL GROUP INC026874784125$7,5750.00%
274KYMERA THERAPEUTICS INCKYMR500$6,9500.00%
275BOEING COBA-PA36$6,9010.00%
276QUALCOMM INCQCOM55$6,1090.00%
277LAUDER ESTEE COS INC51843910440$5,7820.00%
278INTERCONTINENTAL EXCHANGE IN45866F10450$5,5010.00%
279FTAI AVIATION LTDFTAIN150$5,3330.00%
280CERENCE INCCRNC250$5,0930.00%
281MERCADOLIBRE INCMELI4$5,0720.00%
282VANGUARD INTL EQUITY INDEX F92204286674$4,9500.00%
283KELLANOVABEKE73$4,3450.00%
284ISHARES TR46428775440$4,0360.00%
285CYBIN INCHELP7,500$3,9660.00%
286RIVIAN AUTOMOTIVE INCRIVN160$3,8850.00%
287COINBASE GLOBAL INCCOIN50$3,7540.00%
288374WATER INCSCWO3,000$3,7200.00%
289STRIDE INCLRN82$3,6930.00%
290ALPHA TAU MEDICAL LTDDRTSW14,500$3,6630.00%
291EQUINIX INCEQIX5$3,6320.00%
292WARNER BROS DISCOVERY INCWBD334$3,6280.00%
293ALLSTATE CORPALL-PJ30$3,3430.00%
294SPOTIFY TECHNOLOGY S ASPOT21$3,2480.00%
295PERRIGO CO PLCPRGO100$3,1950.00%
296ETF SER SOLUTIONS26922A289100$3,1260.00%
297GE HEALTHCARE TECHNOLOGIES IGEHC41$2,7900.00%
298ADVANCED MICRO DEVICES INCAMD25$2,5710.00%
299BAXTER INTL INC07181310962$2,3530.00%
300KYNDRYL HLDGS INCKD125$1,8880.00%
301NIO INCNIOIF200$1,8080.00%
302DOLLAR GEN CORP NEW25667710515$1,5870.00%
303CLEAN ENERGY FUELS CORPCLNE360$1,3790.00%
304PINTEREST INCPINS50$1,3520.00%
305SYSCO CORPSYY19$1,2550.00%
306HYDROFARM HLDGS GROUP INC44888K2091,000$1,2200.00%
307CONAGRA BRANDS INCCAG44$1,2070.00%
308BEYOND MEAT INCBYND98$9430.00%
309FTAI INFRASTRUCTURE INCFIP150$4830.00%
310PIPER SANDLER COMPANIESPIPR2$2910.00%
311LUMEN TECHNOLOGIES INCLUMN95$1350.00%
312WESTPORT FUEL SYSTEMS INCWPRT13$790.00%
313MYOMO INCMYO16$180.00%